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Welltower shares see target hike as analyst adjusts for convertible debt impact

EditorAhmed Abdulazez Abdulkadir
Published 09/30/2024, 09:15 AM
WELL
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Monday, Mizuho Securities updated its outlook on Welltower Inc. (NYSE: NYSE:WELL), a real estate investment trust, raising the price target to $136 from the previous $125 while maintaining an Outperform rating on the stock. The adjustment reflects a new valuation based on updated funds from operations (FFO) estimates and accounting changes.

The firm's revised FFO estimates for Welltower are now set at $4.17 for 2024 and $4.75 for 2025. These estimates show a slight decrease from the previous figures of $4.19 for 2024 and $4.81 for 2025. The change in forecast is primarily attributed to two factors: an increase in the number of shares due to the issuance of convertible debt and a reduction in the capitalized interest rate.

In setting the new price target, Mizuho applied a 28x multiple on its 2026 adjusted funds from operations (AFFO) estimate. The updated target suggests a positive outlook for Welltower's financial performance in the coming years.

Welltower's stock price is expected to be influenced by this revised price target and the maintained Outperform rating. Investors and market watchers will be monitoring the company's performance to see if it aligns with Mizuho's projections.

The target increase for Welltower by Mizuho comes at a time when real estate investment trusts are closely watched for their stability and yield in a dynamic market environment. The new price target indicates a level of confidence in the company's future financial health and growth prospects.

In other recent news, Welltower Inc. has seen several positive developments. The real estate investment trust has reported a 17% increase in normalized funds from operations (FFO) per share in the second quarter of 2024, primarily driven by its Senior Housing portfolio. Furthermore, Welltower has been active on the acquisition front, investing approximately $5 billion year-to-date, primarily in the Senior Housing sector in the US and UK.

Scotiabank, Deutsche Bank, Morgan Stanley, and RBC Capital have all responded positively to these developments, revising their price targets for Welltower upwards. Scotiabank, in particular, highlighted the strengths of the Senior Housing Operating (SHO) segment, which represents 54% of Welltower's net operating income (NOI).

In conjunction with these encouraging results, Welltower's management has revised its forecast for FFO per share to $4.13 to $4.21, up from the prior estimate of $4.05 to $4.17. The company also raised its same-store NOI growth outlook for its Senior Housing Operating Portfolio (SHOP) to a range of 19.0% to 23.0%.

In addition to Welltower's recent performance, Freddie Mac announced the appointment of Diana Reid as its new CEO. Reid, who serves on the board of Welltower, brings extensive experience from her previous roles at PNC Financial Services Group (NYSE:PNC) and Credit Suisse First Boston. Her focus will be on ensuring liquidity, stability, and affordability in housing across the United States.

InvestingPro Insights

Welltower's recent performance and financial metrics align well with Mizuho's optimistic outlook. According to InvestingPro data, the company's revenue growth stands at 17.51% over the last twelve months, with a quarterly growth of 14.06% in Q2 2024. This robust growth trajectory supports Mizuho's positive stance on the stock.

InvestingPro Tips highlight that Welltower is expected to see net income growth this year, which corroborates Mizuho's increased price target. The company's strong return over the last three months, with a price total return of 22.71%, and its trading near its 52-week high (96.87% of the high) further reinforce the bullish sentiment.

It's worth noting that Welltower has maintained dividend payments for 49 consecutive years, showcasing its stability as a REIT. This consistency aligns with the company's appeal to investors seeking both growth and income.

For readers interested in a deeper analysis, InvestingPro offers 16 additional tips for Welltower, providing a comprehensive view of the company's financial health and market position.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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