Welltower IncNYSE: WELL
Real Estate · Health Care REITs
$217.35
+0.00%
Vol: 1.8M
Research Digest
Friday, May 1, 2026
Welltower raises 2026 EPS guidance to $6.21-$6.35 after Q1 FFO beat, posting 23% normalized growth on seniors housing strength
Welltower reported Q1 2026 normalized FFO of $1.47 per share (+23% YoY) on 38.3% revenue growth, beating expectations. The company elevated full-year 2026 EPS guidance to $6.21-$6.35 while maintaining low 2.73x net debt/Adjusted EBITDA. Net debt to EBITDA improved to 2.73x with same-store NOI up 16.4%. The board declared a $0.74 quarterly dividend (220th consecutive). Welltower's Welltower 3.0 strategy focuses on seniors housing. Year-to-date, the company has $10.5 billion in closed or under-contract transactions. Analysts rate Buy with $224.38 target.
Previous Market Intelligence
13 daysApr 30Welltower Reports Q1 2026 Earnings Beat with 38.3% YoY Revenue Growth and New 52-Week HighPositive▶
Welltower hit a new 52-week high on April 28-29 after reporting strong Q1 2026 results: $1.47 FFO/share (+23% YoY), $1.02 GAAP net income, $3.35B revenue (+38.3% YoY). Company announced Welltower 3.0 strategic repositioning focused on senior housing, digital innovation, and operational excellence. Q2 dividend $0.74/share ($2.96 annualized, 1.4% yield). Activist Jonathan Litt shorts stock calling for 60% downside, but analyst consensus "Buy" with PT $224.38 (+6.5% upside). Strategic acceleration drove strong results amid aging population trends.
Apr 29Welltower hits 52-week high on Q1 earnings beat: normalized FFO $1.47 vs $1.45 estPositive▶
Welltower reported Q1 2026 earnings on April 29 with normalized FFO of $1.47/share, beating consensus $1.45 estimate. Company reported $1.02 EPS vs consensus $0.73, revenue $3.35B vs $3.09B estimate. Total portfolio same-store NOI grew 16.4% YTD (highest in company history). Management raised 2026 FFO guidance to $6.21-$6.35 from $6.09-$6.25. Generated $1.72B from property dispositions, advanced $1.38B in loans. Analyst consensus: 13 analysts rate Buy with target of $224.38 (6.5% upside).
Apr 16Welltower announces $260 million medical office building deal in Los Angeles; Q1 2026 earnings expected April 28 with 20% FFO growthPositive▶
Welltower Inc. (WELL), an S&P 500 company focused on senior housing and healthcare real estate, is involved in a $260 million medical office building transaction with Douglas Emmett in Los Angeles. The company has closed or has under contract $14 billion in pro rata gross investments and maintains a strategic data science partnership with Public Storage for AI applications in real estate investing. Q1 2026 earnings are expected April 28 with analysts forecasting funds from operations of $1.44 per diluted share, a 20% increase from prior year. WELL stock has gained 46.4% over 52 weeks.
Apr 14Welltower Q1 FFO expected +20% YoY; Strong Buy consensus with $231.89 PTPositive▶
Q1 earnings April 28 with expected FFO $1.44 (+20% YoY). 52-week gain of 46.4%. 14 of 20 analysts rate Strong Buy. $231.89 PT.
Apr 13Q1 2026 earnings April 28-29; strong senior housing portfolio performancePositive▶
Welltower will release Q1 2026 results after market close April 28 with call April 29. Analysts expect FFO of $1.44/share (up 20% YoY from $1.20). Strong Q4 2025 results driven by senior housing portfolio with same-store revenue growth and occupancy expansion. Stock up 46.4% over 52 weeks. Upsized $6.25B unsecured revolver in March.
Apr 10Welltower announces Q1 2026 earnings report scheduled for April 28 with recent real estate acquisition.Neutral▶
Welltower will release Q1 2026 results on April 28 after market close. Recently acquired Arbor at Lake Worth, a 377-unit assisted-living facility in Florida, for $87.2 million. Stock has gained 20.5% over the past six months. Positioned at the center of the silver economy with favorable demographic trends.
