Welltower Net Worth

Welltower Net Worth Breakdown

  WELL
The net worth of Welltower is the difference between its total assets and liabilities. Welltower's net worth represents the value of the company's equity or ownership interest. In other words, it is the amount of money that would be left over if all of Welltower's assets were sold and all of its debts were paid off. Net worth is sometimes referred to as shareholder's equity or book value. Welltower's net worth can be used as a measure of its financial health and stability which can help investors to decide if Welltower is a good investment. It is also essential in determining the company's creditworthiness and ability to secure financing before investing in Welltower stock.

Welltower Net Worth Analysis

Welltower's net worth analysis, or its valuation, is the process of determining the total value of the company. This involves assessing a range of factors, including Welltower's financial performance, assets, liabilities, and potential for growth. The ultimate goal is to provide a clear understanding of Welltower's overall worth, which can help investors make informed investment decisions. There are several methods that can be used to perform Welltower's net worth analysis. One common approach is to calculate Welltower's market capitalization.Another approach is to use the price-to-earnings ratio (P/E ratio), which compares Welltower's stock price to its earnings per share (EPS). Discounted cash flow (DCF) analysis is another popular method for assessing Welltower's net worth. This approach calculates the present value of Welltower's future cash flows, taking into account factors such as growth rate, profitability, and risk. By comparing the present value of Welltower's cash flows to its current stock price, investors can gain a better understanding of the company's overall value. Finally, investors may use comparable company analysis to evaluate Welltower's net worth. This involves comparing Welltower's financial metrics to similar companies in the same industry. By identifying companies with similar financial characteristics, investors can gain insight into Welltower's net worth relative to its peers.

Enterprise Value

1.08 Billion

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 net worth research are outlined below:
Over 96.0% of the company outstanding shares are owned by institutional investors
On 22nd of May 2024 Welltower paid $ 0.61 per share dividend to its current shareholders
Latest headline from news.google.com: Acquisition by Ayesha Menon of 4727 shares of Welltower subject to Rule 16b-3
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

Welltower Target Price Consensus

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Welltower target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Welltower's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
   18  Strong Buy
Most Welltower analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Welltower stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Welltower, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice   Exposure   Valuation

Welltower Target Price Projection

Welltower's current and average target prices are 99.96 and 89.31, respectively. The current price of Welltower is the price at which Welltower is currently trading. On the other hand, Welltower's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.

Current Price

Welltower Market Quote on 24th of May 2024

Low Price99.78Odds
High Price101.97Odds

99.96

Target Price

Analyst Consensus On Welltower Target Price

Low Estimate81.27Odds
High Estimate99.13Odds

89.31

Historical Lowest Forecast  81.27 Target Price  89.31 Highest Forecast  99.13
Note that most analysts generally publish their price targets in research reports on specific companies, along with recommendations for the company's stock.Although price targets are often quoted in the financial news media, there could be a delay between the publication of the latest analyst outlook on Welltower and the information provided on this page.

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 Inc2024-03-31
7.9 M
Dimensional Fund Advisors, Inc.2024-03-31
7.8 M
Amvescap Plc.2023-12-31
7.6 M
Resolution Capital Limited2024-03-31
6.9 M
T. Rowe Price Associates, Inc.2024-03-31
6.7 M
Morgan Stanley - Brokerage Accounts2023-12-31
6.6 M
Charles Schwab Investment Management Inc2024-03-31
M
Vanguard Group Inc2024-03-31
89.2 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.

Follow Welltower's market capitalization trends

The company currently falls under 'Large-Cap' category with a current market capitalization of 59.77 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

Project Welltower's profitablity

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 0.06 %, 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.
When accessing Welltower's net worth, it's important to look at multiple sources and consider different scenarios. 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 0.0187 % 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 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.
Enterprise Value Revenue
10.1228
Revenue
6.9 B
Quarterly Revenue Growth
0.192
Revenue Per Share
12.939
Return On Equity
0.0184
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 Corporate Filings

F4
1st of May 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
10Q
30th of April 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
8K
29th of April 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
12th of April 2024
Other Reports
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 Earnings Estimation Breakdown

The calculation of Welltower's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Welltower is estimated to be 0.32 with the future projection ranging from a low of 0.3 to a high of 0.34. Please be aware that this consensus of annual earnings estimates for Welltower is based on EPS before non-recurring items and includes expenses related to employee stock options.
Last Reported EPS
0.22
0.30
Lowest
Expected EPS
0.32
0.34
Highest

Welltower Earnings Projection Consensus

Suppose the current estimates of Welltower's value are higher than the current market price of the Welltower stock. In this case, investors may conclude that Welltower is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Welltower's stock will quickly adjusts to the new information provided by the consensus estimate.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 30th of June 2024Current EPS (TTM)
045.11%
0.22
0.32
0.86

Welltower Earnings per Share Projection vs Actual

Actual Earning per Share of Welltower refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Welltower predict the company's earnings will be in the future. The higher the earnings per share of Welltower, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.

Welltower Estimated Months Earnings per Share

For an investor who is primarily interested in generating an income out of investing in entities such as Welltower, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Welltower should always be considered in relation to other companies to make a more educated investment decision.

