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Welltower Q3 2026 Earnings Call Transcript

Welltower (NYSE:WELL) released third-quarter financial results and hosted an earnings call on Tuesday. Read the complete transcript below.This transcript is brought to you by Benzinga APIs. For real-time access to our

Benzinga·06:20WELL

Stock Market Today: Dow Jones, S&P 500, Nasdaq 10 Futures Gain as Fed Begins Its Two-Day Meet— Novartis, HSBC, Welltower in Focus (UPDATED)

U.S. stock futures were mixed on Tuesday, as the Dow Jones, S&P 500, and Nasdaq 100 indices moved in different directions.

Benzinga·04:45WELL

Welltower Inc (NYSE:WELL) Posts In-Line Q3 2026 Revenue and Strong Non-GAAP EPS Beat

Welltower Q3 2026 revenue in line at $3.716B as non-GAAP EPS sharply beats at $1.67; shares flat after hours despite recent positive momentum.

ChartMill·17:26WELL

Welltower falls on Q3 earnings miss despite raising guidance

Investing.com -- Welltower Inc (NYSE:WELL) reported third quarter results that missed earnings expectations while revenue exceeded analyst estimates, sending shares down 0.5% in after-hours trading Monday.

Yahoo·16:50WELL

Welltower (WELL) Surpasses Q3 FFO and Revenue Estimates

Welltower (WELL) delivered FFO and revenue surprises of +1.83% and +2.48%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Verizon, Welltower On Deck Monday As Wireless Growth, Senior Housing Demand Face Test

Verizon headlines Monday’s reports, with investors weighing whether improving wireless momentum can overcome a recent pullback in the stock. Welltower, Cadence Design Systems, Nucor, Public Storage and Celestica report

Benzinga·11:31WELL

Welltower Gears Up to Report Q3 Earnings: What's in the Cards?

WELL's Q3 earnings are expected to show revenue and normalized FFO growth on senior housing demand, though high interest expenses may weigh on results.

Yahoo·11:57WELL

iShares U.S. Real Estate ETF (IYR) Sells $9.5 Million More Welltower on Oct. 21

The fund sold $92.0 million of stock and bought nothing, cutting all 58 of its positions.

Yahoo·07:05WELL

Welltower (NYSE:WELL) Checks the Minervini Trend Template and High Growth Momentum

Welltower fits the Minervini Trend Template with strong technicals and high-growth momentum, offering a constructive breakout setup near its 52-week high.

ChartMill·04:31WELL

Learn Why The Bull Case For Welltower (WELL) Could Change Following Dividend Increase

Welltower recently reported solid senior housing operating progress, including occupancy of 89.4%, rental growth, continued investment activity and a 15% dividend increase to US$0.85 per quarter, while major real estate ETFs trimmed but retained it as a top holding. The combination of higher occupancy in a high fixed cost business, a long dividend track record and ongoing portfolio recycling highlights how Welltower is leaning on operating efficiency and asset mix rather than balance sheet...

Yahoo·09:17WELL

Welltower (WELL) Has Investors Asking A Bigger Question

Fresh data out of the U.S. senior-housing sector is drawing attention to Welltower (WELL). Rising occupancy, limited new building activity, and growing specialized-care demand are intersecting with the REIT’s recent occupancy gains and rental growth. Recent trading tells a mixed story. The share price has climbed strongly year to date, with a 25.28% gain, while a 90 day share price return that is down 5.21% suggests momentum has cooled. At the same time, a 1 year total shareholder return of...

Yahoo·07:13

Unlocking Q3 Potential of Welltower (WELL): Exploring Wall Street Estimates for Key Metrics

Besides Wall Street's top-and-bottom-line estimates for Welltower (WELL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026.

Yahoo·14:42WELL

Welltower’s Occupancy Climbs to 89.4%, Keeping Dividend Raises on Track

Welltower just handed shareholders its 221st consecutive quarterly dividend and a 15% raise, but one operating number will determine whether the streak continues or stalls out around 89%.

Yahoo·06:45WELL

What iShares U.S. Real Estate ETF (IYR) Sold: Welltower Leads on Oct. 16

The fund sold $170.0 million of stock and bought nothing, trimming all 58 of its positions.

Yahoo·07:05WELL

Wells Fargo Maintains Overweight on Welltower, Raises Price Target to $268

Wells Fargo analyst James Feldman maintains Welltower (NYSE:WELL) with a Overweight and raises the price target from $266 to $268.

Benzinga·08:45WELL

Ventas vs. Welltower: Which Senior Housing REIT Pays Retirees Better?

Both senior housing giants raised dividends and beat expectations this quarter, but retirees choosing between them face a real tradeoff that comes down to how soon you need the money and how much risk you can stomach on the balance sheet.

Yahoo·09:00WELL

Welltower (NYSE:WELL): High Growth Momentum Meets a Breakout Setup

Welltower pairs strong technical strength and a defined breakout setup with solid sales momentum, though uneven EPS trends keep risks in focus.

