Welltower (NYSE:WELL) Releases Earnings Results, Beats Estimates By $0.03 EPS

Welltower (NYSE:WELL) issued its quarterly earnings results on Monday. The real estate investment trust reported $1.67 earnings per share for the quarter, beating analysts’ consensus estimates of $1.64 by $0.03, Briefing.com reports. The business had revenue of $3.72 billion during the quarter, compared to analyst estimates of $3.64 billion. Welltower had a net margin of 12.15% and a return on equity of 3.56%. Welltower’s revenue for the quarter was up 38.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.34 earnings per share.

Welltower Price Performance

Shares of Welltower stock traded down $12.99 on Tuesday, reaching $227.62. 1,662,429 shares of the stock were exchanged, compared to its average volume of 3,083,495. The firm’s 50 day moving average is $233.87 and its 200-day moving average is $217.08. Welltower has a one year low of $174.91 and a one year high of $255.20. The company has a debt-to-equity ratio of 0.37, a quick ratio of 3.16 and a current ratio of 3.16. The firm has a market cap of $164.05 billion, a PE ratio of 104.51, a P/E/G ratio of 1.15 and a beta of 0.75.

Welltower Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Tuesday, November 10th will be issued a dividend of $0.85 per share. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Tuesday, November 10th. Welltower’s dividend payout ratio is 155.96%.

Key Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported third-quarter normalized FFO of $1.67 per share, up 24.6% year over year and ahead of the $1.64 consensus estimate. Revenue rose 38.4% to $3.72 billion, also exceeding expectations. Welltower Surpasses Q3 FFO and Revenue Estimates
• Positive Sentiment: Operational momentum was particularly strong in senior housing: total portfolio same-store net operating income grew 15.8%, while the Seniors Housing Operating portfolio’s same-store NOI increased 21%. Occupancy improved by 320 basis points and revenue per occupied room rose 5.3%. Welltower Reports Third Quarter 2026 Results
• Positive Sentiment: Management raised its 2026 outlook, supported by growth in its senior-housing operating platform and investments. Welltower also reported $2.7 billion of senior-housing acquisitions during the quarter and $21.0 billion of investments completed or under contract year to date. Welltower Raises Outlook as Senior Housing Growth Lifts FFO
• Positive Sentiment: The board declared a quarterly dividend of $0.85 per share, payable November 19 to shareholders of record November 10, maintaining a $3.40 annualized payout. Welltower Declares Quarterly Cash Dividend
• Neutral Sentiment: Investing.com cited a $260.55 price target, suggesting analysts see additional potential relative to recent trading levels, although the target itself does not change Welltower’s fundamentals. Investing.com Cites Welltower Price Target
• Negative Sentiment: Reported GAAP earnings were $0.54 per diluted share, below the $1.64 consensus estimate. However, the shortfall appears less concerning to REIT investors because normalized FFO—the sector’s key performance measure—beat expectations and improved substantially year over year. Welltower Third-Quarter Earnings Report

Analysts Set New Price Targets

Several equities research analysts recently commented on WELL shares. Jefferies Financial Group raised shares of Welltower to a “strong-buy” rating in a research report on Friday, September 25th. KeyCorp lifted their price target on shares of Welltower from $240.00 to $275.00 and gave the company an “overweight” rating in a research note on Tuesday, August 4th. Weiss Ratings upgraded shares of Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday, October 8th. Wells Fargo & Company boosted their price objective on shares of Welltower from $266.00 to $268.00 and gave the stock an “overweight” rating in a research note on Monday, October 19th. Finally, Citigroup upped their price target on shares of Welltower from $255.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, July 31st. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $255.76.

Insider Buying and Selling at Welltower

In other news, Director Andrew Gundlach purchased 5,000 shares of the business’s stock in a transaction dated Wednesday, August 26th. The stock was bought at an average price of $242.06 per share, with a total value of $1,210,300.00. Following the acquisition, 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 acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink. 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.

About Welltower

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.