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$WELL

7 stories mentioning WELL

Every FINWIRES story that references WELL, newest first.

Wire

Welltower 'Well Positioned' to Capitalize on Seniors Housing Demand, RBC Says

Welltower (WELL) is "well positioned" to capitalize on favorable seniors housing market trends and continue outperforming the broader industry, supported by its data and technology capabilities as well as strong operating partnerships, RBC Capital Markets said in a report Monday.Welltower should continue benefiting from strong seniors housing demand driven by aging population and limited new supply, while its better portfolio, attractive locations and strong operator relationships position it to outperform the broader industry, the report said.The rollout of Welltower Business System, which integrates operator and company data to provide real-time operational insights, should support future growth as the platform is expected to expand to up to 950 communities by the end of 2026, with "early roll-outs" already delivering improvements in revenue and expense management, according to the report.The firm remains optimistic about Welltower's "investment pipeline," noting the company continues to source attractive "off-market" transactions and achieve return targets despite rising asset valuations, according to the report.RBC reiterated its outperform rating on Welltower, with a price target of $238, citing confidence in sustained funds from operations and Adjusted FFO growth.Price: $214.15, Change: $-0.08, Percent Change: -0.04%

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Wire

Evercore ISI Adjusts Welltower Price Target to $233 From $225, Maintains Outperform Rating

Welltower (WELL) has an average rating of buy and mean price target of $234.16, according to analysts polled by FactSet.Price: $214.87, Change: $-2.27, Percent Change: -1.05%

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Wire

Welltower Seen Extending Growth Momentum After Solid Q1, RBC Says

Welltower (WELL) delivered solid Q1 results and remains well positioned for both organic and external growth, RBC Capital Markets said Friday in a report.RBC boosted 2026 estimates, supported by about $4.7 billion in newly announced deals already completed, representing half of the full-year target. Core earnings may rise 20% in 2026, 17.5% in 2027, and 14.6% in 2028, the report said.RBC increased its projection for senior-housing operating income growth by 150 basis points to 21.2%, just below the high end of management's guidance.The senior-housing operating portfolio continued to show momentum to start the year, with occupancy rising 10 basis points sequentially despite a typically slower seasonal period, RBC said. Management lifted its full-year net operating income growth target by 100 basis points to a range of 16.5% to 21.5%, the report said.RBC raised its price target on Welltower stock to $238 from $230 and maintained its outperform rating.Price: $217.90, Change: $+0.99, Percent Change: +0.45%

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Wire

Citigroup Adjusts Welltower Price Target to $255 From $245, Maintains Buy Rating

Welltower (WELL) has an average rating of buy and mean price target of $234.16, according to analysts polled by FactSet.Price: $215.99, Change: $-1.01, Percent Change: -0.47%

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Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of Welltower Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $5 to $245, 38.5x our 2026 FFO estimate, a premium to WELL's historical forward one-year average multiple (33.4x). WELL's Senior Housing Operating (SHO) same-store portfolio continues to outperform our expectations. We lift our 2026 FFO estimate by $0.14 to $6.36 and raise 2027 by $0.21 to $7.16. SHO same-store net operating income (NOI) was up 22% Y/Y, while expense per room increased only 0.4% driving a 320-bp margin expansion in the quarter. This growth is seen in new and stabilized properties, with 95% occupancy communities still generating 20% NOI growth in Q1 due to 5% RevPOR growth. WELL is now monetizing its proprietary data science AI with Public Storage (PSA) and a large private equity form using it to accelerate its own transaction platforms. While this is a small piece of revenue now, we see this as an asset light, very high margin opportunity for further expansion into real estate operators in non-health care industries.

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Wire

BNP Paribas Adjusts Price Target on Welltower to $238 From $227, Maintains Outperform Rating

Welltower (WELL) has an average rating of buy and mean price target of $232.21, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $214.30, Change: $+0.06, Percent Change: +0.03%

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Research

Research Alert: Welltower Inc: Revenue & Ffo Beat, Completed $3b In Acquisitions In Q1

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:WELL reported Q1 revenue of $3.35B (+38.4% Y/Y, $155M above consensus) vs. $2.42B a year ago. Same-store NOI (SSNOI) grew 16.4% to $722M, primarily due to Senior Housing Operating segment's SSNOI growth of 22.1%, while Senior Housing Triple-Net grew 3.9%, Outpatient Medical 2.4%, and Long-Term/Post-Acute Care 2.6%. SHO portfolio same-store revenue increased 9.5%, with revenue per occupied room growth of 5.0% (up 30 bps Q/Q) demonstrating strong operational momentum across the portfolio. WELL increased SSNOI guidance for full-year 2026 to 12.25%-16.0%, up 100 bps on the bottom end of the range. We see the bulk of this growth from SHO, with growth expected in the 16%-23% range, while other segments are expecting 2%-4% growth this year. We believe the strong SHO performance continues to validate WELL's strategic focus on senior housing operations, with consistent revenue and margin expansion driving sustained outperformance relative to other real estate segments.

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