ChartMill·08:40WELL

NVIDIA Risk Is Rising So These US Large Cap Stocks Look Worth A Closer Look

Markets are increasingly tied to just a few giants, so a stumble in NVIDIA, Apple, or Microsoft could ripple through your index funds faster than many investors expect. That concentration risk also creates a window for stocks that are less dependent on the AI story or on mega-cap momentum. This article walks through three large-cap U.S. companies exposed to the same headlines, explaining where some investors see potential opportunity rather than fragility. The stocks in the list below are...

Yahoo·03:15

Brookdale Senior Living To Buy 30 Communities It Operates From Welltower For $290M

Brookdale Senior Living completed a series of transactions to advance its strategy of owning more of the real estate it operates.

Yahoo·14:04WELL

These 5 REITs Own Something America Is Running Short Of: Senior Housing

The oldest baby boomers turn 80 this year, and the gap between senior housing demand and new supply is growing faster than most investors realize. Five REITs sit directly in the path of that wave, but their risk profiles could not be more different.

Yahoo·08:45

$1000 Invested In Welltower 10 Years Ago Would Be Worth This Much Today

Welltower (NYSE:WELL) has outperformed the market over the past 10 years by 12.65% on an annualized basis producing an average annual return of 26.37%. Currently, Welltower has a market capitalization of $165.94

Benzinga·07:00WELL

Brookdale Completes Acquisition of 17 Communities and Announces Mutually Beneficial Agreement to Acquire 30 Additional Leased Communities from Welltower

Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") today announced additional transactions to advance Brookdale's strategy to further increase its real estate ownership and reduce its long-term lease obligations.

Yahoo·16:15WELL

Welltower (WELL) Raises 2026 Outlook as Senior Housing NOI Growth Nears 19%

Guinness Global Investors recently released its “Global Real Assets Fund” August 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 0.8% in July, underperforming the MSCI World Core Infrastructure Index’s 1.8% gain by 1 percentage point, but remained ahead year to date, returning 11.1% versus 10.9% for the benchmark, […]

Yahoo·11:34WELL

Barclays Maintains Equal-Weight on Welltower, Lowers Price Target to $246

Barclays analyst Richard Hightower maintains Welltower (NYSE:WELL) with a Equal-Weight and lowers the price target from $259 to $246.

Benzinga·10:03WELL

REITs Snap The Slide

U.S. stocks hit record highs as earnings optimism beats rates, energy, and geopolitical risks. Read the full analysis here.

SeekingAlpha·05:00

RQI: When A 10% Yield Doesn't Beat Risk-Free Treasuries

RQI yields 9.7% with exposure to quality REIT sectors; narrowing NAV discount helps, but leverage and weak coverage cap upside. Click to read my analysis.

SeekingAlpha·05:05

Rising Yields Stall REIT M&A as Buyers and Sellers Split

Treasury yields above 5% are pushing REIT M&A into a holding pattern, with REITs trading at a 10% NAV discount versus 15% to 30% before.

Yahoo·13:01

Healthpeak Properties: Can This Healthcare REIT Keep Funding Its Dividend

Healthpeak's 6.48% yield looks tempting after an 8% share price drop, but this healthcare REIT has cut its dividend twice before and now faces a shrinking earnings cushion, rising interest costs, and struggling lab space pulling against its senior housing growth.

Yahoo·12:45

Welltower’s Quarterly Earnings Preview: What You Need to Know

Welltower is gearing up to release its third-quarter earnings later this month, with analysts forecasting double-digit FFO growth.

Yahoo·08:16WELL

Top Analyst Reports for Texas Instruments, RTX & Marvell

Today's Research Daily features new research reports on 16 major stocks, including Texas Instruments Incorporated (TXN), RTX Corporation (RTX) and Marvell Technology, Inc. (MRVL), as well as two micro-cap stocks, Air T, Inc. (AIRT) and GSI Technology, Inc. (GSIT).

Yahoo·16:08

JP Morgan Upgrades Welltower to Overweight from Neutral

Fintel·21:44WELL

Why Welltower Stock Topped the Market on Thursday

An analyst upgraded his recommendation on the specialty REIT.

Yahoo·19:52WELL

4 Senior Housing REITs Betting Big on America’s Aging Population

Two million Americans turn 80 this year, and four REITs are racing to profit from a demographic wave that has barely started while construction sits at historic lows. The question is which ones can handle the operator risk hiding inside the opportunity.

Yahoo·12:17

Welltower: Priced For Compounding That Is Already Slowing

Welltower Inc. is a top-tier healthcare REIT now valued as an operating company, not just a property portfolio. Read more on WELL stock here.

SeekingAlpha·09:51WELL

JP Morgan Upgrades Welltower to Overweight, Announces $260 Price Target

JP Morgan analyst Michael Mueller upgrades Welltower (NYSE:WELL) from Neutral to Overweight and announces $260 price target.

Benzinga·07:03WELL

Welltower Announces Date of Third Quarter 2026 Earnings Release, Conference Call and Webcast

Welltower® Inc. (NYSE: WELL) today announced it will release third quarter 2026 financial results after the close of trading on the New York Stock Exchange on Monday, October 26, 2026. The Company will host a conference call and webcast on Tuesday, October 27, 2026, at 9:00 a.m. ET to discuss these results. The Company's earnings release will be available in the Investor Relations section of the Company's website.

