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WELL

Welltower Inc

WELL

87.73USD+0.22 (+0.25%)Market Closed
Watchlist

Market Summary

USD87.73+0.22
Market Closed
0.25%

WELL Alerts

  • Big jump in Earnings (Y/Y)

WELL Stock Price

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WELL RSI Chart

WELL Valuation

Market Cap

45.8B

Price/Earnings (Trailing)

168.63

Price/Sales (Trailing)

7.15

EV/EBITDA

19.41

Price/Free Cashflow

30.83

WELL Price/Sales (Trailing)

WELL Profitability

EBT Margin

4.20%

Return on Equity

1.18%

Return on Assets

0.65%

Free Cashflow Yield

3.24%

WELL Fundamentals

WELL Revenue

Revenue (TTM)

6.4B

Revenue Y/Y

12.77%

Revenue Q/Q

-0.21%

WELL Earnings

Earnings (TTM)

271.5M

Earnings Y/Y

5.2K%

Earnings Q/Q

26.69%

Price Action

Last 7 days

-1.9%

Last 30 days

1.6%

Last 90 days

6.2%

Trailing 12 Months

29.6%

How does WELL drawdown profile look like?

WELL Financial Health

WELL Investor Care

Dividend Yield

2.85%

Shares Dilution (1Y)

12.62%

Diluted EPS (TTM)

0.47

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20236.0B6.2B6.4B0
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
2009486.4M482.9M479.4M475.9M
2008000489.9M

Latest Insider Trading transactions for WELL

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
Nov 30, 2023
mcqueen matthew grant
acquired
6,405
63.419
101
evp, gen.counsel & secretary
Nov 30, 2023
burkart john f.
acquired
13,761
63.419
217
evp-chief operating officer
Nov 30, 2023
fieweger joshua
acquired
7,990
63.419
126
svp, chief accounting officer
Nov 30, 2023
mchugh timothy
acquired
6,912
63.419
109
evp - chief financial officer
Nov 22, 2023
desalvo karen b
acquired
7,096
88.7
80.00
-
Nov 22, 2023
lopez dennis g
acquired
5,854
88.7
66.00
-
Nov 02, 2023
mitra shankh
gifted
-
-
-2,907
ceo & director
Aug 23, 2023
lopez dennis g
acquired
5,832
81.00
72.00
-
Aug 23, 2023
desalvo karen b
acquired
1,701
81.00
21.00
-
Jun 20, 2023
mitra shankh
gifted
-
-
-80.00
ceo & director

1–10 of 50

Which funds bought or sold WELL recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Dec 06, 2023
Raleigh Capital Management Inc.
reduced
-4.02
-579
19,547
0.01%
Dec 06, 2023
CITIGROUP INC
added
3.77
1,871,240
38,625,900
0.03%
Dec 04, 2023
Trust Co
unchanged
-
875
69,632
0.01%
Dec 04, 2023
TUCKER ASSET MANAGEMENT LLC
unchanged
-
110
8,684
-%
Dec 01, 2023
Fortis Group Advisors, LLC
new
-
4,096
4,096
-%
Dec 01, 2023
B. Riley Wealth Advisors, Inc.
added
0.18
40,626
2,821,270
0.08%
Nov 28, 2023
IMA Wealth, Inc.
unchanged
-
160
12,698
-%
Nov 27, 2023
USA FINANCIAL FORMULAS
sold off
-100
-404
-
-%
Nov 27, 2023
TRUST CO OF VERMONT
unchanged
-
103
8,192
-%
Nov 24, 2023
EP Wealth Advisors, LLC
reduced
-79.4
3,142
230,686
-%

1–10 of 40

Latest Funds Activity

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

Schedule 13G FIlings of Welltower Inc

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
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
Nov 10, 2022
cohen & steers, inc.
10.10%
46,820,079
SC 13G/A
Feb 14, 2022
cohen & steers, inc.
7.98%
34,743,873
SC 13G
Feb 14, 2022
state street corp
6.35%
27,631,929
SC 13G/A
Feb 10, 2022
vanguard group inc
15.81%
68,821,686
SC 13G/A
Jan 27, 2022
blackrock inc.
10.9%
47,651,136
SC 13G/A

