企業プロフィール · Real Estate

Welltower Inc

WELL · 米国株
業種
REITs
取引所
米国株
国 / 地域
USA
上場日
2001年1月2日
従業員数
712
公式サイト
www.welltower.com
現在値
$248.34
リアルタイム · 2026年7月27日
ベイリー成長スコア
47/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 $248.34 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 $120–$145 / 妥当 $150–$185 / 楽観的 $190–$230。$248.34 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 $216.17(2026年5月25日)

時価総額$1779.4億
売上高(TTM)$117.67億
EBITDA$29.89億
純利益率11.96%
ROE3.67%
PER (TTM)118.9
予想PER84.03
PEG3.62
EPS$2.12
配当利回り1.2%
52週レンジ$155.84 – $252.93
アナリスト目標株価$243.50
アナリスト評価4.3 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.

沿革

Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio. The company completed an IPO on January 2, 2001 and is a member of the S&P 500. In 2020 it cut its quarterly dividend from $0.87 to $0.61, and Shankh Mitra became CEO in October 2020. In 2025 it announced roughly $23 billion of transactions, divested some outpatient medical assets, launched private funds management, and was upgraded to A- by S&P and A3 by Moody's. In March 2026 it expanded and extended its unsecured revolving credit facility to $6.25 billion.

業界での地位

Welltower is a healthcare and aging-focused REIT (REIT - Healthcare Facilities) operating across the United States, United Kingdom and Canada, with 2,726 consolidated properties at the end of 2025. By 2025 year-end NOI its segments were Seniors Housing Operating 57.2%, Triple-net 29.1%, and Outpatient Medical 13.7%, with Seniors Housing Operating making up 78% of revenue. It worked with 62 partners managing its SHO properties, with Cogir its largest relationship at 8% of NOI. Public comparables include Ventas and Healthpeak. The company employs 712 people and holds A-/A3 credit ratings.

この銘柄のレポートはお使いの言語でまだありません。