Welltower (NYSE:WELL) Issues Quarterly Earnings Results

Welltower (NYSE:WELL) released its quarterly earnings results on Tuesday. The real estate investment trust reported $1.45 earnings per share for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01, Briefing.com reports. Welltower had a net margin of 9.69% and a return on equity of 2.71%. The business had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. During the same period last year, the business earned $1.13 EPS. The company’s revenue was up 41.3% compared to the same quarter last year. Welltower updated its FY 2026 guidance to 6.090-6.25 EPS.

Welltower Price Performance

Shares of NYSE WELL opened at $200.84 on Wednesday. The company has a debt-to-equity ratio of 0.43, a current ratio of 5.47 and a quick ratio of 5.47. Welltower has a 1-year low of $130.29 and a 1-year high of $209.05. The company has a market capitalization of $137.84 billion, a price-to-earnings ratio of 138.51, a PEG ratio of 1.37 and a beta of 0.85. The business has a 50-day moving average of $189.16 and a 200-day moving average of $180.76.

Welltower Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s dividend payout ratio is 204.14%.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Company raised forward expectations and flagged stronger senior-housing demand — management said annual FFO is expected above Street estimates, citing robust demand in assisted living and senior housing, which supports growth visibility for 2026. Welltower expects annual FFO above estimates
• Positive Sentiment: Q4 results: revenue materially beat expectations ($3.18B vs ~$2.93B est.) and normalized FFO of $1.45/share slightly topped consensus; same-store NOI and seniors-housing operating metrics showed strong recovery (SSNOI +15%, SHO organic revenue +9.6%, occupancy gains). These operational improvements support rent/RevPOR leverage. Welltower Q4 Press Release
• Positive Sentiment: Management updated FY‑2026 guidance (EPS/FFO range materially above consensus), which investors are treating as a bullish signal for cash flow and valuation multiple expansion if realized. (See Reuters/PR filings above and below for detail.)
• Positive Sentiment: Dividend announced: quarterly distribution of $0.74/share (ex‑dividend Feb 25, payable Mar 10), implying a roughly 1.5% yield — supports income profile for REIT investors and signals confidence in near-term cash generation.
• Neutral Sentiment: Media coverage is mixed on the headline EPS impact — some outlets cite an EPS “miss” while others focus on FFO/revenue beats; investors should parse GAAP vs. normalized FFO metrics (normalized FFO beat modestly). Investing.com: earnings missed by $0.42 Zacks: Q4 key metrics vs estimates
• Neutral Sentiment: Corporate activity: heavy portfolio moves in Q4 — ~$13.9B of pro‑rata gross investments (including UK closings) and ~$7.5B of dispositions/payoffs — increases scale but changes portfolio mix and capital deployment profile. PR Newswire Q4 results
• Negative Sentiment: GAAP net income was low ($0.14 diluted EPS) and the company reported higher expenses in the quarter — these items weighed on some headlines and indicate near-term earnings volatility versus normalized FFO. MarketWatch: lower 4Q profit, higher expenses
• Negative Sentiment: Regulatory/transaction risk in the U.K.: an investigation was reported into a large U.K. care‑home deal that could complicate integration or approvals for recent acquisitions. This is a watch item for investors given Welltower’s recent UK activity. MSN: investigation into U.K. care-home deal

Institutional Investors Weigh In On Welltower

Hedge funds and other institutional investors have recently bought and sold shares of the business. Quarry LP bought a new stake in Welltower in the third quarter valued at $33,000. Wiser Advisor Group LLC bought a new position in shares of Welltower during the third quarter worth about $117,000. Turning Point Benefit Group Inc. acquired a new stake in shares of Welltower in the 3rd quarter worth about $128,000. Keebeck Wealth Management bought a new stake in Welltower in the 3rd quarter valued at about $207,000. Finally, Scotia Capital Inc. bought a new stake in Welltower in the 3rd quarter valued at about $219,000. 94.80% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

WELL has been the topic of several research analyst reports. UBS Group dropped their target price on shares of Welltower from $232.00 to $228.00 and set a “buy” rating on the stock in a research report on Thursday, January 8th. Jefferies Financial Group reiterated a “buy” rating and set a $231.00 price objective on shares of Welltower in a research note on Monday, December 15th. Wells Fargo & Company raised their target price on Welltower from $200.00 to $218.00 and gave the company an “overweight” rating in a research report on Tuesday, November 25th. JPMorgan Chase & Co. reiterated a “neutral” rating and set a $205.00 price target on shares of Welltower in a research report on Thursday, December 18th. Finally, Scotiabank increased their price objective on Welltower from $182.00 to $214.00 and gave the company a “sector outperform” rating in a research note on Thursday, November 13th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $204.80.

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.