WELL
Welltower Inc. NYSE Listed Mar 19, 1980$228.87
-1.46%
vs $232.26
Mkt Cap $164.9B
52w Low $163.75
71.2% of range
52w High $255.20
50d MA $237.56
200d MA $212.36
P/E (TTM)
122.5x
EV/EBITDA
56.3x
P/B
3.5x
Debt/Equity
0.5x
ROE
0.5%
P/FCF
54.6x
RSI (14)
33.70
ATR (14)
$4.97
Beta
0.82
50d MA
$237.56
200d MA
$212.36
Avg Volume
2.7M
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.
4500 Dorr Street · Toledo, OH 43615 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 27, 2026 | AMC | 0.64 | 1.60 | +148.8% | 248.34 | +1.2% | -1.9% | -1.0% | -2.3% | -0.5% | -0.6% | — |
| Apr 28, 2026 | AMC | 0.68 | 1.02 | +50.2% | 214.23 | +0.1% | -1.0% | +2.5% | -0.2% | +0.1% | -1.1% | — |
| Feb 10, 2026 | AMC | 0.59 | 1.13 | +91.5% | 200.84 | +2.3% | +3.5% | +0.1% | +1.2% | +2.3% | -3.2% | — |
| Oct 27, 2025 | AMC | 1.30 | 1.34 | +3.1% | 182.61 | +3.8% | -1.6% | -1.5% | +2.2% | +0.1% | +0.7% | — |
| Jul 28, 2025 | AMC | 1.22 | 1.28 | +4.9% | 158.29 | +2.6% | +4.8% | +0.3% | -0.8% | +0.7% | +1.5% | — |
| Apr 28, 2025 | AMC | 1.15 | 1.20 | +4.3% | 149.05 | +2.4% | +1.6% | +0.7% | -1.5% | +0.3% | +0.1% | — |
| Feb 11, 2025 | AMC | 0.40 | 1.13 | +182.5% | 143.40 | +0.8% | +2.2% | +3.4% | -1.0% | +0.6% | -0.7% | — |
| Oct 28, 2024 | AMC | 1.04 | 1.11 | +6.7% | 130.57 | +2.3% | +5.2% | +0.8% | -2.6% | -1.2% | +0.8% | — |
| Jul 29, 2024 | AMC | 1.00 | 1.05 | +5.0% | 111.65 | +2.1% | +0.5% | -0.9% | +1.0% | +0.3% | -1.5% | — |
| Apr 29, 2024 | AMC | 0.94 | 1.01 | +7.4% | 95.78 | -1.3% | -0.5% | -1.0% | +1.8% | -0.3% | +1.0% | — |
| Feb 13, 2024 | AMC | 0.94 | 0.96 | +2.1% | 87.27 | +2.7% | +7.0% | +0.4% | -0.7% | -0.3% | +1.6% | — |
| Oct 30, 2023 | AMC | 0.89 | 0.92 | +3.4% | 81.87 | +2.3% | +2.1% | +2.2% | +2.8% | +0.7% | -0.4% | — |
| Jul 31, 2023 | AMC | 0.86 | 0.90 | +4.7% | 82.15 | -0.5% | +3.0% | -1.2% | +0.3% | -1.7% | +2.9% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sep 15 | Jefferies | Reiterates | Buy | $275 | $234.21 | $233.43 | -0.3% | -0.6% | +0.7% | -1.0% | -1.5% | — |
| Jul 7 | Barclays | Initiates | Equal Weight | $254 | $232.69 | $234.53 | +0.8% | +2.1% | -1.6% | -0.8% | -0.2% | +1.3% |
| Jun 17 | Raymond James | Reiterates | Outperform | $226 | $213.50 | $213.19 | -0.1% | -3.3% | +0.0% | +2.3% | +2.9% | +1.8% |
| Oct 1 | Wells Fargo | Downgrade | Overweight → Equal Weight | — | $128.03 | $128.31 | +0.2% | -0.4% | -0.4% | -0.4% | -0.7% | -1.0% |
| Sep 23 | Scotiabank | Maintains | Sector Outperform → Sector Outperform | — | $125.27 | $125.83 | +0.4% | +2.7% | -0.8% | +1.2% | -2.0% | +0.5% |
| Sep 16 | Evercore ISI | Maintains | In Line → In Line | — | $129.75 | $130.97 | +0.9% | -0.4% | -1.3% | +0.2% | -1.8% | -0.1% |
| Aug 28 | Evercore ISI | Maintains | In Line → In Line | — | $120.26 | $120.39 | +0.1% | +0.7% | -0.4% | +0.1% | +1.1% | +2.0% |
