Welltower Inc. (NYSE:WELL) Stock Rated “Moderate Buy” by Wall Street Analysts

Welltower Inc. (NYSE:WELL) has been given an average rating of “Moderate Buy” by the seventeen ratings firms that are presently covering the stock, Marketbeat reports. Two analysts have rated the stock with a hold recommendation and fifteen have issued a buy recommendation on the company. The average 1-year price target among brokers that have issued a report on the stock in the last year is $255.39.

A number of analysts have recently issued reports on the company. Barclays lifted their price target on Welltower from $254.00 to $259.00 and gave the stock an “equal weight” rating in a research note on Monday, August 31st. Royal Bank Of Canada increased their price objective on Welltower from $238.00 to $260.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. UBS Group raised their price objective on Welltower from $249.00 to $271.00 and gave the company a “buy” rating in a report on Wednesday, July 8th. Citigroup lifted their target price on shares of Welltower from $255.00 to $275.00 and gave the stock a “buy” rating in a research note on Friday, July 31st. Finally, Mizuho upped their target price on shares of Welltower from $239.00 to $260.00 and gave the stock an “outperform” rating in a report on Wednesday, July 22nd.

Key Stories Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: JPMorgan upgraded Welltower from “Neutral” to “Overweight” and assigned a $260 target, implying approximately 11.3% upside from the referenced $233.56 price. The upgrade is the clearest near-term catalyst for the stock’s strength. JP Morgan Upgrades Welltower to Overweight from Neutral
• Positive Sentiment: Shares rose following the JPMorgan call, indicating investors are responding favorably to the improved analyst view and the potential for continued growth in Welltower’s senior-housing and healthcare real-estate businesses. Welltower Shares Rise After JPMorgan Upgrade
• Positive Sentiment: Industry coverage highlights a favorable long-term demographic setup: roughly two million Americans are expected to turn 80 this year, while senior-housing construction remains historically low. That combination could support occupancy, rents and development returns for Welltower over time. Senior Housing REITs and America’s Aging Population
• Neutral Sentiment: Recent results showed strong revenue growth of 39.1% year over year to $3.54 billion, exceeding estimates, while reported EPS of $0.61 missed consensus of $0.66. Full-year 2026 EPS guidance of $6.36–$6.44 remains broadly aligned with analyst expectations, creating a mixed earnings signal. Welltower Reports 39.1 Percent Revenue Growth
• Negative Sentiment: At a trailing P/E ratio above 100, Welltower already reflects substantial expectations for growth. A valuation-focused analysis argues that compounding may be slowing, leaving the stock vulnerable if operating growth or interest-rate conditions disappoint. Welltower Valuation Analysis

Welltower Stock Up 1.6%

WELL opened at $233.56 on Friday. Welltower has a twelve month low of $163.75 and a twelve month high of $255.20. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The company has a 50-day moving average price of $237.38 and a 200 day moving average price of $221.31. The company has a market cap of $168.34 billion, a PE ratio of 107.14, a price-to-earnings-growth ratio of 1.10 and a beta of 0.76.

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

Welltower Increases Dividend

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

Insiders Place Their Bets

In related news, Director Andrew Gundlach bought 5,000 shares of the business’s stock in a transaction on Wednesday, August 26th. The stock was acquired at an average cost of $242.06 per share, with a total value of $1,210,300.00. Following the purchase, the director directly owned 30,000 shares of the company’s stock, valued at $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 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. Company insiders own 0.37% of the company’s stock.

Institutional Trading of Welltower

Institutional investors and hedge funds have recently bought and sold shares of the stock. Dimensional Fund Advisors LP boosted its position in Welltower by 0.7% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,345,022 shares of the real estate investment trust’s stock valued at $1,649,844,000 after buying an additional 57,938 shares during the last quarter. SG Americas Securities LLC lifted its stake in shares of Welltower by 331.4% in the first quarter. SG Americas Securities LLC now owns 1,122,894 shares of the real estate investment trust’s stock worth $222,007,000 after acquiring an additional 862,586 shares in the last quarter. Swiss National Bank boosted its holdings in Welltower by 9.9% in the first quarter. Swiss National Bank now owns 2,014,200 shares of the real estate investment trust’s stock valued at $398,227,000 after purchasing an additional 181,400 shares during the last quarter. Easterly Investment Partners LLC grew its stake in Welltower by 184.9% during the 4th quarter. Easterly Investment Partners LLC now owns 92,403 shares of the real estate investment trust’s stock valued at $17,151,000 after purchasing an additional 59,967 shares in the last quarter. Finally, Dai ichi Life Insurance Company Ltd increased its holdings in Welltower by 26.6% during the 1st quarter. Dai ichi Life Insurance Company Ltd now owns 43,932 shares of the real estate investment trust’s stock worth $8,686,000 after purchasing an additional 9,217 shares during the last quarter. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Welltower Company Profile

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.