Welltower stock: buy or sell?
Updated on:
December 6th, 2019
4
Should I buy Welltower stock?
Make a decision about when to buy or sell stocks is one of the hardest parts of being a trader or investor. Having a trading plan helps to make decisions easier, quicker and with less hesitations. At Stocks2.com, we use very simple but trusted and powerful trend following trading strategies. Simple things usually work the best.None of our preferred buy setups matches with Welltower stock situation right now, therefore this is not a suitable entry point.
| Buy setup | Elegible |
|---|---|
| New all-time high | No |
| New 52 week high | No |
| Price crossing up 200d MA | No |
| 100d MA crossing up 200d MA | No |
Is Welltower stock a buy?
Financial institutions and banks post stock ratings everyday.
At Stocks2.com, we gathered 13 ratings published for WELL stock in the last 30 days. The general sentiment of these ratings is bullish for WELL stock, with 8 positive ratings.| Date | Analyst / Broker | Previous rating | Current rating |
| 2019-9-3 | Stifel Nicolaus | n/a | Buy |
| 2019-9-17 | Morgan Stanley | n/a | Overweight |
| 2019-8-5 | BMO Capital Markets | n/a | Buy |
| 2019-8-22 | Wood & Company | n/a | Average |
| 2019-8-22 | GMP Securities | n/a | Buy |
| 2019-8-14 | Morgan Stanley | n/a | Overweight |
| 2019-8-1 | Stifel Nicolaus | n/a | Buy |
| 2019-6-14 | Scotiabank | n/a | Hold |
| 2019-6-13 | Raymond James | Outperform | Market Perform |
| 2019-3-29 | Deutsche Bank | Hold | Hold |
| 2019-3-28 | Morgan Stanley | Overweight | Overweight |
| 2019-2-26 | Raymond James | n/a | Outperform |
| 2019-2-21 | Royal Bank of Canada | n/a | Sector Perform |
Welltower stock analysis
Daily outlook
Welltower ended on Dec/6 at $83.77 and declined a disappointing -0.34%.
Shares of Welltower declined a disappointing -0.34% and closed at $83.77. On October, WELL hit new all time highs, pushing higher previous ATH of $91.53 recorded on September. New ATHs are usual entry points for many trading setups as there aren't higher resistences. Since price and SMA100d lines crossed down on November/4, WELL fell $-5.32 per share (-5.97%).
Weekly outlook
Shares of Welltower ended this week at $83.77 and declined a lame -0.95%. Early November WELL collapsed a spooky -8.63% in just one week.
The downtrend marked by WELL has left consecutive declining peaks and bottoms. There is an opportunity to rebound and reverse this situation if price can hold above the level. Not so far away is the last all-time high Welltower marked late October. Since early November, when WELL stock price broke down the 20-weeks moving avarage line, it slid $-5.32 per share (-5.97%).
Welltower stock price history
Welltower IPO was on March 19th, 1980 at $0.00 per share1. Since then, WELL stock surged a inf%, with an average of inf% per year. If you had invested $1,000 in Welltower stock in 1980, it would worth $inf today.
1: Adjusted price after possible price splits or reverse-splits.
Welltower stock historical price chart
WELL stock reached all-time highs on October with a price of $92.19.
Welltower stock price target is $84.00
How much a stock will be priced tomorrow or next week is quite unpredictable However, banks and other financial institutions analysts, with the help of lots of data and algorithms do their best to predict the stock prices movement. You should not follow the analysts' WELL stock price predictions in the hope that they will be met as they may be wrong and not met. We detected 10 price predictions for Welltower stock released in the last 30 days:| Date | Analyst / Broker | Action | Previous target | Current target | Diff |
| 2019-9-3 | Stifel Nicolaus | Raises Target | $87.00 | $93.00 | 6.9% |
| 2019-9-17 | Morgan Stanley | Raises Target | $91.00 | $95.00 | 4.4% |
| 2019-8-5 | BMO Capital Markets | Reiterates | n/a | $86.00 | - |
| 2019-8-14 | Morgan Stanley | Raises Target | $83.00 | $91.00 | 9.6% |
| 2019-8-1 | Stifel Nicolaus | Raises Target | $78.00 | $87.00 | 11.5% |
| 2019-6-14 | Scotiabank | Set Price Target | n/a | $80.00 | - |
| 2019-3-29 | Deutsche Bank | Raises Target | $61.00 | $71.00 | 16.4% |
| 2019-3-28 | Morgan Stanley | Raises Target | $77.00 | $83.00 | 7.8% |
| 2019-2-26 | Raymond James | Reiterates | $75.00 | $78.00 | 4% |
| 2019-2-21 | Royal Bank of Canada | Raises Target | n/a | $76.00 | - |
| (in average) | $78.90 | $84.00 | 6.0% |
Financials and fundamental analysis
Earnings date and Earnings per Share
