Welltower Inc. is a top-tier REIT with strong fundamentals, robust FFO growth, and disciplined capital allocation. WELL's SHO segment drove Q1'26 FFO up 23% YoY, with same-store NOI growth of 22.1% and occupancy at 88.8%. Despite operational excellence, WELL trades at a 33x P/FFO—over 30% above its historical average and 131% above peers, making current valuation difficult to justify.
Welltower Inc. (WELL) Q1 2026 Earnings Call Transcript
WELL tops Q1 FFO estimates as SHO NOI surges, occupancy improves and 2026 guidance increases on strong operating leverage.
The headline numbers for Welltower (WELL) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Welltower (WELL) came out with quarterly funds from operations (FFO) of $1.47 per share, beating the Zacks Consensus Estimate of $1.45 per share. This compares to FFO of $1.2 per share a year ago.
Digital Realty Trust, Blackstone, Welltower, Prologis, American Tower, Apollo Global Management, and Opendoor Technologies are the seven Real Estate stocks to watch today, according to MarketBeat's stock screener tool. Real estate stocks are shares of companies whose primary business is owning, developing, managing, or financing property-this category includes REITs, homebuilders, property managers and real estate
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Welltower (WELL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.
WELL rides strong SHO growth, strategic U.K. acquisitions and solid liquidity as rising healthcare demand and demographics fuel long-term upside.
Shares of Welltower WELL have gained 20.5% in the past six months, outperforming the industry's upside of 3.1%.
Welltower (WELL) reported earnings 30 days ago. What's next for the stock?
Shares of Welltower WELL have gained 10% in the year to date period, outperforming the industry's upside of 7.4%.
Welltower is booming on strong senior housing demand. But it trades at one of the highest valuations in the REIT sector. If growth slows, the downside could be significant.