Brokerages Set Welltower Inc. (NYSE:WELL) Target Price at $204.80

Shares of Welltower Inc. (NYSE:WELL) have been given an average recommendation of “Moderate Buy” by the fifteen analysts that are presently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell rating, two have given a hold rating, eleven have assigned a buy rating and one has assigned a strong buy rating to the company. The average 1 year target price among brokers that have covered the stock in the last year is $206.5333.

A number of brokerages have recently commented on WELL. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Friday, January 23rd. Cantor Fitzgerald boosted their price target on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Welltower in a research report on Monday, December 29th. KeyCorp reissued an “overweight” rating on shares of Welltower in a research report on Wednesday. Finally, Morgan Stanley lifted their price target on shares of Welltower from $170.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, November 20th.

Welltower News Summary

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q4 results: normalized FFO and revenue beat estimates and same‑store NOI improved materially; management highlighted portfolio performance and provided supporting materials. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Raised FY‑2026 guidance: Welltower set FFO per share guidance of $6.09–$6.25, a figure that management says is above prior street estimates — a major driver for an upward re‑rating. Welltower expects annual FFO above estimates
• Positive Sentiment: Analyst upgrades: Cantor Fitzgerald bumped its price target to $230 and moved to “overweight,” and other outlets report buy calls (Scotiabank cited). These upgrades support near‑term upside and help sentiment. Welltower price target raised at Cantor Fitzgerald Welltower receives a buy from Scotiabank
• Neutral Sentiment: Big portfolio activity: management closed ~$13.9B of pro rata gross investments in Q4 and completed ~$7.5B of dispositions/loan payoffs; also announced ~$5.7B of deals to start 2026 — a growth + rotation strategy that will change cash flow mix and requires execution. Welltower starts 2026 with $5.7B in deals
• Neutral Sentiment: Dividend declared: quarterly dividend of $0.74 (record Feb 25, payable Mar 10) — supports income investors though yield (~1.4%) is modest.
• Negative Sentiment: Asset sales & portfolio cleanup: management is divesting nursing‑home/Integra‑related assets (~$1.3B) and shedding former ProMedica holdings — potential near‑term execution and cash‑deployment noise and possible valuation questions for those assets. Welltower to divest Integra-related nursing home assets
• Negative Sentiment: Management caution on SHOP: CEO warned that expanding the Seniors Housing Operating (SHOP) platform “is harder than it looks,” flagging execution risk as Welltower increases exposure to operating assets. Welltower increases exposure to SHOP — CEO warns
• Neutral Sentiment: Conflicting headlines on EPS: some outlets highlighted an EPS miss while others emphasized FFO/revenue beats and guidance — investors should focus on FFO and same‑store NOI trends rather than headline GAAP EPS. Welltower earnings analysis

Hedge Funds Weigh In On Welltower

Institutional investors have recently made changes to their positions in the business. Norges Bank bought a new stake in shares of Welltower in the second quarter worth $4,903,554,000. Capital World Investors increased its position in shares of Welltower by 153.0% in the 4th quarter. Capital World Investors now owns 10,744,520 shares of the real estate investment trust’s stock worth $1,994,290,000 after purchasing an additional 6,497,258 shares during the last quarter. Vanguard Group Inc. raised its stake in shares of Welltower by 4.7% in the 3rd quarter. Vanguard Group Inc. now owns 89,778,383 shares of the real estate investment trust’s stock valued at $15,993,121,000 after purchasing an additional 3,991,896 shares in the last quarter. Capital International Investors lifted its position in shares of Welltower by 4.1% during the third quarter. Capital International Investors now owns 46,516,255 shares of the real estate investment trust’s stock worth $8,285,296,000 after purchasing an additional 1,842,934 shares during the last quarter. Finally, State Street Corp lifted its position in shares of Welltower by 4.6% during the second quarter. State Street Corp now owns 39,616,289 shares of the real estate investment trust’s stock worth $6,090,212,000 after purchasing an additional 1,740,196 shares during the last quarter. 94.80% of the stock is owned by institutional investors and hedge funds.

Welltower Trading Up 0.2%

NYSE:WELL traded up $0.42 on Thursday, hitting $208.30. 1,553,883 shares of the stock were exchanged, compared to its average volume of 3,064,704. The stock has a fifty day moving average of $189.28 and a 200-day moving average of $180.96. The stock has a market cap of $142.96 billion, a PE ratio of 148.78, a PEG ratio of 1.39 and a beta of 0.85. The company has a current ratio of 5.47, a quick ratio of 5.47 and a debt-to-equity ratio of 0.43. Welltower has a fifty-two week low of $130.29 and a fifty-two week high of $212.62.

Welltower (NYSE:WELL) last posted its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.56%. The firm had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the prior year, the company earned $1.13 EPS. The company’s revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities analysts expect that Welltower will post 4.88 earnings per share for the current fiscal year.

Welltower Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be issued a $0.74 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio is currently 211.43%.

About Welltower

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.

The company’s property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.