Welltower (NYSE:WELL) Announces Earnings Results

Welltower (NYSE:WELL - Get Free Report) issued its quarterly earnings results on Tuesday. The real estate investment trust reported $1.02 EPS for the quarter, topping analysts' consensus estimates of $0.73 by $0.29, FiscalAI reports. The firm had revenue of $3.35 billion for the quarter, compared to analyst estimates of $3.09 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business's revenue for the quarter was up 38.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.20 EPS. Welltower updated its FY 2026 guidance to 6.210-6.350 EPS.

Welltower Trading Up 1.9%

NYSE:WELL opened at $214.06 on Wednesday. The firm has a market capitalization of $150.81 billion, a P/E ratio of 152.90, a P/E/G ratio of 1.10 and a beta of 0.83. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. The company has a fifty day moving average of $205.57 and a 200 day moving average of $195.41. Welltower has a 52 week low of $142.65 and a 52 week high of $216.43.

Welltower Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 21st. Investors of record on Wednesday, May 13th will be issued a dividend of $0.74 per share. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Wednesday, May 13th. Welltower's dividend payout ratio is currently 211.43%.

Hedge Funds Weigh In On Welltower

Hedge funds and other institutional investors have recently modified their holdings of the company. Cambient Family Office LLC bought a new stake in shares of Welltower in the fourth quarter worth about $215,000. Compound Planning Inc. raised its position in Welltower by 30.3% during the 4th quarter. Compound Planning Inc. now owns 9,132 shares of the real estate investment trust's stock valued at $1,695,000 after purchasing an additional 2,122 shares during the last quarter. Axxcess Wealth Management LLC purchased a new stake in Welltower in the 4th quarter worth approximately $211,000. Corient Private Wealth LLC lifted its holdings in Welltower by 27.3% in the 4th quarter. Corient Private Wealth LLC now owns 63,829 shares of the real estate investment trust's stock worth $11,847,000 after buying an additional 13,677 shares during the period. Finally, Mercer Global Advisors Inc. ADV grew its position in shares of Welltower by 2.9% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 128,993 shares of the real estate investment trust's stock worth $23,942,000 after buying an additional 3,595 shares during the last quarter. 94.80% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on WELL. Weiss Ratings lowered shares of Welltower from a "buy (b-)" rating to a "hold (c)" rating in a research report on Tuesday, February 17th. Cantor Fitzgerald raised their price objective on Welltower from $204.00 to $230.00 and gave the company an "overweight" rating in a report on Thursday, February 12th. Morgan Stanley boosted their target price on Welltower from $200.00 to $215.00 and gave the stock an "overweight" rating in a research report on Wednesday, February 18th. Wells Fargo & Company upped their target price on Welltower from $218.00 to $228.00 and gave the stock an "overweight" rating in a research note on Thursday, March 26th. Finally, Wall Street Zen cut shares of Welltower from a "hold" rating to a "sell" rating in a research report on Saturday, February 14th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $225.43.

More Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q1 results beat expectations — Reported normalized FFO of $1.47/sh (up 23% YoY) and revenue of $3.35B, outpacing consensus and showing 16.4% SSNOI growth (22.1% in Seniors Housing Operating). This is the primary driver of the stock lift. Press Release
• Positive Sentiment: Market reaction and coverage: outlets note shares trading higher after the Q1 beat and guidance update, signaling investor enthusiasm. Article
• Positive Sentiment: Balance sheet & liquidity improvements — $11.1B available liquidity, net debt/Adj. EBITDA ~2.73x, repaid $700M senior notes and reduced net debt-to-enterprise value, lowering financial risk. This underpins the equity rerating. PR Newswire
• Positive Sentiment: Active portfolio recycling and growth investments — ~$10.5B closed/under contract YTD including $3.3B closed in Q1, plus $2.8B dispositions and loan repayments, showing disciplined capital deployment. PR Newswire
• Neutral Sentiment: FY‑2026 guidance set to $6.210–6.350 EPS — roughly in line with consensus (6.24), so it supported the print but wasn’t a material upside surprise. Guidance Slide Deck
• Neutral Sentiment: Quarterly dividend announced — $0.74/share payable May 21; yield ~1.4%. Regular income element but the yield is modest for a REIT, so limited effect on valuation.
• Negative Sentiment: High valuation and limited margin for error — WELL trades near its 52‑week high with a P/E ~153; strong results are priced in, so future disappointment or a macro shock could pressure the stock. (Background market data: 50‑day MA ~$205.6; 200‑day MA ~$195.4.)

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.