Welltower (NYSE:WELL) Announces Earnings Results

Welltower (NYSE:WELL) posted its earnings results on Monday. The real estate investment trust reported $1.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.64 by $0.03, Zacks reports. Welltower had a net margin of 12.15% and a return on equity of 3.56%. The firm had revenue of $3.72 billion during the quarter, compared to analyst estimates of $3.64 billion. During the same period in the previous year, the business posted $1.34 EPS. Welltower’s revenue was up 38.4% on a year-over-year basis.

Welltower Trading Up 1.2%

Shares of WELL stock opened at $240.11 on Tuesday. The stock has a 50-day simple moving average of $233.87 and a 200 day simple moving average of $217.08. The stock has a market capitalization of $173.06 billion, a P/E ratio of 40.50, a P/E/G ratio of 1.15 and a beta of 0.75. Welltower has a fifty-two week low of $174.91 and a fifty-two week high of $255.20. The company has a quick ratio of 3.16, a current ratio of 3.16 and a debt-to-equity ratio of 0.37.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on WELL shares. Deutsche Bank Aktiengesellschaft increased their price objective on Welltower from $215.00 to $265.00 and gave the stock a “buy” rating in a report on Wednesday, July 1st. Wells Fargo & Company lifted their target price on Welltower from $266.00 to $268.00 and gave the company an “overweight” rating in a research note on Monday, October 19th. BMO Capital Markets lifted their target price on Welltower from $245.00 to $265.00 and gave the company an “outperform” rating in a research note on Monday, August 3rd. Scotiabank boosted their price target on Welltower from $244.00 to $251.00 and gave the stock an “outperform” rating in a research report on Wednesday, September 2nd. Finally, Evercore reissued an “outperform” rating and issued a $256.00 price target (down from $260.00) on shares of Welltower in a research note on Monday, September 21st. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Welltower has a consensus rating of “Moderate Buy” and an average price target of $255.86.

Insider Buying and Selling

In other Welltower news, Director Andrew Gundlach purchased 5,000 shares of the company’s stock in a transaction on Wednesday, August 26th. The shares were purchased at an average cost of $242.06 per share, for a total transaction of $1,210,300.00. Following the completion of the transaction, the director owned 30,000 shares in the company, valued at $7,261,800. The trade was a 20.00% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Purchased indirectly through two trusts. The transaction was executed in multiple trades at prices ranging from $241.59 to $242.59. The reported $242.06 price is the weighted-average purchase price. Company insiders own 0.37% of the company’s stock.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: FFO and revenue exceeded expectations: Third-quarter normalized FFO was $1.67 per diluted share, above the $1.64 consensus estimate and up 24.6% from $1.34 a year earlier. Revenue increased 38.4% year over year. Welltower Surpasses Q3 FFO and Revenue Estimates
• Positive Sentiment: Senior-housing fundamentals remained very strong: Portfolio same-store net operating income grew 15.8%, led by 21.0% growth in the Seniors Housing Operating portfolio. Organic same-store revenue rose 9.1%, supported by a 320-basis-point occupancy increase and 5.3% growth in revenue per occupied room. Welltower Reports Third Quarter 2026 Results
• Positive Sentiment: Management raised its outlook: Welltower increased its 2026 guidance, citing continued growth in its Seniors Housing Operating platform and benefits from investments. The improved outlook reinforces expectations for further FFO growth. Welltower Raises Outlook as Senior Housing Growth Lifts FFO
• Positive Sentiment: Expansion accelerated: Welltower reported $2.7 billion of senior-housing acquisitions during the quarter and $21.0 billion of pro rata gross investments completed or under contract year to date, increasing exposure to its highest-growth business. Welltower Reports $2.7 Billion in Senior Housing Acquisitions
• Neutral Sentiment: Reported net income attributable to common stockholders was $0.54 per diluted share, and one report characterized quarterly income as below consensus even though normalized FFO surpassed estimates. With shares trading near their 12-month high and at an elevated earnings multiple, valuation may limit additional upside.

About Welltower

Welltower Inc (NYSE: WELL) is a healthcare-focused real estate investment trust that owns, develops, and manages properties used to provide healthcare and related services. Its portfolio is centered on senior housing communities, outpatient medical facilities, and post-acute care properties, including assets operated by healthcare providers and senior living companies.

The company’s senior housing investments support independent living, assisted living, and memory care services. Its outpatient medical properties accommodate physicians, clinics, and other healthcare providers, while its broader healthcare real estate portfolio is designed to serve demand for care delivered outside traditional hospitals.