Apr 9Welltower upsizes credit line to $6.25B; Q1 earnings release scheduled for April 28Positive▶
Welltower Inc. closed on amended $6.25 billion senior unsecured revolving credit facility, extending debt maturity profile and improving pricing by 15 basis points. Company repaid $1B USD and $250M CAD term loans with cash on hand. Stock gained 20.5% over past six months. Welltower announced strategic data science partnership with Public Storage for AI in real estate. Q1 2026 results scheduled for April 28 after market close, with earnings call April 29. Strong seniors housing demand driving fundamentals.
Apr 8Welltower Q4 strong FFO growth +28%; raised dividend 10%; rating upgrades from S&P and Moody's.Positive▶
Welltower reported Q4 normalized FFO of $1.45 (+28.3% YoY) and full-year FFO of $5.29 (+22.5% YoY). Raised quarterly dividend 10% (219th consecutive payout). Closed $6.25B amended credit facility March 10. Strategic partnership with Public Storage announced March 1. S&P and Moody's both upgraded ratings.
Apr 7Welltower upsizes credit facility amid Moody's positive outlook, posting 32.2% YoY stock gain and 24.8% EPS growth guidance.Positive▶
Welltower closed amended $6.25B senior unsecured revolving credit facility in March 2026, improving pricing by 15bps and extending maturity profile. Moody's revised credit outlook to positive citing improved metrics and rapid deleveraging. Stock at $202.33 with 32.2% YoY gain and 1-day 4.9% decline on recent pullback. Analysts projecting 24.8% EPS growth in Q4 earnings. 2025 revenue $10.84B (+35.6%) demonstrates strong portfolio growth in aging seniors/wellness housing. Consensus Buy with $226.75 target implies 12% upside. Company positioned at intersection of housing and hospitality across US, UK, Canada with 2,500+ communities.
Apr 6Welltower upsizes credit facility to $6.25B; Moody's outlook to positive.Positive▶
WELL upsized and extended $6.25B credit facility with 15 bps better pricing. Moody's revised outlook to positive from stable. Closed $5.7B acquisitions in first six weeks (including $3.2B Amica Canadian deal). Guiding decade-high revenue/EBITDA/FFO growth.
Apr 3Welltower launches Welltower 3.0 transformation with $23B transaction announcements; Moody's upgrades outlook to positive.Positive▶
Welltower announced Welltower 3.0, positioning the company as an operating company in a real estate wrapper. Company closed $23 billion in transactions focused on rental senior living communities and amended $6.25 billion senior unsecured credit line. Moody's revised credit outlook to positive from stable. Stock at $191.38 (up 1.70%), with 12 analysts rating Buy and 12-month target of $226.75.
Apr 1Welltower upsizes credit facility to $6.25 billion and completes $5.7 billion in acquisitions while reshaping portfolio toward senior housing.Positive▶
Welltower completed an amended $6.25 billion senior unsecured revolving line of credit on March 10, 2026. In the first six weeks of 2026, the company made $5.7 billion in acquisitions including the $3.2 billion Amica Senior Lifestyle Canadian transaction. Moody's revised credit rating outlook to positive. Welltower plans to increase senior housing concentration from 69% to 85%. Analysts rate WELL as Buy with average price target of $227.09.
Mar 31Welltower closes $6.25B credit facility and shifts toward 85% senior housing concentration.Positive▶
Welltower amended $6.25B revolving credit facility. $5.7B acquisitions YTD including $3.2B Amica. Increasing senior housing from 69% to 85%. 13 consecutive quarters 20%+ NOI growth. Consensus Buy with $227.09 target.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WELLWELLTOWER | $217.35 | +0.00% | +8.2% | 66.1x | — | $153.2B |
| VTRVENTAS | $88.07 | +0.24% | +5.9% | 96.9x | 0.77 | $42.7B |
| DOCHEALTHPEAK | $16.45 | +1.70% | -3.0% | 119.8x | 1.08 | $11.2B |
| PLDPROLOGIS | $141.40 | -0.43% | +7.3% | 41.8x | 1.41 | $132.4B |
| EQIXEQUINIX | $1,082.36 | -0.04% | +6.6% | 49.5x | 1.00 | $106.8B |
| AMTAMERICAN | $181.72 | -0.54% | +3.7% | 26.4x | 0.93 | $85.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.