Welltower Quarterly Analyst Estimates and Surprise Metrics

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.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2024-04-29
2024-03-310.250.22-0.0312 
2024-02-13
2023-12-310.270.15-0.1244 
2023-10-30
2023-09-300.190.240.0526 
2023-07-31
2023-06-300.160.20.0425 
2023-05-02
2023-03-310.120.05-0.0758 
2023-02-15
2022-12-310.1-0.01-0.11110 
2022-11-07
2022-09-300.16-0.01-0.17106 
2022-08-09
2022-06-300.180.20.0211 
2022-05-10
2022-03-310.180.14-0.0422 
2022-02-15
2021-12-310.150.13-0.0213 
2021-11-04
2021-09-300.180.420.24133 
2021-07-29
2021-06-300.10.06-0.0440 
2021-04-28
2021-03-310.230.17-0.0626 
2021-02-09
2020-12-310.180.390.21116 
2020-10-28
2020-09-300.160.770.61381 
2020-08-05
2020-06-300.20.420.22110 
2020-05-06
2020-03-310.370.750.38102 
2020-02-12
2019-12-310.30.550.2583 
2019-10-28
2019-09-300.471.450.98208 
2019-07-31
2019-06-300.50.34-0.1632 
2019-04-30
2019-03-310.40.410.01
2019-02-12
2018-12-310.520.27-0.2548 
2018-10-30
2018-09-300.50.17-0.3366 
2018-07-27
2018-06-300.430.41-0.02
2018-04-26
2018-03-310.351.170.82234 
2018-02-22
2017-12-310.45-0.09-0.54120 
2017-11-07
2017-09-300.460.2-0.2656 
2017-07-28
2017-06-300.440.490.0511 
2017-05-05
2017-03-310.420.19-0.2354 
2017-02-22
2016-12-310.450.910.46102 
2016-11-02
2016-09-300.530.930.475 
2016-08-02
2016-06-300.50.540.04
2016-05-03
2016-03-310.450.42-0.03
2016-02-18
2015-12-310.520.37-0.1528 
2015-10-30
2015-09-300.540.52-0.02
2015-08-04
2015-06-300.520.920.476 
2015-05-08
2015-03-310.360.570.2158 
2015-02-20
2014-12-310.330.570.2472 
2014-11-04
2014-09-300.30.470.1756 
2014-08-01
2014-06-300.230.240.01
2014-05-08
2014-03-310.120.170.0541 
2014-02-19
2013-12-310.160.04-0.1275 
2013-11-05
2013-09-300.240.07-0.1770 
2013-08-06
2013-06-300.18-0.03-0.21116 
2013-05-07
2013-03-310.270.21-0.0622 
2013-02-25
2012-12-310.280.350.0725 
2012-11-06
2012-09-300.320.16-0.1650 
2012-08-06
2012-06-300.320.25-0.0721 
2012-05-08
2012-03-310.320.24-0.0825 
2012-02-16
2011-12-310.280.23-0.0517 
2011-11-03
2011-09-300.260.25-0.01
2011-08-04
2011-06-300.320.390.0721 
2011-05-03
2011-03-310.260.15-0.1142 
2011-02-16
2010-12-310.380.40.02
2010-11-03
2010-09-300.410.01-0.497 
2010-08-04
2010-06-300.410.37-0.04
2010-05-03
2010-03-310.370.21-0.1643 
2010-02-24
2009-12-310.470.26-0.2144 
2009-11-04
2009-09-300.340.17-0.1750 
2009-08-05
2009-06-300.420.530.1126 
2009-05-04
2009-03-310.450.560.1124 
2009-02-24
2008-12-310.450.22-0.2351 
2008-11-03
2008-09-300.430.570.1432 
2008-08-05
2008-06-300.781.740.96123 
2008-05-07
2008-03-310.370.35-0.02
2008-02-26
2007-12-310.330.520.1957 
2007-11-06
2007-09-300.350.3-0.0514 
2007-08-07
2007-06-300.360.32-0.0411 
2007-05-07
2007-03-310.330.32-0.01
2007-02-26
2006-12-310.360.27-0.0925 
2006-10-18
2006-09-300.340.340.0
2006-07-19
2006-06-300.350.370.02
2006-05-04
2006-03-310.320.340.02
2006-02-07
2005-12-310.370.470.127 
2005-10-18
2005-09-300.360.370.01
2005-07-19
2005-06-300.01-0.03-0.04400 
2005-05-05
2005-03-310.370.33-0.0410 
2005-01-31
2004-12-310.370.3-0.0718 
2004-10-19
2004-09-300.390.37-0.02
2004-07-20
2004-06-300.420.37-0.0511 
2004-05-06
2004-03-310.420.36-0.0614 
2004-02-02
2003-12-310.450.34-0.1124 
2003-10-22
2003-09-300.40.460.0615 

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.
Sharon OsterIndependent DirectorProfile
Johnese SpissoIndependent DirectorProfile
Diana ReidIndependent DirectorProfile
Karen DeSalvoIndependent DirectorProfile

How to buy Welltower Stock?

The net worth of Welltower is the difference between its total assets and liabilities. Welltower's net worth represents the value of the company's equity or ownership interest. In other words, it is the amount of money that would be left over if all of Welltower's assets were sold and all of its debts were paid off. Net worth is sometimes referred to as shareholder's equity or book value. Welltower's net worth can be used as a measure of its financial health and stability which can help investors to decide if Welltower is a good investment. It is also essential in determining the company's creditworthiness and ability to secure financing before investing in Welltower stock.

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 Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.

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When running Welltower's price analysis, check to measure Welltower's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Welltower is operating at the current time. Most of Welltower's value examination focuses on studying past and present price action to predict the probability of Welltower's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Welltower's price. Additionally, you may evaluate how the addition of Welltower to your portfolios can decrease your overall portfolio volatility.
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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
3.231
Dividend Share
2.44
Earnings Share
0.86
Revenue Per Share
12.939
Quarterly Revenue Growth
0.192
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.
Please note, there is a significant difference between Welltower's value and its price as these two are different measures arrived at by different 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.