04:05 PM EDT, 04/29/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
We increase our 12-month target price by $10 to $173, 34.5x our 2025 FFO estimate, a premium to WELL's historical forward 3-year average multiple (24.7x) due to positive trends in senior housing and accelerating NOI. We lift our 2025 FFO estimate by $0.14 to $5.02 and increase 2026's by $0.26 to $5.60. Q1 marked the 10th consecutive quarter of SHO SSNOI growth over 20%, highlighting WELL's core strength. Welltower Business System (WBS) rollout is starting with the goal of expanding margins by enabling better site-level decision-making over time. Management believes their internal machine learning platform that analyzes 10M micro-markets in the U.S. is significantly accelerating time from asset intro to deal closing (5-10 months to 60 days) from repeat seller relationships. WELL remains ready to increase their acquisition appetite if macroeconomic uncertainty continues and presents attractive acquisition opportunities from highly leveraged operators (currently $3.6B cash & $8.6B liquidity).