Welltower (NYSE:WELL) Stock Rating Upgraded by Jefferies Financial Group

Welltower (NYSE:WELL) was upgraded by equities research analysts at Jefferies Financial Group to a “strong-buy” rating in a research note issued on Friday, Zacks reports.

Several other equities analysts have also recently weighed in on WELL. Cantor Fitzgerald lifted their target price on Welltower from $235.00 to $260.00 and gave the company an “overweight” rating in a research note on Friday, July 31st. Evercore restated an “outperform” rating and set a $256.00 price target on shares of Welltower in a report on Monday. Barclays boosted their price objective on shares of Welltower from $254.00 to $259.00 and gave the company an “equal weight” rating in a research report on Monday, August 31st. Mizuho upped their price objective on shares of Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research note on Wednesday, July 22nd. Finally, Royal Bank Of Canada increased their target price on shares of Welltower from $238.00 to $260.00 and gave the stock an “outperform” rating in a research report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $255.39.

Welltower Stock Performance

Shares of Welltower stock opened at $231.40 on Friday. Welltower has a 12 month low of $163.75 and a 12 month high of $255.20. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37. The stock has a market cap of $166.78 billion, a PE ratio of 106.15, a price-to-earnings-growth ratio of 1.12 and a beta of 0.76. The business has a fifty day simple moving average of $237.14 and a 200-day simple moving average of $221.38.

Welltower (NYSE:WELL) last posted its quarterly earnings results on Monday, July 27th. The real estate investment trust reported $0.61 earnings per share for the quarter, missing the consensus estimate of $0.66 by ($0.05). The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm’s quarterly revenue was up 39.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.28 earnings per share. Welltower has set its FY 2026 guidance at 6.360-6.440 EPS. On average, sell-side analysts anticipate that Welltower will post 6.43 EPS for the current fiscal year.

Insider Activity

In other news, Director Andrew Gundlach purchased 5,000 shares of Welltower stock in a transaction dated Wednesday, August 26th. The stock was acquired at an average cost of $242.06 per share, for a total transaction of $1,210,300.00. Following the acquisition, the director directly owned 30,000 shares in the company, valued at $7,261,800. This represents a 20.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. 0.37% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Welltower

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Revolve Wealth Partners LLC lifted its stake in Welltower by 3.3% in the second quarter. Revolve Wealth Partners LLC now owns 1,392 shares of the real estate investment trust’s stock valued at $316,000 after acquiring an additional 45 shares during the last quarter. Cornerstone Financial Management LLC increased its stake in shares of Welltower by 3.5% during the 2nd quarter. Cornerstone Financial Management LLC now owns 1,318 shares of the real estate investment trust’s stock worth $299,000 after purchasing an additional 45 shares during the last quarter. Family Wealth Partners LLC increased its stake in shares of Welltower by 1.3% during the 2nd quarter. Family Wealth Partners LLC now owns 3,678 shares of the real estate investment trust’s stock worth $835,000 after purchasing an additional 48 shares during the last quarter. Natural Investments LLC raised its holdings in shares of Welltower by 3.0% during the 2nd quarter. Natural Investments LLC now owns 1,673 shares of the real estate investment trust’s stock valued at $379,000 after purchasing an additional 48 shares in the last quarter. Finally, West Family Investments Inc. raised its holdings in shares of Welltower by 1.9% during the 2nd quarter. West Family Investments Inc. now owns 2,569 shares of the real estate investment trust’s stock valued at $583,000 after purchasing an additional 48 shares in the last quarter. Institutional investors own 94.80% of the company’s stock.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: JPMorgan upgraded Welltower from “Neutral” to “Overweight” and set a $260 price target, implying roughly 12% upside from the referenced price. The upgrade indicates improved confidence in the REIT’s senior-housing and healthcare real-estate outlook. JP Morgan Upgrades Welltower to Overweight from Neutral
• Positive Sentiment: The JPMorgan upgrade initially lifted investor sentiment, with coverage noting that Welltower shares rose following the change in rating. Welltower Shares Rise After JPMorgan Upgrade
• Positive Sentiment: Welltower’s long-term opportunity is supported by favorable demographics: approximately two million Americans are expected to turn 80 this year, while senior-housing construction remains historically low. Those conditions could support occupancy, rents and development returns over time. 4 Senior Housing REITs Betting Big on America’s Aging Population
• Neutral Sentiment: Recent reports highlighted strong second-quarter revenue growth, including a 39.1% year-over-year increase. However, the latest reported quarter also included an earnings-per-share miss, making the quality and sustainability of growth important for investors. Welltower Stock Reports 39.1 Percent Revenue Growth
• Negative Sentiment: A Seeking Alpha analysis argued that Welltower’s shares are priced for continued compounding even as growth may be slowing. With the stock trading at a high earnings multiple, any deceleration in operating growth or disappointment in guidance could pressure the shares. Welltower: Priced For Compounding That Is Already Slowing

Welltower Company Profile

Welltower Inc is a real estate investment trust (REIT) that owns, operates and finances healthcare-related real estate. The company focuses on properties that support healthcare delivery and services, including senior housing communities, outpatient medical facilities and post-acute care properties.

Welltower partners with healthcare providers, senior housing operators and other service providers to develop and manage facilities designed to serve aging populations and patients requiring ongoing or specialized care.