Financial Performance
5Y price score: 260
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 251.3%
US$ Per
Share
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163.7
52-week range
255.2
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
1.6 %
Dividend Yield TTM
1.3 %
Market cap $
$ 173,809
Price / Earnings TTM
127.6
Price / Book TTM
3.7
PEG TTM
(4.8)
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
48 %
199.1 %
251.3 %
Free cash flow per share growth
5.6 %
29.8 %
7.3 %
Earnings per share growth
(26.7) %
(40.3) %
(40.6) %
Founded: 1,970
Employees: 685
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jul 28, 2026)
1) Record Financial Performance - Welltower reported a 25% YoY increase in per-share FFO, reaching a record level for the company. - The second quarter saw a 39% increase in revenue and a 36% increase in adjusted EBITDA. - Same-store NOI grew 15.5% YoY, with the SHOP portfolio contributing 20.5% growth. - The company raised its full-year FFO guidance by $0.12 to $6.40 per share.
2) Strong Operational Metrics - Organic revenue growth was 9.2%, driven by a 330 basis point increase in same-store occupancy. - RevPOR (revenue per occupied room) increased by 5.2%, outpacing ExpPOR (expenses per occupied room) growth of 0.7%. - Operating margins expanded by 300 basis points to over 32%, surpassing pre-COVID levels.
3) Strategic Capital Allocation - Welltower has completed or is under contract for approximately $15.5 billion in investments this year, with a focus on off-market opportunities. - The company maintains a disciplined approach to capital deployment, passing on tens of billions in transactions that did not meet their stringent criteria. - A 15% increase in the quarterly dividend to $0.85 per share reflects confidence in the company’s growth trajectory.
4) Challenges and Market Dynamics - The macroeconomic environment remains uncertain, with geopolitical tensions and rising interest rates impacting the market. - Despite these challenges, Welltower's focus on high-quality senior housing positions it well against cyclical pressures. - The company is actively addressing labor market dynamics and rising construction costs, focusing on high-demand, high-quality assets.
5) Guidance and Future Outlook - Welltower anticipates continued growth, with guidance for net income attributable to common stockholders set between $3.11 to $3.19 per diluted share. - The company expects same-store NOI growth of 13.75% to 16% for the year, driven by strong performance in senior housing operating assets. - The transcript lacks specific details on future operational plans and the impact of recent geopolitical events on the business.
Bottom line: Welltower's strong financial performance, strategic capital allocation, and focus on high-quality senior housing position it favorably for continued growth, despite macroeconomic challenges. The company's disciplined approach to investments and operational improvements through the Welltower Business System suggest a promising outlook for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteWelltower Inc. — Financial Overview, Stock Price, Market Cap
Welltower Inc. is a company. Founded in 1970. As of August 26, 2026, the company's market capitalization is $173809174773 with a current stock price of $241.21.