Val
—
Gro
—
Qua
—
Mom
—
Sta
—
Cap—
P/S13.61
P/E—
Fwd P/E71.75
PEG3.66
52W— – —
RSI—
Target$245.77 (+1.9%)
Beta0.76
Div1.26%
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RSI (14)
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Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.
52-Week Range
52W Low
—
52W High
Position in Range
—
RSI (14)
0 · Oversold
RSI 56
Overbought · 100
Signal
Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
4Bullish
1Bearish
0Neutral
▲ Bull Flag — Breakout after +10% pole — bullish continuation
▲ Inv. Head & Shoulders — Inv. H&S neckline ~$218.12 broken — major bullish reversal
▲ Bull Flag — Breakout after +13% pole — bullish continuation
▲ Bull Flag — Breakout after +16% pole — bullish continuation
▼ Double Top — Two peaks ~$220.26 — bearish reversal confirmed
View overlays on the price chart via Chart tab → Pattern Overlays.
EPS — History & Forecast
Estimate
Beat
Miss
Forecast
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Revenue — History & Forecast
Revenue
Forecast
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EPS Beat Rate
62%
5/8 quarters
Wall Street Consensus
BUY
BuyHoldSell
Price Target Range
$245.77
+1.9% upside
Low $192
—
High $280
Consensus
Current price
Wall Street Analyst Ratings
| Firm | Rating | Change | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Equal-Weight | Overweight → Equal-Weight | ▼ Downgrade | 2024-10-01 |
| Scotiabank | Sector Outperform | — | ↔ Maintain | 2024-09-23 |
| Evercore ISI Group | In-Line | — | ↔ Maintain | 2024-09-16 |
| Deutsche Bank | Buy | — | ↔ Maintain | 2024-08-21 |
| RBC Capital | Sector Perform | — | ↔ Maintain | 2024-08-09 |
| Wedbush | Neutral | — | ↔ Maintain | 2024-08-05 |
| Morgan Stanley | Overweight | — | ↔ Maintain | 2024-07-11 |
| Keybanc | Overweight | — | ↔ Maintain | 2024-07-02 |
| Mizuho | Buy | — | ↔ Maintain | 2024-05-08 |
| Exane BNP Paribas | Outperform | — | ● Initiate | 2024-03-18 |
| JP Morgan | Overweight | Neutral → Overweight | ▲ Upgrade | 2023-12-18 |
| Raymond James | Strong Buy | Outperform → Strong Buy | ▲ Upgrade | 2023-11-09 |
| Baird | Neutral | — | ↔ Maintain | 2023-09-14 |
| Barclays | Overweight | — | ↔ Maintain | 2023-08-02 |
| Citigroup | Buy | — | ↔ Reiterate | 2023-06-27 |
Wells Fargo
2024-10-01
Equal-Weight
(from Overweight)
▼ Downgrade
Scotiabank
2024-09-23
Sector Outperform
↔ Maintain
Evercore ISI Group
2024-09-16
In-Line
↔ Maintain
Deutsche Bank
2024-08-21
Buy
↔ Maintain
RBC Capital
2024-08-09
Sector Perform
↔ Maintain
Wedbush
2024-08-05
Neutral
↔ Maintain
Morgan Stanley
2024-07-11
Overweight
↔ Maintain
Keybanc
2024-07-02
Overweight
↔ Maintain
Mizuho
2024-05-08
Buy
↔ Maintain
Exane BNP Paribas
2024-03-18
Outperform
● Initiate
JP Morgan
2023-12-18
Overweight
(from Neutral)
▲ Upgrade
Raymond James
2023-11-09
Strong Buy
(from Outperform)
▲ Upgrade
Baird
2023-09-14
Neutral
↔ Maintain
Barclays
2023-08-02
Overweight
↔ Maintain
Citigroup
2023-06-27
Buy
↔ Reiterate
Profitability
Gross Margin
39.56%TTM
Op. Margin
16.56%TTM
ROE
3.84%TTM
Rev. Growth
39.10%YoY
Free Cash Flow
N/ATTM
