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WELL · Welltower Inc.

NEW YORK STOCK EXCHANGE, INC. - Real Time Price • USD

Welltower Inc (WELL)

NEW YORK STOCK EXCHANGE, INC. Real Estate
Options chain →
$238.66 -1.80 (-0.75%)
● At close: September 2 at 4:00:00 PM EDT
$239.99 +1.40 (+0.59%)
🌅 Pre-Market: 8:21:33 AM EDT
DAY'S RANGE $238.66
$237.06 $240.98
52-WEEK RANGE $238.66
$163.75 $255.20

What's happening

  • WELL is down 0.75% today, trading at $238.66. — Live quote
  • Volume today (84,281) is well below its 3-month average of 3,320,630. (Finnhub fundamentals)
  • Last quarter's EPS missed estimates: $0.61 actual vs. $0.64 estimated (-4.5%). (Finnhub earnings history)

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$169.83B
P/E (TTM1)107.03
EPS2 (TTM)$2.16
Div Yield1.21%
Beta30.80
Volume84,281
Open238.00
Prev Close240.46
Bid / Ask227.73 / 0.00
Next Earnings 2026-10-26

Analyst Recommendations

Strong buy 6 Buy 17 Hold 5 Sell 0 Strong sell 0

Aggregate ratings for 2026-09-01 (28 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
WELL +28.54%
vs S&P 500 +16.34%
1-YEAR RETURN
WELL +42.50%
vs S&P 500 +23.64%
6-MONTH RETURN
WELL +15.19%
3-MONTH RETURN
WELL +22.13%

Valuation Measures & Ratios

Enterprise Value4$181.73B
Forward P/E575.95
PEG Ratio61.66
Price / Sales (TTM1)13.00
Price / Book73.45
EV4 / Revenue14.24
EV4 / EBITDA62.01
Profit Margin12.15%
Operating Margin3.57%
Return on Equity (ROE8)3.63%
Return on Assets (ROA9)2.35%
Avg Volume (3M)3,320,630
Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short17,779,188
Change from Prior Settlement+0.47%
% of Float—
Days to Cover (Short Ratio)5.24

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

Drag horizontally to zoom into a section; use Reset view to restore all observations.

Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.

Indicators None active

Add lines over the price chart or a panel below it. Your choices are saved on this device.

Starter sets
Trend
Oscillators
Volume/volatility
Loading chart…

Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

Potential concerns

  • Trailing P/E is 107.0, a high price relative to reported earnings. Finnhub fundamentals ↗
  • Latest SEC filing is Form 4, filed 2026-08-27; review it for current changes and risks. SEC EDGAR ↗

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

No accessible free API for these — links go to the source directly.

Morningstar Motley Fool MarketBeat

Financials

Income statement

Line item Mar '26Sep '25Jun '25Mar '25Sep '24Jun '24Mar '24Sep '23
Revenue $3.35B $2.69B $2.55B $2.42B $2.06B $1.82B $1.86B $1.66B
Net income — — — — — — — —
EPS (diluted) $1.02 $0.41 $0.45 $0.40 $0.73 $0.42 $0.22 $0.24
EPS (basic) $1.04 $0.42 $0.46 $0.40 $0.74 $0.42 $0.22 $0.24

Balance sheet

Line item Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24Jun '24
Total assets $67.22B $67.30B $59.50B $55.83B $53.29B $51.04B $48.95B $45.53B
Total liabilities $22.29B $24.10B $20.19B $19.29B $18.71B $18.47B $17.89B $15.85B
Stockholders' equity $43.79B $42.13B $38.76B $35.90B $33.96B $31.96B $30.33B $28.98B
Cash & equivalents $4.70B $5.03B $6.81B $4.41B $3.50B $3.51B $3.56B $2.78B
Goodwill $342.9M $346.3M $205.6M $208.5M $200.2M $149.2M $68.3M $68.3M
Intangible assets $784.1M $908.7M $383.9M $655.2M $693.3M $665.9M $484.0M $449.4M

Cash flow

Line item Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24Jun '24
Operating cash flow $670.0M $654.3M $858.4M $770.0M $599.0M $559.2M $685.0M $605.4M
Investing cash flow -$807.2M -$5.46B -$1.63B -$1.40B -$2.03B -$2.21B -$1.45B -$1.28B
Financing cash flow -$199.5M $3.03B $3.24B $1.42B $1.31B $1.59B $1.68B $1.06B
Depreciation & amortization — — — — — — — —
Share-based compensation $18.8M $1.51B $15.6M $15.3M $17.5M $13.5M $39.9M $10.3M
Deferred income taxes — -$49.6M — — — -$6.5M — —

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding WELL as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Source: Business Quant SEC Form 13F · report period 2026-06-30 · 31 filers

