Welltower Inc. (NYSE:WELL ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants John F. Burkart - VC & COO Matthew Grant McQueen - Chief Legal Officer, General Counsel & Corporate Secretary Nikhil Chaudhri - Co-President & Chief Investment Officer Shankh S.
WELL's Q2 FFO outshines estimates, driven by a rise in revenues. Same Store NOI improves year over year.
While the top- and bottom-line numbers for Welltower (WELL) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Welltower (WELL) came out with quarterly funds from operations (FFO) of $1.28 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to FFO of $1.05 per share a year ago.
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 June 2025.
Sector rotation remains a powerful strategy, especially in real estate, allowing investors to capitalize on shifting market sentiment and valuation extremes. Welltower is priced for perfection after a strong run, but its high valuation and emerging industry risks make taking profits appealing now. Realty Income offers a compelling entry point with a high yield, reasonable valuation, and potential upside if interest rates decline.
Welltower Inc. is a dominant, well-managed healthcare REIT benefiting from strong secular tailwinds like aging demographics and wellness trends. The company's competitive advantages include a customer-focused culture, visionary leadership, and early adoption of data science and AI to drive growth. Despite strong revenue growth and a solid balance sheet, Welltower's current valuation appears stretched, with a low dividend yield and consistent shareholder dilution.
Aging population, a rise in senior citizens' healthcare expenditures, and favorable outpatient visit trends are likely to support WELL's performance.
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Welltower (WELL) reported earnings 30 days ago. What's next for the stock?
WELL is well-poised to gain from an aging population and a rise in senior citizens' healthcare expenditures. Favorable outpatient visit trends are encouraging.
Welltower (WELL) possesses solid growth attributes, which could help it handily outperform the market.