Company Overview - Welltower Inc. is a real estate investment trust based in Toledo, Ohio, focusing on investments with senior housing operators, post-acute providers, and health systems, with a market cap of $127.3 billion [1] Stock Performance - WELL shares have outperformed the broader market over the past year, surging 34.4% in the last 52 weeks and growing 2.9% year-to-date, compared to the S&P 500 Index's 12.2% return and a marginal decline in 2026 [2] - WELL has also outperformed the State Street Real Estate Select Sector SPDR ETF, which saw a 1.8% decline over the past 52 weeks and a 2.2% increase this year [3] Earnings Report - On October 27, WELL stock increased by 2.6% following the release of better-than-expected Q3 2025 earnings, with total revenue rising 30.6% year-over-year to $2.7 billion, surpassing estimates [4] - The normalized FFO per share grew 20.7% from the previous year to $1.34, beating Wall Street's estimates by 3.1% [4] Future Projections - For the fiscal year ending December 2025, analysts anticipate a 22.2% year-over-year growth in adjusted EPS to $5.28, with a strong earnings surprise history as the company has exceeded bottom-line estimates in the past four quarters [5] - The consensus rating for WELL is "Strong Buy," with 14 "Strong Buys," two "Moderate Buys," and four "Holds" among 20 analysts [5] Analyst Ratings - UBS analyst Michael Goldsmith maintained a "Buy" rating for Welltower, lowering the price target from $232 to $228, while the mean price target of $214.63 indicates a 12.3% premium to current market prices [7] - The Street-high target of $260 suggests a potential upside of 36.1% from current levels [7]

Core Insights - Welltower (WELL) is a real estate investment trust (REIT) valued at $135 billion, focusing on senior housing, healthcare, and outpatient facilities [1][5] - The company operates in major high-growth markets across the United States, Canada, and the U.K. [1] - Welltower's portfolio is divided into three segments: triple-net, senior housing opportunities, and outpatient medical facilities [2] Financial Performance - Welltower's stock has shown strong performance, gaining 45% over the past year and over 50% year-to-date [5] - The stock recently reached an all-time high of $199.11 on November 18 [4] - The stock is currently trading at $199.02, with a 50-day moving average of $177.11 [6] Technical Indicators - Welltower has a Weighted Alpha of +52.67 and a Relative Strength Index (RSI) of 79.53, indicating strong momentum [6] - The stock has maintained a Trend Seeker "Buy" signal since October 17, during which it gained 13.35% [3][6] - Barchart gives Welltower a 100% "Buy" opinion, with multiple analysts providing "Buy" ratings and price targets as high as $246 [5][6]