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WELL

WELL - Welltower Inc Stock Price, Fair Value and News

93.10USD+0.30 (+0.32%)Delayed as of 28 Mar 2024, 12:59 pm ET

Market Summary

WELL
USD93.10+0.30
Delayedas of 28 Mar 2024, 12:59 pm
0.32%

WELL Alerts

  • Big jump in Earnings (Y/Y)

WELL Stock Price

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WELL RSI Chart

WELL Valuation

Market Cap

52.8B

Price/Earnings (Trailing)

147.44

Price/Sales (Trailing)

7.95

EV/EBITDA

21.54

Price/Free Cashflow

32.96

WELL Price/Sales (Trailing)

WELL Profitability

EBT Margin

5.27%

Return on Equity

1.41%

Return on Assets

0.81%

Free Cashflow Yield

3.03%

WELL Fundamentals

WELL Revenue

Revenue (TTM)

6.6B

Rev. Growth (Yr)

15.23%

Rev. Growth (Qtr)

5.28%

WELL Earnings

Earnings (TTM)

358.1M

Earnings Growth (Yr)

4.8K%

Earnings Growth (Qtr)

-34.35%

Breaking Down WELL Revenue

52 Week Range

70.0893.60
(Low)(High)

Last 7 days

0.8%

Last 30 days

-1.1%

Last 90 days

2.4%

Trailing 12 Months

34.7%

How does WELL drawdown profile look like?

WELL Financial Health

WELL Investor Care

Dividend Yield

2.63%

Dividend/Share (TTM)

2.44

Shares Dilution (1Y)

23.08%

Diluted EPS (TTM)

0.66

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20236.0B6.2B6.4B6.6B
20225.1B5.4B5.7B5.9B
20214.4B4.4B4.6B4.7B
20205.1B5.0B4.7B4.6B
20194.9B5.1B5.1B5.1B
20184.4B4.4B4.6B4.7B
20174.3B4.3B4.3B4.3B
20164.0B4.1B4.2B4.3B
20153.4B3.6B3.7B3.9B
20143.1B3.2B3.3B3.3B
20132.0B2.3B2.6B2.9B
20121.5B1.6B1.7B1.8B
2011670.9M886.8M1.1B1.3B
2010486.7M501.4M530.2M570.5M
20090485.2M480.5M475.9M
2008000489.9M

Tracking the Latest Insider Buys and Sells of Welltower Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Mar 19, 2024
mcqueen matthew grant
gifted
-
-
-150
evp, gen.counsel & secretary
Mar 19, 2024
mchugh timothy
gifted
-
-
-274
evp - chief financial officer
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
desalvo karen b
acquired
-
-
2,157
-
Mar 01, 2024
rivera sergio
acquired
-
-
2,157
-
Mar 01, 2024
patton ade j.
acquired
-
-
2,157
-
Mar 01, 2024
reid diana
acquired
-
-
2,157
-
Mar 01, 2024
lopez dennis g
acquired
-
-
3,559
-
Mar 01, 2024
spisso johnese
acquired
-
-
2,157
-

1–10 of 50

Which funds bought or sold WELL recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Mar 26, 2024
HighPoint Advisor Group LLC
new
-
782,000
782,000
0.06%
Mar 22, 2024
Livelsberger Financial Advisory
new
-
343,939
343,939
0.31%
Mar 22, 2024
PNC FINANCIAL SERVICES GROUP, INC.
reduced
-3.44
1,166,660
19,724,300
0.01%
Mar 15, 2024
B. Riley Wealth Advisors, Inc.
reduced
-5.22
121,932
2,943,200
0.08%
Mar 12, 2024
Spartan Planning & Wealth Management
reduced
-70.79
-131,670
62,398
0.07%
Mar 11, 2024
VANGUARD GROUP INC
added
6.41
1,132,710,000
7,748,370,000
0.17%
Mar 08, 2024
ICA Group Wealth Management, LLC
new
-
100,287
100,287
0.02%
Mar 08, 2024
TRUST CO OF VERMONT
added
1.00
915
9,107
-%
Mar 04, 2024
TUCKER ASSET MANAGEMENT LLC
unchanged
-
874
9,558
-%
Mar 04, 2024
Fortis Group Advisors, LLC
added
100
4,922
9,018
-%

1–10 of 49

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

Unveiling Welltower Inc's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm 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
Mar 25, 2024
8-K
Current Report
Mar 20, 2024
4
Insider Trading
Mar 20, 2024
4
Insider Trading
Mar 11, 2024
4
Insider Trading
Mar 11, 2024
4
Insider Trading
Mar 04, 2024
4
Insider Trading
Mar 04, 2024
4
Insider Trading
Mar 04, 2024
4
Insider Trading
Mar 04, 2024
4
Insider Trading
Mar 04, 2024
4
Insider Trading

What is the Fair Value of WELL?

Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index

Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.

Cheap
or
Expensive?


Returns of $10,000 invested in:

Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022


Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.