On February, Welltower reported its latest financial data, in line with analysts' consensus and posted a $1.01 Earnings per Share. As soon as we get its posted EPS from the earnings report, we will update this report.| Quarter | Reporting date | Estimated EPS | Actual EPS | Surprise |
|---|---|---|---|---|
| 2017-Q2 | - | n/a | 1.07 | n/a |
| 2017-Q3 | - | n/a | 0.84 | n/a |
| 2017-Q4 | - | n/a | 1.19 | n/a |
| 2018-Q1 | 2018-04-26 | 1 | 0.99 | -1.0% |
| 2018-Q2 | 2018-07-27 | 0.99 | 1 | 1.0% |
| 2018-Q3 | 2018-10-30 | 1.02 | 1.04 | 2.0% |
| 2018-Q4 | 2019-02-12 | 1.03 | 1.01 | -1.9% |
| 2019-Q1 | - | n/a | n/a | n/a |
| 2019-Q2 | - | n/a | n/a | n/a |
| 2019-Q3 | - | n/a | n/a | n/a |
Annual financial results
Compared to 2017, last anual sales report draw a phenomenal growth of 9.23% to $4,615.27 million dollars. Nevertheless, its income margin (compared to revenues) soared to 17.44%, that is $804.95 million.| Year | Sales | YoY | Income/(margin) | YoY |
|---|---|---|---|---|
| 2013 | $2,880 M | - | $93 M3.2% | - |
| 2014 | $3,298 M | 14.51% | $512 M15.5% | 448.70% |
| 2015 | $3,757 M | 13.92% | $884 M23.5% | 72.56% |
| 2016 | $4,154 M | 10.56% | $1,078 M25.9% | 21.96% |
| 2017 | $4,225 M | 1.73% | $523 M12.4% | -51.50% |
| 2018 | $4,615 M | 9.23% | $805 M17.4% | 53.98% |
Quarterly financial results
Welltower posted $1,220.97 million in revenues for 2018-Q4, a 0.24% improvement compared to previous quarter. Reported quarter income marked $113.44 million with a profit margin of 9.29%. Profit margin inched a 3.05% compared to previous quarter when profit margin was 6.24%. When comparing sales to same quarter last year, Welltower sales marked an astounding gain and boosted a 12.02%. Looking back to recent quarterly results, Welltower posted 3 positive quarters in a row.| Quarter | Sales1 | QoQ2 | Income1/(margin) | QoQ2 |
|---|---|---|---|---|
| 2017-Q2 | $1,060 M | - | $158 M14.9% | - |
| 2017-Q3 | $1,090 M | 2.83% | $84 M7.7% | -46.76% |
| 2017-Q4 | $1,090 M | -0.01% | $-100 M-9.2% | -218.72% |
| 2018-Q1 | $1,079 M | -0.97% | $449 M41.6% | -550.04% |
| 2018-Q2 | $1,097 M | 1.64% | $166 M15.1% | -63.03% |
| 2018-Q3 | $1,218 M | 11.04% | $76 M6.2% | -54.21% |
| 2018-Q4 | $1,221 M | 0.24% | $113 M9.3% | 49.14% |
| 2019-Q1 | $1,249 M | 2.33% | $280 M22.4% | 147.24% |
Welltower ownership
When you are planning to invest in shares of a company, it's worth to overview its ownership structure.Management staff in all public traded companies that hold equity is required to report every transaction to the SEC. For Welltower, 0.23% of all outstanding shares are owned by its staff.
Bearish positions for WELL stock account 0.00%, no big difference from last month.
For a better context understanding, the following table shows ownership data compared to other related companies:
| WELL | BKD | SBRA | TIPT | VTR | |
|---|---|---|---|---|---|
| Market cap | $34.0 B | $1.3 B | $4.3 B | $269.9 M | $21.4 B |
| Total shares | 405.8 M | 185.6 M | 193.7 M | 34.6 M | 372.7 M |
| Float shares | 405.1 M | 138.0 M | 191.6 M | 22.4 M | 371.5 M |
| - Institutional holdings (%) | 86.6% | 103.4% | 99.7% | 42.8% | 91.1% |
| - Insider holdings (%) | 0.2% | 2.2% | 1.3% | 32.4% | 0.4% |
| Shares in short selling | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
Welltower summary
| Friday, December 6th, 2019 | |
|---|---|
| Open | $84.02 |
| Close | $83.77 |
| Day range | $83.43 - $84.51 |
| Previous close | $84.06 |
| Session gain | -0.34% |
| Average true range | $1.35 |
| 50d mov avg | $86.96 |
| 100d mov avg | $86.58 |
| 200d mov avg | $81.64 |
| Daily pattern | |
| Weekly pattern | lt02a |
Welltower performance
Stocks performance is always measured in comparision to the market or competitors and related stocks in the same industry. For Welltower, the comparison is made against Brookdale Senior Living, Sabra Health Care, Tiptree and Ventas.| Stock | 3m | 6m | 12m |
|---|---|---|---|
| WELLWelltower | -7.36% | 2.73% | 18.65% |
| BKDBrookdale Senior ... | -9.46% | 10.12% | -12.86% |
| SBRASabra Health Care | 2.70% | 18.02% | 24.83% |
| TIPTTiptree | 12.86% | 26.38% | 54.04% |
| VTRVentas | -22.78% | -9.05% | -7.90% |
Welltower competitors
One check before investing in any stock is to have a look a list of its competitors, in this case for Welltower. We chose 4 companies as Welltower competitors as they are in the same industry or have similar market objectives.Latest Welltower stock news
- Seeking AlphaWelltower - Rapidly Growing Healthcare Investment CompanyJanuary 15, 2019