Held by These Filers77.6%
Shares Outstanding709,732,000
FilerSharesValue% OutQtr ChangeFiled
BlackRock, Inc. 78,049,214 $17.71B 11.00% +5.5% 2026-08-07
VANGUARD CAPITAL MANAGEMENT LLC 46,118,974 $10.47B 6.50% +1.7% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 43,449,568 $9.86B 6.12% +3.8% 2026-06-30
State Street Corp 42,138,810 $9.56B 5.94% +1.4% 2026-08-07
Capital International Investors 39,500,055 $8.97B 5.57% +10.3% 2026-08-07
Cohen & Steers, Inc. 36,821,274 $8.4M 5.19% +2.7% 2026-08-14
Capital World Investors 20,028,842 $4.55B 2.82% +57.4% 2026-08-07
Bank Of America Corp /De/ 19,496,361 $4.43B 2.75% -10.4% 2026-08-14
FMR LLC 19,451,466 $4.41B 2.74% -12.3% 2026-08-13
PRICE T ROWE ASSOCIATES INC /MD/ 18,490,213 $4.2M 2.61% +7.4% 2026-08-14
NORGES BANK 18,146,984 $4.12B 2.56% +0.0% 2026-08-12
GEODE CAPITAL MANAGEMENT, LLC 17,685,516 $4.00B 2.49% -0.5% 2026-08-12
WELLINGTON MANAGEMENT GROUP LLP 15,179,324 $3.45B 2.14% -10.4% 2026-08-14
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 10,624,243 $2.41B 1.50% +21.2% 2026-08-14
Principal Financial Group Inc 9,814,621 $2.23B 1.38% +2.2% 2026-07-29
Morgan Stanley 9,762,078 $2.22B 1.38% +7.9% 2026-08-11
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 9,394,281 $2.13B 1.32% +6.4% 2026-08-14
Sixth Street Partners Management Company, L.P. 9,394,281 $2.13B 1.32% +0.0% 2026-08-13
Northern Trust Corp 9,292,543 $2.11B 1.31% +3.3% 2026-08-12
Jpmorgan Chase & Co 8,588,951 $1.96B 1.21% -0.9% 2026-08-12
DIMENSIONAL FUND ADVISORS LP 8,479,319 $1.92B 1.19% +1.6% 2026-08-11
Goldman Sachs Group Inc 8,135,502 $1.85B 1.15% +20.8% 2026-08-14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 7,948,735 $1.80B 1.12% -2.7% 2026-08-13
Legal & General Group Plc 7,046,531 $1.60B 0.99% -2.7% 2026-08-14
Capital Research Global Investors 6,889,084 $1.56B 0.97% +5.4% 2026-08-07

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2025-04-30 to 2026-08-26

Recent transactions

  • Insiders have net bought 10,000 shares over the last 182 days, across 4 purchases and 0 sales.
  • Most recent: Gundlach Andrew (Reporting person) — Open market purchase of 2,500 shares on 2026-08-26.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)10,000 sh(4 txns)
Sales (open market)0 sh(0 txns)
Net Shares+10,000

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
Gundlach AndrewReporting personOpen market purchase2026-08-262,500
LOPEZ DENNIS GReporting personGrant / award2026-08-2073
Mitra ShankhCEOGift2026-06-263,852
BACON KENNETH JReporting personDerivative conversion2026-05-012,627
Spisso JohneseReporting personGrant / award2026-02-261,056
Rivera SergioReporting personGrant / award2026-02-261,056
DeSalvo Karen BReporting personGrant / award2026-02-261,056
Mcqueen Matthew GrantChief Legal OfficerGift2026-02-13541
Fieweger JoshuaSVP, Chief Accounting OfficerTax withholding2026-01-15124
McHugh TimothyCo-President and CFOGift2025-12-16500

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-08-26Gundlach AndrewReporting personOpen market purchase 2,500$242.06
2026-08-26Gundlach AndrewReporting personOpen market purchase 2,500$242.06
2026-08-25Gundlach AndrewReporting personOpen market purchase 2,500$239.47
2026-08-25Gundlach AndrewReporting personOpen market purchase 2,500$239.47
2026-08-20LOPEZ DENNIS GReporting personGrant / award 73$237.40
2026-06-26Mitra ShankhCEOGift 3,852$0.00
2026-05-31Mitra ShankhCEOGrant / award 17$173.32
2026-05-27Mitra ShankhCEOGift 162$0.00
2026-05-21LOPEZ DENNIS GReporting personGrant / award 63$216.01
2026-05-01BACON KENNETH JReporting personDerivative conversion 2,627$0.00
2026-02-26Spisso JohneseReporting personGrant / award 1,056$0.00
2026-02-26Rivera SergioReporting personGrant / award 1,056$0.00
2026-02-26LOPEZ DENNIS GReporting personGrant / award 1,787$0.00
2026-02-26DeSalvo Karen BReporting personGrant / award 1,056$0.00
2026-02-13Mcqueen Matthew GrantChief Legal OfficerGift 541$0.00
2026-01-15Fieweger JoshuaSVP, Chief Accounting OfficerTax withholding 124$188.18
2025-12-31LOPEZ DENNIS GReporting personGrant / award 57$0.00
2025-12-16McHugh TimothyCo-President and CFOGift 500$0.00
2025-04-30Mitra ShankhCEOGift 700$0.00

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-09-03 12:38 UTC

FiledFormReport periodOfficial filing
2026-08-2742026-08-25 View on SEC.gov →
2026-08-2442026-08-20 View on SEC.gov →
2026-07-288-K2026-07-28 View on SEC.gov →
2026-07-2810-Q2026-06-30 View on SEC.gov →
2026-07-278-K2026-07-27 View on SEC.gov →
2026-07-138-K2026-07-13 View on SEC.gov →
2026-06-2942026-05-31 View on SEC.gov →
2026-06-018-K2026-06-01 View on SEC.gov →
2026-05-2742026-05-27 View on SEC.gov →
2026-05-2642026-05-21 View on SEC.gov →
2026-05-228-K2026-05-21 View on SEC.gov →
2026-05-0542026-05-01 View on SEC.gov →

Headlines about WELL (Welltower Inc.). Links open the publisher — we don’t host full articles.

SEC filings ↓

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