Welltower (NYSE:WELL) Releases FY 2026 Earnings Guidance

Key Points

• FY2026 EPS guidance: Welltower set guidance of 6.210–6.350 EPS, roughly in line with the sell‑side consensus of 6.24, and did not provide revenue guidance.
• Quarterly beat: The company reported $1.02 EPS vs. $0.73 expected and revenue of $3.35B vs. $3.09B expected, and shares climbed to $214.06 intraday.
• Dividends and analyst sentiment: Welltower pays a quarterly dividend of $0.74 ($2.96 annualized, 1.4% yield) with a payout ratio of 211%, while analysts have raised targets to a consensus of $225.43 and rate the stock largely as Buy/Moderate Buy.

Welltower (NYSE:WELL - Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 6.210-6.350 for the period, compared to the consensus estimate of 6.240. The company issued revenue guidance of -.

Welltower Price Performance

Shares of Welltower stock traded up $4.06 during mid-day trading on Tuesday, reaching $214.06. 2,974,538 shares of the stock were exchanged, compared to its average volume of 3,081,028. The company has a market cap of $150.81 billion, a price-to-earnings ratio of 152.90, a price-to-earnings-growth ratio of 1.43 and a beta of 0.83. The company has a current ratio of 3.46, a quick ratio of 3.46 and a debt-to-equity ratio of 0.45. The firm has a 50-day simple moving average of $205.60 and a 200 day simple moving average of $195.07. Welltower has a fifty-two week low of $142.65 and a fifty-two week high of $216.43.

Welltower (NYSE:WELL - Get Free Report) last announced its earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.73 by $0.29. The business had revenue of $3.35 billion during the quarter, compared to analysts' expectations of $3.09 billion. Welltower had a net margin of 8.64% and a return on equity of 2.46%. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, sell-side analysts predict that Welltower will post 6.24 EPS for the current fiscal year.

Welltower Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th were given a dividend of $0.74 per share. The ex-dividend date was Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a dividend yield of 1.4%. Welltower's dividend payout ratio (DPR) is 211.43%.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on WELL shares. KeyCorp increased their target price on shares of Welltower from $210.00 to $240.00 and gave the stock an "overweight" rating in a research report on Tuesday, February 24th. Citigroup increased their target price on shares of Welltower from $215.00 to $245.00 and gave the stock a "buy" rating in a research report on Wednesday, February 18th. Morgan Stanley increased their target price on shares of 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 increased their price objective on shares of Welltower from $218.00 to $228.00 and gave the stock an "overweight" rating in a report on Thursday, March 26th. Finally, Scotiabank increased their price objective on shares of Welltower from $214.00 to $236.00 and gave the stock a "sector outperform" rating in a report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, Welltower has an average rating of "Moderate Buy" and a consensus price target of $225.43.

Institutional Investors Weigh In On Welltower

A number of hedge funds have recently added to or reduced their stakes in WELL. Price T Rowe Associates Inc. MD grew its holdings in Welltower by 11.5% during the 4th 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 acquiring an additional 1,734,922 shares during the last quarter. State Street Corp grew its holdings 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 worth $7,348,979,000 after acquiring an additional 1,637,665 shares during the last quarter. Bank of America Corp DE boosted its stake in shares of Welltower by 5.3% in the 4th quarter. Bank of America Corp DE now owns 20,403,258 shares of the real estate investment trust's stock valued at $3,787,049,000 after purchasing an additional 1,024,668 shares during the last quarter. Dimensional Fund Advisors LP boosted its stake in shares of Welltower by 11.9% in the 4th quarter. Dimensional Fund Advisors LP now owns 8,287,084 shares of the real estate investment trust's stock valued at $1,538,221,000 after purchasing an additional 878,914 shares during the last quarter. Finally, Alyeska Investment Group L.P. bought a new position in shares of Welltower in the 3rd quarter valued at about $98,214,000. 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.

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