WELL - Welltower Inc Stock Price, Fair Value and News

98.40USD+0.94 (+0.96%)Market Closed

Market Summary

USD98.40+0.94

Market Closed

0.96%

WELL Alerts

Big jump in Earnings (Y/Y)

WELL Stock Price

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WELL RSI Chart

WELL Valuation

Market Cap

58.8B

Price/Earnings (Trailing)

127.59

Price/Sales (Trailing)

8.48

EV/EBITDA

22.66

Price/Free Cashflow

36.04

WELL Price/Sales (Trailing)

WELL Profitability

EBT Margin

6.53%

Return on Equity

1.63%

Return on Assets

1.04%

Free Cashflow Yield

2.77%

WELL Fundamentals

WELL Revenue

Revenue (TTM)

6.9B

Rev. Growth (Yr)

19.16%

Rev. Growth (Qtr)

6.28%

WELL Earnings

Earnings (TTM)

461.1M

Earnings Growth (Yr)

359.7%

Earnings Growth (Qtr)

48.84%

Breaking Down WELL Revenue

Last 7 days

4.3%

Last 30 days

7.2%

Last 90 days

13.1%

Trailing 12 Months

25.6%

How does WELL drawdown profile look like?

WELL Financial Health

WELL Investor Care

Dividend Yield

2.48%

Dividend/Share (TTM)

2.44

Shares Dilution (1Y)

20.30%

Diluted EPS (TTM)

0.83

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs

Net sales

Year	Q1	Q2	Q3	Q4
2024	6.9B	0	0	0
2023	6.0B	6.2B	6.4B	6.6B
2022	5.1B	5.4B	5.7B	5.9B
2021	4.4B	4.4B	4.6B	4.7B
2020	5.1B	5.0B	4.7B	4.6B
2019	4.9B	5.1B	5.1B	5.1B
2018	4.4B	4.4B	4.6B	4.7B
2017	4.3B	4.3B	4.3B	4.3B
2016	4.0B	4.1B	4.2B	4.3B
2015	3.4B	3.6B	3.7B	3.9B
2014	3.1B	3.2B	3.3B	3.3B
2013	2.0B	2.3B	2.6B	2.9B
2012	1.5B	1.6B	1.7B	1.8B
2011	670.9M	886.8M	1.1B	1.3B
2010	486.7M	501.4M	530.2M	570.5M
2009	0	485.2M	480.5M	475.9M
2008	0	0	0	489.9M

Get all data in R, Python etc through our Historical Stock Data APIs

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Tracking the Latest Insider Buys and Sells of Welltower Inc

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
May 01, 2024	mcqueen matthew grant	gifted	-	-	-500	evp, gen.counsel & secretary
Mar 19, 2024	mchugh timothy	gifted	-	-	-274	evp - chief financial officer
Mar 19, 2024	mcqueen matthew grant	gifted	-	-	-150	evp, gen.counsel & secretary
Mar 07, 2024	lopez dennis g	acquired	8,191	92.04	89.00	-
Mar 07, 2024	desalvo karen b	acquired	3,037	92.04	33.00	-
Mar 01, 2024	patton ade j.	acquired	-	-	2,157	-
Mar 01, 2024	spisso johnese	acquired	-	-	2,157	-
Mar 01, 2024	reid diana	acquired	-	-	2,157	-
Mar 01, 2024	lopez dennis g	acquired	-	-	3,559	-

