Welltower (NYSE:WELL) Stock Price Expected to Rise, Cantor Fitzgerald Analyst Says

Welltower (NYSE:WELL) had its target price increased by investment analysts at Cantor Fitzgerald from $204.00 to $230.00 in a research note issued on Thursday, Marketbeat.com reports. The firm currently has an “overweight” rating on the real estate investment trust’s stock. Cantor Fitzgerald’s price objective points to a potential upside of 10.27% from the stock’s previous close.

A number of other brokerages also recently commented on WELL. Loop Capital set a $196.00 target price on shares of Welltower in a research note on Wednesday, October 29th. Morgan Stanley raised their price objective on Welltower from $170.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, November 20th. Wells Fargo & Company boosted their price target on Welltower from $200.00 to $218.00 and gave the stock an “overweight” rating in a research report on Tuesday, November 25th. JPMorgan Chase & Co. restated a “neutral” rating and set a $205.00 target price on shares of Welltower in a research note on Thursday, December 18th. Finally, Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Welltower currently has an average rating of “Moderate Buy” and a consensus target price of $206.53.

Welltower Trading Up 0.3%

Shares of Welltower stock traded up $0.69 during trading hours on Thursday, reaching $208.57. The stock had a trading volume of 1,126,119 shares, compared to its average volume of 3,049,894. The firm has a market capitalization of $143.15 billion, a price-to-earnings ratio of 149.49, a P/E/G ratio of 1.39 and a beta of 0.85. Welltower has a 1 year low of $130.29 and a 1 year high of $212.62. The company has a current ratio of 5.47, a quick ratio of 5.47 and a debt-to-equity ratio of 0.43. The firm has a 50 day simple moving average of $189.28 and a two-hundred day simple moving average of $180.96.

Welltower (NYSE:WELL) last posted its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.01. The firm had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.56%. The company’s revenue was up 41.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities research analysts anticipate that Welltower will post 4.88 earnings per share for the current year.

Hedge Funds Weigh In On Welltower

A number of institutional investors and hedge funds have recently bought and sold shares of WELL. Brighton Jones LLC boosted its stake in Welltower by 7.1% during the 4th quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after purchasing an additional 279 shares in the last quarter. Empowered Funds LLC lifted its holdings in shares of Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after purchasing an additional 3,564 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Welltower by 7.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock worth $294,000 after acquiring an additional 127 shares in the last quarter. CWM LLC grew its position in Welltower by 48.0% during the second quarter. CWM LLC now owns 22,464 shares of the real estate investment trust’s stock valued at $3,453,000 after purchasing an additional 7,284 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC grew its holdings in shares of Welltower by 1.5% during the 2nd quarter. Allspring Global Investments Holdings LLC now owns 52,915 shares of the real estate investment trust’s stock valued at $8,022,000 after acquiring an additional 790 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Key Stories Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q4 operational beat — Normalized FFO of $1.45/sh and revenue of $3.18B topped estimates; same‑store NOI rose ~15% with SHO organic revenue up 9.6%, showing occupancy and RevPOR improvement. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Aggressive FY‑2026 guide — Management set FY guidance at $6.09–$6.25 (FFO/adjusted EPS framing in company releases), substantially above street expectations (~$3.7), driving upside to consensus estimates. Welltower expects annual FFO above estimates
• Positive Sentiment: Large M&A activity — Company completed ~$13.9B of pro‑rata investments in Q4 and started 2026 with ~$5.7B of deals and renewed focus on SHOP, supporting growth thesis. Welltower starts 2026 with $5.7B in deals
• Positive Sentiment: Analyst support — Scotiabank initiated a Buy and broader analyst commentary turned bullish on healthcare REITs, adding momentum to shares. Welltower Receives a Buy from Scotiabank
• Neutral Sentiment: Dividend declared — Quarterly dividend of $0.74/sh (annualized yield ~1.4%) announced, providing modest income support but limited yield upside.
• Neutral Sentiment: Portfolio pruning — Management is divesting certain nursing‑home/Integra‑related assets (~$1.3B total; ~$800M sold in 4Q) to tighten the portfolio and reallocate to higher‑return SHOP strategies. Welltower to Divest Integra-Related Assets
• Negative Sentiment: Execution risk on SHOP push — CEO cautioned that scaling SHOP operations is “harder than it looks,” highlighting integration and operating risks as the company increases exposure. Welltower Increases Exposure to SHOP
• Negative Sentiment: Mixed headlines on earnings — Some outlets flagged a GAAP EPS shortfall or higher expenses despite FFO/revenue beats, which could confuse investors focused on differing metrics (FFO vs GAAP EPS). Q4 Earnings Snapshot

About Welltower

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.

The company’s property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.