Welltower Inc. experienced a price decline of 3.00%, hitting a 20-day low during regular trading hours. This movement comes as the broader market shows mixed signals, with the Nasdaq-100 down 0.56% and the S&P 500 up 0.08%.
The decline in Welltower's stock is attributed to sector rotation, as investors are shifting their focus away from real estate investment trusts (REITs) amid broader market trends. Despite the positive outlook for the REIT sector highlighted in recent analyses, Welltower's performance has been impacted by this shift in investor sentiment.
This price movement suggests that while the overall market may show some strength, specific sectors like REITs are facing challenges. Investors may need to reassess their positions in Welltower as it navigates through these market dynamics.
Wall Street analysts forecast WELL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WELL is 209.00 USD with a low forecast of 182.00 USD and a high forecast of 231.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast WELL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for WELL is 209.00 USD with a low forecast of 182.00 USD and a high forecast of 231.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 183.940
Low
182.00
Averages
209.00
High
231.00
Current: 183.940
Low
182.00
Averages
209.00
High
231.00
UBS
Michael Goldsmith
Buy
downgrade
$232 -> $228
2026-01-08
Reason
UBS
Michael Goldsmith
Price Target
$232 -> $228
AI Analysis
2026-01-08
downgrade
Buy
Reason
UBS analyst Michael Goldsmith lowered the firm's price target on Welltower to $228 from $232 and keeps a Buy rating on the shares. 2026 is expected to mark a pivotal REIT turnaround, with forecast total returns of 9%-11% driven by improving macro conditions, attractive valuations, easing supply pressures, and a more stable political backdrop, the analyst tells investors in a research note. The outlook points to a bifurcated year with defensiveness in the first half of 2026 and stronger catalysts in the second half, favoring Healthcare, Shopping Centers, and Coastal Apartments, UBS says.
Cantor Fitzgerald
Overweight
maintain
$200 -> $204
2026-01-05
Reason
Cantor Fitzgerald
Price Target
$200 -> $204
2026-01-05
maintain
Overweight
Reason
Cantor Fitzgerald raised the firm's price target on Welltower to $204 from $200 and keeps an Overweight rating on the shares. U.S. equity REITs returned 2.9% in 2025, lagging the S&P 500, but 2026 may offer optimism with a potentially more supportive macro environment and an accelerating M&A theme, the analyst tells investors in a research note. Stable supply and demand fundamentals, balance sheet strength, and a well-covered, growing 4% dividend yield make the sector attractive despite past underperformance, Cantor adds.
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Cormark
Buy
to
Speculative Buy
downgrade
$6.50
2026-01-05
Reason
Cormark
Price Target
$6.50
2026-01-05
downgrade
Buy
to
Speculative Buy
Reason
Cormark downgraded Well Health to Speculative Buy from Buy with a C$6.50 price target.
JPMorgan
Michael Mueller
Overweight -> Neutral
downgrade
$205
2025-12-18
Reason
JPMorgan
Michael Mueller
Price Target
$205
2025-12-18
downgrade
Overweight -> Neutral
Reason
JPMorgan analyst Michael Mueller downgraded Welltower to Neutral from Overweight with an unchanged price target of $205. The firm made a number of rating changes in the real estate investment trust group as part of its 2026 outlook. The changes include two upgrades and seven downgrades. The number of downgrades reflects a "more stratified ratings distribution," the analyst tells investors in a research note.
About WELL
Welltower Inc. is focused on rental housing for aging seniors across the United States, United Kingdom, and Canada. The Company's portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality. Its segments include Seniors Housing Operating, Triple-net and Outpatient Medical. Its Seniors Housing Operating properties include seniors apartments, assisted living communities, independent living/continuing care retirement communities, independent supportive living communities (Canada), care homes with and without nursing (United Kingdom) and combinations thereof. Its Triple-net properties include the property types described above as well as long-term/post-acute care facilities. It invests in seniors housing and healthcare real estate through acquisition of single tenant properties. Its Outpatient Medical properties are typically leased to multiple tenants and generally require a certain level of property management by the Company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
