Welltower Stock: Q1 Earnings Reinforce Strength And Expansion Efforts

Cain Lee
5.59K Followers
(13min)

Summary

  • Welltower stock continues to trade near all-time highs, driven by strong Q1 earnings and raised guidance for fiscal year 2025.
  • WELL's diverse portfolio, particularly in Senior Housing Operating, has shown significant growth, with a total return of 61% over the last twelve months.
  • Despite strong fundamentals, WELL's premium valuation and market uncertainties, such as high interest rates and trade wars, warrant a cautious hold rating.
  • Welltower's dividend is well-supported by earnings, suggesting potential for future increases, rewarding patient long-term investors.

Cheerful female nurse holding hand of senior woman sitting at retirement home

Maskot

Overview

As interest rates remain high, I've continued to accumulate shares in some of my core REIT positions that have seen their valuations remain suppressed. However, not all REITs have been held down by higher interest rates. Welltower (

This article was written by

5.59K Followers
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, and Closed End Funds can be a highly efficient way to boost your investment income while still capturing a total return that follows traditional index funds. I create a hybrid system between growth and income and manage to still capture a total return that is on par with the S&P.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of WELL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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