FCF Yield
—TTM
Balance Sheet
Debt / Equity
41.38MRQ
Current Ratio
3.31MRQ
Cash
1.97BMRQ
Total Debt
19.72BMRQ
Net Debt
—MRQ
Income
Div. Yield
1.26%TTM
Annual Rate
3.40Fwd
Payout Ratio
139.61%TTM
Dividend History
Payout Ratio (TTM): 139.61%
| Date | Amount / Share | Yield at Payment |
|---|---|---|
| 2026-05-13 | $0.7400 | 0.34% |
| 2026-02-25 | $0.7400 | 0.36% |
| 2025-11-10 | $0.7400 | 0.39% |
| 2025-08-12 | $0.7400 | 0.45% |
| 2025-05-14 | $0.6700 | 0.47% |
| 2025-02-25 | $0.6700 | 0.45% |
| 2024-11-13 | $0.6700 | 0.51% |
| 2024-08-12 | $0.6700 | 0.59% |
| 2024-05-10 | $0.6100 | 0.64% |
| 2024-02-22 | $0.6100 | 0.68% |
| 2023-11-13 | $0.6100 | 0.75% |
| 2023-08-14 | $0.6100 | 0.77% |
| 2023-05-15 | $0.6100 | 0.81% |
| 2023-02-27 | $0.6100 | 0.88% |
| 2022-11-17 | $0.6100 | 0.99% |
| 2022-08-22 | $0.6100 | 0.84% |
| 2022-05-23 | $0.6100 | 0.77% |
| 2022-02-28 | $0.6100 | 0.81% |
| 2021-11-15 | $0.6100 | 0.81% |
| 2021-08-11 | $0.6100 | 0.82% |
| 2021-05-10 | $0.6100 | 0.93% |
| 2021-02-19 | $0.6100 | 1.02% |
| 2020-11-09 | $0.6100 | 1.05% |
| 2020-08-17 | $0.6100 | 1.27% |
| 2020-05-18 | $0.6100 | 1.59% |
| 2020-02-21 | $0.8700 | 1.19% |
| 2019-11-12 | $0.8700 | 1.27% |
| 2019-08-14 | $0.8700 | 1.23% |
| 2019-05-13 | $0.8700 | 1.38% |
| 2019-02-21 | $0.8700 | 1.46% |
| 2018-11-08 | $0.8700 | 1.60% |
| 2018-08-06 | $0.8700 | 1.75% |
| 2018-05-07 | $0.8700 | 2.02% |
| 2018-02-12 | $0.8700 | 2.11% |
| 2017-11-06 | $0.8700 | 1.71% |
| 2017-08-04 | $0.8700 | 1.64% |
| 2017-05-05 | $0.8700 | 1.71% |
| 2017-02-03 | $0.8700 | 1.84% |
| 2016-11-04 | $0.8600 | 1.85% |
| 2016-08-05 | $0.8600 | 1.60% |
How WELL Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 173.72B |
| Enterprise Value | 192.32B |
| Trailing P/E | 117.60 |
| Forward P/E | 71.75 |
| PEG Ratio (5yr) | 3.66 |
| Price/Sales (ttm) | 13.61 |
| Price/Book (mrq) | 3.88 |
| EV/Revenue | 15.07 |
| EV/EBITDA | 59.65 |
Share Statistics
| Avg Vol (3m) | 3.48M |
| Shares Outstanding | 720.57M |
| Float | 717.91M |
| % Held by Insiders | 0.06% |
| % Held by Institutions | 100.43% |
| Short Ratio | 5.30 |
| Short % of Float | 3.07% |
Profitability
| Gross Margin | 39.56% |
| Operating Margin (ttm) | 16.56% |
| Profit Margin | 12.15% |
| Return on Assets (ttm) | 0.83% |
| Return on Equity (ttm) | 3.84% |
Income Statement
| Revenue (ttm) | 12.76B |
| Revenue Growth (yoy) | 39.10% |
| Gross Profit (ttm) | 5.05B |
| EBITDA | 3.22B |
| Net Income (ttm) | 1.55B |
| Diluted EPS (ttm) | 2.05 |
| EPS Growth (yoy) | 34.60% |
Balance Sheet
| Total Cash (mrq) | 1.97B |
| Total Debt (mrq) | 19.72B |
| Debt / Equity (mrq) | 41.38 |
| Current Ratio (mrq) | 3.31 |
| Book Value / Share | 62.15 |
| Operating CF (ttm) | N/A |
| Free Cash Flow (ttm) | N/A |
Trading & Dividends
| Beta (5Y) | 0.76 |
| 50-Day MA | 223.19 |
| 200-Day MA | 203.47 |
| Fwd Dividend Yield | 140.00% |
| Payout Ratio | 139.61% |
Ownership Breakdown
Institutional 100.43%
Insider 0.06%
Short Interest
3.07% of float
Moderate
Institutional 13F Holdings
Famous investors who disclosed a position in WELL in their latest SEC 13F filing.
