Welltower (NYSE:WELL) Updates FY 2026 Earnings Guidance

Welltower (NYSE:WELL) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 6.090-6.25 for the period, compared to the consensus earnings per share estimate of 3.720. The company issued revenue guidance of -.

Welltower Trading Up 0.9%

Shares of WELL traded up $1.79 during trading on Thursday, reaching $209.67. 2,469,857 shares of the company traded hands, compared to its average volume of 3,092,566. The stock has a 50-day simple moving average of $189.28 and a 200-day simple moving average of $180.96. The stock has a market cap of $143.90 billion, a PE ratio of 149.91, a price-to-earnings-growth ratio of 1.39 and a beta of 0.85. Welltower has a twelve month low of $130.29 and a twelve month high of $212.62. The company has a quick ratio of 5.47, a current ratio of 5.47 and a debt-to-equity ratio of 0.43.

Welltower (NYSE:WELL) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share for the quarter, topping analysts’ consensus estimates of $1.44 by $0.01. The firm had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.56%. The firm’s quarterly revenue was up 41.3% on a year-over-year basis. During the same quarter last year, the company posted $1.13 EPS. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. On average, analysts anticipate that Welltower will post 4.88 earnings per share for the current year.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be paid a dividend of $0.74 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $2.96 annualized dividend and a yield of 1.4%. Welltower’s dividend payout ratio is presently 211.43%.

Analyst Ratings Changes

A number of analysts have issued reports on WELL shares. Loop Capital set a $196.00 price target on shares of Welltower in a research note on Wednesday, October 29th. Morgan Stanley upped their price objective on Welltower from $170.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. National Bank Financial set a $246.00 target price on Welltower in a research note on Friday, October 17th. UBS Group set a $240.00 price objective on Welltower in a research report on Thursday. Finally, Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a report on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $207.33.

Key Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q4 results: normalized FFO and revenue beat estimates and same‑store NOI improved materially; management highlighted portfolio performance and provided supporting materials. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Raised FY‑2026 guidance: Welltower set FFO per share guidance of $6.09–$6.25, a figure that management says is above prior street estimates — a major driver for an upward re‑rating. Welltower expects annual FFO above estimates
• Positive Sentiment: Analyst upgrades: Cantor Fitzgerald bumped its price target to $230 and moved to “overweight,” and other outlets report buy calls (Scotiabank cited). These upgrades support near‑term upside and help sentiment. Welltower price target raised at Cantor Fitzgerald Welltower receives a buy from Scotiabank
• Neutral Sentiment: Big portfolio activity: management closed ~$13.9B of pro rata gross investments in Q4 and completed ~$7.5B of dispositions/loan payoffs; also announced ~$5.7B of deals to start 2026 — a growth + rotation strategy that will change cash flow mix and requires execution. Welltower starts 2026 with $5.7B in deals
• Neutral Sentiment: Dividend declared: quarterly dividend of $0.74 (record Feb 25, payable Mar 10) — supports income investors though yield (~1.4%) is modest.
• Negative Sentiment: Asset sales & portfolio cleanup: management is divesting nursing‑home/Integra‑related assets (~$1.3B) and shedding former ProMedica holdings — potential near‑term execution and cash‑deployment noise and possible valuation questions for those assets. Welltower to divest Integra-related nursing home assets
• Negative Sentiment: Management caution on SHOP: CEO warned that expanding the Seniors Housing Operating (SHOP) platform “is harder than it looks,” flagging execution risk as Welltower increases exposure to operating assets. Welltower increases exposure to SHOP — CEO warns
• Neutral Sentiment: Conflicting headlines on EPS: some outlets highlighted an EPS miss while others emphasized FFO/revenue beats and guidance — investors should focus on FFO and same‑store NOI trends rather than headline GAAP EPS. Welltower earnings analysis

Institutional Investors Weigh In On Welltower

Large investors have recently modified their holdings of the stock. State Street Corp increased its holdings in shares of Welltower by 4.1% in the 3rd quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock valued at $7,348,979,000 after purchasing an additional 1,637,665 shares in the last quarter. Northern Trust Corp increased its holdings in Welltower by 3.2% in the third quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust’s stock valued at $1,622,155,000 after buying an additional 282,881 shares in the last quarter. Resolution Capital Ltd lifted its position in shares of Welltower by 3.6% during the 2nd quarter. Resolution Capital Ltd now owns 5,084,628 shares of the real estate investment trust’s stock valued at $781,660,000 after acquiring an additional 177,849 shares during the period. Amundi boosted its position in Welltower by 2.0% during the third quarter. Amundi now owns 4,146,455 shares of the real estate investment trust’s stock worth $722,064,000 after purchasing an additional 82,035 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its holdings in Welltower by 7.9% in the second quarter. Ameriprise Financial Inc. now owns 2,858,277 shares of the real estate investment trust’s stock valued at $434,569,000 after purchasing an additional 209,720 shares during the last quarter. Hedge funds and other institutional investors own 94.80% of the company’s stock.

Welltower Company Profile

Welltower Inc (NYSE: WELL) is a real estate investment trust (REIT) that acquires and manages real estate serving the health care industry. The company specializes in healthcare infrastructure, owning and operating a diversified portfolio of senior housing, post-acute and long-term care communities, and outpatient medical properties. Welltower’s assets are designed to support the delivery of health care services through a combination of leased properties, joint ventures, and other capital arrangements with health care operators and providers.

The company’s property types include assisted living, memory care, independent living and skilled nursing facilities, as well as medical office buildings and other outpatient-care real estate such as ambulatory surgery centers and specialty clinics.