Welltower IncNYSE: WELL

No material news in the last 48 hours.

No material news in the last 48 hours.

Welltower announced a 15% increase in its quarterly common dividend to $0.85, effective Q2 2026, citing strong cash flow, and closed an amended $6.25 billion senior unsecured revolving credit line. However, shareholders rejected the company's say-on-pay proposal, raising governance and capital-allocation concerns, and the stock fell 3.54% on June 8. Welltower also announced a data-science partnership with Public Storage combining its capital-allocation models with Public Storage's pricing analytics. Recent results included strong Q1 earnings, raised full-year guidance, and analyst upgrades. The mix of a dividend hike and balance-sheet strength against a failed say-on-pay vote leaves a divided picture for the senior-housing REIT.

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Welltower reported Q1 2026 FFO of $1.47/share, with revenue rising about 40%, senior housing same-store NOI up 23%, and portfolio occupancy improving to 88.8%. Same-store NOI grew 16.4%. Management raised full-year 2026 normalized FFO guidance while keeping payout ratio under 50%. Multiple analysts raised targets: Jefferies to $248 from $237 (May 12), Citi to $255 from $245 (May 5), BMO Capital to $245 from $240, RBC to $238 from $230, and UBS initiated coverage with a Buy and $249 target on May 4. The annual shareholder meeting is May 21, where shareholders vote on 9 directors and exec pay. The board declared a $0.74 quarterly dividend payable May 21. UK CMA found Welltower's £7B care home deals raise a 'realistic prospect' of substantial lessening of competition, moving the deal to in-depth investigation. Shares near $217.75 with 1-year total return of 46.98%.

Welltower posts strong Q1 2026 growth and lifts full-year FFO outlook - StockTitanstocktitan.netHow Investors May Respond To Welltower Raising 2026 Guidance - Simply Wall Stsimplywall.stInvestigation finds Welltower's £7bn care home deals harm competitioncarehomeprofessional.com

Welltower posted blockbuster Q1 2026 results with normalized FFO of $1.47 per diluted share (+23% YoY) versus $1.44 estimate, and revenue surged 38.3% to roughly $3.35 billion. Same-store senior housing NOI grew 16.4% — the highest in company history — and the REIT raised full-year 2026 guidance. Investment activity remains aggressive: $3.2 billion across 41 transactions in Q1 (37 communities, 4,200+ units), totaling $10.5 billion for the year. The company is repositioning toward 85% senior housing concentration (from 60%) while reducing skilled nursing exposure. Jefferies raised its price target to $248 from $237 on May 13, and Citi lifted to $255 from $245. WELL has gained 45.5% over 52 weeks and 15.2% YTD with a Strong Buy consensus across 20 analysts. Risk: senior housing cyclicality and integration of large acquisitions.

A Look At Welltower (WELL) Valuation After Earnings Beat And Raised 2026 Guidancesimplywall.stWelltower sees historic senior housing net operating income; pipeline remains 'robust'mcknightsseniorliving.comDo Wall Street Analysts Like Welltower Stock?barchart.com

Welltower (WELL) saw Jefferies raise its price target to $248 from $237 on May 12, 2026, joining a wave of analyst upgrades following its strong Q1 2026 results showing normalized FFO of $1.47/share (up 23% YoY) and revenue surging 38.3% to $3.35B. The company raised its FY26 normalized FFO outlook to $6.21-$6.35 from $6.09-$6.25, citing 22.1% growth in Seniors Housing Operating. Welltower's annual shareholder meeting is scheduled for May 21, 2026 to elect nine directors and approve auditor and exec comp. The ex-dividend date is set for May 13, 2026. Risk: Strong Buy consensus from 20 analysts with mean $235.26 target. Other PT raises include Citi to $255, UBS to $249, BMO to $245, and RBC to $238.

BMO Capital Raises its Price Target on Welltower (WELL) to $245insidermonkey.comWelltower stock: Dividend goes ex on May 13ad-hoc-news.deHow Investors May Respond To Welltower (WELL) Raising 2026 Guidancesimplywall.st

Welltower's virtual annual meeting is scheduled for May 21, where shareholders will vote on a nine-director slate, ratification of Ernst & Young as auditor for 2026, and an advisory vote on executive compensation. The $0.74 per share quarterly dividend goes to shareholders of record May 13 and pays May 21. Jefferies raised its price target to $248 from $237 on May 12, joining Citi ($255 from $245), BMO ($245 from $240), RBC ($238 from $230, Buy), and UBS ($249 from $240, Buy) in lifting targets following the strong Q1 print (revenue $3.35B, net income $728.67M, diluted EPS $1.02) and raised 2026 guidance ($3.24-$3.38 per diluted share). The UK Competition & Markets Authority concluded on May 7 that Welltower's 7 billion pound UK care-home transactions raise a 'realistic prospect' of substantial lessening of competition and signaled an in-depth investigation absent acceptable remedies.

