Welltower Inc. (NYSE:WELL) Plans $0.74 Quarterly Dividend

Welltower Inc. (NYSE:WELL) declared a quarterly dividend on Tuesday, February 10th. Shareholders of record on Wednesday, February 25th will be paid a dividend of 0.74 per share by the real estate investment trust on Tuesday, March 10th. This represents a c) dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, February 25th.

Welltower has decreased its dividend by an average of 0.1%annually over the last three years and has raised its dividend annually for the last 2 consecutive years. Welltower has a payout ratio of 126.5% meaning the company cannot currently cover its dividend with earnings alone and is relying on its balance sheet to cover its dividend payments. Equities research analysts expect Welltower to earn $5.39 per share next year, which means the company should continue to be able to cover its $2.96 annual dividend with an expected future payout ratio of 54.9%.

Welltower Price Performance

WELL traded up $7.74 on Wednesday, reaching $208.58. The company had a trading volume of 3,233,111 shares, compared to its average volume of 3,028,203. Welltower has a one year low of $130.29 and a one year high of $212.62. The company has a market capitalization of $143.16 billion, a P/E ratio of 143.92, a PEG ratio of 1.37 and a beta of 0.85. The company has a fifty day moving average of $189.16 and a 200-day moving average of $180.76. 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 (NYSE:WELL) last posted its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 9.69% and a return on equity of 2.71%. The business had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. During the same period last year, the firm posted $1.13 earnings per share. The business’s revenue was up 41.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. As a group, equities research analysts anticipate that Welltower will post 4.88 earnings per share for the current year.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q4 operating results beat on key metrics — normalized FFO of $1.45 beat consensus, revenue of $3.18B topped estimates, and total portfolio same-store NOI rose ~15% (Seniors Housing Operating SSNOI +20.4% with occupancy and RevPOR gains). Welltower’s Q4 FFO & Revenues Beat Estimates, Same Store NOI Rises
• Positive Sentiment: Company raised FY‑2026 outlook sharply — updated EPS guidance to $6.09–$6.25 (well above Street consensus), citing stronger demand in assisted-living and senior housing; this guidance lift is a major driver of investor optimism. Welltower expects annual FFO above estimates on stronger senior-housing demand
• Positive Sentiment: Dividend declared — quarterly dividend of $0.74 per share (ex‑dividend Feb. 25; payable Mar. 10), supporting the income profile for REIT investors. (Company disclosure)
• Positive Sentiment: Active portfolio repositioning — Q4 included ~$13.9B of pro rata gross investments (including UK closes) and ~$7.5B of dispositions/loan payoffs, showing capital deployment and balance-sheet management that support growth and yield objectives. Welltower Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Investigation reported into a UK care‑homes deal — media coverage flagged an investigation related to a large UK care‑home transaction; it’s unclear how this will affect Welltower’s recently closed UK activity, so impact remains uncertain. Investigation launched into US firm’s £6bn deal to take over dozens of North East care homes
• Negative Sentiment: GAAP earnings and expense pressure — some outlets highlighted a GAAP EPS miss and higher operating expenses (reported net income per share was low relative to FFO), which tempers the positive FFO story and contributed to mixed analyst reactions. Welltower earnings missed by $0.42, revenue topped estimates

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.