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Insider Transactions
| Date | Insider | Role | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-26 | MITRA SHANKH | Chief Executive Officer | Stock Gift at price 0.00 per share. | 3,852 | — |
| 2026-05-29 | MITRA SHANKH | Chief Executive Officer | Stock Award(Grant) at price 173.32 per share. | 17 | $2,946 |
| 2026-05-27 | MITRA SHANKH | Chief Executive Officer | Stock Gift at price 0.00 per share. | 162 | — |
| 2026-05-21 | LOPEZ DENNIS G | Director | Stock Award(Grant) at price 216.01 per share. | 63 | $13,609 |
| 2026-05-01 | BACON KENNETH J | Director | 2,627 | — | |
| 2026-02-26 | RIVERA SERGIO DAVID | Director | Stock Award(Grant) at price 0.00 per share. | 1,056 | — |
| 2026-02-26 | LOPEZ DENNIS G | Director | Stock Award(Grant) at price 0.00 per share. | 1,787 | — |
| 2026-02-26 | DESALVO KAREN B | Director | Stock Award(Grant) at price 0.00 per share. | 1,056 | — |
| 2026-02-26 | SPISSO JOHNESE M | Director | Stock Award(Grant) at price 0.00 per share. | 1,056 | — |
| 2026-02-13 | MCQUEEN MATTHEW GRANT | Officer | Stock Gift at price 0.00 per share. | 541 | — |
| 2025-12-31 | LOPEZ DENNIS G | Director | Stock Award(Grant) at price 0.00 per share. | 57 | — |
| 2025-12-16 | MCHUGH TIMOTHY | President | Stock Gift at price 0.00 per share. | 500 | — |
| 2025-11-28 | MCHUGH TIMOTHY | President | Stock Award(Grant) at price 208.22 per share. | 53 | $11,036 |
| 2025-11-28 | CHAUDHRI NIKHIL | President | Stock Award(Grant) at price 208.22 per share. | 31 | $6,455 |
| 2025-11-28 | MCQUEEN MATTHEW GRANT | Officer | Stock Award(Grant) at price 208.22 per share. | 71 | $14,784 |
| 2025-11-28 | MITRA SHANKH | Chief Executive Officer | Stock Award(Grant) at price 208.22 per share. | 64 | $13,326 |
| 2025-11-28 | FIEWEGER JOSHUA | Officer | Stock Award(Grant) at price 154.28 - 208.22 per share. | 177 | $30,166 |
| 2025-11-28 | BURKART JOHN F | Chief Operating Officer | Stock Award(Grant) at price 208.22 per share. | 39 | $8,121 |
| 2025-11-20 | LOPEZ DENNIS G | Director | Stock Award(Grant) at price 197.58 per share. | 62 | $12,250 |
| 2025-08-21 | LOPEZ DENNIS G | Director | Stock Award(Grant) at price 166.94 per share. | 73 | $12,187 |
| 2025-06-30 | GUNDLACH ANDREW | Director | Purchase at price 151.46 per share. | 20,000 | $3,029,200 |
| 2025-06-17 | MITRA SHANKH | Chief Executive Officer | Stock Gift at price 0.00 per share. | 495 | — |
| 2025-05-30 | MCHUGH TIMOTHY | President | Stock Award(Grant) at price 154.28 per share. | 61 | $9,411 |
| 2025-05-30 | CHAUDHRI NIKHIL | President | Stock Award(Grant) at price 154.28 per share. | 150 | $23,142 |
| 2025-05-30 | MCQUEEN MATTHEW GRANT | Officer | Stock Award(Grant) at price 154.28 per share. | 81 | $12,497 |
MITRA SHANKH
Chief Executive Officer
Stock Gift at price 0.00 per share.
