Welltower (NYSE:WELL) Updates FY 2026 Earnings Guidance

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

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Wells Fargo & Company boosted their price objective on Welltower from $218.00 to $228.00 and gave the company an “overweight” rating in a research report on Thursday, March 26th. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c)” rating in a research report on Tuesday, February 17th. Scotiabank boosted their price target on Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a research report on Monday, March 2nd. Cantor Fitzgerald boosted their price target on Welltower from $204.00 to $230.00 and gave the stock an “overweight” rating in a research report on Thursday, February 12th. Finally, Royal Bank Of Canada boosted their price target on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $225.43.

Welltower Stock Performance

WELL stock traded up $5.28 during trading on Thursday, reaching $217.37. 1,604,869 shares of the company’s stock were exchanged, compared to its average volume of 3,068,054. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45. Welltower has a 1-year low of $142.65 and a 1-year high of $219.59. The company’s fifty day moving average price is $205.64 and its 200-day moving average price is $195.53. The firm has a market cap of $153.14 billion, a PE ratio of 155.36, a P/E/G ratio of 1.10 and a beta of 0.83.

Welltower (NYSE:WELL) last announced its quarterly 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. Welltower had a return on equity of 2.46% and a net margin of 8.64%.The company had revenue of $3.35 billion during the quarter, compared to analyst estimates of $3.09 billion. During the same quarter in the previous year, the firm posted $1.20 EPS. The firm’s quarterly revenue was up 38.3% on a year-over-year basis. Welltower has set its FY 2026 guidance at 6.210-6.350 EPS. On average, research analysts expect that Welltower will post 6.22 EPS for the current fiscal year.

Welltower Announces Dividend

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

Welltower News Summary

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Q1 beat and raised guidance — Reported Q1 net income of $1.02/sh and normalized FFO of $1.47/sh, topping estimates; revenue also beat and FY‑2026 EPS/FFO guidance was updated to a raised range that supports the growth story. Welltower Reports First Quarter 2026 Results
• Positive Sentiment: Seniors Housing Operating (SHO) outperformance — SHO same‑store NOI surged (~22.1%), occupancy improved ~370 bps and RevPOR rose ~5%, driving strong operating leverage that lifts FFO/earnings. Welltower’s Q1 FFO Beat Estimates on Strong SHO NOI Growth
• Positive Sentiment: Accelerated investment pace and strong liquidity — Closed/under‑contract investment activity of $10.5B (including $3.3B this quarter), $11.1B available liquidity and lower leverage metrics, supporting growth without stressing the balance sheet. Welltower outlines 2026 normalized FFO of $6.21-$6.35 while accelerating $10.5B investment pace
• Positive Sentiment: New capital‑light revenue streams — The company is monetizing its data science platform (licensing deals cited) to diversify revenue and capture higher‑margin, asset‑light income. Welltower Embraces SHOP Growth, Data Science as Senior Living’s ‘Best Years’ Lie Just Ahead
• Neutral Sentiment: Dividend maintained — Declared quarterly dividend of $0.74/sh (ex‑div May 13), which provides income but is a modest yield versus peers.
• Neutral Sentiment: Active portfolio recycling — $2.8B of dispositions and loan repayments year‑to‑date (including OM and LTC assets) to fund redeployment; helps liquidity but changes portfolio mix. Welltower Reports First Quarter 2026 Results
• Negative Sentiment: Share registration raises dilution watch — Filed a resale prospectus supplement to register additional shares to enhance capital flexibility; investors should monitor potential dilution or future equity issuance. Welltower Registers Additional Shares to Enhance Capital Flexibility

Institutional Trading of Welltower

A number of 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 4th quarter worth $215,000. Compound Planning Inc. raised its stake in shares of Welltower by 30.3% in the 4th quarter. Compound Planning Inc. now owns 9,132 shares of the real estate investment trust’s stock worth $1,695,000 after buying an additional 2,122 shares in the last quarter. Axxcess Wealth Management LLC bought a new stake in shares of Welltower in the 4th quarter worth $211,000. Corient Private Wealth LLC raised its stake in shares of 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 in the last quarter. Finally, Mercer Global Advisors Inc. ADV raised its stake 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 in the last quarter. Institutional investors own 94.80% of the company’s stock.

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.