WELLWelltower Inc.
Welltower Inc. (WELL) owns and operates senior living communities, generating revenue through rent and management fees. The next catalyst is Oct 27, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to sustain its recent revenue growth and maintain its dividend payout. The Q3 report will reveal whether the 40.2% YoY revenue jump is sustainable and if the 15% dividend hike can be maintained without straining cash flow.
- Revenue reached $8.68B in 2026, up 40.2% from the prior year.
- Net income hit $277.25M, with a net margin of 3.2% (TTM).
- Shareholders’ equity stands at $42.13B, with a debt-to-equity ratio of 0.46x.
The schedule
- Tue27Oct
The Q3 2026 earnings release is a key event that will provide insight into the company's financial performance and operational results. This event is expected to focus on FFO guidance and overall operational performance, which are critical indicators for investors. The outcome of this release could significantly influence the stock's direction in the short term.
- Tue9Feb
The Q4 2026 earnings release will provide an update on the company's year-end performance and guidance for the upcoming year. This event is likely to highlight key financial metrics and strategic initiatives that could impact the stock's trajectory. Investors will be closely watching for any signs of improved performance or guidance that could drive the stock higher.
- Tue27Apr
- Tue27Jul
- Tue3Aug
Being included in the Top REITs list is a positive development that can enhance the company's visibility and attract more investor interest. This recognition can lead to increased media coverage and a stronger market position. The inclusion is likely to have a positive impact on the stock's momentum and overall market perception.
- Mon9Aug
Being featured in Real Estate News is a positive catalyst that can drive short-term price momentum. This exposure can increase investor awareness and potentially lead to a rise in the stock price. The news coverage is expected to have a positive effect on the company's market standing and investor sentiment.
- Tue31Aug
Being listed in Top Real Estate News can enhance the company's brand recognition and attract more investor interest. This recognition can lead to increased visibility and a stronger market position. The listing is likely to have a positive impact on the stock's momentum and overall market perception.
Past
- Tue28Jul
Actual outcome: Bull
Welltower delivered a strong Q2, beating FFO estimates and posting 20.5% same-store NOI growth in its seniors housing operating portfolio. Driven by higher occupancy, pricing gains, and accretive acquisitions, the company also raised its full-year FFO outlook. These robust fundamentals supported the stock's momentum near 52-week highs, allowing shares to reach the bull target.
Welltower delivered a strong Q2, beating FFO estimates and posting 20.5% same-store NOI growth in its seniors housing operating portfolio. Driven by higher occupancy, pricing gains, and accretive acquisitions, the company also raised its full-year FFO outlook. These robust fundamentals supported the stock's momentum near 52-week highs, allowing shares to reach the bull target.
- Fri8May
Actual outcome: Bull · $212.61 at outcome
Welltower delivered strong Q1 2026 results, beating FFO estimates with $1.47 per share and reporting a 23% year-over-year increase in FFO driven by a 22.1% surge in same-store NOI. The company also raised its full-year 2026 guidance on the back of improving occupancy and strong operating leverage, validating the bull case and driving the stock above the $214 target.
Welltower delivered strong Q1 2026 results, beating FFO estimates with $1.47 per share and reporting a 23% year-over-year increase in FFO driven by a 22.1% surge in same-store NOI. The company also raised its full-year 2026 guidance on the back of improving occupancy and strong operating leverage, validating the bull case and driving the stock above the $214 target.
- Tue10Feb
Actual outcome: Bull · $210.72 at outcome
Welltower delivered a fundamental beat, reporting Q4 FFO and revenue above estimates, driven by strong operational performance. Crucially, the company issued 2026 FFO guidance above analyst expectations and reported robust 15% Same-Store NOI growth. These results confirmed the market's high expectations for continued strength in the senior housing portfolio, driving the stock well past the $195.00 bull target.
Welltower delivered a fundamental beat, reporting Q4 FFO and revenue above estimates, driven by strong operational performance. Crucially, the company issued 2026 FFO guidance above analyst expectations and reported robust 15% Same-Store NOI growth. These results confirmed the market's high expectations for continued strength in the senior housing portfolio, driving the stock well past the $195.00 bull target.
