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Investing.com - Cantor Fitzgerald raised its price target on Welltower, Inc. (NYSE:WELL) to $200.00 from $195.00 on Friday, while maintaining an Overweight rating on the healthcare real estate investment trust. The stock currently trades at $181.26, having delivered an impressive 45.47% return year-to-date and 36.6% over the past year, according to InvestingPro data.
The firm’s new price target represents a multiple of approximately 39 times its 2026 estimated AFFO (Adjusted Funds From Operations) for Welltower.
Cantor Fitzgerald noted that Welltower currently trades at 35 times FactSet consensus 2026 estimated AFFO and at a 102% premium to FactSet consensus NAV (Net Asset Value).
The research firm identified potential risks to achieving its price target, specifically mentioning that signs of stalling growth in the Senior Housing segment could impact the stock’s performance.
Cantor Fitzgerald also highlighted that as Welltower continues to expand its platform, the company may face increasing difficulty maintaining its growth pace from a larger base.
In other recent news, Welltower Inc. reported its third-quarter 2025 earnings, showcasing mixed results. The company posted earnings per share of $0.41, which fell short of the forecasted $0.52, representing a decline of 21.15%. However, Welltower exceeded revenue expectations, bringing in $2.69 billion compared to the anticipated $2.61 billion. Amid these results, the company has been actively restructuring its portfolio by divesting 68% of its outpatient medical footprint and increasing its senior housing exposure to the mid-80% range. This strategic shift is described by UBS as a "transformational moment" with potential to enhance internal growth. Meanwhile, Cantor Fitzgerald reiterated an Overweight rating, highlighting the company’s significant growth and $14 billion in senior housing deal activity. Freedom Capital Markets downgraded Welltower to Hold, despite the company’s strong third-quarter performance and guidance raise. The Senior Housing Operating portfolio was identified as a key driver of these robust results.
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