Evercore ISI Group has upgraded Welltower Inc (WELL) to Outperform from In-Line, effective November 4, 2025. This change reflects a more optimistic outlook on the company's prospects, suggesting improved fundamentals or enhanced confidence in its strategic direction.
Welltower, headquartered in Toledo, Ohio, operates within the health care infrastructure sector, focusing on seniors housing and wellness communities across the United States, United Kingdom, and Canada. The company manages a portfolio of over 1,500 seniors and wellness housing communities, which includes various property types such as assisted living and independent supportive living facilities.
As of November 8, 2025, Welltower's market capitalisation stands at $128.9 billion, with a P/E ratio of 134.18 and an EPS of 1.44. The company currently offers a dividend yield of 163.5%. Upcoming earnings reports are scheduled for April 26, 2026, and July 26, 2026, with estimated EPS of $0.56 and $0.57, respectively.
Analyst ratings provide valuable insights but should be considered alongside other factors, including company performance and market conditions. As of November 1, 2025, the consensus rating for Welltower is classified as Buy, supported by seven Strong Buy and 16 Buy ratings among a total of 27 analysts.
This upgrade underscores a shift in sentiment, which could be indicative of a broader trend in the real estate sector, particularly in health care-related properties.