| Aug 21 | Deutsche Bank | Maintains | Buy → Buy | — | $116.43 | $116.79 | +0.3% | -0.1% | +1.3% | +1.3% | -0.1% | +0.9% |
| Aug 9 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $115.73 | $116.24 | +0.4% | +1.4% | -0.7% | +0.5% | +0.3% | -1.0% |
| Aug 7 | Scotiabank | Maintains | Sector Outperform → Sector Outperform | — | $114.96 | $115.57 | +0.5% | -0.1% | +0.8% | +1.4% | -0.7% | +0.5% |
| Aug 5 | Wedbush | Maintains | Neutral → Neutral | — | $112.76 | $112.11 | -0.6% | -1.5% | +3.5% | -0.1% | +0.8% | +1.4% |
| Jul 16 | Evercore ISI | Maintains | In Line → In Line | — | $105.34 | $105.98 | +0.6% | +0.6% | +0.8% | -0.8% | +1.4% | +1.1% |
| Jul 11 | Morgan Stanley | Maintains | Overweight → Overweight | — | $104.55 | $104.97 | +0.4% | +0.1% | -0.4% | +1.1% | +0.6% | +0.8% |
| Jul 2 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $104.00 | $104.55 | +0.5% | +1.9% | -0.6% | +1.1% | -1.9% | +0.4% |
| May 30 | Wells Fargo | Maintains | Overweight → Overweight | — | $100.64 | $101.07 | +0.4% | +1.5% | +1.5% | +0.4% | +0.4% | +0.5% |
| May 16 | Scotiabank | Maintains | Sector Outperform → Sector Outperform | — | $101.00 | $101.43 | +0.4% | -0.0% | +0.3% | -0.4% | +0.3% | +0.8% |
| May 8 | Mizuho | Maintains | Buy → Buy | — | $97.46 | $97.80 | +0.3% | +1.0% | +0.8% | -0.3% | +0.7% | -0.7% |
| Mar 4 | Scotiabank | Maintains | Sector Outperform → Sector Outperform | — | $92.72 | $92.65 | -0.1% | +0.7% | -2.0% | +0.6% | -0.0% | -0.0% |
| Jan 5 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $88.70 | $88.83 | +0.1% | -0.2% | +1.5% | -0.2% | +1.3% | -0.8% |
| Jan 3 | Mizuho | Maintains | Buy → Buy | — | $90.24 | $89.80 | -0.5% | -1.5% | -0.2% | -0.2% | +1.5% | -0.2% |
| Dec 18 | JP Morgan | Upgrade | Neutral → Overweight | — | $90.79 | $92.47 | +1.9% | -0.7% | +0.2% | -1.9% | +1.6% | +0.0% |
| Nov 28 | RBC Capital | Downgrade | Outperform → Sector Perform | — | $90.12 | $89.41 | -0.8% | -0.9% | -1.2% | +1.0% | +0.4% | +0.4% |
| Nov 27 | Evercore ISI | Maintains | In Line → In Line | — | $89.62 | $89.60 | -0.0% | +0.6% | -0.9% | -1.2% | +1.0% | +0.4% |
| Nov 13 | Wells Fargo | Maintains | Overweight → Overweight | — | $85.98 | $84.94 | -1.2% | -0.6% | +1.7% | -0.8% | +0.6% | +0.8% |
| Nov 9 | Raymond James | Upgrade | Outperform → Strong Buy | — | $86.37 | $86.83 | +0.5% | -2.0% | +1.6% | -0.6% | +1.7% | -0.8% |
| Oct 19 | KeyBanc Capital Markets | Maintains | Overweight → Overweight | — | $85.76 | $85.20 | -0.7% | -2.1% | -0.0% | -1.1% | +1.6% | -1.9% |
| Oct 12 | JP Morgan | Downgrade | Overweight → Neutral | — | $85.81 | $84.80 | -1.2% | -0.9% | +0.2% | +0.6% | +1.0% | -0.9% |
| Sep 20 | Raymond James | Maintains | Outperform → Outperform | — | $83.74 | $84.85 | +1.3% | +1.8% | -1.8% | -1.1% | +0.4% | -2.5% |
