A rise in the senior citizen population and healthcare expenses, restructuring efforts, and a healthy balance sheet are likely to support WELL.
Welltower stock continues to trade near all-time highs, driven by strong Q1 earnings and raised guidance for fiscal year 2025. WELL's diverse portfolio, particularly in Senior Housing Operating, has shown significant growth, with a total return of 61% over the last twelve months. Despite strong fundamentals, WELL's premium valuation and market uncertainties, such as high interest rates and trade wars, warrant a cautious hold rating.
WELL's Q1 FFO outshines estimates, driven by a rise in revenues. Same Store NOI improves year over year.
Welltower, Inc. (NYSE:WELL ) Q1 2025 Earnings Conference Call April 29, 2025 9:00 AM ET Company Participants Matt McQueen - Chief Legal Officer & General Counsel Shankh Mitra - CEO John Burkart - COO Nikhil Chaudhri - Chief Information Officer Tim McHugh - CFO Conference Call Participants Vikram Malhotra - Mizuho John Kilichowski - Wells Fargo Jonathan Hughes - Raymond James Ronald Kamdem - Morgan Stanley Austin Wurschmidt - KeyBanc Capital Markets Seth Bergey - Citigroup Rich Anderson - Wedbush Nick Yulico - Scotiabank Michael Carroll - RBC Capital Markets Juan Sanabria - BMO Capital Markets Wes Golladay - Baird Emily Meckler - Green Street Michael Mueller - JPMorgan Operator Thank you for standing by. My name is Kayla and I will be your conference operator today.
The headline numbers for Welltower (WELL) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Besides Wall Street's top -and-bottom-line estimates for Welltower (WELL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
In a positive development, WELL achieves an 'A-' credit rating from S&P and an 'A3' credit rating from Moody's, based on its operational excellence and balance sheet strength.
WELL is well-poised to gain from an aging population and a rise in senior citizens' healthcare expenditures. However, high competition is a concern.
A rise in the senior citizen population and healthcare expenses, capital-recycling efforts and a healthy balance sheet are likely to support WELL stock.
WELL is set to acquire Amica Senior Lifestyles Portfolio for C$4.6 billion. It will also form a long-term strategic partnership with Amica.
Real estate income trust Welltower said on Sunday it will acquire Canada-based senior living company Amica Senior Lifestyles' portfolio from the Ontario Teachers' Pension Plan for C$4.6 billion ($3.18 billion).
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