66/100BIf you had invested in Welltower ago, it would be worth $5,362 today, against $4,305 in SPY and $6,524 in QQQ.
Arincen ScoreBeta
Six parts of the company, five checks each, from its own reported figures. A part scores the checks it passes out of 10; the score is their average out of 100.
Profitability4
Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.
Cash10
Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.
Valuation7.5
Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.
Growth8
Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.
Financial strength4
Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.
Shareholders6
Plus shows the checks behind each part of the score, what passed, what failed and the figure it read, for every stock.
Figures to FY2025; the price as of today.
Welltower key facts
- Style
- Growth stock · 10.0/10Growth 10.0 · Value 2.1 · Dividend 3.7
- Day range
- 241.010 – 248.510
- 52-week range
- 180.970 – 255.200
- Market capitalization
- 181.90B USD
- P/E
- 119.78
- EPS
- 2.07
- Div Yield
- 1.37%
- EPS growth forecast (FY2026)
- +100.5%
- Volume
- 124,280
- Sector
- Real Estate
- Industry
- REIT - Healthcare Facilities
- CEO
- Shankh S. Mitra
- Employees
- 712
- Website
- welltower.com
- IPO date
- 19 Mar 1980
Welltower earnings
Revenue
EPS
| Period | Report date | EPS estimate | Reported EPS | Surprise | EPS growth | Revenue estimate | Reported revenue | Surprise | Revenue growth |
|---|---|---|---|---|---|---|---|---|---|
| Q1 FY2027 | 0.71 | — | — | -30.56% | 3.98B | — | — | +18.83% | |
| Q4 FY2026 | 0.69 | — | — | +393.57% | 3.84B | — | — | +20.81% | |
| Q3 FY2026 | 0.64 | 0.54 | -15.76% | +31.71% | 3.64B | 3.72B | +2.00% | +38.35% | |
| Q2 FY2026 | 0.62 | 0.61 | -1.13% | +32.61% | 3.40B | 3.54B | +4.15% | +39.10% | |
| Q1 FY2026 | 0.68 | 1.02 | +50.22% | +155.00% | 3.18B | 3.35B | +5.54% | +38.33% | |
| Q4 FY2025 | 0.58 | 0.14 | -75.74% | -26.32% | 2.86B | 3.18B | +11.30% | +41.33% | |
| Q3 FY2025 | 0.59 | 0.41 | -30.51% | -43.84% | 2.61B | 2.69B | +2.79% | +30.65% | |
| Q2 FY2025 | 0.46 | 0.46 | +1.05% | +9.52% | 2.47B | 2.55B | +3.34% | +39.64% |
| Period | EPS estimate | Reported EPS | Surprise | EPS growth | Revenue estimate | Reported revenue | Surprise | Revenue growth |
|---|---|---|---|---|---|---|---|---|
| FY2028 | 4.02 | — | — | +23.00% | 18.42B | — | — | +11.23% |
| FY2027 | 3.27 | — | — | +15.64% | 16.56B | — | — | +15.76% |
| FY2026 | 2.83 | — | — | +100.47% | 14.31B | — | — | +31.99% |
| FY2025 | 1.83 | 1.41 | -22.80% | -9.62% | 10.32B | 10.84B | +5.01% | +35.63% |
| FY2024 | 1.79 | 1.56 | -13.01% | +143.75% | 7.69B | 7.99B | +3.96% | +20.38% |
| FY2023 | 0.76 | 0.64 | -15.83% | +100.00% | 6.47B | 6.64B | +2.58% | +13.26% |
| FY2022 | 0.43 | 0.32 | -25.26% | -87.64% | 5.71B | 5.86B | +2.67% | +24.10% |
Welltower analyst forecast
Analysts' 1-year price targets range from 246.00 to 275.00, with an average of 261.17.
| Strong buy | 0 | |
| Buy | 14 | |
| Hold | 1 | |
| Sell | 0 | |
| Strong sell | 0 |
12-month price target
| Highest target | 275.00 |
| Average target | 261.17 |
| Lowest target | 246.00 |
| Current price | 247.95 |
Welltower valuation
- Price to earnings ratio (TTM)
- 119.78
- Forward P/E (FY2026)
- 87.72
- Price to sales (TTM)
- 13.28
- Price to book
- 3.74
- EV / EBITDA (TTM)
- 59.77
Capital structure
Valuation over time
Welltower against its own history
Each figure in the latest fiscal year against the same figure from FY2021 to FY2025: the range, its median (the line) and the latest (the dot, green on the good side of the median). The P/E is today's against its daily readings of five years.