| Sep 14 | Mizuho | Maintains | Buy → Buy | — | $82.58 | $83.61 | +1.2% | +2.3% | -0.2% | +0.5% | -1.2% | +1.8% |
| Sep 14 | Baird | Maintains | Neutral → Neutral | — | $82.58 | $83.61 | +1.2% | +2.3% | -0.2% | +0.5% | -1.2% | +1.8% |
| Sep 7 | Morgan Stanley | Maintains | Overweight → Overweight | — | $81.98 | $82.21 | +0.3% | +0.7% | +0.1% | +1.4% | -0.2% | -1.2% |
| Aug 15 | RBC Capital | Maintains | Outperform → Outperform | — | $84.28 | $83.85 | -0.5% | -1.2% | -0.0% | -1.8% | -0.7% | -1.1% |
| Aug 7 | Wells Fargo | Maintains | Overweight → Overweight | — | $82.38 | $82.70 | +0.4% | +2.9% | +0.6% | +0.2% | -0.6% | -0.8% |
| Aug 2 | Barclays | Maintains | Overweight → Overweight | — | $84.60 | $84.50 | -0.1% | -1.2% | +0.3% | -1.7% | +2.9% | +0.6% |
| Jul 14 | Evercore ISI | Downgrade | Outperform → In Line | — | $80.86 | $80.01 | -1.1% | -1.1% | -0.9% | -0.9% | +2.3% | +2.0% |
| Jun 27 | Citigroup | Maintains | Buy → Buy | — | $79.57 | $80.03 | +0.6% | +1.5% | -0.8% | +0.4% | +0.6% | +0.7% |
| Jun 23 | Raymond James | Downgrade | Strong Buy → Outperform | — | $78.46 | $77.92 | -0.7% | -2.8% | +4.3% | +1.5% | -0.8% | +0.4% |
| Jun 13 | JP Morgan | Maintains | Overweight → Overweight | — | $81.81 | $81.75 | -0.1% | +0.2% | -0.5% | -1.7% | +0.3% | -1.5% |
| May 30 | Mizuho | Maintains | Buy → Buy | — | $73.54 | $73.31 | -0.3% | -0.6% | +2.0% | +0.0% | +1.5% | +0.4% |
| May 24 | Deutsche Bank | Maintains | Buy → Buy | — | $76.17 | $76.12 | -0.1% | -2.5% | -0.8% | -0.1% | -0.6% | +2.0% |
| May 23 | Citigroup | Maintains | Neutral → Neutral | — | $76.49 | $76.40 | -0.1% | -0.4% | -2.5% | -0.8% | -0.1% | -0.6% |
| May 16 | RBC Capital | Maintains | Outperform → Outperform | — | $80.13 | $80.30 | +0.2% | -3.2% | -0.0% | -0.8% | -0.4% | -0.1% |
| May 11 | Wells Fargo | Maintains | Overweight → Overweight | — | $79.38 | $78.80 | -0.7% | -0.3% | +0.2% | +1.0% | -3.2% | -0.0% |
| May 2 | Mizuho | Maintains | Buy → Buy | — | $78.26 | $78.11 | -0.2% | -1.2% | +0.2% | -0.8% | +2.4% | -3.1% |
| Apr 20 | Wells Fargo | Maintains | Overweight → Overweight | — | $76.25 | $76.20 | -0.1% | -0.5% | -0.3% | -0.4% | +1.4% | -0.3% |
| Apr 19 | Wells Fargo | Maintains | Overweight → Overweight | — | $75.45 | $74.87 | -0.8% | +1.1% | -0.5% | -0.3% | -0.4% | +1.4% |
| Apr 11 | Evercore ISI | Upgrade | In Line → Outperform | — | $72.82 | $74.18 | +1.9% | +2.1% | +0.4% | -0.2% | -0.6% | +1.6% |
| Apr 6 | Citigroup | Upgrade | Neutral → Buy | — | $70.56 | $71.67 | +1.6% | +1.4% | +1.8% | +2.1% | +0.4% | -0.2% |
| Apr 3 | Credit Suisse | Maintains | Outperform → Outperform | — | $71.69 | $71.96 | +0.4% | +0.1% | -1.9% | +0.3% | +1.4% | +1.8% |
