Insights from Four Analysts on Welltower
Analyst Ratings Overview: Four analysts have provided varied opinions on Welltower, with recent ratings showing a mix of bullish and bearish sentiments. The current average price target has risen to $176.75 from $166.25.
Recent Analyst Actions: Analysts from Wells Fargo, Evercore ISI Group, and Scotiabank have raised their ratings and price targets for Welltower, reflecting positive adjustments in their evaluations based on market conditions.
Financial Performance Highlights: Welltower demonstrates strong financial health with a 40.35% revenue growth rate, a net margin of 12.0%, and an impressive return on equity (ROE) of 0.86%, all exceeding industry averages.
Debt Management Strategy: The company maintains a prudent financial strategy with a below-average debt-to-equity ratio of 0.48, indicating effective management of its debt obligations.
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- Significant Revenue Growth: Welltower achieved a remarkable 36% revenue growth and 32% EBITDA growth in 2025, indicating strong performance in the high-growth senior housing market, which is expected to further enhance its competitive position.
- Active Investment Activity: The company completed nearly $11 billion in net investments in 2025, primarily focused on high-growth senior housing properties, a strategy that will lay the groundwork for future revenue growth.
- Optimistic Future Outlook: Management projects net income per share for 2026 to be between $3.11 and $3.27, with year-over-year same-store NOI growth expected between 11.25% and 15.75%, reflecting the company's confidence in future growth.
- Investment in Technology and Talent: Welltower launched its private funds management business and made significant investments in technology and talent, aiming to enhance operational efficiency and market responsiveness, thereby driving long-term growth.
- Major Investment: Norges Bank disclosed a new $5.15 billion stake in Palantir in its Q4 13F report, representing about 0.55% of its entire U.S. equity portfolio, indicating strong institutional confidence in the company.
- Market Dynamics: Following an estimated $15 billion loss for short sellers from 2022 to 2024, the fund's investment suggests it views Palantir as a strategic data platform with durable value rather than a mere trading stock.
- Investment Strategy: This move transforms Palantir from a controversial investment into a core asset within Norges' portfolio, despite ongoing debates in technical analysis circles.
- Industry Impact: Burry's bearish predictions contrast sharply with Norges' bullish stance, reflecting institutional trust in Palantir's long-term potential, which may influence other investors' decisions.
- Quarterly Dividend Announcement: Welltower declares a quarterly dividend of $0.74 per share, consistent with previous distributions, indicating the company's stable cash flow and shareholder return strategy, which is expected to bolster investor confidence.
- Dividend Yield: The forward yield of 1.47% reflects the company's attractiveness in the current market environment, potentially drawing in investors seeking stable income.
- Payment Schedule: The dividend will be payable on March 10, with a record date of February 25 and an ex-dividend date also on February 25, providing investors with a clear timeline for investment decisions.
- Strong Financial Performance: Welltower's Q4 FFO of $1.45 beats expectations by $0.01, and its revenue of $3.18 billion exceeds forecasts by $190 million, demonstrating the company's robust performance and growth potential in the market.
- Strong Revenue Performance: Welltower reported Q4 revenue of $3.18 billion, exceeding market expectations by $190 million, indicating robust growth potential in the healthcare real estate sector and solidifying its market position.
- Earnings Per Share Growth: The company achieved a funds from operations (FFO) of $1.45 per share, beating estimates by $0.01, reflecting improved operational efficiency and profitability, which may attract more investor interest.
- Positive Stock Reaction: Following the earnings beat, Welltower's shares rose by over 1%, indicating market recognition of its financial performance and potentially boosting investor confidence, which could lead to increased capital inflows.
- Quantitative Rating Analysis: According to Seeking Alpha's Quant Rating, Welltower is assessed as outperforming the market, further supporting its attractiveness as an investment in healthcare real estate, especially in the current economic climate.
- Strong Financial Performance: Welltower's quarterly normalized funds from operations (FFO) reached $1.45, exceeding the market expectation of $1.44 and marking a 28.3% year-over-year increase, indicating robust performance in the senior housing sector.
- Revenue Exceeds Expectations: The company reported revenue of $3.18 billion, surpassing the expected $2.99 billion, reflecting sustained growth and strong market demand in the senior housing industry.
- Net Income Misses Expectations: Despite the strong FFO, the net income attributable to stockholders was only $0.14, significantly below the expected $0.56, which may impact investor confidence.
- Investment and Liquidity Status: Welltower completed $13.9 billion in investments and reported $10.2 billion in available liquidity at the end of Q4, demonstrating strategic capability in expanding its business and adapting to market changes.