Which funds bought or sold WELL recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 07, 2024	NorthRock Partners, LLC	added	20.53	65,751	329,769	0.03%
May 07, 2024	PANAGORA ASSET MANAGEMENT INC	unchanged	-	31,978	913,750	-%
May 07, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	reduced	-47.26	-9,043,170	10,898,400	-%
May 07, 2024	NEW YORK STATE COMMON RETIREMENT FUND	reduced	-7.79	-1,664,000	35,734,000	0.05%
May 07, 2024	Illinois Municipal Retirement Fund	reduced	-41.75	-3,832,000	5,838,000	0.09%
May 07, 2024	TECTONIC ADVISORS LLC	added	10.2	41,304	332,288	0.03%
May 07, 2024	Inspire Investing, LLC	reduced	-3.1	1,811	443,373	0.04%
May 07, 2024	Headlands Technologies LLC	reduced	-57.14	-9,123	7,288	-%
May 07, 2024	OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	unchanged	-	14,574	416,462	0.03%
May 07, 2024	Arizona State Retirement System	added	8.83	1,681,390	14,840,900	0.10%

Are Funds Buying or Selling WELL?

Are funds buying WELL calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own WELL

No. of Funds

WELL Alerts

Big jump in Earnings (Y/Y)

Unveiling Welltower Inc's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 14, 2024	cohen & steers, inc.	7.49%	41,632,051	SC 13G/A
Feb 13, 2024	vanguard group inc	15.45%	85,929,843	SC 13G/A
Feb 08, 2024	wellington management group llp	2.97%	16,526,774	SC 13G/A
Jan 30, 2024	state street corp	6.42%	35,722,839	SC 13G/A
Jan 24, 2024	blackrock inc.	10.5%	58,183,233	SC 13G/A
Feb 14, 2023	cohen & steers, inc.	10.17%	48,058,043	SC 13G/A
Feb 09, 2023	vanguard group inc	16.02%	75,690,885	SC 13G/A
Feb 07, 2023	state street corp	6.59%	31,130,985	SC 13G
Feb 06, 2023	wellington management group llp	5.09%	24,071,258	SC 13G
Jan 24, 2023	blackrock inc.	10.6%	49,874,077	SC 13G

Recent SEC filings of Welltower Inc

View All Filings

Date Filed	Form Type	Document
May 01, 2024	4	Insider Trading
Apr 30, 2024	10-Q	Quarterly Report
Apr 30, 2024	424B5	Prospectus Filed
Apr 30, 2024	8-K	Current Report
Apr 30, 2024	DEFA14A	DEFA14A
Apr 29, 2024	8-K	Current Report
Apr 12, 2024	DEFA14A	DEFA14A
Apr 12, 2024	DEF 14A	DEF 14A
Apr 12, 2024	ARS	ARS
Apr 02, 2024	PRE 14A	PRE 14A

Peers (Alternatives to Welltower Inc)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
AMT	84.8B	11.2B	-3.57%	-6.21%	42.94	7.56	3.63%	50.79%
CCI	42.3B	6.8B	-2.86%	-16.86%	30.32	6.17	-2.39%	-16.60%
AVB	27.7B	2.8B	4.65%	8.65%	29	9.87	5.72%	-6.47%
ARE	20.6B	3.0B	-6.82%	-2.61%	105.18	6.99	10.44%	-73.79%
AMH	13.3B	-	-1.07%	2.70%	31.37	8.17	8.93%	11.87%
REG	10.8B	1.4B	-0.91%	-0.39%	29	7.92	10.48%	-2.93%
BXP	9.4B	3.3B	-4.95%	17.89%	49.61	2.88	5.31%	-77.32%
MID-CAP
FRT	8.5B	1.2B	1.08%	10.18%	35.54	7.36	5.48%	-38.69%
MAC	3.4B	884.1M	-2.40%	67.19%	-12.48	3.87	2.90%	-314.82%
SLG	3.3B	892.3M	-5.51%	137.34%	-6.45	3.7	-5.33%	-307.54%
SMALL-CAP
AAT	1.3B	444.1M	3.08%	17.14%	19.59	3.03	3.54%	8.91%
AIV	1.2B	198.2M	-0.48%	-2.94%	-7.52	6.02	-43.33%	-308.08%
MFA	1.1B	650.2M	-3.51%	3.98%	35.74	1.68	27.93%	140.31%
NYMT	550.1M	285.4M	-16.71%	-37.84%	-3.99	1.93	11.05%	83.70%
IVR	446.8M	277.2M	2.46%	-8.50%	-54.48	1.61	25.89%	94.64%