Recent SEC filings of Welltower Inc

View All Filings
Date Filed Form Type Document
Dec 06, 2023
4
Insider Trading
Dec 06, 2023
4
Insider Trading
Dec 06, 2023
4
Insider Trading
Dec 06, 2023
4
Insider Trading
Nov 30, 2023
8-K
Current Report
Nov 27, 2023
4
Insider Trading
Nov 27, 2023
4
Insider Trading
Nov 27, 2023
4
Insider Trading
Nov 09, 2023
8-K
Current Report
Nov 08, 2023
424B5
Prospectus Filed

Peers (Alternatives to Welltower Inc)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
96.2B
11.1B
11.92% -2.76%
151
8.7
5.85% -77.77%
50.4B
7.1B
20.06% -14.69%
32.46
7.12
2.84% -3.84%
25.0B
2.7B
4.02% 3.65%
26.9
9.13
8.23% -24.59%
20.0B
2.8B
19.50% -19.66%
26.64
7.46
12.15% -54.56%
12.7B
-
0.63% 7.78%
30.35
7.71
-74.13% 64.54%
MID-CAP
10.1B
3.2B
16.58% -3.32%
55.17
3.11
6.05% -80.01%
10.0B
1.3B
5.46% -3.02%
20.64
8.14
5.88% -18.75%
8.1B
1.1B
6.14% -7.98%
28.03
7.22
6.86% -24.99%
2.9B
873.6M
31.12% 5.68%
-8.64
3.31
1.54% -294.39%
2.8B
674.9M
31.83% 30.97%
-5.88
4.12
9.26% -627.28%
SMALL-CAP
1.3B
-
13.44% -19.55%
20.56
2.65
3.89% 17.90%
1.1B
578.6M
12.27% -4.10%
-389.64
1.93
29.91% 98.52%
1.0B
339.3M
11.70% -12.15%
-5.75
2.79
88.48% -168.70%
810.7M
242.8M
12.03% -16.39%
-6.33
3.34
-1.99% 43.00%
405.6M
274.5M
7.58% -34.81%
-61.48
1.48
54.00% 98.69%

Welltower Inc News

Latest updates
MarketBeat09 Dec 202306:27 pm9 hours ago
Yahoo Finance08 Dec 202312:42 am2 days ago
InvestorsObserver07 Dec 202308:49 pm2 days ago
Forbes07 Dec 202307:31 pm2 days ago
Nasdaq06 Dec 202307:00 pm3 days ago
Investing.com India06 Dec 202303:20 am4 days ago
MarketBeat01 Dec 202304:17 pm8 days ago
InvestorsObserver29 Nov 202308:00 am10 days ago
MarketBeat24 Nov 202301:50 pm15 days ago
Yahoo Finance14 Nov 202308:00 am25 days ago
Yahoo Finance13 Nov 202308:00 am26 days ago
U.S News & World Report Money13 Nov 202308:00 am26 days ago
InvestorsObserver10 Nov 202308:00 am29 days ago
Nasdaq07 Nov 202308:00 am32 days ago

