Welltower (NYSE:WELL) Given New $230.00 Price Target at Cantor Fitzgerald

Welltower (NYSE:WELL) had its price objective raised by Cantor Fitzgerald from $204.00 to $230.00 in a research note issued to investors on Thursday morning, Marketbeat.com reports. The brokerage currently has an overweight rating on the real estate investment trust’s stock.

A number of other brokerages also recently commented on WELL. UBS Group upped their price objective on shares of Welltower from $228.00 to $240.00 and gave the stock a “buy” rating in a research report on Wednesday. Loop Capital set a $196.00 price target on shares of Welltower in a report on Wednesday, October 29th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Welltower in a report on Monday, December 29th. Morgan Stanley boosted their target price on Welltower from $170.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Finally, Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $207.33.

Welltower Stock Performance

Shares of WELL stock opened at $208.22 on Thursday. The stock’s 50-day moving average price is $189.37 and its 200 day moving average price is $181.14. The company has a quick ratio of 5.47, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. The stock has a market capitalization of $142.91 billion, a PE ratio of 148.73, a price-to-earnings-growth ratio of 1.41 and a beta of 0.85. Welltower has a 52-week low of $130.29 and a 52-week high of $212.62.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping analysts’ consensus estimates of $1.44 by $0.01. The company had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The firm’s revenue for the quarter was up 41.3% on a year-over-year basis. During the same period last year, the firm earned $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities research analysts forecast that Welltower will post 4.88 EPS for the current year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be issued a $0.74 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio is 211.43%.

Institutional Investors Weigh In On Welltower

Institutional investors and hedge funds have recently made changes to their positions in the business. Hager Investment Management Services LLC lifted its stake in shares of Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 65 shares during the period. Marquette Asset Management LLC increased its stake in Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 59 shares during the last quarter. Swiss RE Ltd. acquired a new position in Welltower in the fourth quarter valued at $29,000. Quarry LP purchased a new position in Welltower during the third quarter worth about $33,000. Finally, Financial Consulate Inc. acquired a new stake in Welltower in the 4th quarter worth about $34,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

More Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Raised 2026 guidance and FFO momentum — Company raised FY‑2026 FFO guidance (FFO per share $6.09–$6.25) and highlighted accelerating FFO growth, the primary catalyst cited for the share move. Why Welltower (WELL) Is Up 12.1% After Raising 2026 Guidance And Highlighting FFO Momentum
• Positive Sentiment: Q4 results beat and same‑store NOI improvement — Q4 revenue and FFO beat estimates and same‑store NOI rose, supporting the bullish guidance outlook and underpinning near‑term cash flow expectations. Welltower’s Q4 FFO & Revenues Beat Estimates, Same Store NOI Rises
• Positive Sentiment: Analyst upgrades and higher price target — Cantor Fitzgerald raised its price target to $230 and set an overweight rating, adding upward analyst momentum that can attract flows. WELL price target raised by Cantor Fitzgerald
• Positive Sentiment: Additional buy ratings and bullish coverage — Scotiabank and other outlets highlight conviction in healthcare REITs including WELL, reinforcing positive analyst sentiment. Welltower Receives a Buy from Scotiabank
• Positive Sentiment: $5.7B in new deals and sharpened senior‑living focus — Management disclosed material acquisitions and a strategic shift toward SHOP/senior living, supporting growth and redeployment of capital. Welltower starts 2026 with $5.7B in deals, sharpened focus on senior living
• Neutral Sentiment: Quarterly dividend declared (Q: $0.74, ~1.4% yield) — Dividend supports income investors but the yield is modest relative to some REIT peers.
• Neutral Sentiment: Increased SHOP exposure — Management is expanding SHOP exposure (growth opportunity) but execution will be important; risks and timeline remain mixed. Welltower Increases Exposure to SHOP, CEO Warns It’s Harder Than It Looks
• Neutral Sentiment: Asset sales / portfolio pruning — Announced divestitures of certain nursing‑home assets (roughly $1.3B related to Integra; prior ProMedica holdings being shed) to refocus the portfolio; this improves balance‑sheet/portfolio mix but reduces exposure to lower‑margin SNF cash flow. Welltower to Divest $1.3B of Integra‑Related Nursing Home Assets
• Negative Sentiment: Execution risk flagged by management — CEO cautioned that SHOP expansion “is harder than it looks,” signaling potential execution challenges that could temper enthusiasm if growth stalls or costs rise. Welltower Increases Exposure to SHOP, CEO Warns It’s Harder Than It Looks

Welltower Company Profile

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.

The company’s property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.