Welltower Inc News

Latest updates

Welltower Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Income Statement (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Revenue	6.3%	1,860	1,750	1,662	1,665	1,561	1,519	1,474	1,473	1,396	1,309	1,240	1,141	1,052	1,122	1,037	1,188	1,259	1,263	1,266	1,320	1,272
Costs and Expenses	3.4%	1,719	1,662	1,590	1,513	1,523	1,512	1,468	1,363	1,345	1,241	1,149	1,134	1,048	1,152	1,118	1,184	1,183	1,097	1,188	1,158	1,136
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	1,188	1,158	1,136
S&GA Expenses	20.3%	53.00	44.00	46.00	44.00	44.00	41.00	35.00	37.00	38.00	33.00	32.00	31.00	30.00	28.00	31.00	34.00	35.00	27.00	31.00	34.00	35.00
EBITDA Margin	1.1%	0.36*	0.36*	0.35*	0.35*	0.34*	0.34*	0.35*	0.37*	0.35*	0.36*	0.34*	0.32*	-	-	-	-	-	-	-	-	-
Interest Expenses	-4.7%	147	155	157	152	144	140	140	128	122	122	123	122	123	121	125	126	142	132	137	141	145
Income Taxes	229.8%	6.00	-4.77	5.00	4.00	3.00	-4.09	3.00	3.00	5.00	2.00	5.00	-2.22	4.00	0.00	2.00	2.00	5.00	-4.83	4.00	2.00	2.00
Earnings Before Taxes	61.1%	141	87.00	72.00	152	38.00	7.00	6.00	109	51.00	69.00	91.00	7.00	4.00	-30.15	-81.34	4.00	76.00	166	78.00	162	136
EBT Margin	23.8%	0.07*	0.05*	0.04*	0.03*	0.03*	0.03*	0.04*	0.06*	0.04*	0.04*	0.02*	-0.02*	-	-	-	-	-	-	-	-	-
Net Income	48.8%	132	88.00	135	106	29.00	2.00	-2.65	96.00	66.00	66.00	190	46.00	72.00	164	395	159	329	224	590	138	280
Net Income Margin	23.2%	0.07*	0.05*	0.04*	0.02*	0.02*	0.03*	0.04*	0.08*	0.07*	0.08*	0.10*	0.16*	-	-	-	-	-	-	-	-	-
Free Cashflow	9.8%	407	371	439	416	376	253	356	395	325	283	353	335	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Assets	1.2%	44,554	44,012	41,655	40,064	38,494	37,893	37,414	36,574	35,472	34,910	33,480	32,176	32,992	32,484	32,542	33,163	32,923	33,381	31,864	33,149	30,637
Cash Equivalents	19.8%	2,388	1,994	2,582	2,204	639	722	425	442	367	347	363	809	2,559	2,021	2,155	1,826	393	386	331	360	407
Goodwill	0%	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00	68.00
Liabilities	-9.3%	16,006	17,640	17,836	17,871	16,898	16,499	16,957	16,700	16,294	15,912	15,308	14,933	15,945	15,259	15,250	15,899	15,427	16,398	15,168	16,696	14,139
Shareholder's Equity	8.4%	27,548	25,404	22,954	21,824	21,204	21,010	20,057	19,454	18,732	18,597	17,783	16,851	16,691	16,882	16,961	16,937	17,066	16,507	16,226	15,970	16,048
Retained Earnings	1.4%	9,272	9,145	9,061	8,934	8,831	8,805	8,809	8,815	8,726	8,664	8,605	8,425	8,399	8,328	8,164	7,838	7,659	7,354	7,130	6,540	6,402
Additional Paid-In Capital	7.2%	35,105	32,742	30,056	28,085	27,160	26,743	25,289	24,465	23,620	23,134	22,149	21,162	20,814	20,823	20,835	20,837	20,818	20,190	19,797	19,740	19,654
Shares Outstanding	11.3%	574	516	504	496	492	462	463	454	447	425	421	417	-	-	-	-	-	-	-	-	-
Minority Interest	3.3%	699	677	620	619	756	715	887	898	836	961	920	930	892	909	853	888	934	966	960	975	969
Float	-	-	-	-	41,131	-	-	-	38,132	-	-	-	35,092	-	-	-	21,562	-	-	-	32,987	-

