Welltower Inc.

Welltower Inc.

WELL

Get informed when a big investor buys or sells

+ Follow
Market Cap$144.95B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Welltower Inc.Welltower Inc.102.11.44%3%12.50.5

Earnings Call Q1 2026

April 29, 2026 - AI Summary

Strong start; guidance raised (upside to expectations) - Q1 2026: Total revenue +38% YoY; Adjusted EBITDA +36% YoY. - FFO per share +23% YoY; normalized FFO guidance midpoint raised by $0.11 to $6.28 for full-year 2026. - Full-year 2026 normalized FFO range: $6.21–$6.35 (midpoint $6.28); net income per diluted share: $3.24–$3.38. - Management frames this as validation that portfolio transformation (“Welltower 3.0”) is already flowing through fundamentals.
Portfolio operating outperformance: exceptional same-store NOI growth - Total portfolio same-store NOI +16.4% YoY in Q1 (described as highest in company history). - Mix shift is key: Senior housing operating portfolio now ~74% of same-store NOI (up from 57% a year ago). - 95%+ occupancy communities delivered ~20% NOI growth (surprising/stressed as “remarkable”). - Expense discipline: same-store NOI margin +320 bps to 30.9%, flow-through margin ~64%; labor remains the favorable story (comp/occupied room growth near record low; ExpPOR only modestly higher).
Regional demand signals: occupancy strong, RevPOR still a contributor - Occupancy: U.S. nearly +400 bps YoY; U.K. nearly +400 bps YoY; Canada ~+300 bps YoY. - Pricing: RevPOR growth ~5% in U.S./U.K., ~6% in Canada (Canada’s higher baseline occupancy; RevPOR growth somewhat lower—management noted “gives you some perspective of the out of the possible” as the portfolio leases up).

Exclusive for Stockcircle Pro members

Sign upSign Up
$238.36

Target Price by Analysts

19.4% upsideWelltower Target Price DetailsTarget Price
$242.83

Current Fair Value

21.7% upside

Undervalued by 21.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$144.95 Billion
Enterprise Value$160.23 Billion
Dividend Yield$2.96 (1.44%)
Earnings per Share$1.41
Beta0.83
Outstanding Shares699,837,000

Return

Return on Equity3.20%ROE
Return on Assets2.09%
Return on Invested Capital0.86%

Valuation & Multiples

P/E Ratio102.09P/E Ratio
PEG55.95PEG
Price to Sales12.47Price to Sales
Price to Book Ratio3.12Price to Book Ratio
Enterprise Value to Revenue13.59
Enterprise Value to EBIT286.99
Enterprise Value to Net Income114
Total Debt to Enterprise0.12
Debt to Equity0.46Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 4, 2026
EPS Estimate
$0.73
Average shareholder expectation
Revenue Estimate
$3.09 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 27, 2026
EPS Estimate
$0.65
Average shareholder expectation
Revenue Estimate
$3.32 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0422▲ 36.37%
Total Calls1,095,400▼ 49.44%
Total Puts1,141,586▼ 22.33%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %97.71%▼ 4.14%
Total Invested$133.13B▲ 6.08%
Investors Holding1,512▲ 45.00%

ESG Score

No data

About Welltower Inc

CEO: Thomas Derosa

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and scoring for all tax legislation, directly influencing corporate tax structures and capital investment policies that are paramount to REITs like Welltower.

Finance

Directly impacts corporate tax policy (crucial for REIT structure) and entitlement spending (Medicare/Medicaid pricing directly affects Welltower's healthcare facility tenants).

Appropriations

Controls federal spending, including significant allocations to healthcare programs (e.g., Medicare/Medicaid) which directly impact the revenue streams and operational viability of Welltower's healthcare facility tenants.

Health, Education, Labor, and Pensions

Directly regulates healthcare through FDA/NIH and influences labor laws, both of which significantly impact the operational costs and regulatory environment for Welltower's healthcare facility tenants.

Special Committee on Aging

Directly investigates issues affecting older Americans and long-term care quality, which are central to Welltower's senior housing and post-acute care property portfolio, creating significant reputational and operational risk.

Banking, Housing, and Urban Affairs

Directly regulates the financial system (SEC oversight of REITs) and real estate markets (HUD's influence on housing, which includes healthcare properties), placing it at the core of Welltower's operations.