2026-10-25
Welltower clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
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latest tape · as of 18:03 UTC
The Screen · Real Estate · REIT - Healthcare Facilities
Welltower
WELL · a US exchange · USD · Market cap $171.1B · 712 employees
Welltower Inc.
Not yet scored247.99 USD
Price as of 4 Nov 2026Daily close, not a live quote
Screened 2026-11-04 · the tape above runs as of 18:03 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
Key facts today
- Price247.99 USD at the 4 Nov 2026 close
- Our value readOvervalued vs our fair value, as of 4 Nov 2026
- Our regime readMarkup, as of 4 Nov 2026
- Ethical screenNot yet scored
- OptionsOpen interest leans heavily to calls (put/call 0.43)
- Last reviewed4 Nov 2026 (1 days ago)
- Release timesRelease and earnings times on your chart: Event Guard Mentor
A summary of the dated readings below, not a live quote and not advice.
PRICE · ONE YEAR
Our fair-value range: $155.60 to $178.94, base estimate $155.60 (screen dated 2026-11-04).
- Trend Markup
- Insiders no filings inside 60 days, left as found
- Positioning no disclosures inside 60 days, left as found
- Options put/call open interest 0.43, read 2026-11-05
- Ethical screen not yet scored
Price247.99 USD
Fair value155.60
Ethical score84.2/100
Value readOvervaluedas of 4 Nov 2026
Our investment reviews on this name
2026-11-02Read Markup234.60+5.7% to today ✓Accumulation gives way to Markup first Markup read since July
2026-10-19Read Accumulation234.63+5.7% to today ✓Markdown gives way to Accumulation
2026-10-02Read Markdown231.37+7.2% to today Distribution gives way to Markdown with volume flow in agreement
2026-08-28Read Distribution237.40+4.5% to today Markup gives way to Distribution after a 15% rise in 8 weeks
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
The full research record, in depth, below
This name holds its markup label.
Welltower holds its Markup at $247.99. The statistical read favours the buyers, held for 3 days.
| Phase | Markup |
| Quantitative state | The statistical read favours the buyers, held for 3 days |
| Price at the screen | $247.99 |
| Valuation | 99.22 trailing · 72.87 forward price to earnings |
| Values screen | Not scored · score 84.2 |
| Beta | 0.75 |
Five Screens, Shown in Full
This security has not been fully scored against the values screen yet.
| Test | Figure | Limit | What it means | Status |
|---|---|---|---|---|
| Business activity | Permissible | Core business clean | Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending. | Pass |
| Debt load | 31.77% | Below 33% | Interest-bearing debt is just 31.8% of its assets, well under the one-third ceiling: it does not run on borrowed money. | Pass |
| Interest-bearing cash | 2.69% | Below 33% | Cash held in interest-bearing accounts and securities is 2.7% of assets, under the one-third limit. | Pass |
| Receivables | 11.01% | Below 49% | Money owed to the company is 11.0% of assets, under the 49% limit. | Pass |
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical ReadThe Read, in Plain English
Welltower clears the business-activity screen and the figures we can measure look clean, but one or more financial figures are still pending, so the verdict is not final yet.
Read as at 2026-11-05. It updates when the underlying figures move, and past reads are kept below.
2026-09-24
Clears
Welltower clears all five screens. Its business is in a permissible area, its interest-bearing debt is about 32%, inside the ~33% line, and almost none of its income is interest, so it passes.
Earlier reads, kept as written. The ethical profile is tracked over time, not overwritten.
What the Numbers Say It Is WorthThe Fair Value Range
Our analysis reads Overvalued vs our fair value, as of 4 Nov 2026: it trades above our $155.60 fair value estimate, narrow competitive moat, 38.40% revenue growth.
How a fair value is estimated: discounted cash flow (DCF).
Fair value range in USD, drawn from the 2026-11-04 screen. The gold marker is the market price at the same screen. The price runs 59.4% above the base estimate.
Third-party analyst targets: 21 covering, consensus Buy. The average target sits +5% from the screen price.
Reading the gap · Both our model and the Street see limited upside at this price.
