Is Welltower Stock Outperforming the Dow?
Valued at a market cap of $112 billion, Welltower Inc. (WELL) is one of the world's preeminent residential wellness and healthcare infrastructure companies. The Toledo, Ohio-based company invests in and manages a diversified portfolio of senior housing, assisted living, outpatient medical centers, and long-term care facilities.
Companies worth $10 billion or more are typically classified as “large-cap stocks,” and WELL fits the label perfectly. The company’s strength lies in its extensive, diversified portfolio of healthcare real estate and its strong partnerships with leading senior housing and medical care operators. Its specialty is providing high-quality, strategically located facilities that serve the growing needs of an aging population.
Shares of Welltower have declined 2% below its 52-week high of $171.09, reached on Aug. 6. Shares of WELL have soared 10.3% over the past three months, outperforming the Dow Jones Industrial Average’s ($DOWI) 7.5% return during the same time frame.
In the longer term, WELL has surged 34.7% over the past 52 weeks, significantly outpacing DOWI's 11.3% uptick over the same time period. Moreover, on a YTD basis, shares of WELL are up 33.1%, compared to DOWI’s 7.2% rise.
To confirm its bullish trend, WELL has been trading above its 200-day moving average since last year and has remained above its 50-day moving average since late April, with minor fluctuations.
On Jul. 28, Welltower delivered better-than-expected Q2 2025 results, prompting its shares to surge 4.9% in the following trading session. Due to higher resident fees and services and a rise in rental income, its overall revenue improved 39.6% year-over-year to $2.5 billion, exceeding consensus estimates by 2%. Moreover, its normalised FFO came in at $1.28, up 21.9% from the year-ago quarter and 4.9% above the Wall Street estimates.
In addition, WELL stock has also outperformed its rival, Ventas, Inc. (VTR), which gained 8.3% over the past 52 weeks and 15% on a YTD basis.
Given WELL’s outperformance, analysts remain highly optimistic about its prospects. The stock has a consensus rating of "Strong Buy” from the 19 analysts covering it, and the mean price target of $181.35 suggests an 8.2% premium to its current price levels.
On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.