Welltower (NYSE:WELL) Releases Earnings Results, Misses Estimates By $0.94 EPS

Welltower (NYSE:WELL) issued its quarterly earnings data on Monday. The real estate investment trust reported $0.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.55 by ($0.94), FiscalAI reports. The firm had revenue of $3.54 billion during the quarter, compared to analysts’ expectations of $3.40 billion. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm’s quarterly revenue was up 39.1% on a year-over-year basis. During the same period in the previous year, the firm earned $1.28 EPS. Welltower updated its FY 2026 guidance to 6.360-6.440 EPS.

Welltower Price Performance

Shares of WELL opened at $248.80 on Tuesday. The firm has a market capitalization of $175.63 billion, a PE ratio of 123.17, a price-to-earnings-growth ratio of 1.24 and a beta of 0.77. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31. Welltower has a 1-year low of $158.24 and a 1-year high of $252.94. The company’s fifty day moving average price is $222.48 and its 200-day moving average price is $209.46.

Welltower Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, August 20th. Stockholders of record on Wednesday, August 12th will be paid a dividend of $0.85 per share. The ex-dividend date is Wednesday, August 12th. This is an increase from Welltower’s previous quarterly dividend of $0.74. This represents a $3.40 annualized dividend and a dividend yield of 1.4%. Welltower’s payout ratio is presently 146.53%.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Wall Street Zen raised Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. Weiss Ratings cut Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Raymond James Financial initiated coverage on Welltower in a research note on Tuesday, June 16th. They set an “outperform” rating and a $226.00 target price on the stock. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $238.00 target price on shares of Welltower in a research report on Monday, June 15th. Finally, Deutsche Bank Aktiengesellschaft increased their price target on Welltower from $215.00 to $265.00 and gave the company a “buy” rating in a research note on Wednesday, July 1st. Thirteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $235.89.

More Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported normalized funds from operations of $1.60 per share, above the $1.55 analyst consensus and up 25% from $1.28 a year earlier. Revenue reached $3.54 billion, exceeding the $3.40 billion estimate and increasing 39.1% year over year. Welltower Reports Second Quarter 2026 Results
• Positive Sentiment: Operating trends were particularly strong: portfolio same-store net operating income grew 15.5%, while the Seniors Housing Operating portfolio’s same-store NOI increased 20.5%. Organic same-store revenue rose 9.2%, helped by higher occupancy and revenue per occupied room. Welltower Reports Second Quarter 2026 Results
• Positive Sentiment: The company raised 2026 EPS guidance to $6.36–$6.44, above the $6.32 consensus estimate, reinforcing expectations for continued earnings growth.
• Positive Sentiment: Welltower declared a quarterly dividend of $0.85 per share, a 14.9% increase from $0.74. The dividend is payable August 20 to shareholders of record August 12, signaling management confidence in cash-flow growth.
• Positive Sentiment: Welltower disclosed $15.5 billion of pro rata investments completed or under contract year to date, expanding its exposure to senior housing and other aging-population-related real estate.
• Negative Sentiment: Despite the operating momentum, one analysis argues that WELL is priced for exceptionally strong execution, citing an approximately 41-times forward AFFO valuation and implied cap rates below 3%. Any slowdown in AFFO growth or multiple compression could pressure the shares. Welltower Needs A Miracle To Justify This Price

Hedge Funds Weigh In On Welltower

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in WELL. State Street Corp grew its stake in Welltower by 4.1% during 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 during the last quarter. Bank of America Corp DE raised its stake in shares of Welltower by 5.3% in the fourth quarter. Bank of America Corp DE now owns 20,403,258 shares of the real estate investment trust’s stock worth $3,787,049,000 after purchasing an additional 1,024,668 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in shares of Welltower by 11.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 16,826,035 shares of the real estate investment trust’s stock worth $3,123,082,000 after purchasing an additional 1,734,922 shares during the period. Morgan Stanley lifted its holdings in shares of Welltower by 4.9% during the fourth quarter. Morgan Stanley now owns 10,067,111 shares of the real estate investment trust’s stock worth $1,868,557,000 after purchasing an additional 472,270 shares during the period. Finally, Northern Trust Corp lifted its holdings in shares of Welltower by 3.2% during the third quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust’s stock worth $1,622,155,000 after purchasing an additional 282,881 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

About Welltower

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.