Cashflow (Last 12 Months)

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Cashflow (Quarterly)																					(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2019Q1
Cashflow From Operations	9.8%	407	371	439	416	376	253	356	395	325	283	353	335	304	255	298	400	412	326	355	511	344
Share Based Compensation	43.1%	12.00	8.00	9.00	11.00	9.00	7.00	6.00	6.00	7.00	3.00	5.00	5.00	6.00	7.00	7.00	7.00	7.00	5.00	5.00	8.00	8.00
Cashflow From Investing	81.5%	-580	-3,144	-1,237	-393	-932	-419	-1,199	-1,276	-808	-1,527	-1,783	-1,065	-139	18.00	1,188	992	150	-990	1,473	-2,728	197
Cashflow From Financing	-72.9%	579	2,138	1,209	1,632	470	457	831	969	505	1,229	987	-1,020	372	-414	-1,161	40.00	-544	710	-1,853	2,173	-452
Dividend Payments	4.1%	352	338	319	303	300	298	283	277	273	265	261	255	255	255	253	256	355	-	-	-	-
Buy Backs	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-

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WELL Income Statement

2024-03-31

CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (UNAUDITED) - USD ($)
shares in Thousands, $ in Thousands

3 Months Ended

Mar. 31, 2024

Mar. 31, 2023

Revenues:

Resident fees and services

$ 1,360,274

$ 1,131,685

Rental income

417,652

384,059

Interest income

52,664

36,405

Other income

29,151

8,580

Total revenues

1,859,741

1,560,729

Expenses:

Property operating expenses

1,096,913

957,753

Depreciation and amortization

365,863

339,112

Interest expense

147,318

144,403

General and administrative expenses

53,318

44,371

Loss (gain) on derivatives and financial instruments, net

(3,054)

930

Loss (gain) on extinguishment of debt, net

Provision for loan losses, net

1,014

777

Impairment of assets

43,331

12,629

Other expenses

14,131

22,745

Total expenses

1,718,840

1,522,725

Income (loss) from continuing operations before income taxes and other items

140,901

38,004

Income tax (expense) benefit

(6,191)

(3,045)

Income (loss) from unconsolidated entities

(7,783)

(7,071)

Gain (loss) on real estate dispositions, net

4,707

747

Income (loss) from continuing operations

131,634

28,635

Net income (loss)

131,634

28,635

Less: Net income (loss) attributable to noncontrolling interests

^[1]

4,488

2,962

Net income (loss) attributable to common stockholders

$ 127,146

$ 25,673

Weighted average number of common shares outstanding:

Basic (in shares)

574,049

492,061

Diluted (in shares)

577,530

494,494

Basic:

Income (loss) from continuing operations (in dollars per share)

$ 0.23

$ 0.06

Net income (loss) attributable to common stockholders (in dollars per share)

0.22

0.05

Diluted:

Income (loss) from continuing operations (in dollars per share)

0.23

0.06

Net income (loss) attributable to common stockholders (in dollars per share)

^[2]

0.22

0.05

Dividends declared and paid per common share (in dollars per share)

$ 0.61

Net income (loss)

$ 131,634

$ 28,635

Other comprehensive income (loss):

Foreign currency translation gain (loss)

(85,830)

80,765

Derivative and financial instruments designated as hedges gain (loss)

60,615

(69,738)

Total other comprehensive income (loss)

(25,215)

11,027

Total comprehensive income (loss)

106,419

39,662

Less: Total comprehensive income (loss) attributable to noncontrolling interests

^[3]

(3,050)

5,841

Total comprehensive income (loss) attributable to common stockholders

$ 109,469

$ 33,821

[1]	Includes amounts attributable to redeemable noncontrolling interests.
[2]	Includes adjustment to the numerator for income (loss) attributable to OP Units and DownREIT Units.
[3]	(1) Includes amounts attributable to redeemable noncontrolling interests.

