Welltower (NYSE:WELL) Issues Quarterly Earnings Results

Welltower (NYSE:WELL) announced its quarterly earnings results on Monday. The real estate investment trust reported $0.54 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.64 by ($1.10), Zacks reports. Welltower had a return on equity of 3.56% and a net margin of 12.15%. The firm had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.64 billion. During the same quarter in the previous year, the company posted $1.34 EPS. The firm’s revenue was up 38.4% on a year-over-year basis.

Welltower Price Performance

WELL opened at $240.11 on Tuesday. The firm has a market cap of $173.06 billion, a P/E ratio of 110.14, a PEG ratio of 1.15 and a beta of 0.75. The firm has a 50-day moving average of $233.87 and a 200 day moving average of $217.08. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. Welltower has a fifty-two week low of $174.91 and a fifty-two week high of $255.20.

Welltower Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Tuesday, November 10th will be issued a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Tuesday, November 10th. Welltower’s payout ratio is 155.96%.

Wall Street Analysts Forecast Growth

WELL has been the topic of several research reports. JPMorgan Chase & Co. upgraded shares of Welltower from a “neutral” rating to an “overweight” rating and upped their price objective for the stock from $230.00 to $260.00 in a report on Thursday, September 24th. Robert W. Baird raised their price objective on shares of Welltower from $226.00 to $233.00 and gave the company a “neutral” rating in a research note on Wednesday, August 12th. Barclays reduced their price objective on shares of Welltower from $259.00 to $246.00 and set an “equal weight” rating for the company in a report on Tuesday, October 13th. KeyCorp boosted their target price on shares of Welltower from $240.00 to $275.00 and gave the stock an “overweight” rating in a research report on Tuesday, August 4th. Finally, Scotiabank upped their target price on shares of Welltower from $244.00 to $251.00 and gave the stock an “outperform” rating in a report on Wednesday, September 2nd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $255.86.

Insider Transactions at Welltower

In related news, Director Andrew Gundlach acquired 5,000 shares of the stock in a transaction on Wednesday, August 26th. The shares were acquired at an average price of $242.06 per share, with a total value of $1,210,300.00. Following the completion of the transaction, the director owned 30,000 shares in the company, valued at approximately $7,261,800. The trade was a 20.00% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. Company insiders own 0.37% of the company’s stock.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Normalized funds from operations (FFO) rose 24.6% year over year to $1.67 per diluted share, exceeding the $1.64 analyst consensus. Revenue also reached $3.72 billion, above the $3.64 billion estimate and up 38.4% from the prior year. Welltower Surpasses Q3 FFO and Revenue Estimates
• Positive Sentiment: Operating trends were particularly strong in Seniors Housing Operating (SHO), where same-store net operating income increased 21.0%. Occupancy improved by 320 basis points, while revenue per occupied room rose 5.3%, supporting organic growth and the company’s raised outlook. Welltower Reports Third Quarter 2026 Results
• Positive Sentiment: Welltower raised its 2026 outlook, with management citing strong senior housing performance and investments in its SHOP portfolio. The company reported $21.0 billion of pro rata gross investments completed or under contract year to date, highlighting its aggressive expansion into the aging-population housing market. Welltower Raises Outlook as Senior Housing Growth Lifts FFO
• Positive Sentiment: The board declared a quarterly cash dividend of $0.85 per share, or $3.40 annualized, payable November 19 to shareholders of record November 10. The dividend provides a 1.4% indicated yield and reinforces Welltower’s shareholder-return profile. Welltower Declares Quarterly Cash Dividend
• Neutral Sentiment: Welltower reported $415 million of net income and $0.54 in diluted GAAP earnings per share. While FFO beat expectations, the large difference between GAAP earnings and FFO means investors are likely to focus primarily on operating cash flow and property-level performance. Welltower Q3 Income and Guidance Update
• Negative Sentiment: The scale of recent acquisitions—including $2.7 billion of senior housing purchases in the quarter—could increase execution, financing and integration risks, particularly while WELL trades near its 52-week high. Welltower Reports Senior Housing Acquisitions

Welltower Company Profile

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.