Welltower Inc. (WELL)
3 Reasons Growth Investors Will Love Welltower (WELL)
Welltower (WELL) possesses solid growth attributes, which could help it handily outperform the market.
Welltower: Q3 Earnings Indicate That Growth Should Continue
Welltower (WELL) remains a standout REIT, delivering over 35% share price growth and strong fundamentals despite a sector-wide lag. WELL's Q3 earnings showed 30.6% revenue growth and robust FFO, driven by its Senior Housing Operating segment and diversified healthcare property portfolio. Despite trading at a premium valuation, WELL's growth strategies, capital efficiency, and exposure to rising senior housing demand justify its current price.
Welltower Inc. (WELL) Q3 2025 Earnings Call Transcript
Welltower Inc. (NYSE:WELL ) Q3 2025 Earnings Call October 28, 2025 9:00 AM EDT Company Participants Matthew McQueen - Chief Legal Officer, General Counsel & Corporate Secretary Shankh Mitra - CEO & Director John Burkart - VC & COO Nikhil Chaudhri - Co-President & Chief Investment Officer Tim McHugh - Co-President & CFO Conference Call Participants Vikram Malhotra - Mizuho Securities USA LLC, Research Division Jonathan Hughes - Raymond James & Associates, Inc., Research Division John Kilichowski Michael Carroll - RBC Capital Markets, Research Division Farrell Granath - BofA Securities, Research Division Nicholas Yulico - Scotiabank Global Banking and Markets, Research Division Omotayo Okusanya Michael Goldsmith - UBS Investment Bank, Research Division Ronald Kamdem - Morgan Stanley, Research Division Nicholas Joseph - Citigroup Inc., Research Division Juan Sanabria - BMO Capital Markets Equity Research Richard Anderson - Cantor Fitzgerald & Co., Research Division James Kammert - Evercore ISI Institutional Equities, Research Division Wesley Golladay - Robert W. Baird & Co. Incorporated, Research Division John Pawlowski - Green Street Advisors, LLC, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Michael Mueller - JPMorgan Chase & Co, Research Division Presentation Operator Thank you for standing by.
Welltower's Q3 FFO & Revenues Beat Estimates, Same Store NOI Rises
WELL's Q3 FFO outshines estimates, driven by a rise in revenues. Same Store NOI improves year over year.
Compared to Estimates, Welltower (WELL) Q3 Earnings: A Look at Key Metrics
The headline numbers for Welltower (WELL) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Welltower (WELL) Surpasses Q3 FFO and Revenue Estimates
Welltower (WELL) came out with quarterly funds from operations (FFO) of $1.34 per share, beating the Zacks Consensus Estimate of $1.3 per share. This compares to FFO of $1.11 per share a year ago.
Welltower Stock Rises 32.3% Year to Date: Will the Trend Last?
WELL's 32.3% year-to-date stock price surge is fueled by its strong senior housing growth and favorable outpatient visit trend, backed by solid liquidity.
Welltower (WELL) Upgraded to Buy: Here's What You Should Know
Welltower (WELL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
4 Reasons to Add Welltower Stock to Your Portfolio Right Now
A rise in the senior citizen population and healthcare expenses, restructuring efforts, and a healthy balance sheet are likely to support WELL.
Welltower Stock Rises 28.9% Year to Date: Will the Trend Last?
WELL's strong senior housing growth, strategic acquisitions and solid balance sheet fuel a 28.9% YTD stock price surge.
Here's Why You Should Retain Welltower Stock in Your Portfolio Now
WELL's seniors housing operating portfolio is set to benefit from the aging population and rising healthcare spending. However, high competition is a concern.
Welltower: Most Of Upside Is Already Priced In
Welltower has delivered robust growth in revenue, NOI, and FFO, significantly outperforming sector peers since the pandemic, especially in senior housing. Despite operational strength, WELL's shares appear overvalued, trading at historically high multiples (P/FFO 33x), with limited upside from current levels. The dividend yield is low (1.8%) compared to peers, and while payout is consistent, it lacks meaningful growth despite strong earnings expansion.
