Welltower (NYSE:WELL) Posts Earnings Results, Misses Expectations By $0.05 EPS

Welltower (NYSE:WELL) announced its earnings results on Monday. The real estate investment trust reported $0.61 EPS for the quarter, missing the consensus estimate of $0.66 by ($0.05), FiscalAI reports. The business had revenue of $3.54 billion for the quarter, compared to analyst estimates of $3.40 billion. Welltower had a return on equity of 3.67% and a net margin of 12.15%.The business’s revenue for the quarter was up 39.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.28 EPS. Welltower updated its FY 2026 guidance to 6.360-6.440 EPS.

Welltower Price Performance

NYSE:WELL opened at $243.88 on Wednesday. The company has a market cap of $172.16 billion, a P/E ratio of 111.87, a P/E/G ratio of 1.22 and a beta of 0.77. The firm’s fifty day moving average price is $223.01 and its two-hundred day moving average price is $209.87. Welltower has a one year low of $160.51 and a one year high of $255.20. The company has a debt-to-equity ratio of 0.40, a current ratio of 4.31 and a quick ratio of 4.31.

Welltower Increases Dividend

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

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Wall Street Zen raised shares of Welltower from a “sell” rating to a “hold” rating in a research report on Saturday, May 2nd. BMO Capital Markets reaffirmed an “outperform” rating and issued a $245.00 target price on shares of Welltower in a research report on Monday, May 4th. Weiss Ratings lowered Welltower from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Raymond James Financial assumed coverage on shares of Welltower in a research note on Tuesday, June 16th. They issued an “outperform” rating and a $226.00 price target for the company. Finally, Citigroup boosted their price objective on shares of Welltower from $245.00 to $255.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Thirteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, Welltower currently has a consensus rating of “Moderate Buy” and a consensus price target of $235.89.

Hedge Funds Weigh In On Welltower

Institutional investors and hedge funds have recently made changes to their positions in the company. Swiss RE Ltd. acquired a new stake in Welltower during the 4th quarter worth approximately $29,000. Quarry LP acquired a new position in Welltower in the 3rd quarter valued at $33,000. Kemnay Advisory Services Inc. acquired a new position in Welltower in the 4th quarter valued at $51,000. Prosperity Bancshares Inc bought a new position in Welltower during the 4th quarter worth $64,000. Finally, Greenline Wealth Management LLC bought a new position in Welltower during the 4th quarter worth $65,000. Institutional investors and hedge funds own 94.80% of the company’s stock.

Welltower Company Profile

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.