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WELL logo WELL
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WELL logo

Welltower Inc (WELL)

Upturn stock ratingUpturn stock rating
$152.72
Last Close (24-hour delay)
Profit since last BUY-1.01%
upturn advisory
Regular Buy
BUY since 28 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

07/10/2025: WELL (4-star) is a STRONG-BUY. BUY since 28 days. Profits (-1.01%). Updated daily EoD!

Upturn Star Rating

rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Number of Analysts

rating

20 Analysts rated it

Well-followed company, solid analyst reports, reliable data for confident investing.

1 Year Target Price $168.35

1 Year Target Price $168.35

Analysts Price Target For last 52 week
$168.35 Target price
52w Low $102.06
Current$152.72
52w High $157.82

Analysis of Past Performance

Type Stock
Historic Profit 41.89%
Avg. Invested days 55
Today’s Advisory Regular Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/10/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 101.47B USD
Price to earnings Ratio 87.17
1Y Target Price 168.35
Price to earnings Ratio 87.17
1Y Target Price 168.35
Volume (30-day avg) 20
Beta 0.92
52 Weeks Range 102.06 - 157.82
Updated Date 07/11/2025
52 Weeks Range 102.06 - 157.82
Updated Date 07/11/2025
Dividends yield (FY) 1.74%
Basic EPS (TTM) 1.78

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 12.65%
Operating Margin (TTM) 17.05%

Management Effectiveness

Return on Assets (TTM) 1.73%
Return on Equity (TTM) 3.48%

Valuation

Trailing PE 87.17
Forward PE 90.91
Enterprise Value 113379217534
Price to Sales(TTM) 11.86
Enterprise Value 113379217534
Price to Sales(TTM) 11.86
Enterprise Value to Revenue 13.48
Enterprise Value to EBITDA 38.38
Shares Outstanding 653952000
Shares Floating 653088359
Shares Outstanding 653952000
Shares Floating 653088359
Percent Insiders 0.04
Percent Institutions 99.23

ai summary icon Upturn AI SWOT

Welltower Inc

stock logo

Company Overview

overview logo History and Background

Welltower Inc. (formerly Health Care REIT) was founded in 1970. It is a real estate investment trust (REIT) focused on healthcare infrastructure, primarily senior housing, assisted living, and medical office buildings. Over the years, it has grown through acquisitions and development, becoming a leading player in the healthcare real estate sector.

business area logo Core Business Areas

  • Senior Housing Operating (SHO): This segment includes communities where Welltower operates the properties and benefits from revenue upside and downside. It focuses on independent living, assisted living, and memory care facilities.
  • Senior Housing Triple-Net (Triple-Net): This segment involves leasing properties to operators under long-term triple-net leases, where the tenant is responsible for property taxes, insurance, and maintenance.
  • Outpatient Medical (OM): This segment includes medical office buildings and outpatient facilities leased to healthcare providers.
  • Other: Includes other properties such as long-term care facilities and development projects.

leadership logo Leadership and Structure

Welltower Inc. is led by Shankh Mitra, CEO. The company has a Board of Directors that oversees its strategic direction and governance. The organizational structure is designed to manage its diverse portfolio of healthcare properties.

Top Products and Market Share

overview logo Key Offerings

  • Senior Housing: This includes Independent Living, Assisted Living and Memory Care facilities. Market share is fragmented, with Welltower being one of the largest players. Competitors include Ventas (VTR), National Health Investors (NHI) and Omega Healthcare Investors (OHI). Revenue from this segment comprises the largest share of Welltower's total revenue.
  • Medical Office Buildings: Welltower owns and manages medical office buildings leased to physician groups, hospitals, and other healthcare providers. The market is also fragmented. Competitors include Healthcare Realty Trust (HR), Physicians Realty Trust (HR). Revenue from this segment is a significant contributor to Welltower's total revenue.

