Welltower (NYSE:WELL) Issues FY 2026 Earnings Guidance

Posted by Brian Himes on Jul 28th, 2026

Welltower (NYSE:WELL – Get Free Report) updated its FY 2026 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of 6.360-6.440 for the period, compared to the consensus earnings per share estimate of 6.320. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on WELL shares. UBS Group increased their target price on Welltower from $249.00 to $271.00 and gave the stock a “buy” rating in a research note on Wednesday, July 8th. Scotiabank dropped their price target on shares of Welltower from $248.00 to $232.00 and set a “sector outperform” rating on the stock in a research note on Thursday, June 18th. Jefferies Financial Group increased their price objective on shares of Welltower from $237.00 to $248.00 and gave the company a “buy” rating in a research report on Tuesday, May 12th. Mizuho increased their price objective on shares of Welltower from $239.00 to $260.00 and gave the company an “outperform” rating in a research report on Wednesday, July 22nd. Finally, Citigroup raised their price objective on shares of Welltower from $245.00 to $255.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Thirteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $235.89.

Read Our Latest Report on WELL

Welltower Stock Down 1.3%

Welltower stock opened at $248.80 on Tuesday. The firm has a market cap of $175.63 billion, a price-to-earnings ratio of 123.17, a PEG ratio of 1.24 and a beta of 0.77. The stock has a fifty day simple moving average of $222.48 and a two-hundred day simple moving average of $209.46. Welltower has a 12 month low of $158.24 and a 12 month high of $252.94. The company has a current ratio of 4.31, a quick ratio of 4.31 and a debt-to-equity ratio of 0.40.

Welltower (NYSE:WELL – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $1.02 earnings per share for the quarter, topping the consensus estimate of $0.68 by $0.34. Welltower had a return on equity of 3.45% and a net margin of 11.96%.The firm had revenue of $3.35 billion during the quarter, compared to analysts’ expectations of $3.12 billion. During the same quarter in the previous year, the business earned $1.20 earnings per share. The company’s revenue was up 38.3% on a year-over-year basis. Equities analysts predict that Welltower will post 6.32 EPS for the current fiscal year.

Welltower Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, August 20th. Shareholders of record on Wednesday, August 12th will be given a $0.85 dividend. This is a positive change from Welltower’s previous quarterly dividend of $0.74. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $3.40 dividend on an annualized basis and a yield of 1.4%. Welltower’s payout ratio is presently 146.53%.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

Positive Sentiment: Welltower reported normalized funds from operations of $1.60 per share, above the $1.55 analyst consensus and up 25% from $1.28 a year earlier. Revenue reached $3.54 billion, exceeding the $3.40 billion estimate and increasing 39.1% year over year. Welltower Reports Second Quarter 2026 Results
Positive Sentiment: Operating trends were particularly strong: portfolio same-store net operating income grew 15.5%, while the Seniors Housing Operating portfolio’s same-store NOI increased 20.5%. Organic same-store revenue rose 9.2%, helped by higher occupancy and revenue per occupied room. Welltower Reports Second Quarter 2026 Results
Positive Sentiment: The company raised 2026 EPS guidance to $6.36–$6.44, above the $6.32 consensus estimate, reinforcing expectations for continued earnings growth.
Positive Sentiment: Welltower declared a quarterly dividend of $0.85 per share, a 14.9% increase from $0.74. The dividend is payable August 20 to shareholders of record August 12, signaling management confidence in cash-flow growth.
Positive Sentiment: Welltower disclosed $15.5 billion of pro rata investments completed or under contract year to date, expanding its exposure to senior housing and other aging-population-related real estate.
Negative Sentiment: Despite the operating momentum, one analysis argues that WELL is priced for exceptionally strong execution, citing an approximately 41-times forward AFFO valuation and implied cap rates below 3%. Any slowdown in AFFO growth or multiple compression could pressure the shares. Welltower Needs A Miracle To Justify This Price

Institutional Trading of Welltower

Institutional investors have recently made changes to their positions in the stock. Swiss RE Ltd. purchased a new position in shares of Welltower during the fourth quarter valued at approximately $29,000. Quarry LP purchased a new stake in Welltower in the third quarter worth approximately $33,000. Kemnay Advisory Services Inc. purchased a new stake in Welltower in the fourth quarter worth approximately $51,000. Prosperity Bancshares Inc bought a new stake in Welltower in the 4th quarter worth approximately $64,000. Finally, Greenline Wealth Management LLC bought a new stake in Welltower in the 4th quarter worth approximately $65,000. Hedge funds and other institutional investors own 94.80% of the company’s stock.

About Welltower

(Get Free Report)

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.