Welltower (NYSE:WELL) Updates FY 2026 Earnings Guidance

Welltower (NYSE:WELL) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 6.090-6.25 for the period, compared to the consensus estimate of 3.720. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Jefferies Financial Group reissued a “buy” rating and issued a $231.00 price target on shares of Welltower in a research report on Monday, December 15th. UBS Group reduced their price objective on shares of Welltower from $232.00 to $228.00 and set a “buy” rating for the company in a research note on Thursday, January 8th. National Bankshares set a $246.00 target price on Welltower in a research report on Friday, October 17th. Loop Capital set a $196.00 price target on Welltower in a report on Wednesday, October 29th. Finally, Morgan Stanley lifted their price target on Welltower from $170.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, November 20th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Welltower presently has a consensus rating of “Moderate Buy” and an average target price of $204.80.

Welltower Price Performance

Shares of WELL traded up $3.59 during trading hours on Tuesday, reaching $200.84. 3,301,413 shares of the company’s stock traded hands, compared to its average volume of 3,029,634. Welltower has a 12 month low of $130.29 and a 12 month high of $209.05. The company has a current ratio of 5.47, a quick ratio of 5.47 and a debt-to-equity ratio of 0.43. The stock has a market cap of $137.84 billion, a PE ratio of 138.51, a price-to-earnings-growth ratio of 1.36 and a beta of 0.85. The firm’s 50 day simple moving average is $189.21 and its 200-day simple moving average is $180.49.

Welltower (NYSE:WELL) last announced its earnings results on Tuesday, February 10th. The real estate investment trust reported $0.14 earnings per share for the quarter, missing analysts’ consensus estimates of $1.41 by ($1.27). Welltower had a net margin of 9.69% and a return on equity of 2.71%. The company had revenue of $3.18 billion during the quarter, compared to analysts’ expectations of $2.93 billion. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Equities analysts expect that Welltower will post 4.88 EPS for the current year.

Trending Headlines about Welltower

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Company issued bullish FY‑2026 guidance (EPS range 6.090–6.25), well above consensus, signaling management expects materially stronger full‑year earnings and supporting higher valuation expectations. Welltower expects annual FFO above estimates
• Positive Sentiment: Normalized FFO beat: Q4 normalized FFO of $1.45/share topped estimates and was up ~28% year‑over‑year, showing cash‑flow strength that REIT investors focus on for dividends and valuation. Welltower (WELL) Tops Q4 FFO and Revenue Estimates
• Positive Sentiment: Operational momentum: revenue and same‑store NOI accelerated (SSNOI +15%, Seniors Housing Operating SSNOI +20.4%) driven by occupancy gains and higher RevPOR — a sign of improving pricing/power in senior housing. Welltower Reports Fourth Quarter 2025 Results
• Neutral Sentiment: Active portfolio activity: the company disclosed large pro‑rata investment and disposition flows ($13.9B acquisitions including UK closings; $7.5B dispositions/loan payoffs), which reshapes the balance sheet and portfolio mix but will take time to fully impact earnings. Welltower Reports Fourth Quarter 2025 Results
• Negative Sentiment: Large GAAP EPS miss: reported GAAP EPS of $0.14 missed the consensus (~$1.41), reflecting non‑cash items, higher expenses or accounting adjustments that can confuse headline metrics and prompt investor concern despite stronger underlying FFO. Welltower earnings missed by $0.42, revenue topped estimates
• Negative Sentiment: Regulatory/transaction risk: an external investigation was reported into a large UK care‑home deal tied to takeover activity — potential regulatory or PR headwinds for UK operations or future M&A execution. Investigation launched into US firm’s £6bn deal

Hedge Funds Weigh In On Welltower

Institutional investors have recently modified their holdings of the company. Brighton Jones LLC grew its position in Welltower by 7.1% during the fourth quarter. Brighton Jones LLC now owns 4,185 shares of the real estate investment trust’s stock valued at $527,000 after acquiring an additional 279 shares during the last quarter. Empowered Funds LLC lifted its position in Welltower by 31.7% in the first quarter. Empowered Funds LLC now owns 14,790 shares of the real estate investment trust’s stock valued at $2,266,000 after purchasing an additional 3,564 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in Welltower by 7.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,910 shares of the real estate investment trust’s stock valued at $294,000 after buying an additional 127 shares during the last quarter. Baird Financial Group Inc. raised its stake in shares of Welltower by 7.3% during the second quarter. Baird Financial Group Inc. now owns 10,871 shares of the real estate investment trust’s stock valued at $1,671,000 after acquiring an additional 735 shares during the last quarter. Finally, NewEdge Advisors LLC boosted its holdings in shares of Welltower by 27.0% during the second quarter. NewEdge Advisors LLC now owns 12,435 shares of the real estate investment trust’s stock worth $1,912,000 after purchasing an additional 2,641 shares during the period. 94.80% of the stock is currently owned by institutional investors.

About Welltower

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.