Dec 15, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Ventas (VTR) Valuation Check After Strong Q3 and Accelerated Senior Housing Expansion
Ventas (VTR) recently affirmed a quarterly dividend of $0.48 per share, following a strong third quarter and impressive stock performance. The company's valuation narrative suggests it is 8.1% undervalued with a fair value of $84.70, despite market ratios flashing a caution sign with a higher price-to-sales ratio compared to peers. Ventas' strategy involves active portfolio management and strategic acquisitions to drive revenue and FFO per share growth.
Dec 15, 2025 • MarketBeat
SOMEWHAT-BULLISH
National Bank of Canada FI Lowers Holdings in Welltower Inc. $WELL
National Bank of Canada FI decreased its stake in Welltower Inc. (NYSE:WELL) by 7.2% in the second quarter, selling over 50,000 shares but still holding over $99 million worth of the stock. Despite this reduction, other major institutions like State Street Corp and Norges Bank significantly increased or initiated positions, indicating strong institutional interest. Welltower reported strong Q3 earnings, beating consensus EPS estimates and showing a 30.7% year-over-year revenue increase, alongside a 1.6% dividend yield.
Dec 15, 2025 • Finviz
SOMEWHAT-BULLISH
Welltower Stock Rallies 48.1% YTD: Will It Continue to Gain?
Welltower (WELL) has seen its stock rally 48.1% year-to-date, outperforming the industry, driven by its diversified healthcare real estate portfolio, an aging population, and strategic operational restructuring. The company's seniors housing operating portfolio (SHOP) and outpatient medical (OM) segments are well-positioned for solid demand and growth. Analysts are positive, with the Zacks Consensus Estimate for its 2025 FFO per share marginally revised upward.
Dec 14, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Has Alexandria Real Estate Equities Fallen Too Far After Its 52% Slide in 2025?
Alexandria Real Estate Equities has experienced a significant 52% slide year-to-date in 2025, but recent analysis suggests it may be undervalued. Discounted Cash Flow and Price to Sales ratios indicate the stock could be trading at a substantial discount compared to its intrinsic value and industry peers, despite concerns about life sciences office demand and interest rates. Investors can use "Narratives" to align their views with financial projections and determine whether to buy, hold, or sell the stock.
Dec 14, 2025 • MarketBeat
SOMEWHAT-BULLISH
MASTERINVEST Kapitalanlage GmbH Purchases Shares of 17,911 Welltower Inc. $WELL
MASTERINVEST Kapitalanlage GmbH acquired 17,911 shares of Welltower Inc. (NYSE:WELL) in the second quarter, valued at approximately $2.75 million, signaling new institutional interest. Welltower reported a slight EPS beat and strong revenue growth, with analysts giving it a "Moderate Buy" rating and an average price target near $195.87. However, the company has a high trailing P/E ratio and a high dividend payout ratio.
Dec 13, 2025 • The Globe and Mail
BULLISH
Analysts Offer Insights on Real Estate Companies: Welltower (WELL) and SL Green Realty (SLG)
Analysts have provided insights on two Real Estate companies: Welltower (WELL) and SL Green Realty (SLG). Welltower received a "Strong Buy" consensus with a 7.1% upside, while SL Green Realty was given a "Moderate Buy" consensus with a 28.5% upside from current levels. These reports highlight analyst opinions and price targets for these companies.