Welltower's Senior Housing Portfolio Should Help Deliver FFO Growth in 2027, 2028, RBC Says

MT Newswires Live11-11

Welltower's (WELL) senior housing operating portfolio, or SHOP, should help deliver at least mid-teens funds from operations growth in 2027 and 2028, RBC Capital Markets said in a Monday research note.

RBC raised its FFO estimates to $6.50 per share in 2026, $7.54 per share in 2027, and $8.62 per share in 2028, driven by the company's expectation to complete about $21 billion of investments in 2026 compared with RBC's prior estimate of $17.5 billion.

Additionally, SHOP is slated to deliver organic growth of 18% in 2027 and 15.8% in 2028, up 20 basis points and 10 basis points, respectively, RBC said, adding that its estimates imply core earnings will increase 16% in 2027 and 14.3% in 2028.

SHOP's growth profile is slated to slowly transition from being occupancy driven to pricing power driven, with Welltower noting that it is getting more pricing power not only from spare capacity, but also from its luxury product and value proposition, according to the note.

RBC raised the company's price target to $266 from $260 and maintained its outperform rating.

Price: 247.79, Change: +1.29, Percent Change: +0.52

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