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Welltower Inc. (WELL)

226.72 -13.89 (-5.77%)
At close: October 27 at 4:02:57 PM EDT
227.72 +1.21 (+0.53%)
Pre-Market: 5:40:33 AM EDT
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WELL Q3 2026 earnings call
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What's happening with WELL?

3m ago
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Welltower’s third-quarter results showed strong operating momentum, led by a 21% increase in senior housing same-store NOIand a 24.6% rise in normalized FFO per share. However, a GAAP EPS missand questions about valuation and acquisition funding overshadowed the operational gains, with management’s raised outlook providing support.

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  • Previous Close 240.61
  • Open 233.28
  • Bid 225.01 x 30000
  • Ask 227.72 x 10000
  • Day's Range 224.74 - 237.93
  • 52 Week Range 174.91 - 255.20
  • Volume 5,957,478
  • Avg. Volume 2,760,590
  • Market Cap (intraday) 165.958B
  • Beta (5Y Monthly) 0.75
  • PE Ratio (TTM) 97.72
  • EPS (TTM) 2.32
  • Earnings Date Oct 26, 2026
  • Forward Dividend & Yield 3.40 (1.50%)
  • 1y Target Est 260.23
  • Morningstar Rating Rating available with Stock Picks access

Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.

www.welltower.com

712

Full Time Employees

December 31

Fiscal Year Ends

Real Estate

Sector

Recent News

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Performance Overview

Trailing total returns as of 10/27/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

WELL
23.46%
S&P 500 (^GSPC)
12.81%

1-Year Return

WELL
25.98%
S&P 500 (^GSPC)
12.33%

3-Year Return

WELL
195.50%
S&P 500 (^GSPC)
87.56%

5-Year Return

WELL
210.53%
S&P 500 (^GSPC)
69.66%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 3.72B
Earnings 396.59M
Profit Margin 10.67%

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
1B
2B
3B
5.0%
10.0%
15.0%
20.0%

Analyst Insights

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Analyst Price Targets

219.00
260.23 Average
226.72 Current
292.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/19/2026
Analyst Wells Fargo
Rating Action Maintains
Rating Overweight
Price Action Raises
Price Target 266 -> 268

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    12.08%

  • Return on Assets (ttm)

    0.93%

  • Return on Equity (ttm)

    3.92%

  • Revenue (ttm)

    13.79B

  • Net Income Avi to Common (ttm)

    1.67B

  • Diluted EPS (ttm)

    2.32

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    2.27B

  • Total Debt/Equity (mrq)

    42.44%

  • Levered Free Cash Flow (ttm)

    --

Company Insights

Research Reports

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