Is Welltower Stock a Good Investment?

Welltower Investment Advice

WELL

To provide specific investment advice or recommendations on Welltower stock, we recommend investors consider the following general factors when evaluating Welltower. This will help you to make an informed decision on whether to include Welltower in one of your diversified portfolios:

Examine Welltower's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Welltower's leadership team and their track record. Good management can help Welltower navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Diversified REITs space and any emerging trends that could impact Welltower's business and its evolving consumer preferences.
Compare Welltower's performance and market position to its competitors. Analyze how Welltower is positioned in terms of product offerings, innovation, and market share.
Check if Welltower pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Welltower's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Welltower stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Welltower is a good investment.

Sell

Buy

Strong Buy

Macroaxis provides trade recommendation on Welltower to complement and cross-verify current analyst consensus on Welltower. Our trade advice engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure Welltower is not overpriced, please check out all Welltower fundamentals, including its book value per share, retained earnings, and the relationship between the cash and equivalents and target price . Given that Welltower has a price to earning of 142.06 X, we strongly advise you to confirm Welltower market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevalent risk tolerance and investing horizon.

Market Performance	Solid	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Fairly Valued	Details
Odds Of Distress	Low	Details
Economic Sensitivity	Slowly supersedes the market	Details
Investor Sentiment	Interested	Details
Analyst Consensus	Strong Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Possible Manipulator	Details

Examine Welltower Stock

Researching Welltower's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 97.0% of the company outstanding shares are owned by institutional investors. The book value of Welltower was at this time reported as 46.62. The company has Price/Earnings To Growth (PEG) ratio of 2.13. Welltower last dividend was issued on the 10th of May 2024. The entity had 3:2 split on the 4th of September 1985.

To determine if Welltower is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Welltower's research are outlined below:

	Over 97.0% of the company outstanding shares are owned by institutional investors
	Latest headline from news.google.com: Welltower Inc. Shares Sold by Edgestream Partners L.P. - Defense World

Welltower uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Welltower. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Welltower's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	13th of February 2024 Upcoming Quarterly Report	View
	7th of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	13th of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Welltower's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Welltower's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2022-08-09	2022-06-30	0.18	0.2	0.02	11
2022-02-15	2021-12-31	0.15	0.13	-0.02	13
2024-04-29	2024-03-31	0.25	0.22	-0.03	12
2023-07-31	2023-06-30	0.16	0.2	0.04	25
2022-05-10	2022-03-31	0.18	0.14	-0.04	22
2021-07-29	2021-06-30	0.1	0.06	-0.04	40
2007-08-07	2007-06-30	0.36	0.32	-0.04	11
2005-07-19	2005-06-30	0.01	-0.03	-0.04	400

Know Welltower's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Welltower is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Welltower backward and forwards among themselves. Welltower's institutional investor refers to the entity that pools money to purchase Welltower's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Legal & General Group Plc	2024-03-31	8.4 M
Daiwa Securities Group Inc	2024-03-31	7.9 M
Dimensional Fund Advisors, Inc.	2024-03-31	7.8 M
Morgan Stanley - Brokerage Accounts	2024-03-31	7.4 M
Amvescap Plc.	2024-03-31	7.2 M
Resolution Capital Limited	2024-03-31	6.9 M
T. Rowe Price Associates, Inc.	2024-03-31	6.7 M
Jpmorgan Chase & Co	2024-03-31	6.2 M
Charles Schwab Investment Management Inc	2024-03-31	6 M
Vanguard Group Inc	2024-03-31	89.2 M
Blackrock Inc	2024-03-31	59.1 M

Note, although Welltower's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Welltower's market capitalization trends

The company currently falls under 'Large-Cap' category with a current market capitalization of 65.64 B.

Market Cap

22.66 Billion

Welltower's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.01	0.01
Return On Capital Employed	0.03	0.02
Return On Assets	0.01	0.01
Return On Equity	0.01	0.01

The company has Profit Margin (PM) of 0.06 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.18 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.18.

Determining Welltower's profitability involves analyzing its financial statements and using various financial metrics to determine if Welltower is a good buy. For example, gross profit margin measures Welltower's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Welltower's profitability and make more informed investment decisions.

Welltower's Earnings Breakdown by Geography

The data published in Welltower's official financial statements typically reflect Welltower's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving Welltower's quantitative information. For example, before you start analyzing numbers published by Welltower accountants, it's essential to understand Welltower's liquidity, profitability, and earnings quality within the context of the Diversified REITs space in which it operates.

Evaluate Welltower's management efficiency

Welltower has return on total asset (ROA) of 0.0187 % which means that it generated a profit of $0.0187 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0184 %, meaning that it created $0.0184 on every $100 dollars invested by stockholders. Welltower's management efficiency ratios could be used to measure how well Welltower manages its routine affairs as well as how well it operates its assets and liabilities. The value of Return On Tangible Assets is estimated to slide to 0.01. The value of Return On Capital Employed is expected to slide to 0.02. At this time, Welltower's Fixed Asset Turnover is quite stable compared to the past year.

	Last Reported	Projected for Next Year
Book Value Per Share	49.27	51.73
Tangible Book Value Per Share	46.81	49.15
Enterprise Value Over EBITDA	24.04	25.24
Price Book Value Ratio	1.83	1.08
Enterprise Value Multiple	24.04	25.24
Price Fair Value	1.83	1.08
Enterprise Value	1 B	1.1 B

The analysis of Welltower's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Welltower's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Welltower Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.