Market Dynamics

industry overview logo Industry Overview

The healthcare real estate industry is driven by aging demographics, increasing healthcare spending, and the growing demand for senior housing and outpatient medical services. It is experiencing moderate growth and consolidation.

Positioning

Welltower is positioned as a leading REIT focused on healthcare infrastructure. Its competitive advantages include its scale, diversified portfolio, strong relationships with operators, and access to capital. They are also leading in technological integration across their portfolio

Total Addressable Market (TAM)

The total addressable market for healthcare real estate is estimated to be in the hundreds of billions of dollars, influenced by demographic trends and healthcare spending. Welltower is positioned to capture a significant portion of this TAM through its diversified portfolio and strategic partnerships.

Upturn SWOT Analysis

Strengths

  • Large and diversified portfolio
  • Strong relationships with leading operators
  • Access to capital
  • Experienced management team
  • Strong focus on innovation and technology

Weaknesses

  • Exposure to operator risk
  • Interest rate sensitivity
  • High leverage
  • Dependence on acquisitions for growth

Opportunities

  • Aging demographics
  • Increasing healthcare spending
  • Consolidation in the healthcare industry
  • Expansion into new markets
  • Adoption of new technologies

Threats

  • Economic downturn
  • Rising interest rates
  • Increased competition
  • Changes in healthcare regulations
  • Labor shortages in the healthcare sector

Competitors and Market Share

competitor logo Key Competitors

  • VTR
  • NHI
  • OHI
  • HR

Competitive Landscape

Welltower has a competitive advantage due to its scale and diversified portfolio. However, it faces competition from other REITs and private investors in the healthcare real estate market.

Major Acquisitions

Quality Care Properties

  • Year: 2018
  • Acquisition Price (USD millions): 1950
  • Strategic Rationale: Expanded senior housing portfolio and strengthened relationships with operators.

Growth Trajectory and Initiatives

Historical Growth: Welltower's growth has been driven by acquisitions and organic growth in its senior housing and medical office building portfolios.

Future Projections: Analyst estimates suggest continued growth in revenue and earnings, driven by demographic trends and increasing healthcare spending. Revenue Growth Rate Projection: 5; EPS Growth Rate Projection: 7 (These are placeholder percentage values).

Recent Initiatives: Recent initiatives include strategic investments in technology, partnerships with healthcare providers, and expansion into new markets.

Summary

Welltower Inc. is a leading healthcare REIT with a large and diversified portfolio. The company benefits from aging demographics and increasing healthcare spending. While high leverage and interest rate sensitivity are concerns, strategic initiatives and a strong management team position it for continued growth. Further diversification could help mitigate operator risk.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings (e.g., 10-K, 10-Q)
  • Investor Presentations
  • Analyst Reports
  • Industry Publications

Disclaimers:

The information provided is for informational purposes only and does not constitute financial advice. Market share figures and growth projections are estimates and subject to change. Financial data is based on available information and may not be fully accurate.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Welltower Inc

Exchange NYSE
Headquaters Toledo, OH, United States
IPO Launch date 2001-01-02
CEO & Director Mr. Shankh S. Mitra
Sector Real Estate
Industry REIT - Healthcare Facilities
Full time employees 685
Full time employees 685

Welltower Inc. (NYSE: WELL), an S&P 500 company, is one of the world's preeminent residential wellness and healthcare infrastructure companies. We seek to position our portfolio of 1,500+ seniors and wellness housing communities at the intersection of housing, healthcare, and hospitality, creating vibrant communities for mature renters and older adults in the United States, United Kingdom, and Canada. We also strive to support physicians in our outpatient medical buildings with the critical infrastructure needed to deliver quality care. We believe our real estate portfolio is unmatched, located in highly attractive micro-markets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as a product company in a real estate wrapper, driven by relationships and an unconventional culture. Through our disciplined approach to capital allocation powered by our Data Science platform and superior operating results driven by our operating platform, the Welltower Business System, we aspire to deliver long-term compounding of per share growth and returns for our existing investors " our North Star.