Price History & ProjectionsWhere our models see it going: fair-value estimate $155.60, with a range of $155.60 to $178.94, dated to the 2026-11-04 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain WordsWhy it gives us pause
At 72.9x forward earnings, the price already runs ahead of the business. It trades 55% above our $155.60 fair value, so you would be buying at a premium, not a discount. The narrow moat is real, but quality alone does not make an expensive price cheap.
| Forward P/E | 72.9xpriced for continued growth |
| Trailing P/E | 99.2xexpensive: the price assumes strong growth ahead |
| EPS, trailing | 2.35 |
| EPS, forward | 3.20 |
| Revenue growth | +38.4%strong top-line growth |
| Profit margin | 12.1%thin but positive margins |
| Return on equity | 3.9%a modest return on shareholder capital |
| Dividend yield | 1.36% |
| Debt to equity | 0.42minimal debt: a conservative balance sheet |
| Current ratio | 1.66healthy short-term liquidity |
| Beta | 0.75steadier than the market |
| Short interest, float | 0.03% |
| 52-week range | 177.45 - 255.20 |
| Moat | NARROW |
| Market cap | $171.1B |
| Employees | 712 |
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to TradeWELL trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
Every Entry, As Written
2026-11-02
Markup · changed $234.60
0.0% Entry 23
The framework has shifted from accumulation to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235.
2026-10-26
Accumulation $234.63
+0.0% Entry 22
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25
Accumulation $234.63
+0.0% Entry 21
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: not fully scored yet. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-24
Accumulation $234.63
+0.0% Entry 20
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23
Accumulation $234.63
+0.0% Entry 19
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-22
Accumulation $234.63
+0.0% Entry 18
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21
Accumulation $234.63
+0.0% Entry 17
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-20
Accumulation $234.63
+0.0% Entry 16
The analysis reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-19
Accumulation · changed $234.63
+4.1% Entry 15
The framework has shifted from markdown to accumulation since the last review. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved up 4.1% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 9% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-14
Markdown $225.47
-2.6% Entry 14
The analysis reads markdown. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 2.6% since our last review. Ethical screening: PASS with strong ethical credentials. The risk-adjusted return profile shows good risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 15% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 42%. Our forward projection puts the odds of a 10% gain over the next month near 25%. The street (20 analysts) rates it buy, with a mean price target of $235.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
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Headlines from third-party outlets, linked for reference: not our reporting, not advice.
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Screened names in the same industry · explore each on its own page.
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-01 | BACON KENNETH J | Director | 2,627 | · | |
| 2026-02-26 | SPISSO JOHNESE M | Director | 1,056 | · | |
| 2026-02-26 | RIVERA SERGIO DAVID | Director | 1,056 | · | |
| 2026-02-26 | LOPEZ DENNIS G | Director | 1,787 | · | |
| 2026-02-26 | DESALVO KAREN B | Director | 1,056 | · | |
| 2026-02-13 | MCQUEEN MATTHEW GRANT | Officer | 541 | · | |
| 2025-12-31 | LOPEZ DENNIS G | Director | 57 | · | |
| 2025-12-16 | MCHUGH TIMOTHY | President | 500 | · | |
| 2025-11-28 | MCHUGH TIMOTHY | President | 53 | $11,036 | |
| 2025-11-28 | CHAUDHRI NIKHIL | President | 31 | $6,455 |
Public filings, recorded as found. The full tape lives at Insider Intelligence.
| Date | Politician | Party | Type | Amount |
|---|---|---|---|---|
| 2026-10-01 | Pete Sessions | Republican | sell | 1K–15K |
| 2026-09-25 | Ro Khanna | Democrat | buy | 1K–15K |
| 2026-09-25 | Ro Khanna | Democrat | buy | 1K–15K |
| 2026-09-25 | Ro Khanna | Democrat | buy | 1K–15K |
| 2026-09-25 | Ro Khanna | Democrat | buy | 1K–15K |
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $214.11 | -1.3% | $0.74 | $991 | -0.9% |
| 2 months | $206.88 | +2.2% | $0.74 | $1,025 | +2.5% |
| 3 months | $205.50 | +2.9% | $0.74 | $1,032 | +3.2% |
| 6 months | $183.69 | +15.1% | $1.48 | $1,159 | +15.9% |
| 1 year | $148.61 | +42.2% | $2.96 | $1,442 | +44.2% |
| 2 years | $99.97 | +111.4% | $5.64 | $2,171 | +117.1% |
| 3 years | $76.22 | +177.3% | $8.08 | $2,879 | +187.9% |
| 5 years | $70.44 | +200.0% | $12.96 | $3,184 | +218.4% |
Historical returns from market close data. Past performance does not guarantee future results.
This entry now belongs to the ledger. Whatever WELL does next, these words stay.
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