WELL Balance Sheet

2024-03-31

CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands

Mar. 31, 2024

Dec. 31, 2023

^[1]

Real property owned:

Land and land improvements

$ 4,754,699

$ 4,697,824

Buildings and improvements

37,841,775

37,796,553

Acquired lease intangibles

2,158,915

2,166,470

Real property held for sale, net of accumulated depreciation

422,225

372,883

Construction in progress

1,342,410

1,304,441

Less accumulated depreciation and amortization

(9,537,562)

(9,274,814)

Net real property owned

36,982,462

37,063,357

Right of use assets, net

348,892

350,969

Real estate loans receivable, net of credit allowance

1,426,094

1,361,587

Net real estate investments

38,757,448

38,775,913

Other assets:

Investments in unconsolidated entities

1,719,646

1,636,531

Goodwill

68,321

Cash and cash equivalents

2,388,488

1,993,646

Restricted cash

89,847

82,437

Straight-line rent receivable

469,976

443,800

Receivables and other assets

1,059,859

1,011,518

Total other assets

5,796,137

5,236,253

Total assets

44,553,585

44,012,166

Liabilities:

Unsecured credit facility and commercial paper

Senior unsecured notes

12,171,913

13,552,222

Secured debt

2,033,232

2,183,327

Lease liabilities

381,320

383,230

Accrued expenses and other liabilities

1,419,212

1,521,660

Total liabilities

16,005,677

17,640,439

Redeemable noncontrolling interests

300,915

290,605

Equity:

Common stock

592,637

565,894

Capital in excess of par value

35,105,097

32,741,949

Treasury stock

(114,842)

(111,578)

Cumulative net income

9,272,190

9,145,044

Cumulative dividends

(17,126,302)

(16,773,773)

Accumulated other comprehensive income (loss)

(180,837)

(163,160)

Total Welltower Inc. stockholders’ equity

27,547,943

25,404,376

Noncontrolling interests

699,050

676,746

Total equity

28,246,993

26,081,122

Total liabilities and equity

$ 44,553,585

$ 44,012,166

[1]	The consolidated balance sheet at December 31, 2023 has been derived from the audited financial statements at that date but does not include all of the information and footnotes required by U.S. generally accepted accounting principles for complete financial statements.

About Welltower Inc

Welltower Inc. (NYSE:WELL), a real estate investment trust ("REIT") and S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. Welltower invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. Welltower, 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.

CEO	Mr. Shankh S. Mitra
WEBSITE	welltower.com
INDUSTRY	REIT Mortgage
EMPLOYEES	514

Welltower Inc Frequently Asked Questions

What is the ticker symbol for Welltower Inc? What does WELL stand for in stocks?

WELL is the stock ticker symbol of Welltower Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Welltower Inc (WELL)?

As of Wed May 08 2024, market cap of Welltower Inc is 58.83 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of WELL stock?

You can check WELL's fair value in chart for subscribers.

What is the fair value of WELL stock?

You can check WELL's fair value in chart for subscribers. The fair value of Welltower Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Welltower Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for WELL so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Welltower Inc a good stock to buy?

The fair value guage provides a quick view whether WELL is over valued or under valued. Whether Welltower Inc is cheap or expensive depends on the assumptions which impact Welltower Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for WELL.

What is Welltower Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Wed May 08 2024, WELL's PE ratio (Price to Earnings) is 127.59 and Price to Sales (PS) ratio is 8.48. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. WELL PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Welltower Inc's stock?

In the past 10 years, Welltower Inc has provided 0.084 (multiply by 100 for percentage) rate of return.