Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
WELL [bullish]
Welltower Inc.
Author Info
No bio for this author
Company Info
Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada.
Market Cap
$168.8B
Pitch Price
N/A
Price Target
N/A
Dividend
1.45%
EV/EBITDA
54.68
P/E
106.16
EV/Sales
14.71
Sector
Health Care REITs
Category
growth
Baron Opportunity Fund Added On Portfolio Holding: Welltower Inc.
WELL (added to position): A recent meeting with Welltower’s executive team increased confidence in its multi-dimensional growth opportunity, particularly early monetization of its proprietary data analytics platform and continued rollout of the Welltower Business System. Software-enabled margin and occupancy upside, 4%-5% annual growth in the 80-plus population and structurally constrained supply support a path for earnings to more than double over five years.
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