WELL · Welltower Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jun 23, 2026TL;DR. Welltower reported a 25.0% YoY rise in normalized FFO per share to $1.60, with 20.5% SHO same-store NOI growth, and raised full-year normalized FFO guidance to $6.36–$6.44 per share while lowering net income guidance to $3.11–$3.19 per share. The Board also increased the quarterly dividend 15% to $0.85.
- + Normalized FFO per share rose 25.0% YoY to $1.60 in Q2
- + Total SSNOI grew 15.5% YoY, led by SHO SSNOI growth of 20.5%
- + Raised full-year normalized FFO guidance to $6.36–$6.44 per share from $6.21–$6.35
- + Quarterly dividend increased 15% to $0.85, citing confidence in cash flow durability and balance sheet strength
- + Strong SHO organic growth with 9.2% revenue growth, 330 bps occupancy growth and 5.2% RevPOR growth
- + Year-to-date closed or under contract $15.5 billion of pro rata gross investments at attractive yields
- − Lowered full-year net income attributable to common stockholders guidance to $3.11–$3.19 per share from $3.24–$3.38
- − Impairment of assets of $25.8 million in Q2
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
REIT - Healthcare Facilities — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
WELL
this stock
Welltower Inc.
|
$166.33B | +26.9% | +35.6% | 117.2 | 2.6% |
|
VTR
Ventas, Inc.
|
$46.16B | +16.3% | +18.5% | 166.7 | 4.0% |
|
OHI
Omega Healthcare Investors Inc
|
$14.24B | +6.0% | +13.2% | 16.7 | 4.3% |
|
DOC
Healthpeak Properties, Inc.
|
$14.00B | +26.2% | +4.5% | 58.0 | 3.5% |
|
AHR
American Healthcare REIT, Inc.
|
$11.68B | +13.9% | +9.1% | 77.7 | 9.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| WELL | -2.3% | +0.5% | +20.3% | -0.3% | +26.9% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -1.1% | +2.3% | +2.4% | +0.1% | +14.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.