Dividend Yield

0.0225

Forward Dividend Yield

0.0225

Forward Dividend Rate

2.44

Beta

1.177

Basic technical analysis of Welltower Stock

As of the 26th of July, Welltower maintains the Market Risk Adjusted Performance of 0.5718, downside deviation of 0.8442, and Mean Deviation of 0.7183. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Welltower, as well as the relationship between them. Please check out Welltower standard deviation, maximum drawdown, as well as the relationship between the Maximum Drawdown and expected short fall to decide if Welltower is priced fairly, providing market reflects its latest price of 109.78 per share. Given that Welltower has jensen alpha of 0.2232, we strongly advise you to confirm Welltower's prevalent market performance to make sure the company can sustain itself at a future point.

Welltower's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Welltower insiders, such as employees or executives, is commonly permitted as long as it does not rely on Welltower's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Welltower insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		SHANKH MITRA over three weeks ago Disposition of 244 shares by SHANKH MITRA of Welltower subject to Rule 16b-3
		SHANKH MITRA over a month ago Disposition of 244 shares by SHANKH MITRA of Welltower subject to Rule 16b-3
		SHANKH MITRA over two months ago Disposition of 345 shares by SHANKH MITRA of Welltower subject to Rule 16b-3
		Karen DeSalvo over three months ago Acquisition by Karen DeSalvo of tradable shares of Welltower at 92.04 subject to Rule 16b-3
		Trumbull R Scott over six months ago Welltower exotic insider transaction detected
		Trumbull R Scott over six months ago Welltower exotic insider transaction detected
		Trumbull R Scott over a year ago Exercise or conversion by Trumbull R Scott of 563 shares of Welltower subject to Rule 16b-3

Welltower's Outstanding Corporate Bonds

Welltower issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Welltower uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Welltower bonds can be classified according to their maturity, which is the date when Welltower has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	WELL 385 15 JUN 32 Corp Bond US95040QAR56	View
	WELL 205 15 JAN 29 Corp Bond US95040QAN43	View
	US95040QAL86 Corp Bond US95040QAL86	View
	WELLTOWER INC Corp Bond US95040QAM69	View
	WELLTOWER INC Corp Bond US95040QAJ31	View
	US95040QAK04 Corp Bond US95040QAK04	View
	US95040QAH74 Corp Bond US95040QAH74	View
	WELLTOWER INC 495 Corp Bond US95040QAF19	View

View All Welltower Corporate Bonds

Understand Welltower's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Welltower's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.204
	Market Risk Adjusted Performance	0.5718
	Mean Deviation	0.7183
	Semi Deviation	0.5683
	Downside Deviation	0.8442
	Coefficient Of Variation	337.32
	Standard Deviation	0.8976
	Variance	0.8057
	Information Ratio	0.2048
	Jensen Alpha	0.2232
	Total Risk Alpha	0.1608
	Sortino Ratio	0.2178
	Treynor Ratio	0.5618
	Maximum Drawdown	4.19
	Value At Risk	(0.97)
	Potential Upside	1.53
	Downside Variance	0.7126
	Semi Variance	0.323
	Expected Short fall	(0.86)
	Skewness	(0.33)
	Kurtosis	0.0996

	Risk Adjusted Performance	0.204
	Market Risk Adjusted Performance	0.5718
	Mean Deviation	0.7183
	Semi Deviation	0.5683
	Downside Deviation	0.8442
	Coefficient Of Variation	337.32
	Standard Deviation	0.8976
	Variance	0.8057
	Information Ratio	0.2048
	Jensen Alpha	0.2232
	Total Risk Alpha	0.1608
	Sortino Ratio	0.2178
	Treynor Ratio	0.5618
	Maximum Drawdown	4.19
	Value At Risk	(0.97)
	Potential Upside	1.53
	Downside Variance	0.7126
	Semi Variance	0.323
	Expected Short fall	(0.86)
	Skewness	(0.33)
	Kurtosis	0.0996

Consider Welltower's intraday indicators

Welltower intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Welltower stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	42859.19
	Daily Balance Of Power	0.5733
	Rate Of Daily Change	1.01
	Day Median Price	109.37
	Day Typical Price	109.5
	Price Action Indicator	1.06
	Period Momentum Indicator	1.29

Welltower Corporate Filings

8K	11th of July 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
F4	24th of June 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
10Q	30th of April 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
	12th of April 2024 Other Reports	View Verify

Welltower time-series forecasting models is one of many Welltower's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Welltower's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Welltower Stock media impact

Far too much social signal, news, headlines, and media speculation about Welltower that are available to investors today. That information is available publicly through Welltower media outlets and privately through word of mouth or via Welltower internal channels. However, regardless of the origin, that massive amount of Welltower data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Welltower news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Welltower relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Welltower's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Welltower alpha.

Welltower Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Welltower can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Welltower Historical Investor Sentiment

Investor biases related to Welltower's public news can be used to forecast risks associated with an investment in Welltower. The trend in average sentiment can be used to explain how an investor holding Welltower can time the market purely based on public headlines and social activities around Welltower. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Welltower's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Welltower and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Welltower news discussions. The higher the estimate score, the more favorable the investor's outlook on Welltower.

Welltower Maximum Pain Price across 2024-08-16 Option Contracts

Welltower's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Welltower close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Welltower's options.

Welltower Corporate Directors

Sharon Oster	Independent Director	Profile
Johnese Spisso	Independent Director	Profile
Diana Reid	Independent Director	Profile
Karen DeSalvo	Independent Director	Profile

Already Invested in Welltower?

The danger of trading Welltower is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Welltower is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Welltower. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Welltower is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.

Additional Information and Resources on Investing in Welltower Stock

When determining whether Welltower is a strong investment it is important to analyze Welltower's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Welltower's future performance. For an informed investment choice regarding Welltower Stock, refer to the following important reports: