WELL
Welltower·NYSE
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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
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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.
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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.
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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.
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Revenue Breakdown
Where does Welltower (WELL) generate its revenue? Explore its key revenue streams and top earning regions.
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Dividend
Track Welltower (WELL) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is Welltower's gross profit margin?Did Welltower beat or miss consensus estimates last quarter?What were the key takeaways from Welltower's earnings call?What does Welltower do and what are its main business segments?What were the key takeaways from Welltower’s earnings call?What guidance did Welltower's management provide for the next earnings period?What is the revenue and EPS growth rate for Welltower year over year?What is Welltower's latest dividend and current dividend yield?
