OH OHI Omega Healthcare Investors 로딩 중... : 애널리스트의 강세 및 약세 의견

Welltower has sold $11 billion of dispositions since the beginning of 2025, which was 'meaningfully dilutive' to 2026 earnings per share, but 'meaningfully extended our growth curve in outer years'. — This highlights Welltower's strategic, but earnings-dilutive, portfolio transformation. The market, focused on near-term EPS, may underestimate the long-term value creation from this rotation.