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Jefferies lifted its price target on Welltower to $248 from $237 on May 14, the latest in a wave of upgrades following Q1 2026 results: revenue grew 38.3% YoY to ~$3.35B, FFO came in at $1.47 per share, and same-store NOI growth was 16.4% led by senior housing operating portfolio FFO up 23% and occupancy of 88.8%. The company raised 2026 net income guidance to $3.24-$3.38 per diluted share. Other recent actions: Citi to $255 (from $245), BMO to $245 (from $240), RBC to $238 (from $230, Buy reaffirmed), UBS to $249 (from $240). $0.74 quarterly dividend went ex on May 13, payable May 21. Annual meeting May 21 with 9 director elections and pay vote. Shares up 9.93% over the past 30 days.

Welltower Inc. stock: Jefferies raises price target to $248ad-hoc-news.deWelltower posts strong Q1 2026 growth and lifts full-year FFO outlookstocktitan.netBMO Capital Raises its Price Target on Welltower (WELL) to $245 from $240finance.yahoo.com

Jefferies raised its PT to $248 (from $237) on May 11 as Welltower's Q1 2026 print delivered revenue of ~$3.35B (+38.3% YoY), diluted EPS of $1.02, and 16.4% same-store NOI growth in seniors housing, prompting raised full-year 2026 guidance. The board declared a $0.74/share dividend payable May 21 (ex-date May 13). Citi raised PT to $255 (May 5), with BMO ($245), RBC ($238) and UBS ($249) also raising. Why it matters: 30-day share return is +9.93% on momentum from operating outperformance and the Welltower 3.0 platform. Risk: the UK Competition & Markets Authority on May 7 concluded Welltower's £7B care-home transactions raise a 'realistic prospect' of substantial lessening of competition, moving the deals toward in-depth Phase 2 investigation absent acceptable remedies.

Welltower Q1 beat and higher 2026 guidance in focus - ad-hoc-newsad-hoc-news.deA Look At Welltower (WELL) Valuation After Earnings Beat And Raised 2026 Guidance - Simply Wall Stsimplywall.stInvestigation finds Welltower's £7bn care home deals harm competition - Care Home Professionalcarehomeprofessional.com

Welltower reported Q1 2026 FFO of $1.47 per share and revenue of $3.35B (+38.3% YoY), beating estimates and prompting a raise to full-year guidance. The company affirmed its dividend and highlighted progress on the Welltower 3.0 platform. A cash dividend of $0.74 was declared with ex-date May 13, 2026, payable May 21. Analyst price targets were raised in early May: Citi to $255, UBS to $249, BMO Capital to $245, RBC Capital to $238. Welltower and Public Storage announced a data science partnership combining capital allocation models with operational analytics. 30-day return is +9.93% with 1-year total return of +46.98%.

Welltower Valuation After Earnings Beat And Raised 2026 Guidancesimplywall.stWhat Makes Welltower a Good Investment Choicefinance.yahoo.comWelltower Stock Price Newsfinance.yahoo.com

Welltower reported Q1 2026 normalized FFO of $1.47 (vs. $1.45 consensus) and revenue of $3.35B (vs. $3.2B expected), with same-store NOI growth of 16.4% and a low 2.73x net debt/adjusted EBITDA. The company raised its full-year 2026 guidance. BMO Capital raised its price target to $245 from $240 on May 4, RBC raised to $238 from $230, and Citi raised to $255 from $245 on May 5, all maintaining bullish ratings. Welltower posted a $0.74 quarterly dividend payable May 21 (record May 13) and holds its virtual annual shareholder meeting May 21. Shares have returned ~9.93% over the past 30 days.

BMO Capital Raises its Price Target on Welltower (WELL) to $245 from $240insidermonkey.comWelltower posts strong Q1 2026 growth and lifts full-year FFO outlookstocktitan.netA Look At Welltower (WELL) Valuation After Earnings Beat And Raised 2026 Guidancesimplywall.st

Welltower reported Q1 2026 revenue of approximately $3.35 billion, net income of $728.67 million, and diluted EPS of $1.02, beating expectations. The company raised its full-year 2026 guidance, affirmed its dividend, and highlighted progress on its Welltower 3.0 platform with revenue and EBITDA surging over 35% YoY. Multiple analysts raised price targets in early May: Citi to $255 (from $245), BMO Capital to $245 (from $240), and RBC Capital to $238 (from $230). The board declared a quarterly cash dividend of $0.74 per share payable May 21, with the annual meeting scheduled the same day. Shares delivered 9.93% return in 30 days.

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Welltower reported strong Q1 2026 results on May 4 with $1.47 normalized FFO per share and 38.3% revenue growth to $3.35 billion, beating expectations. The company raised its full-year 2026 net income guidance to $3.24-$3.38 per diluted share and reported record 16.4% portfolio same-store NOI growth, the highest in company history. SHOP portfolio delivered its 14th consecutive quarter of 20%+ same-store NOI growth. BMO Capital raised price target from $240 to $245 on May 4. Annual shareholder meeting scheduled May 21. Stock trades near $210 with 13 analysts rating Buy, average 12-month target $226.46.

BMO Capital Raises its Price Target on Welltower (WELL) to $245 from $240insidermonkey.comIs Strong Q1 and Higher 2026 Guidance Altering The Investment Case For Welltower (WELL)?simplywall.stWelltower raises 2026 earnings outlook on steady demand for senior housingpropnewstime.com