Cantor Fitzgerald Forecasts Strong Price Appreciation for Welltower (NYSE:WELL) Stock

Welltower (NYSE:WELL) had its price target increased by analysts at Cantor Fitzgerald from $204.00 to $230.00 in a research note issued to investors on Thursday, Marketbeat Ratings reports. The firm presently has an “overweight” rating on the real estate investment trust’s stock. Cantor Fitzgerald’s price objective would indicate a potential upside of 10.27% from the stock’s previous close.

A number of other research firms also recently weighed in on WELL. UBS Group restated a “buy” rating on shares of Welltower in a research note on Wednesday. Morgan Stanley boosted their target price on shares of Welltower from $170.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Welltower in a research note on Monday, December 29th. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research note on Friday, January 23rd. Finally, KeyCorp reissued an “overweight” rating on shares of Welltower in a report on Wednesday. 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 company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $206.53.

Welltower Stock Performance

Welltower stock traded up $0.69 during mid-day trading on Thursday, reaching $208.57. 1,126,119 shares of the company were exchanged, compared to its average volume of 3,049,894. The firm’s 50-day simple moving average is $189.28 and its two-hundred day simple moving average is $180.96. Welltower has a twelve month low of $130.29 and a twelve month high of $212.62. The firm has a market cap of $143.15 billion, a PE ratio of 149.49, a price-to-earnings-growth ratio of 1.39 and a beta of 0.85. The company has a debt-to-equity ratio of 0.43, a quick ratio of 5.47 and a current ratio of 5.47.

Welltower (NYSE:WELL) last issued its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping the consensus estimate of $1.44 by $0.01. The firm had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. Welltower had a return on equity of 2.56% and a net margin of 8.64%.The company’s revenue for the quarter was up 41.3% on a year-over-year basis. During the same period last year, the company earned $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities analysts predict that Welltower will post 4.88 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Hager Investment Management Services LLC boosted its stake in Welltower by 84.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 65 shares during the last quarter. Marquette Asset Management LLC lifted its holdings in shares of Welltower by 62.8% during the 4th quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 59 shares during the period. Quarry LP acquired a new stake in shares of Welltower in the third quarter worth approximately $33,000. Financial Consulate Inc. purchased a new stake in Welltower in the fourth quarter valued at approximately $34,000. Finally, MMA Asset Management LLC acquired a new position in Welltower during the third quarter worth approximately $35,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q4 operational beat — Normalized FFO of $1.45/sh and revenue of $3.18B topped estimates; same‑store NOI rose ~15% with SHO organic revenue up 9.6%, showing occupancy and RevPOR improvement. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Aggressive FY‑2026 guide — Management set FY guidance at $6.09–$6.25 (FFO/adjusted EPS framing in company releases), substantially above street expectations (~$3.7), driving upside to consensus estimates. Welltower expects annual FFO above estimates
• Positive Sentiment: Large M&A activity — Company completed ~$13.9B of pro‑rata investments in Q4 and started 2026 with ~$5.7B of deals and renewed focus on SHOP, supporting growth thesis. Welltower starts 2026 with $5.7B in deals
• Positive Sentiment: Analyst support — Scotiabank initiated a Buy and broader analyst commentary turned bullish on healthcare REITs, adding momentum to shares. Welltower Receives a Buy from Scotiabank
• Neutral Sentiment: Dividend declared — Quarterly dividend of $0.74/sh (annualized yield ~1.4%) announced, providing modest income support but limited yield upside.
• Neutral Sentiment: Portfolio pruning — Management is divesting certain nursing‑home/Integra‑related assets (~$1.3B total; ~$800M sold in 4Q) to tighten the portfolio and reallocate to higher‑return SHOP strategies. Welltower to Divest Integra-Related Assets
• Negative Sentiment: Execution risk on SHOP push — CEO cautioned that scaling SHOP operations is “harder than it looks,” highlighting integration and operating risks as the company increases exposure. Welltower Increases Exposure to SHOP
• Negative Sentiment: Mixed headlines on earnings — Some outlets flagged a GAAP EPS shortfall or higher expenses despite FFO/revenue beats, which could confuse investors focused on differing metrics (FFO vs GAAP EPS). Q4 Earnings Snapshot

About Welltower

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.