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Investing.com - KeyBanc has reiterated an Overweight rating on Welltower, Inc. (NYSE:WELL) with a price target of $200.00, according to a research note released Monday. The stock, currently trading at $182.61, has shown impressive momentum with a 40.81% gain year-to-date, according to InvestingPro data.
The healthcare real estate investment trust reported third-quarter 2025 results that exceeded expectations and raised its 2025 guidance, though KeyBanc notes these positive developments may be overshadowed by the company’s announcement of $14 billion in new investments. InvestingPro data shows Welltower maintains a "GREAT" financial health score of 3.06, with revenue growing 31.96% over the last twelve months.
Welltower also revealed plans to sell the majority of its operating margin portfolio, with proceeds from these pending sales and repayments, along with cash on its balance sheet, expected to fund the new investments.
Following these strategic moves, KeyBanc highlights that over 70% of Welltower’s future net operating income will come from senior housing operating assets, a figure that rises to approximately 85% when including triple-net senior housing assets.
The investment firm expects Welltower to outperform other healthcare REITs in Tuesday’s trading session, citing strong third-quarter results and potential upside to 2026 normalized funds from operations estimates resulting from the newly announced investments.
In other recent news, Welltower Inc. has announced a series of transactions worth $23 billion to enhance its focus on senior housing across the United States, United Kingdom, and Canada. The company is set to close or has already closed $14 billion in investments covering over 700 senior housing communities, comprising more than 46,000 units. These acquisitions will be funded through $9 billion in asset sales, loan repayments, and other capital recycling activities, along with cash on hand. Additionally, Welltower’s executive team has committed to a decade-long compensation structure linked to the company’s performance through 2035. This initiative ties half of their performance-based awards to shareholder return metrics and market capitalization growth. On the analyst front, Cantor Fitzgerald has initiated coverage on Welltower with an Overweight rating, highlighting the company’s strong performance in its senior housing operating portfolio. Deutsche Bank has also raised its price target for Welltower to $195, maintaining a Buy rating due to the company’s positioning for significant earnings growth. Furthermore, KeyBanc increased its price target to $200, citing Welltower’s strong position to benefit from long-term trends in the senior housing sector.
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