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 (EPS) guidance of 6.090-6.25 for the period, compared to the consensus estimate of 3.720. The company issued revenue guidance of -.

Welltower Trading Up 1.8%

Shares of WELL stock traded up $3.59 during trading hours on Tuesday, reaching $200.84. The company’s stock had a trading volume of 3,301,413 shares, compared to its average volume of 3,029,634. The company has a current ratio of 5.47, a quick ratio of 5.47 and a debt-to-equity ratio of 0.43. Welltower has a one year low of $130.29 and a one year high of $209.05. The stock has a market capitalization of $137.84 billion, a P/E ratio of 138.51, a P/E/G ratio of 1.36 and a beta of 0.85. The firm’s fifty day simple moving average is $189.21 and its 200 day simple moving average is $180.49.

Welltower (NYSE:WELL) last announced its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $0.14 EPS for the quarter, missing analysts’ consensus estimates of $1.41 by ($1.27). The business had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a return on equity of 2.71% and a net margin of 9.69%.Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities research analysts expect that Welltower will post 4.88 EPS for the current year.

Analyst Upgrades and Downgrades

WELL has been the topic of a number of research reports. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research note on Friday, January 23rd. Loop Capital set a $196.00 price objective on Welltower in a research report on Wednesday, October 29th. Jefferies Financial Group reissued a “buy” rating and issued a $231.00 target price on shares of Welltower in a research report on Monday, December 15th. Weiss Ratings restated a “buy (b-)” rating on shares of Welltower in a research report on Monday, December 29th. Finally, JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $205.00 price target on shares of Welltower in a research note on Thursday, December 18th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $204.80.

More Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Company issued bullish FY‑2026 guidance (EPS range 6.090–6.25), well above consensus, signaling management expects materially stronger full‑year earnings and supporting higher valuation expectations. Welltower expects annual FFO above estimates
• Positive Sentiment: Normalized FFO beat: Q4 normalized FFO of $1.45/share topped estimates and was up ~28% year‑over‑year, showing cash‑flow strength that REIT investors focus on for dividends and valuation. Welltower (WELL) Tops Q4 FFO and Revenue Estimates
• Positive Sentiment: Operational momentum: revenue and same‑store NOI accelerated (SSNOI +15%, Seniors Housing Operating SSNOI +20.4%) driven by occupancy gains and higher RevPOR — a sign of improving pricing/power in senior housing. Welltower Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Active portfolio activity: the company disclosed large pro‑rata investment and disposition flows ($13.9B acquisitions including UK closings; $7.5B dispositions/loan payoffs), which reshapes the balance sheet and portfolio mix but will take time to fully impact earnings. Welltower Reports Fourth Quarter 2025 Results
• Negative Sentiment: Large GAAP EPS miss: reported GAAP EPS of $0.14 missed the consensus (~$1.41), reflecting non‑cash items, higher expenses or accounting adjustments that can confuse headline metrics and prompt investor concern despite stronger underlying FFO. Welltower earnings missed by $0.42, revenue topped estimates
• Negative Sentiment: Regulatory/transaction risk: an external investigation was reported into a large UK care‑home deal tied to takeover activity — potential regulatory or PR headwinds for UK operations or future M&A execution. Investigation launched into US firm’s £6bn deal

Institutional Investors Weigh In On Welltower

Institutional investors have recently modified their holdings of the business. State Street Corp raised its position in 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 worth $7,348,979,000 after buying an additional 1,637,665 shares during the last quarter. Alyeska Investment Group L.P. purchased a new stake in shares of Welltower during the 3rd quarter valued at about $98,214,000. AQR Capital Management LLC grew its stake in shares of Welltower by 95.5% in the third quarter. AQR Capital Management LLC now owns 853,470 shares of the real estate investment trust’s stock worth $151,073,000 after acquiring an additional 416,920 shares during the period. Two Sigma Investments LP purchased a new position in shares of Welltower during the third quarter valued at approximately $69,348,000. Finally, Credit Agricole S A bought a new position in Welltower during the third quarter valued at approximately $61,791,000. 94.80% of the stock is owned by hedge funds and other institutional investors.

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.