Financials for Welltower Inc

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Revenue-0.2%1,6621,6651,5611,5191,4741,4731,3961,3091,2401,1411,0521,1221,0371,1881,2591,2631,2661,3201,2721,2411,236
Costs and Expenses5.1%1,5901,5131,5231,5121,4681,3631,3451,2411,1491,1341,0481,1521,1181,1841,1831,0971,1881,1581,136--
Operating Expenses-----------------1,1881,1581,1361,1571,175
  S&GA Expenses4.1%46.0044.0044.0041.0035.0037.0038.0033.0032.0031.0030.0028.0031.0034.0035.0027.0031.0034.0035.0031.0029.00
EBITDA Margin0.1%0.35*0.35*0.34*0.34*0.35*0.37*0.35*0.36*0.34*0.32*0.32*0.33*0.37*0.39*0.41*------
Interest Expenses2.8%157152144140140128122122123122123121125126142132137141145144138
Income Taxes30.9%5.004.003.00-4.093.003.005.002.005.00-2.224.000.002.002.005.00-4.834.002.002.002.002.00
Earnings Before Taxes-52.6%72.0015238.007.006.0010951.0069.0091.007.004.00-30.15-81.344.0076.0016678.0016213684.0061.00
EBT Margin28.6%0.04*0.03*0.03*0.03*0.04*0.06*0.04*0.04*0.02*-0.02*-0.02*-0.01*0.03*0.07*0.09*------
Net Income26.7%13510629.002.00-2.6596.0066.0066.0019046.0072.0016439515932922459013828010264.00
Net Income Margin96.5%0.04*0.02*0.02*0.03*0.04*0.08*0.07*0.08*0.10*0.16*0.18*0.23*0.23*0.27*0.26*------
Free Cashflow5.5%439416376253356395325283353335304255298400412------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Assets4.0%41,65540,06438,49437,89337,41436,57435,47234,91033,48032,17632,99232,48432,54233,16332,92333,38131,86433,14930,63730,34230,249
    Cash Equivalents17.2%2,5822,2045726324254423673473638092,5592,0212,1551,826393386331360407316281
  Goodwill0%68.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.0068.00
Liabilities-0.2%17,83617,87116,89816,49916,95716,70016,29415,91215,30814,93315,94515,25915,25015,89915,42716,39815,16816,69614,13914,33114,579
Shareholder's Equity5.2%22,95421,82421,20420,29520,05719,45418,73218,59717,78316,85116,69116,88216,96116,93717,06616,50716,22615,97016,04815,58715,269
  Retained Earnings1.4%9,0618,9348,8318,8058,8098,8158,7268,6648,6058,4258,3998,3288,1647,8387,6597,3547,1306,5406,4026,1226,008
  Additional Paid-In Capital7.0%30,05628,08527,16026,74325,28924,46523,62023,13422,14921,16220,81420,82320,83520,83720,81820,19019,79719,74019,65418,42417,890
Shares Outstanding4.6%522499492-463454447-428417417-417417410-405405391-373
Minority Interest0.0%620619756715887898836961920930892909853888934966960975969954962
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q42018Q3
Cashflow From Operations5.5%439,056416,245376,058253,386355,991394,811324,520283,330353,082335,255303,658255,172297,968399,759411,857326,068355,418510,587343,895372,796372,724
  Share Based Compensation-16.0%8,82110,5049,4566,6935,9906,0217,4452,9444,5354,7575,5767,3806,5657,2907,0834,5465,3107,6627,5294,8476,075
Cashflow From Investing-214.5%-1,237,338-393,379-932,837-419,305-1,199,249-1,276,714-808,547-1,527,796-1,783,338-1,065,994-139,14018,1831,187,565992,432149,748-990,4661,473,039-2,728,632197,268-253,178-2,263,544
Cashflow From Financing-25.9%1,208,7921,631,841470,470457,043830,618968,511505,1051,228,745987,033-1,020,017371,903-414,663-1,161,88639,986-544,295709,683-1,853,3372,173,009-452,205-81,1911,899,849
  Dividend Payments5.0%318,691303,402300,195298,231283,454276,797273,045265,449260,792254,750254,915255,117253,268256,169354,678------
  Buy Backs----------------------

