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Investing.com - KeyBanc raised its price target on Welltower, Inc. (NYSE:WELL) to $200.00 from $150.00 on Tuesday, while maintaining an Overweight rating on the healthcare real estate investment trust. The stock, currently trading at $167.42, has delivered an impressive 34.65% return year-to-date. According to InvestingPro analysis, Welltower appears to be trading above its Fair Value.
The firm cited Welltower’s strong position to capitalize on multiyear fundamental tailwinds within the senior housing sector. KeyBanc noted that operating momentum remains robust for the company, potentially leading to additional upside to 2025 guidance. This momentum is reflected in Welltower’s strong 32% revenue growth over the last twelve months, with InvestingPro data showing the company maintains a "GREAT" overall financial health score.
The analyst report highlighted expectations for stable-to-improving RevPOR (revenue per occupied room) growth in 2026, along with further margin expansion for Welltower’s operations.
KeyBanc also pointed to new investments as drivers of earnings accretion that should sustain Welltower’s above-average NFFO (normalized funds from operations) growth. This growth is supported by the company’s access to attractively priced capital and below-average leverage.
The price target increase comes as KeyBanc raised its financial estimates for Welltower while reiterating its Overweight rating on the stock.
In other recent news, Welltower Inc. reported its financial results for the second quarter of 2025, meeting earnings expectations with an earnings per share (EPS) of $0.45. The company exceeded revenue projections, reporting $2.55 billion against an expected $2.45 billion, marking a 4.08% surprise. UBS has initiated coverage on Welltower with a Buy rating and set a price target of $195.00, citing expected growth in senior housing and positive estimate revisions. The firm anticipates a long-term increase in AFFO, with upside potential to the 2026 and 2027 consensus AFFO estimates. Additionally, Welltower filed a prospectus supplement with the Securities and Exchange Commission to register the offer and resale of up to 949,412 shares of its common stock. These shares were issued as part of a recent property acquisition. The registration forms part of Welltower’s automatic shelf registration statement on Form S-3. These developments highlight significant activity within the company as it continues to expand its portfolio.
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