Welltower stock price target raised to $195 by Deutsche Bank on senior housing growth

Investing.com - Deutsche Bank has raised its price target on Welltower, Inc. (NYSE:WELL) to $195.00 from $179.00 while maintaining a Buy rating on the healthcare real estate investment trust. The stock, currently trading near its 52-week high of $175.1, has delivered an impressive 40.66% return year-to-date.

The bank cited Welltower’s positioning for "outsized earnings growth" over the next several years, supported by strong demand and supply fundamentals in the senior housing sector and management’s focus on operational excellence. According to InvestingPro analysis, the company maintains a "GREAT" financial health score and has consistently paid dividends for 50 consecutive years.

Deutsche Bank highlighted Welltower’s robust acquisition outlook, which is backed by what it called a "best-in-class balance sheet" and healthcare sector leasing liquidity of $9.5 billion.

During the second quarter 2025 earnings season, Welltower raised its 2025 normalized funds from operations (FFO) per share guidance to a range of $5.06 to $5.14, up from the previous range of $4.90 to $5.04, implying year-over-year earnings growth of 18.1%.

The bank noted that challenging capital markets continue to create acquisition opportunities across Welltower’s portfolio in the U.S., UK, and Canada, while the demand-supply imbalance in senior housing is expected to drive industry occupancy to all-time highs in the second half of 2026 and into 2027.

In other recent news, Welltower Inc. reported its financial results for the second quarter of 2025, meeting earnings expectations with an EPS of $0.45. The company exceeded revenue projections, reporting $2.55 billion compared to the expected $2.45 billion, marking a 4.08% surprise. UBS initiated coverage on Welltower with a Buy rating and a $195 price target, citing anticipated growth in the senior housing sector and potential upside to 2026 and 2027 consensus AFFO. Additionally, KeyBanc raised its price target for Welltower to $200 from $150, maintaining an Overweight rating, driven by the company’s strong position in the senior housing market.

Welltower also registered the resale of 949,412 shares issued in a recent property acquisition, as detailed in a prospectus supplement filed with the Securities and Exchange Commission. This filing is part of Welltower’s automatic shelf registration statement. The shares were previously issued as consideration for the acquisition of certain properties, identifying a selling stockholder involved in the transaction. These developments reflect Welltower’s ongoing strategic activities and market positioning, with analysts highlighting the company’s potential for future growth.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.