Welltower Inc.

Welltower Inc.

WELLยทNYSE

$200.85

+2.8%
Real EstateREIT - Healthcare Facilities

Welltower Inc. (NYSE:WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, a real estate investment trust (REIT), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties.

At a Glance

Live Snapshot
Market Cap$141.78B
EPS1.4100
P/E Ratio142.45
Earnings Date07/27/2026
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Welltower Inc. Street Expectations Map

WELL ยท NYSE

Wall Street analysts project that WELL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 239.11, with estimates ranging from a low of 215.00 to a high of 249.00.

Lowest Target
215.00
7.05%
Consensus Target
239.11
19.05%
Highest Target
249.00
23.97%

The consensus 1-year price target stands at 239.11, with estimates ranging from a low of 215.00 to a high of 249.00.

Analyst Consensus Analysis

Upside Potential

+19.1%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

14.2% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Welltower Inc. Forward Estimates of Revenue

WELL ยท NYSE
Latest Revenue
10.67B
FY 2025
Avg Estimate
12.34B
FY 2026
Estimate Range
11.43B - 14.00B
Analyst Spread

Forward Growth Analysis

Projected Growth+15.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Welltower Inc. Forward Estimates of Net Income

WELL ยท NYSE
Latest Net Income
936.85M
FY 2025
Avg Estimate
1.71B
FY 2026
Estimate Range
1.63B - 1.80B
Analyst Spread

Forward Growth Analysis

Projected Growth+82.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Welltower Inc. Forward Estimates of EPS

WELL ยท NYSE
Latest EPS
1.41
FY 2025
Avg Estimate
$2.75
FY 2026
Estimate Range
$2.67 - $2.96
Analyst Spread

Forward Growth Analysis

Projected Growth+94.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread10%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Welltower Inc. Forward Estimates of EBIT

WELL ยท NYSE
Latest EBIT
171.93M
FY 2025
Avg Estimate
1.62B
FY 2026
Estimate Range
1.50B - 1.83B
Analyst Spread

Forward Growth Analysis

Projected Growth+840.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Welltower Inc. Forward Estimates of EBITDA

WELL ยท NYSE
Latest EBITDA
2.31B
FY 2025
Avg Estimate
4.38B
FY 2026
Estimate Range
4.06B - 4.97B
Analyst Spread

Forward Growth Analysis

Projected Growth+89.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Welltower Inc. Forward Estimates of SG&A Expense

WELL ยท NYSE
Latest SG&A Expense
1.75B
FY 2025
Avg Estimate
342.00M
FY 2026
Estimate Range
316.79M - 388.01M
Analyst Spread

Forward Growth Analysis

Projected Growth-80.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread21%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Welltower Inc. Insider Positioning

WELL ยท NYSE

During the last 12 months, insiders have purchased $1.51M and sold $19.25M worth of WELL shares, resulting in $17.74M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

10.0K

1.51M

Sold

126.3K

19.25M

Net Activity

-17.7M

-$17.74M

Top Buyers

1
GA

Gundlach Andrew

Director

10.0K sharesโ€ข1 transactions

$1.51M

Top Sellers

1
MS

Mitra Shankh

Director, Officer: Ceo

86.2K sharesโ€ข2 transactions

$13.15M

2
MT

Mchugh Timothy

Officer: Co-President And Cfo

13.1K sharesโ€ข1 transactions

$2.00M

3
CN

Chaudhri Nikhil

Officer: Co-President And Cio

9.2K sharesโ€ข1 transactions

$1.41M

4
MMG

Mcqueen Matthew Grant

Officer: Chief Legal Officer

8.9K sharesโ€ข1 transactions

$1.35M

5
BJF

Burkart John F.

Officer: Vice Chairman And Coo

8.9K sharesโ€ข1 transactions

$1.35M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $17.74M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.08:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.