Welltower Inc. (NYSE:WELL) is a leading real estate investment trust (REIT) specializing in healthcare infrastructure, including senior housing, outpatient medical facilities, and other healthcare-related properties. With a broad portfolio in the U.S., Canada, and the U.K., Welltower is well-positioned to benefit from the increasing demand for healthcare services due to an aging population.
On December 15, 2025, Jefferies upgraded Welltower's stock to a "Buy" rating, setting a new price target of $231, up from $210. At the time, the stock was priced at $190.46. This upgrade reflects confidence in Welltower's strategic initiatives and market positioning, which have contributed to its impressive stock performance.
Welltower's stock has surged by 48.1% year-to-date, significantly outperforming the healthcare REIT industry's average gain of 5.2%. This growth is driven by strong demand in senior housing and outpatient services, as well as strategic portfolio restructuring. These factors have collectively boosted cash flows and investor confidence, as highlighted by the stock's current price of $190.46.
The company's seniors housing operating portfolio (SHOP) is expected to see robust demand, while the outpatient medical (OM) segment is set to benefit from favorable outpatient visit trends. Welltower's strategic buyouts, asset recycling, and strong balance sheet, with $11.9 billion in liquidity, have enhanced its cash flows and market position.
Welltower's market capitalization is approximately $130.72 billion, with a trading volume of 3,061,872 shares. The stock has fluctuated between $187.83 and $190.95 during the day, with a 52-week high of $209.05 and a low of $123.11. These figures underscore the company's strong market presence and investor interest.
