Welltower (WELL) Projected to Post Earnings on Tuesday

Welltower (NYSE:WELL) will likely be announcing its Q1 2026 results after the market closes on Tuesday, April 28th. Analysts expect the company to announce earnings of $0.7290 per share and revenue of $3.0927 billion for the quarter. Welltower has set its FY 2026 guidance at 6.090-6.25 EPS. Investors may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Wednesday, April 29, 2026 at 9:00 AM ET.

Welltower (NYSE:WELL) last released its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.45 EPS for the quarter, beating the consensus estimate of $1.44 by $0.01. Welltower had a net margin of 8.64% and a return on equity of 2.46%. The business had revenue of $3.18 billion during the quarter, compared to the consensus estimate of $2.93 billion. During the same quarter in the prior year, the firm earned $1.13 EPS. The business’s revenue was up 41.3% on a year-over-year basis. On average, analysts expect Welltower to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Welltower Stock Up 0.5%

WELL opened at $209.19 on Friday. The firm has a 50-day simple moving average of $205.60 and a two-hundred day simple moving average of $194.59. Welltower has a 52 week low of $142.65 and a 52 week high of $216.43. The company has a market capitalization of $147.38 billion, a PE ratio of 149.43, a price-to-earnings-growth ratio of 1.42 and a beta of 0.83. The company has a quick ratio of 3.46, a current ratio of 3.46 and a debt-to-equity ratio of 0.45.

Welltower Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 25th were issued a dividend of $0.74 per share. This represents a $2.96 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Wednesday, February 25th. Welltower’s dividend payout ratio is 211.43%.

Hedge Funds Weigh In On Welltower

A number of institutional investors and hedge funds have recently modified their holdings of the stock. State Street Corp boosted its holdings in shares of Welltower by 4.1% in the 3rd quarter. State Street Corp now owns 41,253,954 shares of the real estate investment trust’s stock worth $7,348,979,000 after purchasing an additional 1,637,665 shares during the period. Bank of America Corp DE boosted its holdings in shares of Welltower by 5.3% in the 4th quarter. Bank of America Corp DE now owns 20,403,258 shares of the real estate investment trust’s stock worth $3,787,049,000 after purchasing an additional 1,024,668 shares during the period. Price T Rowe Associates Inc. MD boosted its holdings in shares of Welltower by 11.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 16,826,035 shares of the real estate investment trust’s stock worth $3,123,082,000 after purchasing an additional 1,734,922 shares during the period. Morgan Stanley boosted its holdings in shares of Welltower by 4.9% in the 4th quarter. Morgan Stanley now owns 10,067,111 shares of the real estate investment trust’s stock worth $1,868,557,000 after purchasing an additional 472,270 shares during the period. Finally, Northern Trust Corp boosted its holdings in shares of Welltower by 3.2% in the 3rd quarter. Northern Trust Corp now owns 9,106,068 shares of the real estate investment trust’s stock worth $1,622,155,000 after purchasing an additional 282,881 shares during the period. Hedge funds and other institutional investors own 94.80% of the company’s stock.

More Welltower News

Here are the key news stories impacting Welltower this week:

• Positive Sentiment: Welltower’s relative strength (RS) rating jumped to 84, highlighting recent outperformance and technical momentum that can attract momentum and institutional buyers. Welltower shows market leadership with jump to 84 RS rating
• Positive Sentiment: Welltower sold medical ground leases in the Chicagoland area to Endeavor Health for ~$57M, a tidy divestment that boosts liquidity and demonstrates monetization of non-core or mature assets. Welltower fetches $57M in medical ground lease sales to Endeavor Health
• Positive Sentiment: Tennessee Consolidated committed $150M to Welltower’s senior housing debt fund, providing capital validation for Welltower’s lending/credit strategy and potentially supporting fee income and balance-sheet flexibility. Tennessee Consolidated commits $150m to Welltower senior housing debt fund
• Neutral Sentiment: Analysts and preview pieces are focusing on Q1 results, key operating metrics (same-store rent, occupancy, fee revenue) and guidance — upcoming earnings will be the next major catalyst. Welltower Gears Up to Report Q1 Earnings: What’s in the Cards?
• Neutral Sentiment: Zacks’ Q1 preview drills into metrics beyond EPS/revenue that investors should watch — useful for discerning whether growth/margin trends support consensus FY26 EPS (~6.24). Countdown to Welltower (WELL) Q1 Earnings
• Negative Sentiment: Activist investor Land & Buildings published a white paper criticizing a proposed 10-year executive incentive/compensation plan as overly management-friendly, raising governance and dilution concerns that pressured the stock. Land & Buildings Criticizes Welltower (WELL) Executive Pay Plan in White Paper
• Negative Sentiment: Short-seller/activist Jonathan Litt released a bearish short report and public short position, arguing valuation downside (claims up to a 60% drop), amplifying volatility and investor concern. Activist investor Jonathan Litt shorts Welltower, sees stock falling 60%
• Negative Sentiment: Market reaction: coverage noted WELL trading lower after the Land & Buildings report; multiple industry outlets reiterated governance concerns — this increases short-term downside risk until governance questions are resolved or management responds. Welltower trades lower after Land & Buildings issues cautious report

Wall Street Analyst Weigh In

Several analysts have recently issued reports on WELL shares. KeyCorp upped their price objective on Welltower from $210.00 to $240.00 and gave the stock an “overweight” rating in a report on Tuesday, February 24th. UBS Group set a $240.00 price objective on Welltower in a report on Thursday, February 12th. Scotiabank upped their price objective on Welltower from $214.00 to $236.00 and gave the stock a “sector outperform” rating in a report on Monday, March 2nd. Royal Bank Of Canada upped their price objective on Welltower from $207.00 to $230.00 and gave the stock an “outperform” rating in a report on Tuesday, February 24th. Finally, Weiss Ratings downgraded shares of Welltower from a “buy (b-)” rating to a “hold (c)” rating in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $225.43.

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.