Welltower (NYSE:WELL) Sets New 12-Month High Following Strong Earnings

Welltower Inc. (NYSE:WELL)’s share price reached a new 52-week high during mid-day trading on Wednesday following a better than expected earnings announcement. The company traded as high as $211.23 and last traded at $206.9290, with a volume of 1078730 shares. The stock had previously closed at $200.84.

The real estate investment trust reported $1.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.44 by $0.01. The firm had revenue of $3.18 billion for the quarter, compared to analyst estimates of $2.93 billion. Welltower had a return on equity of 2.71% and a net margin of 9.69%.The company’s quarterly revenue was up 41.3% compared to the same quarter last year. During the same period in the previous year, the company posted $1.13 earnings per share. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS.

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. This represents a $2.96 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Wednesday, February 25th. Welltower’s dividend payout ratio (DPR) is 204.14%.

Welltower News Roundup

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Reported Q4 normalized FFO of $1.45 (up from $1.13 a year ago) and revenue of $3.18B, beating consensus FFO and revenue estimates — supports recurring cash flow expectations. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Raised FY‑2026 EPS guidance to $6.090–6.25, well above Street consensus cited in reports — signals management confidence in underlying FFO growth and operational recovery. Welltower expects annual FFO above estimates on stronger senior‑housing demand
• Positive Sentiment: Strong operational trends: same‑store NOI +15% overall and SHO (seniors housing operating) SSNOI +20.4% with occupancy and RevPOR gains — supports durable cash flows in the core portfolio. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Heavy portfolio activity: ~$13.9B of pro rata investments closed (including U.K. deals) and ~$7.5B of dispositions/loan payoffs in Q4 — shows active capital recycling and scale expansion. Welltower Reports Fourth Quarter 2025 Results
• Positive Sentiment: Declared quarterly dividend of $0.74 (annualized yield ~1.5%) — maintains income profile for REIT investors.
• Neutral Sentiment: Company issued a business update and slide deck providing additional context on operational metrics and strategy; useful for modeling but largely reiterates the results. Welltower Issues Business Update
• Neutral Sentiment: Analyst write‑ups compare key metrics to estimates and provide detail on FFO vs GAAP differences — important for reconciling reported GAAP EPS and normalized FFO. Welltower (WELL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: GAAP net income was low ($0.14 per share) and some outlets flagged an EPS miss or higher expenses year‑over‑year — creates short‑term noise vs the FFO story. Welltower Posts Lower 4Q Profit, Higher Expenses
• Negative Sentiment: Regulatory/investigation headlines tied to a large U.K. care‑home takeover could add reputational or transaction risk around recent U.K. activity. Investigation launched into US firm’s £6bn deal to take over dozens of North East care homes

Analysts Set New Price Targets

A number of brokerages have recently issued reports on WELL. JPMorgan Chase & Co. restated a “neutral” rating and issued a $205.00 price objective on shares of Welltower in a research note on Thursday, December 18th. Loop Capital set a $196.00 target price on shares of Welltower in a report on Wednesday, October 29th. Wall Street Zen upgraded shares of Welltower from a “sell” rating to a “hold” rating in a research note on Friday, January 23rd. Scotiabank increased their price objective on shares of Welltower from $182.00 to $214.00 and gave the stock a “sector outperform” rating in a report on Thursday, November 13th. Finally, UBS Group lowered their price target on shares of Welltower from $232.00 to $228.00 and set a “buy” rating for the company in a report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $204.80.

Hedge Funds Weigh In On Welltower

A number of institutional investors have recently added to or reduced their stakes in the company. Hager Investment Management Services LLC lifted its holdings in Welltower by 84.4% during the 3rd quarter. Hager Investment Management Services LLC now owns 142 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 65 shares during the last quarter. Marquette Asset Management LLC boosted its stake in shares of Welltower by 62.8% in the fourth quarter. Marquette Asset Management LLC now owns 153 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 59 shares during the period. Financial Consulate Inc. acquired a new stake in Welltower during the fourth quarter worth approximately $34,000. Quarry LP bought a new position in shares of Welltower in the third quarter worth $33,000. Finally, MMA Asset Management LLC bought a new position in Welltower in the 3rd quarter valued at about $35,000. 94.80% of the stock is currently owned by institutional investors and hedge funds.

Welltower Trading Up 2.8%

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 capitalization of $141.64 billion, a price-to-earnings ratio of 142.31, a P/E/G ratio of 1.37 and a beta of 0.85. The firm’s 50-day simple moving average is $189.16 and its 200 day simple moving average is $180.76.

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.