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 Hold
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

Very WeakDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Almost mirrors the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

Strong BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Possible ManipulatorDetails

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 45.02. The company has Price/Earnings To Growth (PEG) ratio of 2.14. Welltower last dividend was issued on the 22nd of February 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:
Welltower generated a negative expected return over the last 90 days
Over 97.0% of the company outstanding shares are owned by institutional investors
On 7th of March 2024 Welltower paid $ 0.61 per share dividend to its current shareholders
Latest headline from businesswire.com: Bala Consulting Engineers Awarded WELL Certified Gold Level for New Philadelphia Headquarters
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
2022-06-300.180.20.0211 
2022-02-15
2021-12-310.150.13-0.0213 
2023-07-31
2023-06-300.160.20.0425 
2022-05-10
2022-03-310.180.14-0.0422 
2021-07-29
2021-06-300.10.06-0.0440 
2007-08-07
2007-06-300.360.32-0.0411 
2005-07-19
2005-06-300.01-0.03-0.04400 
2005-05-05
2005-03-310.370.33-0.0410 

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
Goldman Sachs Group Inc2023-12-31
8.6 M
Legal & General Group Plc2023-12-31
8.1 M
Daiwa Securities Group Inc2023-12-31
M
Amvescap Plc.2023-12-31
7.6 M
Dimensional Fund Advisors, Inc.2023-12-31
7.6 M
T. Rowe Price Associates, Inc.2023-12-31
7.2 M
Morgan Stanley - Brokerage Accounts2023-12-31
6.6 M
Resolution Capital Limited2023-12-31
M
Charles Schwab Investment Management Inc2023-12-31
5.9 M
Vanguard Group Inc2023-12-31
85.9 M
Blackrock Inc2023-12-31
58.2 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 51.41 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Welltower's market, we take the total number of its shares issued and multiply it by Welltower's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Market Cap

22.66 Billion

Welltower's profitablity analysis

Welltower's profitability indicators refer to fundamental financial ratios that showcase Welltower's ability to generate income relative to its revenue or operating costs. If, let's say, Welltower is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Welltower's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Welltower's profitability requires more research than a typical breakdown of Welltower's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
Last ReportedProjected 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 0.05 %, 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 0.19 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.19.
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.
The data published in Welltower's official financial statements usually reflect Welltower's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Welltower. For example, before you start analyzing numbers published by Welltower accountants, it's critical to develop an understanding of what Welltower's liquidity, profitability, and earnings quality are in the context of the Diversified REITs space in which it operates.
Please note, the presentation of Welltower's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Welltower's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Welltower's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Welltower. Please utilize our Beneish M Score to check the likelihood of Welltower's management manipulating its earnings.

Evaluate Welltower's management efficiency

Welltower has return on total asset (ROA) of 0.0171 % which means that it generated a profit of $0.0171 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.015 %, meaning that it created $0.015 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 ReportedProjected for Next Year
Book Value Per Share 49.27  51.73 
Net Current Asset Value 0.00  0.00 
Tangible Asset Value 0.00  0.00 
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 ValueB1.1 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
0.027
Forward Dividend Yield
0.027
Forward Dividend Rate
2.44
Beta
1.091

Basic technical analysis of Welltower Stock

As of the 13th of April 2024, Welltower maintains the Mean Deviation of 0.831, downside deviation of 0.9749, and Market Risk Adjusted Performance of 0.0196. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Welltower, as well as the relationship between them. Specifically, you can use this information to find out if the company will indeed mirror its model of past data patterns, or the prices will eventually revert. We were able to break down and interpolate nineteen technical drivers for Welltower, which can be compared to its peers. 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 89.79 per share. Given that Welltower has jensen alpha of (0.07), 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.

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.

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.

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.

Welltower Corporate Filings

12th of April 2024
Other Reports
ViewVerify
2nd of April 2024
Other Reports
ViewVerify
8K
25th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
20th of March 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
ViewVerify
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 2024-04-19 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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Welltower without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Welltower Corporate Directors

Welltower corporate directors refer to members of a Welltower board of directors. The board of directors generally takes responsibility for the Welltower's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Welltower's board members must vote for the resolution. The Welltower board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
Scott TrumbullIndependent DirectorProfile
Sharon OsterIndependent DirectorProfile
Geoffrey MeyersIndependent DirectorProfile
Johnese SpissoIndependent DirectorProfile

How to buy Welltower Stock?

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.

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.
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:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Welltower. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
For more information on how to buy Welltower Stock please use our How to buy in Welltower Stock guide.
You can also try the Positions Ratings module to determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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Is Welltower's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Welltower. If investors know Welltower will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Welltower listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.041
Dividend Share
2.44
Earnings Share
0.69
Revenue Per Share
12.874
Quarterly Revenue Growth
0.199
The market value of Welltower is measured differently than its book value, which is the value of Welltower that is recorded on the company's balance sheet. Investors also form their own opinion of Welltower's value that differs from its market value or its book value, called intrinsic value, which is Welltower's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Welltower's market value can be influenced by many factors that don't directly affect Welltower's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Welltower's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Welltower is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Welltower's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.