Price
$236.92+2.07%Social Signal Score
Analyst Ratings
35 analystsRevenue
$3.54B+229.35%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Shankh S. Mitra
- Sector
- Real Estate
- Industry
- REIT - Healthcare Facilities
- Employees
- 712
- Beta
- 0.76
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 4.40
Financials
Revenue
$3.54B+229.3%Net Income
$240.29M-31.6%EBITDA
$1.33B+144.0%Free Cash Flow
$881.22M+110.4%EPS (diluted)
$0.33-64.5%Shares Outstanding (diluted)
732.14M+102.7%Operating Expenses
$67.49MCash & Debt
$1.97BReturn of Capital
$524.39MRevenue by Segment (annual)
$10.47BDividend per Share
$0.85Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $10.67B | $936.85M | $1.41 |
| 2024 | $7.85B | $951.68M | $1.58 |
| 2023 | $6.48B | $340.09M | $0.66 |
| 2022 | $5.78B | $141.21M | $0.31 |
| 2021 | $4.71B | $336.14M | $0.79 |
| 2020 | $4.59B | $978.84M | $2.36 |
| 2019 | $5.10B | $1.23B | $3.07 |
| 2018 | $4.67B | $804.95M | $2.03 |
| 2017 | $4.30B | $522.77M | $1.26 |
| 2016 | $4.25B | $1.08B | $2.83 |
| 2015 | $3.84B | $883.75M | $2.35 |
| 2014 | $3.34B | $512.15M | $1.44 |
| 2013 | $2.88B | $145.05M | $0.10 |
| 2012 | $1.80B | $297.25M | $0.48 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from WELL's reported EPS growth of 8.6% a year over 13 years.
- EPS in 5 years
- $2.13
- Implied price
- $38.27
- Return from $227.85
- -30.0% a year
To earn 15.0% a year on these assumptions you'd need to buy at $19.03 — -91.6% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -1.4% | -41.4% | -38.7% | -36.5% | -34.5% | -32.7% |
| 3.6% | -38.4% | -35.6% | -33.2% | -31.1% | -29.3% |
| 8.6% | -35.5% | -32.5% | -30.0% | -27.8% | -25.9% |
| 13.6% | -32.5% | -29.4% | -26.8% | -24.5% | -22.5% |
| 18.6% | -29.5% | -26.3% | -23.6% | -21.2% | -19.0% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
160+95.49%Social Signal Score
Mentions (6)
- Newsfool.com·11d ago·Positive
Why Welltower Stock Topped the Market on Thursday In his view, it's now a buy. Its dividend yield is relatively low, however.
View source ↗ - News (RSS)seekingalpha·11d ago·Neutral
Welltower: Priced For Compounding That Is Already Slowing
View source ↗ - Newsprnewswire.com·13d ago·Neutral
Welltower Announces Date of Third Quarter 2026 Earnings Release, Conference Call and Webcast TOLEDO, Ohio, Sept. 23, 2026 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced it will release third quarter 2026 financial results after the close of trading on the New York Stock Exchange on Monday, October 26, 2026.
View source ↗ - Newszacks.com·28d ago·Neutral
Key Reasons to Add Welltower Stock to Your Portfolio Right Now WELL's SHO portfolio posts 20.5% SSNOI growth as acquisitions and capital recycling support its seniors housing focus.
View source ↗ - Newsseekingalpha.com·38d ago·Neutral
Welltower: Put On Your Running Shoes (Rating Downgrade) WELL is trading at historically high valuations, now over 3x the sector average FFO multiple. WELL's shift to the SHOP model and strong senior housing demand have driven double-digit dividend and NOI growth, with Q2 SHOP NOI up 20.5%. Despite operational strength and raised guidance, WELL faces significant downside risk if market sentiment or growth expectations falter.
View source ↗ - News (Marketaux)finance.yahoo.com·57d ago·Positive
Vanguard's VNQ vs. VNQI: Which Real Estate ETF Is the Better Buy? Its top holdings are the Vanguard Real E[+310 characters]
View source ↗
Earnings
Mon, Oct 26(in 3 weeks)
Consensus estimate $0.64 per share
Typical surprise -30.5% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Jul 27$0.61 vs $0.62miss
- Tue, Apr 28$1.02 vs $0.68beat
- Tue, Feb 10$0.14 vs $0.58miss
- Mon, Oct 27$0.41 vs $0.59miss
- Mon, Jul 28$0.46 vs $0.46beat
- Mon, Apr 28$0.40 vs $1.15miss
Estimates and results for WELL via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by WELL officers and directors.
- Bought
- $5.4m
- Sold
- $20.1m
6 trades
8 trades
- Gundlach Andrewbought
- Gundlach Andrewbought
- Gundlach Andrewbought
- Gundlach Andrewbought
- Gundlach Andrewbought
- Gundlach Andrewbought
- Mitra Shankhsold
- Chaudhri Nikhilsold
86 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (113d later)Buy$1,001 - $15,000
- Jonathan Jacksonhouse · IL01 · disclosed Mar 13, 2026 (30d later)Buy$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Jun 23, 2025 (42d later)Sell$50,001 - $100,000
- Ro Khannahouse · CA17 · disclosed Nov 11, 2024 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Mar 6, 2024 (22d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 5, 2024 (26d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Feb 5, 2024 (26d later)Buy$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed Aug 13, 2023 (32d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Jun 12, 2023 (20d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 8, 2023 (21d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Apr 7, 2023 (14d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Mar 8, 2023 (26d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 7, 2023 (27d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jan 3, 2023 (28d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (33d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (34d later)Sell$1,001 - $15,000
- Kathy E. Manninghouse · NC06 · disclosed Nov 10, 2022 (29d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Sep 8, 2022 (16d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jul 7, 2022 (21d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.