Welltower Stock Analysis

Welltower Stock Analysis Notes

About 99.0% of the company outstanding shares are owned by institutional investors. The book value of Welltower was at this time reported as 56.65. The company has Price/Earnings (P/E) ratio of 142.06. Welltower last dividend was issued on the 11th of November 2025. The entity had 3:2 split on the 4th of September 1985. , an SP 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower, a real estate investment trust , owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties. Welltower operates under REITHealthcare Facilities classification in the United States and is traded on New York Stock Exchange. It employs 464 people. For more information please call SHANKH MITRA at 419 247 2800 or visit https://www.welltower.com.

Welltower Investment Alerts

Welltower Largest EPS Surprises

View All Earnings Estimates

Welltower Environmental, Social, and Governance (ESG) Scores

Welltower Stock Institutional Investors

Note, although Welltower's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Welltower Market Capitalization

The company currently falls under 'Mega-Cap' category with a current market capitalization of 126.24 B.

Welltower Profitablity

The company has Profit Margin (PM) of 0.1 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.2 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.2.

Management Efficiency

Welltower has return on total asset (ROA) of 0.02 % which means that it generated a profit of $0.02 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0275 %, meaning that it created $0.0275 on every $100 dollars invested by stockholders. Welltower's management efficiency ratios could be used to measure how well Welltower manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.04 this year, although the value of Return On Capital Employed will most likely fall to 0.03. At this time, Welltower's Other Current Assets are quite stable compared to the past year. Intangible Assets is expected to rise to about 1 B this year, although the value of Return On Assets will most likely fall to 0.02.

Technical Drivers

As of the 29th of January, Welltower maintains the Market Risk Adjusted Performance of (1.17), mean deviation of 0.9317, and Downside Deviation of 1.39. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Welltower, as well as the relationship between them. Please check out Welltower standard deviation, maximum drawdown, as well as the relationship between the Maximum Drawdown and expected short fall to decide if Welltower is priced fairly, providing market reflects its latest price of 186.28 per share. Given that Welltower has jensen alpha of 0.0731, we strongly advise you to confirm Welltower's prevalent market performance to make sure the company can sustain itself at a future point.

Welltower Price Movement Analysis

Welltower Insider Trading Activities

Welltower Outstanding Bonds

Welltower Predictive Daily Indicators

Welltower Corporate Filings

Welltower Forecast Models

Welltower's time-series forecasting models are one of many Welltower's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Welltower's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Welltower Bond Ratings

Welltower financial ratings play a critical role in determining how much Welltower have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for Welltower's borrowing costs.

Welltower Debt to Cash Allocation

Welltower currently holds 16.76 B in liabilities with Debt to Equity (D/E) ratio of 0.76, which is about average as compared to similar companies. Welltower has a current ratio of 1.69, which is within standard range for the sector. Note, when we think about Welltower's use of debt, we should always consider it together with its cash and equity.

Welltower Total Assets Over Time

Welltower Assets Financed by Debt

The debt-to-assets ratio shows the degree to which Welltower uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.

Welltower Debt Ratio

51.0

It seems about 49% of Welltower's assets are financed be debt. Firms exhibiting elevated asset-to-liability ratios demonstrate pronounced financial leverage. For Welltower, increasing ratios correlate with heightened business risk profiles. Additionally, heavy reliance on debt financing restricts future credit access and diminishes operational flexibility.

Welltower Corporate Bonds Issued

Welltower Short Long Term Debt Total

Stock analysis is the technique used by a trader or investor to examine and evaluate how Welltower prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Welltower shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Welltower. By using and applying Welltower Stock analysis, traders can create a robust methodology for identifying Welltower entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Welltower analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Welltower analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

Welltower stock analysis indicators help investors evaluate how Welltower stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Welltower shares will generate the highest return on investment. By understating and applying Welltower stock analysis, traders can identify Welltower position entry and exit signals to maximize returns.

Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Welltower. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state. For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.

Is Diversified REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Welltower. Anticipated expansion of Welltower directly elevates investor willingness to pay premium valuations. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Welltower assessment requires weighing all these inputs, though not all factors influence outcomes equally.

The market value of Welltower is measured differently than its book value, which is the value of Welltower that is recorded on the company's balance sheet. Investors also form their own opinion of Welltower's value that differs from its market value or its book value, called intrinsic value, which is Welltower's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Welltower's market value can be influenced by many factors that don't directly affect Welltower's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Welltower's value and its price as these two are different measures arrived at by different means. Investors typically determine if Welltower is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Welltower's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.