Welltower Inc. (WELL)
Here's Why You Should Retain Welltower Stock in Your Portfolio Now
WELL's seniors housing operating portfolio is set to benefit from the aging population and rising healthcare spending. However, high competition is a concern.
Welltower REIT Became Too Pricey
Welltower Inc. has shown strong financial performance, driven by impressive growth in its senior housing operating portfolio (SHOP) and strategic acquisitions. The company has successfully deleveraged its balance sheet, maintaining significant liquidity and funding acquisitions, while enhancing its operating system and paying dividends. Despite strong growth and favorable demographic trends, WELL's stock appears overvalued, with a premium price and lower-than-historical dividend yield.
What Makes Welltower (WELL) a Strong Momentum Stock: Buy Now?
Does Welltower (WELL) have what it takes to be a top stock pick for momentum investors? Let's find out.
Key Reasons to Add Welltower Stock to Your Portfolio Now
WELL is likely to gain from a rise in senior citizen population and healthcare expenses. Capital-recycling efforts and a healthy balance sheet are other positives.
Welltower Inc. Q3: Plenty Of Demand, But It's Too Expensive For Me
Welltower Inc. reported strong Q3 results with a 24.1% revenue increase and improved financial position, but growth may already be priced in. The company's SSNOI and SHO portfolio showed significant growth, and 2024 guidance has been revised upwards, indicating continued momentum. Despite a positive outlook for senior housing demand, I am cautious due to high debt levels and current valuation, leading to a hold rating.
Welltower: Senior Housing Isn't A Growth Stock
Welltower, Inc. is a REIT focused on senior housing and medical properties, benefiting from an aging population but currently offering a modest 2% dividend yield. The company's dividend has declined from $3.48 per share (2017-2019) to $2.44 in 2023, despite revenue recovery post-COVID. Concerns include low property yields, leverage risks, and reliance on private-pay residents, which may not support long-term dividend growth.
Welltower Inc. (WELL) Q3 2024 Earnings Call Transcript
Welltower Inc. (NYSE:WELL ) Q3 2024 Earnings Conference Call October 29, 2024 9:00 AM ET Company Participants Matthew McQueen - General Counsel Shankh Mitra - Chief Executive Officer John Burkart - Chief Operating Officer Nikhil Chaudhri - Chief Investment Officer Timothy McHugh - Chief Financial Officer Conference Call Participants Jonathan Hughes - Raymond James Nick Joseph - Citi Ronald Kamdem - Morgan Stanley Nicholas Yulico - Scotiabank Austin Wurschmidt - KeyBanc Capital Markets John Pawlowski - Green Street Michael Carroll - RBC Capital Markets Juan Sanabria - BMO Capital Markets Joshua Dennerlein - Bank of America John Kilichowski - Wells Fargo Richard Anderson - Wedbush Wesley Golladay - Baird James Kammert - Evercore Michael Mueller - JPMorgan Omotayo Okusanya - Deutsche Bank Operator Thank you for standing by. My name is Brianna, and I will be your conference operator today.
Welltower's Q3 FFO Beats Estimates, Same-Store NOI Rises Y/Y
WELL's Q3 results reflect higher same-store net operating income for the senior housing operating portfolio, driven by strong revenue per occupied room.
Welltower (WELL) Reports Q3 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Welltower (WELL) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Welltower (WELL) Q3 FFO and Revenues Top Estimates
Welltower (WELL) came out with quarterly funds from operations (FFO) of $1.11 per share, beating the Zacks Consensus Estimate of $1.04 per share. This compares to FFO of $0.92 per share a year ago.
Welltower raises annual FFO forecast on resilient demand for senior housing
Welltower raised its annual funds from operations forecast on Monday, betting on resilient demand for the healthcare real estate investment trust's assisted living and senior housing properties.
What Analyst Projections for Key Metrics Reveal About Welltower (WELL) Q3 Earnings
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 September 2024.