2026-06-26
3,852 sh
—
MITRA SHANKH
Chief Executive Officer
Stock Award(Grant) at price 173.32 per share.
2026-05-29
17 sh
$2,946
MITRA SHANKH
Chief Executive Officer
Stock Gift at price 0.00 per share.
2026-05-27
162 sh
—
LOPEZ DENNIS G
Director
Stock Award(Grant) at price 216.01 per share.
2026-05-21
63 sh
$13,609
BACON KENNETH J
Director
2026-05-01
2,627 sh
—
RIVERA SERGIO DAVID
Director
Stock Award(Grant) at price 0.00 per share.
2026-02-26
1,056 sh
—
LOPEZ DENNIS G
Director
Stock Award(Grant) at price 0.00 per share.
2026-02-26
1,787 sh
—
DESALVO KAREN B
Director
Stock Award(Grant) at price 0.00 per share.
2026-02-26
1,056 sh
—
SPISSO JOHNESE M
Director
Stock Award(Grant) at price 0.00 per share.
2026-02-26
1,056 sh
—
MCQUEEN MATTHEW GRANT
Officer
Stock Gift at price 0.00 per share.
2026-02-13
541 sh
—
LOPEZ DENNIS G
Director
Stock Award(Grant) at price 0.00 per share.
2025-12-31
57 sh
—
MCHUGH TIMOTHY
President
Stock Gift at price 0.00 per share.
2025-12-16
500 sh
—
MCHUGH TIMOTHY
President
Stock Award(Grant) at price 208.22 per share.
2025-11-28
53 sh
$11,036
CHAUDHRI NIKHIL
President
Stock Award(Grant) at price 208.22 per share.
2025-11-28
31 sh
$6,455
MCQUEEN MATTHEW GRANT
Officer
Stock Award(Grant) at price 208.22 per share.
2025-11-28
71 sh
$14,784
MITRA SHANKH
Chief Executive Officer
Stock Award(Grant) at price 208.22 per share.
2025-11-28
64 sh
$13,326
FIEWEGER JOSHUA
Officer
Stock Award(Grant) at price 154.28 - 208.22 per share.
2025-11-28
177 sh
$30,166
BURKART JOHN F
Chief Operating Officer
Stock Award(Grant) at price 208.22 per share.
2025-11-28
39 sh
$8,121
LOPEZ DENNIS G
Director
Stock Award(Grant) at price 197.58 per share.
2025-11-20
62 sh
$12,250
LOPEZ DENNIS G
Director
Stock Award(Grant) at price 166.94 per share.
2025-08-21
73 sh
$12,187
GUNDLACH ANDREW
Director
Purchase at price 151.46 per share.
2025-06-30
20,000 sh
$3,029,200
MITRA SHANKH
Chief Executive Officer
Stock Gift at price 0.00 per share.
2025-06-17
495 sh
—
MCHUGH TIMOTHY
President
Stock Award(Grant) at price 154.28 per share.
2025-05-30
61 sh
$9,411
CHAUDHRI NIKHIL
President
Stock Award(Grant) at price 154.28 per share.
2025-05-30
150 sh
$23,142
MCQUEEN MATTHEW GRANT
Officer
Stock Award(Grant) at price 154.28 per share.
2025-05-30
81 sh
$12,497