Yahoo·08:00WELL

Is Welltower (WELL) Fully Priced After A 217% Five Year Run?

Welltower has delivered a powerful long run for shareholders, and the latest price around US$232.76 puts a lot of expectation onto what its properties can generate in cash. The question now is whether those cash flows are strong and durable enough to support where the stock trades today. Over the past 5 years the share price has risen 216.9%, which puts a spotlight on whether the current valuation still lines up with the underlying cash generation of the real estate portfolio. For a...

Yahoo·15:13WELL

Evercore ISI Group Maintains Outperform on Welltower, Lowers Price Target to $256

Evercore ISI Group analyst Steve Sakwa maintains Welltower (NYSE:WELL) with a Outperform and lowers the price target from $260 to $256.

Benzinga·07:54WELL

Higher For Longer And Longer

Fed’s first hike since 2023 lifts Treasury yields and hits stocks, REITs, housing, and energy. Read more macroanalysis here.

SeekingAlpha·05:00

The REIT Conundrum

Explore modern REITs: diversified, lower leverage, fixed-rate debt, and strong moats. Here's what investors need to consider.

SeekingAlpha·04:00

Here’s How Much You Would Have Made Owning Welltower Stock In The Last 5 Years

Welltower (NYSE:WELL) has outperformed the market over the past 5 years by 9.88% on an annualized basis producing an average annual return of 21.72%. Currently, Welltower has a market capitalization of $167.36 billion.

Benzinga·08:45WELL

America Is Aging Faster Than Its Housing Supply Can Keep Up. 3 REITs Are Positioned for the Gap

Two million Americans turn 80 in 2026, and the senior housing industry is nowhere near ready for what comes next. Three REITs are quietly capitalizing on a supply gap that took decades to build.

Yahoo·11:00

The Baby Boomer Aging Wave Has Arrived. These 4 REITs Could Benefit for a Decade

Two million Americans will turn 80 this year alone, and a handful of REITs are already cashing in on a demographic wave that has barely begun. The four names below split into very different risk profiles, and only one of them pairs fortress-level coverage with double-digit growth.

Yahoo·09:47

Jefferies favors senior housing in healthcare REIT coverage launch

Investing.com -- On Tuesday, Jefferies launched coverage of large-cap U.S. healthcare real estate investment trusts, favoring senior housing as its preferred way to play the sector.

Yahoo·10:41

Seeking Diversified, High-Yield Income As The Outcome With Five NEOS ETFs

NEOS ETFs offer high-yield, monthly income across diverse asset classes, avoiding large-cap tech exposure and enhancing diversification. Click for more details.

SeekingAlpha·10:02

Jefferies Assumes Welltower at Buy, Raises Price Target to $275

Jefferies analyst Joe Dickstein assumes Welltower (NYSE:WELL) with a Buy rating and raises Price Target to $275.

Benzinga·07:06WELL

What Makes Welltower (WELL) a Bullish Bet?

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Opportunity Fund”. A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the […]

Yahoo·08:48WELL

National Health Investors: Buy The Earnings Dip And Lock In A 5.3% Yield

National Health Investors, Inc. near 52-week lows: 5.3% yield, discounted P/FFO, SHOP growth catalyst, and rising dividend outlook. Click for this NHI update.

SeekingAlpha·04:00

Tuesday's session: gap up and gap down stock in the S&P500 index

Looking for opportunities in today's market? Check out the S&P500 gap up and gap down stocks on Tuesday and stay ahead of the market trends.

ChartMill·10:35

Welltower Stock: Analyst Estimates & Ratings

Welltower has outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Yahoo·10:14WELL

Prepare For A Sharp Pullback In Overpriced REITs

Some REIT sectors are looking dangerously overpriced and at high risk of facing a major correction in the coming years. Check out two such sectors here.

SeekingAlpha·03:15

Welltower (NYSE:WELL) Combines High Growth Momentum with a Breakout Setup

Welltower (WELL) combines high growth momentum with top technical ratings and a favorable entry setup, making it a standout REIT for growth-focused investors.

ChartMill·04:50WELL

WELL Health Technologies Q2 Earnings Call Highlights

WELL Health Technologies (TSE:WELL) reported second-quarter revenue of approximately C$404 million, up 12% from a year earlier, while adjusted EBITDA was C$48.1 million, down 3% on a reported basis. The company raised its full-year 2026 adjusted EBITDA outlook by C$10 million, citing stronger execut

Yahoo·00:02WELL

Is WELL Health Technologies (TSX:WELL) Undervalued Following Mixed Q2 Earnings?

Earnings event puts WELL Health Technologies under the microscope WELL Health Technologies (TSX:WELL) has stepped into the spotlight after reporting second quarter 2026 results that paired record quarterly revenue with a move from profit to loss. The company posted Q2 sales of CA$400.43 million compared with CA$356.67 million a year earlier, while net results shifted from income of CA$12.15 million to a net loss of CA$10.91 million. On a per share basis, basic and diluted loss from continuing...

Yahoo·12:12WELL