Welltower (WELL)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-15
$232.76-0.62%
Close 2026-09-15 · 1-day change
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-09-15
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 broken — Net income guidance per diluted share: EPS guidance $3.15 vs $3.24 target.
View ThesisRevenue growth is accelerating — up about 38% 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 45% growth a year, above the roughly 20% analysts expect, leaving little room for error.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskWELL's growth has weakened. The company must improve its net income guidance. Revenue grew 39% year over year, and the last quarter beat expectations. It trades at 40× P/FFO, while peers trade at 13×. The market expects more growth than we forecast, making the valuation look full. The primary risk is that net income guidance is below target. Peer multiples imply a price about 46% below where it trades. This read is provisional.
Trailing returns as of 2026-09-15. 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 Sep 2026).
Based on 11 Wall Street analysts offering 12-month price targets for WELL in the last 4 months.
Continue this research
Compare WELL with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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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 2026-09-15. 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.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
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
Earnings beat supports net income and FFO growth.
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 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $232.76
The last 12 months of price, then the range of analyst 12-month targets from today’s $232.76.
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.
Analyst upgrade indicates confidence in future performance.
Threatens: Increase Net Income Guidance
Guidance trim may hinder net income growth expectations.
Advances: Increase Seniors Housing Operating NOI
Top-line beat supports growth in Seniors Housing Operating NOI.
Advances: Increase Seniors Housing Operating NOI
Property acquisitions directly enhance Seniors Housing Operating NOI.
Advances: Increase Seniors Housing Operating NOI
CEO's success in senior housing boosts growth outlook.
Advances: Increase Seniors Housing Operating NOI
Raising dividend indicates confidence in NOI growth.
Price target increase suggests positive outlook.