Welltower Earnings Preview: What to Expect

Barchart Barchart Open on Barchart
Welltower Earnings Preview: What to Expect

Welltower Inc. (WELL), headquartered in Toledo, Ohio, is a real estate investment trust (REIT) specializing in health care infrastructure. Valued at $144.8 billion by market cap, the company invests in top senior housing operators, post-acute providers, and health systems and delivers the health care infrastructure necessary to facilitate better treatment. The leading REIT is expected to announce its fiscal first-quarter earnings for 2026 after the market closes on Tuesday, Apr. 28. 

Ahead of the event, analysts expect WELL to report an FFO of $1.44 per share on a diluted basis, up 20% from $1.20 per share in the year-ago quarter. The company has consistently surpassed Wall Street’s FFO estimates in its last four quarterly reports.

More Top Stocks Daily: Go behind Wall Street’s hottest headlines with Barchart’s Active Investor newsletter.

 

For the full year, analysts expect WELL to report FFO per share of $6.24, up 18% from $5.29 in fiscal 2025. Its FFO is expected to rise 13% year over year to $7.05 per share in fiscal 2027.

www.barchart.com

WELL stock has outperformed the S&P 500 Index’s ($SPX) 29.4% gains over the past 52 weeks, with shares up 46.4% during this period. Similarly, it outperformed the State Street Real Estate Select Sector SPDR ETF’s (XLRE11.6% uptick over the same time frame.

www.barchart.com

WELL's strong performance was fueled by its senior housing portfolio, with same-store revenue growth and rising occupancy driving margin expansion. The company also actively repositioned its portfolio, investing $13.9 billion and divesting $7.5 billion.

Analysts’ consensus opinion on WELL stock is bullish, with a “Strong Buy” rating overall. Out of 20 analysts covering the stock, 14 advise a “Strong Buy” rating, two suggest a “Moderate Buy,” and four give a “Hold.” WELL’s average analyst price target is $231.89, indicating a potential upside of 11.9% from the current levels. 


On the date of publication, Neha Panjwani did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

 

More news from Barchart

As the Cybersecurity Selloff Continues, Palo Alto Just Scored a New Deal with Anthropic. Should You Buy the Dip in PANW Stock? Dear ASML Stock Fans, Mark Your Calendars for April 15 Palantir Stock Is at 6-Month Lows - Time to Buy PLTR? JPMorgan Is Betting on the ‘American Dream’ with a New $1.5 Trillion Initiative. What Does That Really Mean?