S&P 500 Index
Very Expensive Stocks
Very Cheap Stocks

Peers (Alternatives to Welltower Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
92.0B
11.1B
3.02% 3.17%
67.33
8.26
4.04% -19.43%
45.8B
7.0B
-5.01% -21.08%
30.53
6.57
-0.07% -10.36%
26.1B
2.8B
3.42% 11.05%
28.1
9.43
6.73% -18.30%
21.9B
2.9B
5.24% -2.41%
211.79
7.61
11.46% -80.13%
13.1B
1.6B
5.52% 21.06%
30.39
8.17
7.80% 39.39%
11.1B
1.3B
-2.42% 1.98%
30.46
8.4
8.04% -24.50%
9.9B
3.3B
-6.07% 8.98%
52.15
3.03
5.31% -77.32%
MID-CAP
8.4B
1.1B
-0.89% 2.72%
35.55
7.44
5.38% -38.52%
3.7B
884.1M
-1.28% 51.03%
-13.45
4.17
2.90% -314.82%
3.5B
899.4M
12.83% 136.94%
-6.17
3.87
-0.45% -623.11%
SMALL-CAP
1.3B
441.2M
-3.35% 20.98%
20.37
2.99
4.38% 15.77%
1.2B
198.2M
4.31% 1.50%
-7.47
5.93
-43.33% -270.70%
1.1B
605.6M
5.98% 19.45%
14.31
1.89
25.53% 134.62%
650.5M
258.7M
-8.43% -22.26%
-13.37
2.51
0.11% 83.70%
461.8M
277.9M
8.28% -16.39%
-29.12
1.66
44.33% 96.06%

Welltower Inc News

Latest updates
Defense World • 7 hours ago
InvestorsObserver • 21 Mar 2024 • 07:37 pm

Welltower Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Revenue5.3%1,7501,6621,6651,5611,5191,4741,4731,3961,3091,2401,1411,0521,1221,0371,1881,2591,2631,2661,3201,2721,241
Costs and Expenses4.6%1,6621,5901,5131,5231,5121,4681,3631,3451,2411,1491,1341,0481,1521,1181,1841,1831,0971,1881,1581,136-
Operating Expenses------------------1,1881,1581,1361,157
  S&GA Expenses-3.9%44.0046.0044.0044.0041.0035.0037.0038.0033.0032.0031.0030.0028.0031.0034.0035.0027.0031.0034.0035.0031.00
EBITDA Margin2.3%0.36*0.35*0.35*0.34*0.34*0.35*0.37*0.35*0.36*0.34*0.32*0.32*---------
Interest Expenses-1.3%155157152144140140128122122123122123121125126142132137141145144
Income Taxes-204.0%-4.775.004.003.00-4.093.003.005.002.005.00-2.224.000.002.002.005.00-4.834.002.002.002.00
Earnings Before Taxes21.1%87.0072.0015238.007.006.0010951.0069.0091.007.004.00-30.15-81.344.0076.0016678.0016213684.00
EBT Margin25.4%0.05*0.04*0.03*0.03*0.03*0.04*0.06*0.04*0.04*0.02*-0.02*-0.02*---------
Net Income-34.4%88.0013510629.002.00-2.6596.0066.0066.0019046.0072.00164395159329224590138280102
Net Income Margin27.3%0.05*0.04*0.02*0.02*0.03*0.04*0.08*0.07*0.08*0.10*0.16*0.18*---------
Free Cashflow-15.6%371439416376253356395325283353335304---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Assets5.7%44,01241,65540,06438,49437,89337,41436,57435,47234,91033,48032,17632,99232,48432,54233,16332,92333,38131,86433,14930,63730,342
    Cash Equivalents-22.8%1,9942,5822,2045726324254423673473638092,5592,0212,1551,826393386331360407316
  Goodwill0%68.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.00
Liabilities-1.1%17,64017,83617,87116,89816,49916,95716,70016,29415,91215,30814,93315,94515,25915,25015,89915,42716,39815,16816,69614,13914,331
Shareholder's Equity10.7%25,40422,95421,82421,20420,29520,05719,45418,73218,59717,78316,85116,69116,88216,96116,93717,06616,50716,22615,97016,04815,587
  Retained Earnings0.9%9,1459,0618,9348,8318,8058,8098,8158,7268,6648,6058,4258,3998,3288,1647,8387,6597,3547,1306,5406,4026,122
  Additional Paid-In Capital8.9%32,74230,05628,08527,16026,74325,28924,46523,62023,13422,14921,16220,81420,82320,83520,83720,81820,19019,79719,74019,65418,424
Shares Outstanding2.2%516504496492462455454447425428417417---------
Minority Interest9.2%677620619756715887898836961920930892909853888934966960975969954
Float---41,131---38,132---35,092---21,562---32,987--
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Cashflow From Operations-15.6%371439416376253356395325283353335304255298400412326355511344373
  Share Based Compensation-4.6%8.009.0011.009.007.006.006.007.003.005.005.006.007.007.007.007.005.005.008.008.005.00
Cashflow From Investing-154.1%-3,144-1,237-393-932-419-1,199-1,276-808-1,527-1,783-1,065-13918.001,188992150-9901,473-2,728197-253
Cashflow From Financing76.8%2,1381,2091,6324704578319695051,229987-1,020372-414-1,16140.00-544710-1,8532,173-452-81.19
  Dividend Payments6.1%338319303300298283277273265261255255255253256355-----
  Buy Backs----------------------

