Welltower (NYSE:WELL) Releases Earnings Results, Beats Expectations By $0.01 EPS

Welltower (NYSE:WELL) released its quarterly earnings results on Tuesday. The real estate investment trust reported $1.45 earnings per share for the quarter, beating analysts’ consensus estimates of $1.44 by $0.01, Briefing.com reports. The business had revenue of $3.18 billion for the quarter, compared to analysts’ expectations of $2.93 billion. Welltower had a net margin of 8.64% and a return on equity of 2.56%. The company’s revenue was up 41.3% compared to the same quarter last year. During the same period last year, the business earned $1.13 EPS. Welltower updated its FY 2026 guidance to 6.090-6.25 EPS.

Welltower Stock Performance

NYSE:WELL traded up $1.28 during midday trading on Thursday, hitting $209.16. The company’s stock had a trading volume of 1,126,119 shares, compared to its average volume of 3,049,894. Welltower has a fifty-two week low of $130.29 and a fifty-two week high of $212.62. The company has a debt-to-equity ratio of 0.43, a current ratio of 5.47 and a quick ratio of 5.47. The firm has a market cap of $143.55 billion, a P/E ratio of 149.49, a P/E/G ratio of 1.39 and a beta of 0.85. The firm’s 50 day moving average is $189.28 and its 200-day moving average is $180.96.

Welltower Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Wednesday, February 25th will be given a $0.74 dividend. The ex-dividend date is Wednesday, February 25th. This represents a $2.96 dividend on an annualized basis and a yield of 1.4%. Welltower’s dividend payout ratio is currently 211.43%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on WELL shares. National Bank Financial set a $246.00 price objective on Welltower in a research report on Friday, October 17th. KeyCorp reissued an “overweight” rating on shares of Welltower in a report on Wednesday. Cantor Fitzgerald upped their price objective on shares of Welltower from $204.00 to $230.00 and gave the company an “overweight” rating in a report on Thursday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Welltower in a research report on Monday, December 29th. Finally, Scotiabank boosted their target price on shares of Welltower from $182.00 to $214.00 and gave the stock a “sector outperform” rating in a research report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $206.53.

Key Stories Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q4 operational beat — Normalized FFO of $1.45/sh and revenue of $3.18B topped estimates; same‑store NOI rose ~15% with SHO organic revenue up 9.6%, showing occupancy and RevPOR improvement. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Aggressive FY‑2026 guide — Management set FY guidance at $6.09–$6.25 (FFO/adjusted EPS framing in company releases), substantially above street expectations (~$3.7), driving upside to consensus estimates. Welltower expects annual FFO above estimates
• Positive Sentiment: Large M&A activity — Company completed ~$13.9B of pro‑rata investments in Q4 and started 2026 with ~$5.7B of deals and renewed focus on SHOP, supporting growth thesis. Welltower starts 2026 with $5.7B in deals
• Positive Sentiment: Analyst support — Scotiabank initiated a Buy and broader analyst commentary turned bullish on healthcare REITs, adding momentum to shares. Welltower Receives a Buy from Scotiabank
• Neutral Sentiment: Dividend declared — Quarterly dividend of $0.74/sh (annualized yield ~1.4%) announced, providing modest income support but limited yield upside.
• Neutral Sentiment: Portfolio pruning — Management is divesting certain nursing‑home/Integra‑related assets (~$1.3B total; ~$800M sold in 4Q) to tighten the portfolio and reallocate to higher‑return SHOP strategies. Welltower to Divest Integra-Related Assets
• Negative Sentiment: Execution risk on SHOP push — CEO cautioned that scaling SHOP operations is “harder than it looks,” highlighting integration and operating risks as the company increases exposure. Welltower Increases Exposure to SHOP
• Negative Sentiment: Mixed headlines on earnings — Some outlets flagged a GAAP EPS shortfall or higher expenses despite FFO/revenue beats, which could confuse investors focused on differing metrics (FFO vs GAAP EPS). Q4 Earnings Snapshot

Institutional Trading of Welltower

Large investors have recently made changes to their positions in the business. Quarry LP purchased a new position in shares of Welltower during the third quarter worth $33,000. Wiser Advisor Group LLC acquired a new stake in Welltower during the 3rd quarter worth about $117,000. Turning Point Benefit Group Inc. acquired a new stake in Welltower during the 3rd quarter worth about $128,000. Keebeck Wealth Management purchased a new position in shares of Welltower during the 3rd quarter valued at about $207,000. Finally, Kovack Advisors Inc. acquired a new position in shares of Welltower in the 4th quarter valued at about $210,000. 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.