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 Trading 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	Stale	Details
Current Valuation	Undervalued	Details
Odds Of Distress	Low	Details
Economic Sensitivity	Barely shadows the market	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Not Available	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unavailable	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 99.0% of the company outstanding shares are owned by institutional investors. The book value of Welltower was at this time reported as 50.3. The company has Price/Earnings (P/E) ratio of 142.06. Welltower last dividend was issued on the 25th of February 2025. 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 99.0% of the company outstanding shares are owned by institutional investors
	On 6th of March 2025 Welltower paid $ 0.67 per share dividend to its current shareholders

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's market capitalization trends

The company currently falls under 'Large-Cap' category with a current market capitalization of 96.18 B.

Welltower's profitablity analysis

The company has Profit Margin (PM) of 0.12 %, 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 0.14 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.14.

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.

Basic technical analysis of Welltower Stock

As of the 20th of March, Welltower maintains the Market Risk Adjusted Performance of 16.83, downside deviation of 1.35, and Mean Deviation of 1.13. 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 147.87 per share. Given that Welltower has jensen alpha of 0.3041, 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 Acquisition by SHANKH MITRA of 208020 shares of Welltower subject to Rule 16b-3
		SHANKH MITRA over two months ago Disposition of 2907 shares by SHANKH MITRA of Welltower subject to Rule 16b-3
		Johnese Spisso over three months ago Acquisition by Johnese Spisso of 2157 shares of Welltower subject to Rule 16b-3
		Kathryn Sullivan over three months ago Acquisition by Kathryn Sullivan of 210 shares of Welltower subject to Rule 16b-3
		Gundlach Andrew over six months ago Acquisition by Gundlach Andrew of 164 shares of Welltower subject to Rule 16b-3
		Matthew McQueen over six months ago Acquisition by Matthew McQueen of 101 shares of Welltower at 63.419 subject to Rule 16b-3
		Gundlach Andrew over six months ago Acquisition by Gundlach Andrew of 133 shares of Welltower subject to Rule 16b-3
		SHANKH MITRA over six months ago Disposition of 244 shares by SHANKH MITRA of Welltower subject to Rule 16b-3
		SHANKH MITRA over six months ago Disposition of 244 shares by SHANKH MITRA of Welltower subject to Rule 16b-3
		SHANKH MITRA over six months ago Disposition of 345 shares by SHANKH MITRA of Welltower subject to Rule 16b-3
		Karen DeSalvo over a year ago Acquisition by Karen DeSalvo of tradable shares of Welltower at 92.04 subject to Rule 16b-3
		Trumbull R Scott over a year ago Welltower exotic insider transaction detected

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	0.1971
	Market Risk Adjusted Performance	16.83
	Mean Deviation	1.13
	Semi Deviation	1.03
	Downside Deviation	1.35
	Coefficient Of Variation	459.01
	Standard Deviation	1.44
	Variance	2.06
	Information Ratio	0.2631
	Jensen Alpha	0.3041
	Total Risk Alpha	0.424
	Sortino Ratio	0.2797
	Treynor Ratio	16.82
	Maximum Drawdown	7.21
	Value At Risk	(1.62)
	Potential Upside	2.86
	Downside Variance	1.82
	Semi Variance	1.06
	Expected Short fall	(1.26)
	Skewness	0.0726
	Kurtosis	0.2942

	Risk Adjusted Performance	0.1971
	Market Risk Adjusted Performance	16.83
	Mean Deviation	1.13
	Semi Deviation	1.03
	Downside Deviation	1.35
	Coefficient Of Variation	459.01
	Standard Deviation	1.44
	Variance	2.06
	Information Ratio	0.2631
	Jensen Alpha	0.3041
	Total Risk Alpha	0.424
	Sortino Ratio	0.2797
	Treynor Ratio	16.82
	Maximum Drawdown	7.21
	Value At Risk	(1.62)
	Potential Upside	2.86
	Downside Variance	1.82
	Semi Variance	1.06
	Expected Short fall	(1.26)
	Skewness	0.0726
	Kurtosis	0.2942

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	0.0174
	Daily Balance Of Power	(0.34)
	Rate Of Daily Change	0.99
	Day Median Price	149.18
	Day Typical Price	148.74
	Market Facilitation Index	2.62
	Price Action Indicator	(1.75)
	Period Momentum Indicator	(0.89)
	Relative Strength Index	56.38

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 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.

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: