NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-07-31
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Create your account →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: $3.19 vs $3.24.
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 27% analysts expect, leaving little room for error.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskWelltower's growth in Seniors Housing Operating NOI must continue to justify its current valuation. Revenue grew 39% year over year in Q2 FY2026, and the company recently beat earnings expectations. It trades at 43.5× P/FFO, significantly above the peer median of 13.6×, indicating that the market is pricing in more growth than is forecasted. The primary risk is the lowered net income guidance per diluted share of $3.19 versus the previous $3.24, which puts pressure on the growth outlook. Peer multiples imply a price about 45% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. 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 Jul 2026).
Based on 9 Wall Street analysts offering 12-month price targets for WELL in the last 4 months.
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-08-01. 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.
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $234.44
The last 12 months of price, then the range of analyst 12-month targets from today’s $234.44.
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.
Above average on quality vs scored peers
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.
