Welltower Inc. (WELL) Q4 2025 Earnings Call Transcript
WELL's Q4 FFO outshines estimates, driven by a rise in revenues. Same Store NOI improves year over year.
The headline numbers for Welltower (WELL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
| Health Care REITs Industry | Real Estate Sector | Shankh S. Mitra CEO | XMUN Exchange | US95040Q1040 ISIN |
| US Country | 685 Employees | 25 Feb 2026 Last Dividend | 4 Sep 1985 Last Split | 2 Jan 2001 IPO Date |
Welltower Inc. (NYSE:WELL) is a prominent name in the health care infrastructure industry, strategically headquartered in Toledo, Ohio. As a member of the S&P 500, the company is at the forefront of transforming health care infrastructure through its significant investments. Welltower collaborates with leading seniors housing operators, post-acute providers, and health systems, providing necessary funding for real estate infrastructure. This strategic funding is aimed at scaling innovative care delivery models, which in turn enhances wellness and overall health care experience for people. Operating as a real estate investment trust (REIT), Welltower has a broad portfolio. The company's property interests are concentrated in major, high-growth markets across the United States, Canada, and the United Kingdom. These investments primarily encompass seniors housing and post-acute communities in addition to outpatient medical properties, focusing on delivering comprehensive health care solutions in prime locations.
Welltower Inc. invests in seniors housing operations, partnering with leading operators to provide high-quality living options for the elderly. These facilities focus on delivering a blend of residential living, assistance with daily activities, and access to health care services. The aim is to offer environments that support the well-being and independence of seniors.
Understanding the critical need for specialized care post-hospitalization, Welltower invests in post-acute communities. These properties cater to individuals requiring ongoing medical care or rehabilitation services after leaving the hospital, focusing on recovery and health improvement in a supportive environment.
Welltower’s investment in outpatient medical properties underscores the company's commitment to enhancing access to health care. These properties include medical offices and clinics that provide a wide range of health care services in convenient locations for patients. By focusing on outpatient care, Welltower supports the shifting trend towards more cost-effective, patient-centered health care solutions.