Core Insights - Welltower's shares have increased by 19.3% over the past three months, significantly outperforming the industry average of 3.5% [2] - The company is benefiting from rising healthcare spending and an aging population, which positively impacts its seniors housing operating (SHO) portfolio [2][6] - Welltower's third-quarter 2025 normalized funds from operations (FFO) per share reached $1.34, exceeding the Zacks Consensus Estimate of $1.30, and reflecting a year-over-year improvement of 20.7% [3] Financial Performance - The total portfolio same-store net operating income (SSNOI) has surged year over year, driven by growth in the SHO portfolio, marking the 12th consecutive quarter of over 20% SSNOI growth [3][6] - Welltower has increased its guidance for 2025 normalized FFO per share, with the Zacks Consensus Estimate revised to $5.17 [4] Strategic Initiatives - The company has executed pro-rata acquisitions totaling $2.52 billion for 95 SHO properties from the beginning of the year through October 27, 2025 [7][8] - Recent acquisitions include a £5.2 billion portfolio of seniors housing real estate in the U.K. and a £1.2 billion acquisition of equity ownership in another U.K. portfolio [9] Market Position and Liquidity - Welltower maintains a healthy balance sheet with $11.9 billion in available liquidity, including $6.9 billion in cash and a fully utilized $5 billion line of credit [10] - The net debt to adjusted EBITDA ratio stands at 2.36X, with debt maturities well-laddered and a weighted average maturity of 5.7 years, enhancing financial flexibility [10]

Core Viewpoint - Welltower Inc. is highlighted as a strong investment opportunity due to its robust financial performance and strategic focus on senior housing, with analysts maintaining positive ratings and price targets [1][4]. Financial Performance - The company reported solid third-quarter results, showing growth in normalized funds from operations per share, which led to an increase in guidance above consensus estimates [2]. - Welltower's concentration of senior housing has increased to 72% of in-place net operating income, up from 59%, indicating a strategic shift towards this segment [3]. Strategic Initiatives - The company is transitioning away from medical office buildings and focusing more on senior housing, which is expected to drive future growth [2][3]. - Analysts expect Welltower's substantial transactional activity, alongside its focus on senior housing, to position the company favorably for future performance [3]. Analyst Ratings - BMO Capital Markets analyst Juan Sanabria reiterated a Buy rating with a price target of $200, reflecting confidence in the company's strategic direction and financial results [1]. - Morgan Stanley analyst Ronald Kamdem also maintained a Buy rating with a price target of $170, citing expectations of strong performance in the senior housing segment and significant investment activities totaling $23 billion [4].

Group 1: Dell Technologies Inc. - Analysts expect Dell to report quarterly earnings of $2.47 per share, an increase from $2.15 per share in the same period last year [1] - Projected quarterly revenue for Dell is $27.26 billion, compared to $24.37 billion a year earlier [1] - Dell shares fell 1.4% to close at $152.41 on Wednesday [6] Group 2: Microsoft Corporation - Microsoft reported first-quarter revenue of $77.7 billion, up 18% year-over-year, exceeding the Street consensus estimate of $75.3 billion [2] - The company reported quarterly earnings per share of $4.13, beating the Street's estimate of $3.67 [2] - Microsoft shares dipped 1.4% to close at $507.16 during the session [6] Group 3: Welltower Inc. - Welltower reported quarterly earnings of $1.34 per share, surpassing the analyst consensus estimate of $1.30 per share [3] - The company reported quarterly sales of $2.686 billion, exceeding the analyst consensus estimate of $2.586 billion [3] - Welltower shares gained 1.1% to close at $186.35 on Wednesday [6] Group 4: iShares US Consumer Discretionary ETF - iShares US Consumer Discretionary ETF was named as a final trade by the chief investment officer of NB Private Wealth [4] - The ETF rose 0.6% during the session [6]

Group 1: Tesla, Inc. (TSLA) - Tesla's shares have outperformed the Zacks Automotive - Domestic industry over the past year, with a gain of 53.9% compared to 46.4% for the industry [3] - The company set a new delivery record in Q3, largely driven by buyers taking advantage of the expiring $7,500 EV tax credit, but Q4 deliveries are expected to decline due to the withdrawal of incentives and increased competition from Chinese EV manufacturers [3][4] - The Energy Generation & Storage unit is performing well, and the Supercharger network continues to expand, although automotive margins are under pressure [4] - Tesla's robotaxi service has expanded to California, Nevada, and Arizona, and the company's focus on AI, autonomous driving, and robotics is promising, but these initiatives may take years to produce significant results [5] Group 2: BlackRock, Inc. (BLK) - BlackRock's shares have outperformed the Zacks Financial - Investment Management industry over the past year, with a gain of 5% compared to a decline of 10.3% for the industry [6] - The company's Q3 2025 results benefited from higher revenues, supported by strategic acquisitions like ElmTree Funds, which aim to enhance its presence in alternative and private equity assets [6][7] - Projected revenue and assets under management (AUM) growth is expected to witness a CAGR of 14% and 14.8%, respectively, by 2027, with a strong focus on the active equity business [7] - However, elevated expenses are projected to rise by 26.4% this year, and reliance on overseas revenues exposes the company to geopolitical risks [7] Group 3: Welltower (WELL) - Welltower's shares have outperformed the Zacks REIT and Equity Trust - Other industry over the past year, with a gain of 40.5% compared to 0.3% for the industry [8] - The company has a well-diversified portfolio of healthcare real estate assets across the U.S., Canada, and the U.K., positioning it well to meet the demand from an aging population and rising healthcare expenditures [8][9] - Q3 2025 results showed a year-over-year increase in total portfolio same-store net operating income (SSNOI), with the outpatient medical segment expected to benefit from favorable trends in outpatient visits [9] - Strategic restructuring initiatives have improved cash flows, but competition in the senior housing market and a substantial debt burden raise concerns [10]

