Welltower (WELL)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-10-30
$234.60+0.61%
Close 2026-10-30 · 1-day change
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-10-30
Research Workspace
Put WELL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Net income guidance per diluted share: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 39% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 34% growth a year, above the roughly 16% analysts expect, leaving little room for error.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskWelltower’s outpatient medical occupancy and dispositions must sustain compounding despite slowing growth. Revenue grew 39% year over year in Q2 FY2026, after 38.3% in Q1. Q3 reported 25% FFO growth, but income trailed consensus. WELL trades at 39× P/FFO versus the 12× peer median. The market prices in more growth than our forecast, leaving expectations full. The specific risk is a 24% modeled next-quarter miss probability. Net income guidance per diluted share needs review, so its comparison remains unverified. Peer multiples imply a price about 34% below where it trades; the thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. WELL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 22 analysts currently covering WELL (as of Oct 2026).
Based on 12 Wall Street analysts offering 12-month price targets for WELL in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| WELL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Health Care REITs — fair value, gap to price, and forward P/E.
Compare the value case
Put WELL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase Net Income and Normalized FFO Guidance
Reported 25% FFO growth supports the guidance objective, though slides alone do not establish a major thesis change.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $234.60
The last 12 months of price, then the range of analyst 12-month targets from today’s $234.60.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase Net Income and Normalized FFO Guidance
Raised 2026 guidance on SHOP and investments outweighs the quarterly consensus income miss.
Advances: Increase Net Income and Normalized FFO Guidance
Guidance increase supports earnings outlook; Q3 miss and share decline temper the positive signal.
Threatens: Enhance Outpatient Medical Occupancy and Dispositions
Sale may reduce outpatient medical occupancy and revenue.
Advances: Enhance Outpatient Medical Occupancy and Dispositions
Enhances Outpatient Medical Occupancy and Dispositions through strategic acquisition.
Advances: Enhance Outpatient Medical Occupancy and Dispositions
Acquisition enhances outpatient medical occupancy potential.
Slowing compounding impacts growth expectations negatively.
Advances: Increase Net Income and Normalized FFO Guidance
Earnings beat supports net income and FFO growth.