| Mar 20 | JP Morgan | Maintains | Overweight → Overweight | — | $68.75 | $69.14 | +0.6% | +0.6% | +0.4% | -4.6% | -0.6% | +2.6% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | Gundlach Andrew | — | Buy | 2,500 | $242.06 | $605K | 27,500 | -0.64% | +1.06% |
| Aug 25, 2026 | Gundlach Andrew | — | Buy | 2,500 | $239.47 | $599K | 22,500 | -0.64% | +1.06% |
8-K · 8.01
!! High
Welltower Inc. -- 8-K 8.01: Material Event / Announcement
Welltower Inc. launched a significant financing transaction with major investment banks including Morgan Stanley, JPMorgan, and Jefferies as underwriters, though specific deal terms and capital raise amount were not disclosed in this announcement.
Jul 28
8-K
Welltower Inc. -- 8-K Filing
Jul 13
8-K · 7.01
! Medium
Welltower Inc. -- 8-K 7.01: Regulation FD Disclosure
Jun 1
8-K
Welltower Inc. -- 8-K Filing
May 22
8-K
Welltower Inc. -- 8-K Filing
Welltower Inc. obtained legal opinions from Gibson, Dunn & Crutcher validating the resale of shares, supporting the company's registration statement and enabling secondary market transactions.
Apr 29
8-K
Unknown — 8-K Filing
Major global banks arranged a sustainability-linked financing facility, signaling coordinated institutional support for ESG-focused capital allocation and potential competitive advantages in growing green finance markets.
Mar 10
8-K
Welltower Inc. -- 8-K Filing
Welltower reported fourth quarter 2025 earnings results, with the company providing financial performance updates to investors regarding its real estate and healthcare property portfolio operations.
Feb 10
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 78,049,214 | $17.7B | New | Jun 2026 |
| 2 | Vanguard Capital Management Llc | 46,118,974 | $10.5B | Added | Jun 2026 |
| 3 | Vanguard Portfolio Management Llc | 43,449,568 | $9.9B | Added | Jun 2026 |
| 4 | Cohen & Steers, Inc. | 33,513,672 | $6.2B | — | Dec 2025 |
| 5 | Fmr Llc | 22,175,983 | $4.4B | Added | Mar 2026 |
| 6 | Bank Of America Corp /de/ | 21,750,501 | $4.3B | Added | Mar 2026 |
| 7 | Norges Bank | 18,146,984 | $4.1B | New | Jun 2026 |
| 8 | Morgan Stanley | 20,134,222 | $3.7B | Added | Dec 2025 |
| 9 | Capital World Investors | 12,722,329 | $2.5B | Added | Mar 2026 |
| 10 | Principal Financial Group Inc | 10,094,083 | $1.9B | Reduced | Dec 2025 |
| 11 | Northern Trust Corp | 8,999,817 | $1.8B | — | Mar 2026 |
| 12 | Jpmorgan Chase & Co | 8,666,680 | $1.7B | Added | Mar 2026 |
| 13 | Duff & Phelps Investment Management Co | 6,049,436 | $1.4B | New | Jun 2026 |
| 14 | Peakshares Llc | 6,007 | $1.4B | New | Jun 2026 |
| 15 | Invesco Ltd. | 6,634,404 | $1.3B | Reduced | Mar 2026 |
| 16 | Capital Research Global Investors | 6,534,932 | $1.3B | Added | Mar 2026 |
| 17 | Nuveen, Llc | 4,521,315 | $1.0B | Reduced | Jun 2026 |
