Welltower (WELL)
NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-07-08
$233.90-1.55%
Close 2026-07-08 · 1-day change
Reading WELL? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track WELL free→NYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-07-08
Reading WELL? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track WELL free→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.
Management is running behind on a stated commitment.
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 50% growth a year, above the roughly 23% 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 is key to its valuation. Revenue grew 38% year over year, and the last quarter beat expectations. It trades at 47× P/FFO, while the peer median is 16×. The market is pricing in more growth than we forecast, making it look expensive. If WELL cuts guidance on the next call, that could negatively impact the stock. Peer multiples imply a price about 52% below where it trades. This read is provisional, and the thesis is on watch due to management's commitment issues.
Trailing returns as of 2026-07-08. WELL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering WELL (as of Jul 2026).
Based on 8 Wall Street analysts offering 12-month price targets for WELL in the last 4 months.
A consensus fair price across 13 valuation methods, at three horizons. Current price $233.90. As of 2026-07-09. 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 Seniors Housing Operating NOI
Property acquisitions directly enhance Seniors Housing Operating NOI.
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 2026-07-08. EPS is implied from price ÷ P/E. Not investment advice.
Current $233.90
The last 12 months of price, then the range of analyst 12-month targets from today’s $233.90.
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.
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.
Price target increase indicates strong market confidence.
Higher FFO projection supports growth expectations.
Advances: Increase Seniors Housing Operating NOI
Robust FFO growth directly supports NOI growth objective.
Advances: Increase Seniors Housing Operating NOI
Robust FFO growth directly supports NOI objectives.