DailyIQ
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Sector:Real EstateAll sectors
Last updated 1 hour ago

WELL·Welltower Inc.

$.
+. (+.%)
High
$219.75
Open
$217.58
Market Cap
152.17B
52W High
$221.68
Low
$216.21
P. Close
$216.17
P/E
108.11
52W Low
$146.65
Fwd P/E
64.34
Mean Target
-
Technical Score (1D)
86
BUY
News Sentiment
68
BULLISH
Analysts are showing increased confidence in Welltower (WELL) following its Q1 performance. Both Scotiabank and Jefferies have raised their price targets for WELL, with Scotiabank moving its target to $248 from $236 and Jefferies also setting its target at $248. These adjustments are driven by the company's Q1 earnings report and guidance, which indicated a strong start to the year. Specifically, analysts are citing robust Q1 results and positive tenant demand across various sectors, including a strong outlook for NYC office leasing. Investors will be watching for continued evidence of this tenant demand and the impact of the positive Q1 on future leasing activity.
Earnings Summary
Welltower Inc. is a real estate investment trust (REIT) specializing in senior housing and healthcare properties across North America and the United Kingdom, operating within the Real Estate sector, specifically in Healthcare Facilities REITs. The company's business model focuses on providing senior housing solutions and healthcare properties, aiming to capitalize on the growing demand driven by an aging demographic. Welltower's strategy involves data-driven capital allocation and strategic partnerships to create long-term value. In its recent earnings performance, Welltower demonstrated a mixed trend in EPS compared to analyst estimates. For Q4 2024, the company reported an actual EPS of $0.3377 against an estimate of $0.41, marking a miss. However, the subsequent quarters showed improvement and beats: Q1 2025 saw an actual EPS of $0.40 against an estimate of $0.37996, and Q2 2025 reported an actual EPS of $0.45 against an estimate of $0.43525. Q3 2025 also beat estimates with an actual EPS of $0.5464 versus $0.53. Revenue has shown consistent year-over-year growth, with Q4 2025 revenue at $3.18 billion and Q1 2026 revenue at $3.35 billion. Historically, Welltower has exhibited a generally upward revenue trajectory, with significant year-over-year increases observed in recent quarters. The company has a pattern of beating revenue estimates when provided, and has shown a tendency to beat EPS estimates in the most recent quarters analyzed (Q1 2025, Q2 2025, Q3 2025), following a miss in Q4 2024. This suggests a recent acceleration in earnings performance relative to expectations. Recent news indicates that Welltower is facing scrutiny from UK antitrust regulators regarding its acquisition of care homes, with the company proposing divestitures to address market concentration concerns. Concurrently, analyst sentiment remains positive, with Scotiabank raising its price target to $248 and maintaining a Sector Outperform rating, citing strong performance driven by demand in the seniors housing sector and significant acquisitions. This positive analyst view is supported by a notable stock price increase year-to-date. Looking ahead, investors will be watching for the outcome of the UK regulatory review and its potential impact on the divested properties. Key will be the continued ability of Welltower to meet or exceed EPS estimates, particularly in the upcoming quarters, and to sustain the positive revenue growth trends observed, alongside any further analyst sentiment shifts.

EPS

EstBeatMiss
$0.22$0.57$0.92$1.28$1.63Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.65 - -
Q1'26$0.77$1.47+89.9%
Q4'25$0.59$1.45+145.1%
Q3'25$0.53$0.55+3.1%
Q2'25$0.44$0.45+3.4%
Q1'25$0.38$0.40+5.3%

Revenue

EstBeatMiss
$2.3B$2.6B$2.9B$3.2B$3.5BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.3B - -
Q1'26$3.2B$3.4B+3.9%
Q4'25$2.9B$3.2B+9.9%
Q3'25 - $2.7B -
Q2'25 - $2.5B -
Q1'25 - $2.4B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

WELL Stock Snapshot

WELL is currently trading at $218.85, giving Welltower Inc. a market cap of 152.17B and a P/E ratio of 108.1. Today's range spans $216.21–$219.75, with shares opening at $217.58 and moving up $2.68 (1.2%) from the prior close. DailyIQ's technical score sits at 86/100 (BUY) with a news sentiment reading of 68/100.

Over the past year WELL has traded between $146.65 and $221.68 - the current price is +49.2% off the 52-week low and -1.3% from the high.

Cross-asset context supports the bullish read on WELL: when Real Estate sector conditions are favorable, large-cap names with 86/100 technical scores (BUY) and bullish sentiment (68/100) outperform on a risk-adjusted basis. Price: $218.85 (near 52-week highs). (P/E: 108.1) The 52-week context of $146.65–$221.68 shows the full trading history - and the current setup is one of the stronger entries within that range. At 152.17B in market cap, position sizing is the key variable, not the direction.

Earnings revision cycles in large-cap Real Estate names tend to compound: when technicals confirm a BUY thesis (86/100) and news sentiment (68/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $218.85 (near 52-week highs), WELL's position within the $146.65–$221.68 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.

Recent News Coverage

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