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Research Alert: CFRA Keeps Buy Opinion On Shares Of Welltower Inc.
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Welltower Inc.
Jul 30, 2025 12:20 AM

02:50 AM EDT, 07/30/2025 (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 lift our 12-month target by $15 to $188, 32.8x our 2026 FFO estimate, a premium to WELL's historical forward three-year avg. multiple (25.2x) due to positive trends in senior housing and accelerating NOI. We lift our 2025 FFO estimate by $0.08 to $5.10 and raise 2026's by $0.14 to $5.74. Welltower Business Systems (WBS) continues to drive portfolio optimization with over 8,000 site employees trained on site and management believes it will drive significant margin expansion in SHO. This data and technology-focused approach to managing senior care facilities is one of WELL's greatest advantages relative peers. While SHO NOI is heavily weighted toward non-same-store, which we believe this is by design as the focus is on acquiring under-occupied/optimized assets with great upside potential. WELL's 3.5x leverage target leaves room for large scale acquisitions, but we note that Holiday by Atria acquisition from 2021 has failed to perform as expected, with hopes for performance improving in Q4 per management.

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