Welltower Inc. (NYSE:WELL) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Welltower Inc. (NYSE:WELL) has earned a consensus rating of “Moderate Buy” from the seventeen research firms that are covering the firm, Marketbeat reports. Three equities research analysts have rated the stock with a hold recommendation and fourteen have assigned a buy recommendation to the company. The average twelve-month price objective among analysts that have issued a report on the stock in the last year is $252.3333.

Several analysts recently weighed in on WELL shares. Morgan Stanley raised their price objective on Welltower from $215.00 to $251.00 and gave the company an “overweight” rating in a research note on Tuesday, September 1st. Weiss Ratings reissued a “hold (c+)” rating on shares of Welltower in a report on Monday. Barclays lifted their price target on shares of Welltower from $254.00 to $259.00 and gave the company an “equal weight” rating in a report on Monday, August 31st. Wells Fargo & Company upped their price objective on shares of Welltower from $237.00 to $266.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 1st. Finally, Cantor Fitzgerald increased their price objective on shares of Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research note on Friday, July 31st.

Welltower Stock Down 1.1%

Shares of WELL opened at $230.14 on Friday. Welltower has a one year low of $163.75 and a one year high of $255.20. The company has a market cap of $165.87 billion, a P/E ratio of 105.57, a P/E/G ratio of 1.11 and a beta of 0.76. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The firm has a 50 day simple moving average of $237.60 and a two-hundred day simple moving average of $220.93.

Welltower (NYSE:WELL) last issued its earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.05). Welltower had a net margin of 12.15% and a return on equity of 3.56%. The business had revenue of $3.54 billion during the quarter, compared to analyst estimates of $3.40 billion. During the same period in the prior year, the business posted $1.28 EPS. The company’s revenue for the quarter was up 39.1% compared to the same quarter last year. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. Research analysts forecast that Welltower will post 6.43 EPS for the current fiscal year.

Welltower Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th were issued a dividend of $0.85 per share. This represents a $3.40 annualized dividend and a dividend yield of 1.5%. This is a boost from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date was Wednesday, August 12th. Welltower’s dividend payout ratio (DPR) is currently 155.96%.

Insider Activity at Welltower

In other news, Director Andrew Gundlach acquired 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The shares were bought at an average price of $242.06 per share, with a total value of $1,210,300.00. Following the acquisition, the director directly owned 30,000 shares in the company, valued at $7,261,800. The trade was a 20.00% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. Insiders own 0.37% of the company’s stock.

Institutional Trading of Welltower

A number of hedge funds have recently made changes to their positions in the company. State Street Corp increased its stake in shares of Welltower by 1.4% in the second quarter. State Street Corp now owns 42,138,810 shares of the real estate investment trust’s stock valued at $9,564,246,000 after buying an additional 578,033 shares during the period. Sequoia Financial Advisors LLC boosted its position in Welltower by 2.2% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 19,901 shares of the real estate investment trust’s stock worth $4,517,000 after buying an additional 424 shares during the period. IPG Investment Advisors LLC bought a new stake in Welltower during the 2nd quarter worth approximately $1,884,000. MCF Advisors LLC grew its holdings in Welltower by 26.5% during the 2nd quarter. MCF Advisors LLC now owns 735 shares of the real estate investment trust’s stock worth $167,000 after acquiring an additional 154 shares during the last quarter. Finally, Scholtz & Company LLC bought a new stake in Welltower during the 2nd quarter worth approximately $211,000. 94.80% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower agreed to pay approximately $230 million for a senior housing complex in Woodland Hills, California, expanding its healthcare and senior-living real estate portfolio. The deal may support long-term growth, although its effect on near-term earnings was not specified. Welltower Pays $230M for Woodland Hills Senior Complex Near Warner Center
• Positive Sentiment: Evercore ISI maintained an Outperform rating on WELL, indicating continued confidence in the company, despite lowering its price target to $256 from $260. Evercore ISI Adjusts Price Target on Welltower
• Neutral Sentiment: Coverage highlighted recent insider buying, real estate transactions and accelerating housing growth as factors supporting investor interest, but did not identify a new earnings or guidance catalyst. Welltower stock holds strong after recent insider buying and real estate deal
• Negative Sentiment: Investors questioned whether WELL is fully valued after a reported 217% five-year gain. The valuation concern is significant given the stock’s elevated earnings multiple, increasing the risk of profit-taking. Is Welltower Fully Priced?
• Negative Sentiment: Welltower underperformed competing stocks and declined in recent trading sessions as investors weighed its prior gains, acquisitions and valuation. The post-close weakness suggests near-term sentiment remains cautious. Welltower stock underperforms Tuesday

About Welltower

Welltower Inc is a real estate investment trust (REIT) that owns, operates and finances healthcare-related real estate. The company focuses on properties that support healthcare delivery and services, including senior housing communities, outpatient medical facilities and post-acute care properties.

Welltower partners with healthcare providers, senior housing operators and other service providers to develop and manage facilities designed to serve aging populations and patients requiring ongoing or specialized care.