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Welltower Inc. — Intrinsic Value & Fair Price

WELL
NYSEReal EstateREIT - Healthcare FacilitiesCIK 0000766704welltower.comAbout WELL
Last close · Oct 16, 2026234.85+0.22 (+0.09%)
Market cap$169.2B
Model value · P/Cash FFO · own history
162.89
Welltower closed at $234.85 — overvalued by 44% vs model.
142.09the model's range198.33

P/Cash FFO · own history leads for a REIT. From its own five-year median price to Cash FFO.

Other models
37.00 – 295.67
Wall St. target
260.00 10% below
Above model, 1y
20 of 20 days

Price and model value

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What the marks mean
Daily close

Dividends

Quarterly · as of Oct 16, 2026
Yield, trailing 12 months
1.31%
Past 2 years
low 1.17%high 2.16%
Dividends per share, a year at a time
$2.44Aug ’21$2.44Aug ’22$2.44Aug ’23$2.50Aug ’24$2.75Aug ’25$3.07TTM
Dividends / FFO, FY2025
61.6%
Raised
2 years in a row
Growth, 5 yrs
4.7% a year
Last change
+14.9% · Aug 2026
Every payment, with ex-dates · latest $0.85, paid Aug 20, 2026

Research on WELL

No posts on WELL yet.
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How it is valued

Valued asREIT
High revenue growth (~33% recent)Moderate margins (11% net margin)Pays dividendsHighly cyclical earnings
What growth the price implies: the reverse DCF

Key figures

FY2025 · chosen for REITs
Price / Cash FFO
—
Dividend yield, TTM
1.31%
Dividends / Cash FFO
—
Debt / assets
31.8%
Price / book
3.6×
Revenue growth
40.2%
On the lists: #13 Insider buying
Full financials

Superinvestors

13F

None of the tracked managers reported a position in their latest 13F.

All 0 holders

Analyst actions

third-party, quoted
10-13Barclays · target246.00
09-24JP Morgan · “Overweight” from “Neutral”upgrade
09-21Evercore ISI · target256.00
09-15Jefferies · target275.00
Ratings, targets and estimates

Comparable companies

by business, not by industry label

The weekly

One email a week across every stock we cover: 13F filings, insider trades, earnings and new research. It covers the whole market, not just WELL. No account.

About Welltower

Welltower Inc. (NYSE:WELL), an S&P 500 company based in Toledo, Ohio, is a leader in reshaping healthcare infrastructure. This Real Estate Investment Trust (REIT) strategically collaborates with premier operators in seniors housing, post-acute care, and health systems. Their core mission is to finance the vital property assets required to expand innovative care delivery models, thereby enhancing overall public wellness and healthcare experiences. Welltower's portfolio encompasses a variety of properties, including seniors housing, post-acute communities, and outpatient medical facilities, all situated primarily within key, rapidly growing markets across the United States, Canada, and the United Kingdom.

CEO
Shankh S. Mitra
Headquarters
Toledo, OH
Employees
712
IPO
1980-03-19
Full company profile

Model estimates for research reference only, not investment advice. Every model rests on assumptions that may not match what happens; the formulas are in how we value a stock.