Welltower (NYSE:WELL) Posts Quarterly Earnings Results, Beats Estimates By $0.03 EPS

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

Welltower Stock Performance

Shares of WELL stock traded down $13.43 on Tuesday, hitting $227.18. 1,662,429 shares of the stock traded hands, compared to its average volume of 3,083,495. The company has a debt-to-equity ratio of 0.37, a current ratio of 3.16 and a quick ratio of 3.16. The company has a market capitalization of $163.74 billion, a PE ratio of 104.51, a PEG ratio of 1.15 and a beta of 0.75. Welltower has a 1-year low of $174.91 and a 1-year high of $255.20. The company’s fifty day moving average is $233.87 and its 200 day moving average is $217.08.

Welltower Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Tuesday, November 10th will be given a $0.85 dividend. This represents a $3.40 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Tuesday, November 10th. Welltower’s dividend payout ratio is presently 155.96%.

Key Stories Impacting Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower reported third-quarter normalized FFO of $1.67 per share, up 24.6% year over year and ahead of the $1.64 consensus estimate. Revenue rose 38.4% to $3.72 billion, also exceeding expectations. Welltower Surpasses Q3 FFO and Revenue Estimates
• Positive Sentiment: Operational momentum was particularly strong in senior housing: total portfolio same-store net operating income grew 15.8%, while the Seniors Housing Operating portfolio’s same-store NOI increased 21%. Occupancy improved by 320 basis points and revenue per occupied room rose 5.3%. Welltower Reports Third Quarter 2026 Results
• Positive Sentiment: Management raised its 2026 outlook, supported by growth in its senior-housing operating platform and investments. Welltower also reported $2.7 billion of senior-housing acquisitions during the quarter and $21.0 billion of investments completed or under contract year to date. Welltower Raises Outlook as Senior Housing Growth Lifts FFO
• Positive Sentiment: The board declared a quarterly dividend of $0.85 per share, payable November 19 to shareholders of record November 10, maintaining a $3.40 annualized payout. Welltower Declares Quarterly Cash Dividend
• Neutral Sentiment: Investing.com cited a $260.55 price target, suggesting analysts see additional potential relative to recent trading levels, although the target itself does not change Welltower’s fundamentals. Investing.com Cites Welltower Price Target
• Negative Sentiment: Reported GAAP earnings were $0.54 per diluted share, below the $1.64 consensus estimate. However, the shortfall appears less concerning to REIT investors because normalized FFO—the sector’s key performance measure—beat expectations and improved substantially year over year. Welltower Third-Quarter Earnings Report

Wall Street Analysts Forecast Growth

A number of analysts recently commented on WELL shares. Cantor Fitzgerald lifted their price objective on Welltower from $235.00 to $260.00 and gave the stock an “overweight” rating in a research report on Friday, July 31st. Robert W. Baird boosted their target price on Welltower from $226.00 to $233.00 and gave the stock a “neutral” rating in a report on Wednesday, August 12th. Weiss Ratings upgraded Welltower from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, October 8th. Evercore reiterated an “outperform” rating and set a $256.00 target price (down from $260.00) on shares of Welltower in a report on Monday, September 21st. Finally, BMO Capital Markets boosted their target price on Welltower from $245.00 to $265.00 and gave the stock an “outperform” rating in a report on Monday, August 3rd. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $255.76.

Insiders Place Their Bets

In related news, Director Andrew Gundlach bought 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, with a total value of $1,210,300.00. Following the completion of the transaction, the director directly owned 30,000 shares of the company’s stock, valued at approximately $7,261,800. This represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible 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. 0.37% of the stock is owned by corporate insiders.

Welltower Company Profile

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.