Welltower Inc. · WELL · Next earnings

Welltower Inc. reports Monday, Oct 26, 2026

WELL reports after market close with consensus EPS at $0.64 and revenue at $3.63B. Last quarter: Welltower Q1 2026: Revenue Surges 38%, FFO Guidance Raised Again on Senior Housing Strength

Reports After market close36 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.64 Calendar consensus
Consensus revenue $3.63B Calendar consensus
Report date Oct 26, 2026 Monday, date estimated
Session After market close 36 days away

Where WELL left off: FY2026 Q1

Full report

Welltower Q1 2026: Revenue Surges 38%, FFO Guidance Raised Again on Senior Housing Strength

EPS surprise +50.2% Reported $1.02 vs $0.68
Revenue surprise +5.5% Reported $3.35B vs $3.18B
Stock move -1.0% Event window
Subsequent drift -0.8% Up to 20 sessions

Full-year 2026 normalized FFO guidance midpoint raised from $6.17 to $6.28 per share, an increase of $0.11. Same-store NOI growth target set at 12.25% to 16% across all sub-segments. CapEx outlook is stable. Management tone remains confident, and guidance sentiment is raised for the second consecutive quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Geopolitical tension and macroeconomic volatility creating capital-market uncertainty.
  • Higher interest rates and widening credit spreads could increase financing costs.
  • Potential slowdown in senior-housing demand or supply-chain constraints on new capacity.
  • Execution risk associated with large-scale digital transformation and technology roll-out.
  • Regulatory and compliance exposure inherent to senior-care and real-estate operations.

Questions analysts left open

  • Details on RevPOR versus ExpPOR margin mix for the 95%+ occupied portfolio.
  • Commercial potential and timeline for data-science platform licensing.
  • Impact of higher CapEx and how the company plans to manage it.
  • Competitive landscape, especially Ventas' recent activity.
  • Supply dynamics and potential oversupply in senior-housing markets.

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Recent WELL quarters

All WELL earnings
-1.0%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.