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WELLWelltower Inc.Hold6.1·$214.23+1.69%
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Welltower Inc. (WELL) Stock Analysis

Breakout setup

HoldModerate Confidence

Real Estate · REIT - Healthcare Facilities

Hold if already holding. Not a fresh buy at $214.23, but acceptable to hold if already in. Reasons: Concentration risk — Property Type: Seniors Housing Operating (78.0%); Analyst target reached - limited upside remaining.

Welltower is an S&P 500 healthcare REIT focused on senior housing in the U.S., U.K., and Canada, with 2,500+ properties across Seniors Housing Operating (78% of revenues), Triple-net (11%), and Outpatient Medical (7%) segments. Revenue flows from RIDEA operating agreements with... Read more

$214.23+0.9% A.UpsideScore 6.1/10#2 of 13 REIT - Healthcare Facilities
QualityF-score9 / 9FCF yield1.75%
IncomeYield1.41%(5y avg 2.48%)Payout139.61%
Stop $201.69Target $216.09(resistance)A.R:R -0.1:1
Analyst target$236.75+10.5%20 analysts
$216.09our TP
$214.23price
$236.75mean
$192
$277

Hold if already holding. Not a fresh buy at $214.23, but acceptable to hold if already in. Reasons: Concentration risk — Property Type: Seniors Housing Operating (78.0%); Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 48, MACD bullish. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 45d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-13
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Jul 27, 202645d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Strong growth profile
Positive momentum
Risks
Concentration risk — Property Type: Seniors Housing Operating (78.0%)
Analyst target reached - limited upside remaining
Near 52-week high (3.4% away)

Key Metrics

P/E (TTM)102.3
P/E (Fwd)62.7
Mkt Cap$148.7B
EV/EBITDA55.3
Profit Mgn12.0%
ROE3.7%
Rev Growth38.3%
Beta0.78
Dividend1.41%
Rating analysts26

Quality Signals

Piotroski F9/9MoatNarrow

Options Flow

P/C1.38bearish
IV57%elevated

Concentration Risks(10-K Item 1A)

  • HIGHPropertySeniors Housing Operating78%
    10-K Item 1: 'Our Seniors Housing Operating segment accounted for 78%, 76% and 72% of total revenues for the years ended December 31, 2025, 2024 and 2023, respectively.'
  • LOWTenantCare UK14%
    10-K Item 1: 'Care UK, Cogir Management Company and Sunrise Senior Living accounted for 14%, 12% and 10% of Seniors Housing Operating Segment revenues, respectively.'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ps
1.6
P Ocf
2.4
Analyst Target
4.0
P/OCF: 50.4x (FFO proxy — REITs gated off P/E)
GatesA.R:R -0.1=NEGATIVEMomentum 7.0>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 45d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
48 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $194.67Resistance $220.50

Price Targets

$202
$216
A.Upside+0.9%
A.R:R-0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-0.5% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-27 (45d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is WELL stock a buy right now?

Hold if already holding. Not a fresh buy at $214.23, but acceptable to hold if already in. Reasons: Concentration risk — Property Type: Seniors Housing Operating (78.0%); Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 48, MACD bullish. Maintain position. Not compelling to add more. Target $216.09 (+0.9%), stop $201.69 (−6.2%), A.R:R -0.1:1. Score 6.1/10, moderate confidence.

What is the WELL stock price target?

Take-profit target: $216.09 (+0.9% upside). Target $216.09 (+0.9%), stop $201.69 (−6.2%), A.R:R -0.1:1. Stop-loss: $201.69.

What are the risks of investing in WELL?

Concentration risk — Property Type: Seniors Housing Operating (78.0%); Analyst target reached - limited upside remaining; Near 52-week high (3.4% away).

Is WELL overvalued or undervalued?

Welltower Inc. trades at a P/E of 102.3 (forward 62.7). TrendMatrix value score: 3.2/10. Verdict: Hold.

What do analysts say about WELL?

26 analysts cover WELL with a consensus score of 4.1/5. Average price target: $237.

What does Welltower Inc. do?Welltower is an S&P 500 healthcare REIT focused on senior housing in the U.S., U.K., and Canada, with 2,500+ properties...

Welltower is an S&P 500 healthcare REIT focused on senior housing in the U.S., U.K., and Canada, with 2,500+ properties across Seniors Housing Operating (78% of revenues), Triple-net (11%), and Outpatient Medical (7%) segments. Revenue flows from RIDEA operating agreements with 62 senior housing operators; Care UK, Cogir, and Sunrise Senior Living managed 14%, 12%, and 10% of SHOP segment revenues in 2025.

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