WELL Income Statement

2023-09-30
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (UNAUDITED) - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended9 Months Ended
Sep. 30, 2023
Sep. 30, 2022
Sep. 30, 2023
Sep. 30, 2022
Revenues:    
Rental income  $ 384,507$ 361,983$ 1,152,005$ 1,079,784
Total revenues1,662,0131,473,8444,888,2204,342,084
Expenses:    
Property operating expenses995,273912,1802,911,6982,619,932
Depreciation and amortization339,314353,6991,020,371968,082
Interest expense156,532139,682453,272389,128
General and administrative expenses46,10634,811134,764109,071
Loss (gain) on derivatives and financial instruments, net2,8856,9055,0958,076
Loss (gain) on extinguishment of debt, net127593
Provision for loan losses, net4,0594907,292(149)
Impairment of assets7,3884,35621,1034,356
Other expenses38,22015,48172,03476,716
Total expenses1,589,7781,467,6064,625,6364,175,805
Income (loss) from continuing operations before income taxes and other items72,2356,238262,584166,279
Income tax (expense) benefit(4,584)(3,257)(11,132)(11,335)
Income (loss) from unconsolidated entities(4,031)(6,698)(51,434)(16,640)
Gain (loss) on real estate dispositions, net71,1021,06469,68120,466
Income (loss) from continuing operations134,722(2,653)269,699158,770
Net income (loss)134,722(2,653)269,699158,770
Less: Net income (loss) attributable to noncontrolling interests[1]7,2524,11413,51613,828
Net income (loss) attributable to common stockholders$ 127,470$ (6,767)$ 256,183$ 144,942
Weighted average number of common shares outstanding:    
Basic (in shares)521,848463,366504,420455,074
Diluted (in shares)525,138463,366507,353457,999
Basic:    
Income (loss) from continuing operations (in dollars per share)$ 0.26$ (0.01)$ 0.53$ 0.35
Net income (loss) attributable to common stockholders (in dollars per share)0.24(0.01)0.510.32
Diluted:    
Income (loss) from continuing operations (in dollars per share)0.26(0.01)0.530.35
Net income (loss) attributable to common stockholders (in dollars per share)[2]0.24(0.01)0.500.32
Dividends declared and paid per common share (in dollars per share)$ 0.61$ 0.61$ 1.83$ 1.83
Net income (loss)$ 134,722$ (2,653)$ 269,699$ 158,770
Other comprehensive income (loss):    
Foreign currency translation gain (loss)(165,186)(372,494)35,098(746,165)
Derivative and financial instruments designated as hedges gain (loss)106,449417,567(49,173)753,588
Total other comprehensive income (loss)(58,737)45,073(14,075)7,423
Total comprehensive income (loss)75,98542,420255,624166,193
Less: Total comprehensive income (loss) attributable to noncontrolling interests[3]2,283(20,741)16,410(24,798)
Total comprehensive income (loss) attributable to common stockholders73,70263,161239,214190,991
Resident fees and services    
Revenues:    
Non-cash consideration1,199,8081,068,7063,490,9423,073,040
Interest income    
Revenues:    
Non-cash consideration42,22037,791117,335113,925
Other income    
Revenues:    
Non-cash consideration$ 35,478$ 5,364$ 127,938$ 75,335
[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

2023-09-30
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Sep. 30, 2023
Dec. 31, 2022
[1]
Real property owned:    
Land and land improvements  $ 4,373,058$ 4,249,834
Buildings and improvements  35,010,85533,651,336
Acquired lease intangibles  1,961,7991,945,458
Real property held for sale, net of accumulated depreciation  355,380133,058
Construction in progress  1,338,0761,021,080
Less accumulated depreciation and amortization  (8,868,627)(8,075,733)
Net real property owned  34,170,54132,925,033
Right of use assets, net338,693323,942
Real estate loans receivable, net of credit allowance  1,181,265890,844
Net real estate investments  35,690,49934,139,819
Other assets:    
Investments in unconsolidated entities  1,568,0961,499,790
Goodwill  68,32168,321
Cash and cash equivalents  2,582,037631,681
Restricted cash  104,67490,611
Straight-line rent receivable405,154322,173
Receivables and other assets  1,235,9211,140,838
Total other assets  5,964,2033,753,414
Total assets  41,654,70237,893,233
Liabilities:    
Unsecured credit facility and commercial paper00
Senior unsecured notes  13,453,98512,437,273
Secured debt  2,380,2532,110,815
Lease liabilities365,115415,824
Accrued expenses and other liabilities  1,636,7301,535,325
Total liabilities  17,836,08316,499,237
Redeemable noncontrolling interests  244,793384,443
Equity:    
Common stock  533,918491,919
Capital in excess of par value  30,056,07626,742,750
Treasury stock  (112,313)(111,001)
Cumulative net income  9,061,1338,804,950
Cumulative dividends  (16,435,416)(15,514,097)
Accumulated other comprehensive income (loss)  (149,362)(119,707)
Total Welltower Inc. stockholders’ equity  22,954,03620,294,814
Noncontrolling interests  619,790714,739
Total equity  23,573,82621,009,553
Total liabilities and equity  $ 41,654,702$ 37,893,233
[1]The consolidated balance sheet at December 31, 2022 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.
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 Fri Dec 08 2023, market cap of Welltower Inc is 45.78 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. 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 Fri Dec 08 2023, WELL's PE ratio (Price to Earnings) is 168.63 and Price to Sales (PS) ratio is 7.15. 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 0.09 (multiply by 100 for percentage) rate of return.