WELL Income Statement

2023-12-31
Consolidated Statements Of Comprehensive Income - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Dec. 31, 2023
Dec. 31, 2022
Dec. 31, 2021
Revenues:   
Revenue from contract with customer$ 4,753,804$ 4,173,711$ 3,197,223
Rental income1,556,0731,451,7861,374,695
Interest income168,354150,571137,563
Other income159,76484,54732,634
Total revenues6,637,9955,860,6154,742,115
Expenses:   
Property operating expenses3,947,7763,558,7702,774,562
Depreciation and amortization1,401,1011,310,3681,037,566
Interest expense607,846529,519489,853
General and administrative expenses179,091150,390126,727
Loss (gain) on derivatives and financial instruments, net(2,120)8,334(7,333)
Loss (gain) on extinguishment of debt, net768049,874
Provision for loan losses, net9,80910,3207,270
Impairment of assets36,09717,50251,107
Other expenses108,341101,67041,739
Total expenses6,287,9485,687,5534,571,365
Income (loss) from continuing operations before income taxes and other items350,047173,062170,750
Income tax (expense) benefit(6,364)(7,247)(8,713)
Income (loss) from unconsolidated entities(53,442)(21,290)(22,933)
Gain (loss) on real estate dispositions, net67,89816,043235,375
Income (loss) from continuing operations358,139160,568374,479
Net income358,139160,568374,479
Less: Net income (loss) attributable to noncontrolling interests[1]18,04519,35438,341
Net income (loss) attributable to common stockholders$ 340,094$ 141,214$ 336,138
Weighted average number of common shares outstanding:   
Basic (in shares)515,629462,185424,976
Diluted (in shares)518,701465,158426,841
Basic:   
Income (loss) from continuing operations (in USD per share)$ 0.69$ 0.35$ 0.88
Net income (loss) attributable to common stockholders (in USD per share)0.660.310.79
Diluted:   
Income (loss) from continuing operations (in USD per share)0.690.350.88
Net income (loss) attributable to common stockholders (in USD per share)[2]$ 0.66$ 0.30$ 0.78
Other comprehensive income (loss):   
Foreign currency translation gain (loss)$ 223,920$ (466,910)$ (52,826)
Derivative and financial instruments designated as hedges gain (loss)(245,095)442,62079,702
Total other comprehensive income (loss)(21,175)(24,290)26,876
Total comprehensive income (loss)336,964136,278401,355
Less: Total comprehensive income (loss) attributable to noncontrolling interests[3]27,637(6,545)38,029
Total comprehensive income (loss) attributable to common stockholders$ 309,327$ 142,823$ 363,326
[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]Includes amounts attributable to redeemable noncontrolling interests.

WELL Balance Sheet

2023-12-31
Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2023
Dec. 31, 2022
Real property owned:  
Land and land improvements$ 4,697,824$ 4,249,834
Buildings and improvements37,796,55333,651,336
Acquired lease intangibles2,166,4701,945,458
Real property held for sale, net of accumulated depreciation372,883133,058
Construction in progress1,304,4411,021,080
Less accumulated depreciation and amortization(9,274,814)(8,075,733)
Net real property owned37,063,35732,925,033
Right of use assets, net350,969323,942
Real estate loans receivable, net of credit allowance1,361,587890,844
Net real estate investments38,775,91334,139,819
Other assets:  
Investments in unconsolidated entities1,636,5311,499,790
Goodwill68,32168,321
Cash and cash equivalents1,993,646631,681
Restricted cash82,43790,611
Straight-line rent receivable443,800322,173
Receivables and other assets1,011,5181,140,838
Total other assets5,236,2533,753,414
Total assets44,012,16637,893,233
Liabilities:  
Unsecured credit facility and commercial paper00
Senior unsecured notes13,552,22212,437,273
Secured debt2,183,3272,110,815
Lease liabilities383,230415,824
Accrued expenses and other liabilities1,521,6601,535,325
Total liabilities17,640,43916,499,237
Redeemable noncontrolling interests290,605384,443
Equity:  
Common stock565,894491,919
Capital in excess of par value32,741,94926,742,750
Treasury stock(111,578)(111,001)
Cumulative net income9,145,0448,804,950
Cumulative dividends(16,773,773)(15,514,097)
Accumulated other comprehensive income (loss)(163,160)(119,707)
Total Welltower Inc. stockholders’ equity25,404,37620,294,814
Noncontrolling interests676,746714,739
Total equity26,081,12221,009,553
Total liabilities and equity$ 44,012,166$ 37,893,233
WELL
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
 WEBSITEwww.welltower.com
 EMPLOYEES514

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 Mar 27 2024, market cap of Welltower Inc is 52.8 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 Mar 27 2024, WELL's PE ratio (Price to Earnings) is 147.44 and Price to Sales (PS) ratio is 7.95. 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 0.089 (multiply by 100 for percentage) rate of return.