Corporation launches takeover of world’s biggest retiree housing investor
LOS ANGELES: A corporation is maneuvering to attempt to acquire the largest retirement village investment fund in the world.
On May 4, 2026, BMO Capital raised its price target on Welltower Inc. (NYSE:WELL) to $245 from $240 and maintained an Outperform rating as part of a broader real estate update following Q1 results, interest rate changes, and management discussions.
RBC Capital also raised its price target on Welltower Inc. (NYSE:WELL) to $238 from $230 with an Outperform rating after the company’s Q1 beat and guidance increase, noting continued strength in both organic and external growth.
On April 28, 2026, Welltower Inc. (NYSE:WELL) reported Q1 normalized FFO of $1.47 versus $1.45 consensus and revenue of $3.35B compared to $3.2B expected, with total portfolio year-over-year SSNOI growth of 16.4%, including 22.1% growth in Seniors Housing Operating. Welltower raised its FY26 normalized FFO outlook to $6.21 to $6.35 from $6.09 to $6.25, compared to $6.22 consensus, and expects average blended SSNOI growth of 12.25% to 16.00%, led by Seniors Housing Operating at approximately 16.5% to 21.5%.
Welltower Inc. (NYSE:WELL) invests in housing and wellness communities for seniors across the United States, the United Kingdom, and Canada.