Market Overview - CNBC will host a special report on the state of the retail investor at 3:00 PM Eastern [1] - The report will feature guests from Schwab, Dynasty Financial, and I Capital [1] Investment Opportunities - Dell Computer's gains are expected to be reflected in Super Micro's earnings, with anticipated revenue and earnings growth of 12% to 15% [2] - Microsoft is seen as a buying opportunity due to a 10% slide from its 52-week high [2] - Senior Healthcare Reed Scott is performing well, with expectations for Well Tower to move above $200 [3] - Despite previous concerns, the firm is becoming more constructive on consumer discretionary and plans to add to positions during weakness [3]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns. However, identifying such stocks can be challenging due to inherent volatility and risks associated with growth stocks [1]. Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics. Welltower (WELL) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2]. - Research indicates that stocks with strong growth features consistently outperform the market, especially those with a Growth Score of A or B and a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [3]. Group 2: Earnings Growth - Earnings growth is a critical factor for investors, with double-digit growth being particularly desirable as it signals strong future prospects and potential stock price increases [4]. - Welltower's historical EPS growth rate stands at 8.3%, but projected EPS growth for the current year is significantly higher at 19.1%, far exceeding the industry average of 1.3% [5]. Group 3: Asset Utilization and Sales Growth - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important metric for growth investing. Welltower's S/TA ratio is 0.18, indicating it generates $0.18 in sales for every dollar in assets, outperforming the industry average of 0.13 [6]. - Welltower is also well-positioned for sales growth, with expected sales growth of 28.6% this year compared to the industry average of 0.4% [7]. Group 4: Earnings Estimate Revisions - Trends in earnings estimate revisions are crucial for validating a stock's performance potential. A positive trend in revisions correlates strongly with near-term stock price movements [8]. - Welltower's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 2.5% over the past month [9]. Group 5: Overall Positioning - Welltower has achieved a Zacks Rank of 2 due to favorable earnings estimate revisions and has earned a Growth Score of B based on several key factors discussed. This combination positions Welltower for potential outperformance, making it an attractive option for growth investors [11].

Core Insights - The real estate sector is currently underperforming compared to the broader market, making it difficult to identify thriving Real Estate Investment Trusts (REITs) [1] - Welltower (WELL) is highlighted as a successful REIT amidst the challenging market conditions [1] Company Analysis - Welltower is positioned as a strong investment opportunity within the REIT sector, particularly for those seeking dividend growth and long-term investment potential [1] - The company is part of a diversified investment strategy that includes classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds, which can enhance investment income while achieving total returns comparable to traditional index funds [1]

Core Viewpoint - The real estate sector is currently underperforming compared to the broader market, making it difficult to identify thriving Real Estate Investment Trusts (REITs) [1]. Group 1: Company Analysis - Welltower (WELL) is highlighted as a REIT that is managing to thrive despite the challenges faced by the real estate sector [1]. - The company is positioned as a potential investment opportunity for those seeking high-quality dividend stocks and long-term growth [1]. Group 2: Investment Strategy - A hybrid investment strategy combining classic dividend growth stocks, Business Development Companies, REITs, and Closed End Funds is suggested as an effective way to enhance investment income while achieving total returns comparable to traditional index funds [1]. - This approach aims to balance growth and income, allowing investors to capture total returns on par with the S&P 500 [1].

Core Insights - WELL Health Technologies Corp. has announced that its majority-owned subsidiary WELLSTAR Technologies Corp. has entered into agreements to complete a Series B funding round [1] Company Overview - WELL Health Technologies Corp. is a digital healthcare company focused on improving health outcomes by leveraging technology to empower healthcare practitioners and their patients globally [1]

Core Insights - Seven real estate stocks to watch include American Tower, Opendoor Technologies, Alexandria Real Estate Equities, Welltower, Blackstone, VICI Properties, and AGNC Investment, noted for their high trading volume recently [2] Company Summaries - **American Tower (AMT)**: A leading global REIT with over 224,000 communications sites and a significant presence in U.S. data center facilities [3] - **Opendoor Technologies (OPEN)**: Operates a digital platform for residential real estate transactions, offering services for homeowners to sell directly or list their homes [3] - **Alexandria Real Estate Equities (ARE)**: A life science REIT focused on collaborative life science and advanced technology campuses in key innovation areas [4] - **Welltower (WELL)**: A REIT transforming healthcare infrastructure by investing in seniors housing and health systems to enhance care delivery models [5] - **Blackstone (BX)**: An alternative asset management firm specializing in real estate and private equity, also providing capital markets services [6] - **VICI Properties (VICI)**: An experiential REIT with a portfolio of major gaming and hospitality destinations, including iconic Las Vegas properties [7] - **AGNC Investment (AGNC)**: A REIT investing in agency residential mortgage-backed securities, focusing on government-backed securities [7]