| 18 | Daiwa Securities Group Inc. | 4,076,713 | $925M | New | Jun 2026 |
| 19 | Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 6,284,754 | $805M | Added | Sep 2024 |
| 20 | Bank Of New York Mellon Corp | 3,972,536 | $785M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | VANGUARD REAL ESTATE INDEX FUND | 24,705,933 | $4.7B | Jan 2026 |
| 2 | Washington Mutual Investors Fund | 16,515,575 | $3.1B | Jan 2026 |
| 3 | Fidelity 500 Index Fund | 8,734,380 | $1.8B | Feb 2026 |
| 4 | iShares Core S&P 500 ETF | 8,974,116 | $1.8B | Mar 2026 |
| 5 | Schwab U.S. REIT ETF | 4,675,344 | $960M | May 2026 |
| 6 | VANGUARD WELLINGTON FUND | 4,416,839 | $915M | Feb 2026 |
| 7 | VANGUARD REAL ESTATE II INDEX FUND | 4,387,896 | $827M | Jan 2026 |
| 8 | Capital Income Builder | 3,601,030 | $678M | Jan 2026 |
| 9 | Real Estate Securities Fund | 3,017,941 | $568M | Jan 2026 |
| 10 | iShares U.S. Real Estate ETF | 2,228,176 | $506M | Jun 2026 |
| 11 | DFA REAL ESTATE SECURITIES PORTFOLIO | 2,621,794 | $494M | Jan 2026 |
| 12 | DFA Global Real Estate Securities Portfolio | 2,577,462 | $485M | Jan 2026 |
| 13 | Fidelity Blue Chip Growth Fund | 2,252,957 | $424M | Jan 2026 |
| 14 | iShares Russell 1000 Value ETF | 1,579,146 | $358M | Jun 2026 |
| 15 | iShares Global REIT ETF | 1,813,139 | $342M | Jan 2026 |
| 16 | THE HARTFORD DIVIDEND AND GROWTH FUND | 1,720,441 | $324M | Jan 2026 |
| 17 | Schwab S&P 500 Index Fund | 1,541,074 | $290M | Jan 2026 |
| 18 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 1,467,083 | $290M | Mar 2026 |
| 19 | iShares Core U.S. REIT ETF | 1,512,802 | $285M | Jan 2026 |
| 20 | Fidelity Total Market Index Fund | 1,319,459 | $271M | May 2026 |
Valuation
Market Cap
$164.92B
Enterprise Value
$169.69B
P/E (TTM)
122.53x
Forward P/E
85.73x
PEG Ratio
-12.26x
P/B
3.53x
P/S
13.08x
P/FCF
54.61x
EV/EBITDA
56.25x
Shares Out
679.5M
Financials (TTM)
Revenue
$12.61B
Net Income
$1.35B
EBITDA
$3.02B
Free Cash Flow
$2.85B
Op Cash Flow
$2.88B
EPS Basic
$1.41
EPS Diluted
$1.89
EPS Forward
$2.67
Gross Margin
38.8%
Op Margin
5.4%
Net Margin
10.7%
Balance Sheet
Total Assets
$67.30B
Total Liab.
$24.10B
Total Equity
$43.20B
Cash
$5.03B
LT Debt
$19.20B
Book Value/Sh
$64.90
Debt/Equity
0.51x
Current Ratio
5.34
Quick Ratio
5.34
Returns & Growth
ROE
0.5%
ROA
0.3%
ROIC
0.5%
Rev Growth YoY
+35.8%
EPS Growth YoY
-10.8%
Price Returns
2W
-5.1%
1M
-2.9%
3M
+8.2%
6M
+11.1%
12M
+38.5%
Technicals
52W High
$255.20
52W Low
$163.75
50d MA
$237.56
200d MA
$212.36
RSI (14)
33.70
ATR (14)
$4.97
Beta
0.82
Avg Volume
2.7M
Dividends
Div Rate
$2.82
Div Yield
1.3%
Frequency
4
Ex-Div Date
Feb 25, 2026
Analyst Price Targets
Consensus
$226.50
High
$240.00
Low
$208.00
Median
$230.00
Data updated apr 27, 2026 9:01am
· Source: financialmodelingprep.com