Welltower's aggressive portfolio expansion, evidenced by a 56.7% year-over-year increase in total assets to $69.9B in 2026Q2, is driving robust revenue growth of 40.9% and NOI margin expansion to 39.3%. The company's strong cash flow generation, with AFFO cove...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 40.9% YoY to $3.5B in 2026Q2, with NOI margin stable at 39.3%, but FFO per share volatility (from $1.87 to $1.34) and thin GAAP operating margins (3.33%) suggest earnings quality may be weaker than headline growth implies.
Welltower is a top-tier REIT with robust FFO growth and disciplined capital allocation, particularly in its senior housing operating segment.
The aging baby boomer population is a significant demand driver for senior housing, positioning Welltower favorably.
Welltower is accelerating its investment pace and has raised its 2026 guidance for normalized FFO, anticipating continued strong performance.
Welltower is trading at a high P/FFO multiple, significantly above its historical average, suggesting potential overvaluation.
A high dividend payout ratio raises concerns about the sustainability of Welltower's dividend payments.
Challenges in integrating recent acquisitions could diminish EBITDA margins amid increasing competition.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 27, 2026 | $0.61-1.1% vs $0.62 | $3.5B+4.2% vs $3.4B |
Q2 2026 Apr 28, 2026 | $1.02+50.2% vs $0.68 | $3.4B+5.5% vs $3.2B |
Q1 2026 Feb 10, 2026 | $0.14-75.7% vs $0.58 | $3.2B+11.3% vs $2.9B |
Q4 2025 Oct 27, 2025 | $0.41-30.5% vs $0.59 | $2.7B+2.8% vs $2.6B |
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.
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 three are found in the IBD Stock Screener, specifically the list of Stocks That Funds Are Buying.
High-yielding investments that pay out cash flow monthly can be powerful passive income machines. When they are on sale and have a track record of total return outperformance, they are even more compelling. I detail two of these opportunities that are on sale right now.
Benchmark WELL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Welltower Inc. (WELL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $230.31 | $165.95B | 165.69 | 35.82% | 8.78% | 2.47% | 1.2% | |
| $86.86 | $42.23B | 160.84 | 18.47% | 4.13% | 1.99% | — | |
| $46.47 | $13.84B | 23.95 | 13.95% | 66.43% | 15.76% | — | |
| $19.81 | $5B | 30.95 | 10.15% | 7.61% | 2.34% | — | |
| $42.42 | $2.17B | 16.83 | 25.26% | 38.92% | 11.45% | — | |
| $67.41 | $3.27B | 22.32 | 12.93% | 38.47% | 10.85% | — |
Welltower Inc. (WELL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Welltower Inc. (WELL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jul 27, 2026·SEC
Jul 13, 2026·SEC
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Welltower Inc. (WELL) stock FAQ — growth, dividends, profitability & financials explained
Welltower Inc. (WELL) reported $12.61B in revenue for fiscal year 2025. This represents a 23084% increase from $54.4M in 1996.
Welltower Inc. (WELL) grew revenue by 35.8% over the past year. This is strong growth.
Yes, Welltower Inc. (WELL) is profitable, generating $1.35B in net income for fiscal year 2025 (8.8% net margin).
Yes, Welltower Inc. (WELL) pays a dividend with a yield of 1.20%. This makes it attractive for income-focused investors.
Welltower Inc. (WELL) has a return on equity (ROE) of 2.5%. This is below average, suggesting room for improvement.
Welltower Inc. (WELL) generated Funds From Operations (FFO) of $3.85B in the trailing twelve months. FFO is the primary profitability metric for REITs.