Its peers: Prologis, Equinix, American Tower, Simon Property Group, Digital Realty Trust, and Public Storage, the US Real Estate companies closest to it in size, each in its own latest fiscal year: their median (the line) and its rank among them, first being the best.
- P/E (today)Below its median119.864.5362.0
- Gross marginAbove its median39.2%38.4%41.1%Against its peers: 6 of 7Peers' median 57.5%
- Operating marginLowest in 5 years3.3%3.3%16.2%Against its peers: 7 of 7Peers' median 43.0%
- Net marginAbove its median8.8%2.4%12.1%Against its peers: 7 of 7Peers' median 30.4%
- Return on equityAbove its median2.2%0.7%3.0%Against its peers: 7 of 7Peers' median 14.4%
- Free cash flow marginAbove its median26.7%22.5%28.0%Against its peers: 6 of 7Peers' median 44.9%
- Revenue growthHighest in 5 years35.8%2.7%35.8%Against its peers: 1 of 7Peers' median 6.3%
- EPS growthAt its median-11.5%-66.5%137.9%Against its peers: 5 of 7Peers' median 36.9%
- Debt to EBITDAHighest in 5 years9.25×6.03×9.25×Against its peers: 7 of 7Peers' median 5.22×
- Current ratioHighest in 5 years5.341.935.34Against its peers: 1 of 7Peers' median 0.57
Peers: US companies of the same industry (of its sector when the industry has too few) from a tenth to ten times its market value, the six closest in size. Updated weekly.
Welltower growth and profitability
- Revenue (TTM)
- 13.70B USD
- Net income (TTM)
- 1.46B USD
- Gross margin
- 38.79%
- Operating margin
- 5.41%
- Net margin
- 10.67%
Revenue / Net income
Welltower revenue breakdown
By product
| Segment | Revenue | Share of revenue | Change on the year |
|---|---|---|---|
| Senior Housing - Operating | 8.49B | 81.1% | +40.7% |
| Triple Net | 1.20B | 11.4% | +51.8% |
| Outpatient Medical | 781.93M | 7.5% | -2.5% |
By region
| Region | Revenue | Share of revenue | Change on the year |
|---|---|---|---|
| UNITED STATES | 7.94B | 73.2% | +20.9% |
| UNITED KINGDOM | 2.17B | 20.0% | +148.4% |
| CANADA | 734.34M | 6.8% | +32.4% |
How Welltower makes its money
FY2025, in USD. Each band is as wide as its money; the percentage is its share of revenue.
FY2025, in USD. Each band is as wide as its money; the percentage is its share of revenue.
Welltower dividends
- Annual dividend
- 3.40 USD
- Dividend yield (indicated)
- 1.37%
- Payout ratio (FFO)
- 48.94%
- Years of dividend growth
- 3
- Frequency
- Quarterly
- Last payment
- 0.85 USD
- Last ex-dividend date
- 10 Nov 2026
- Last payment date
- 19 Nov 2026
Dividends per share
Welltower financial health
- Cash and short-term investments
- 2.27B USD
- Total debt
- 21.16B USD
- Net cash
- -18.89B USD
- Free cash flow (TTM)
- 2.26B USD
- Current ratio
- 2.03
- Debt to equity
- 0.44
- Piotroski score
- 5 / 9
- Altman Z-score
- 4.50
Cash, debt and free cash flow
Welltower ownership
- Institutions
- 101.88%
- Institutional holders
- 1,647 (+104)
- Free float
- 99.86%
Insider trading
| Quarter | Purchases | Sales | Shares acquired | Shares disposed of |
|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 10.07K | 2.15K |
| Q2 2026 | 0 | 0 | 2.72K | 6.64K |
| Q1 2026 | 0 | 0 | 2.16M | 665.00 |
| Q4 2025 | 0 | 0 | 8.17M | 553.00 |
Shares outstanding
Source: Financial Modeling Prep
