logo

WELL

Welltower·NYSE
--
--(--)
--
--(--)

WELL fundamentals

Welltower (WELL) released its earnings on Feb 10, 2026: revenue was 3.18B (YoY +41.28%), beat estimates; EPS was 0.14 (YoY -26.32%), missed estimates.
Revenue / YoY
3.18B
+41.28%
EPS / YoY
0.14
-26.32%
Report date
Feb 10, 2026
WELL Earnings Call Summary for Q4,2025
  • Exceptional 2025 Growth: 36% revenue, 32% EBITDA, and 22% FFO per share growth, driven by senior housing dominance (70% of NOI).
  • Strategic Portfolio Shift: Sold $8.5B low-growth assets, reinvesting $11B into high-growth senior housing with 10x+ future NOI upside.
  • 2026 Outlook: $6.17 FFO per share (+28%), 20%-21% SHOP NOI growth, and 9% RevPOR growth. WBS reduces expenses, enabling 270bps margin expansion.
  • Market Leadership: Off-market deal pipeline remains robust, with 1,000+ new assets under development. Fund business extends moat without cannibalizing core operations.

Earnings

EPS
Revenue

Revenue & Expenses

Key Indicators

Welltower (WELL) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Welltower (WELL)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
Trend
Breakdown

Balance Sheet

Welltower (WELL)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
Trend
Breakdown

Cash Flow

Welltower (WELL)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
Trend
Breakdown

Revenue Breakdown

Where does Welltower (WELL) generate its revenue? Explore its key revenue streams and top earning regions.
By Business
Data source:
By Region
Data source:

Dividend

Track Welltower (WELL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
Payout Ratio
Dividend Yield