Welltower Inc. · WELL · Next earnings

Welltower Inc. reports Tuesday, Feb 9, 2027

WELL reports after market close with consensus EPS at $0.69 and revenue at $3.84B. Last quarter: Welltower raises 2026 FFO outlook as senior-housing pricing strengthens

Reports After market close96 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.69 Calendar consensus
Consensus revenue $3.84B Calendar consensus
Report date Feb 9, 2027 Tuesday, date estimated
Session After market close 96 days away

Where WELL left off: FY2026 Q3

Full report

Welltower raises 2026 FFO outlook as senior-housing pricing strengthens

EPS surprise -15.8% Reported $0.54 vs $0.64
Revenue surprise +2.0% Reported $3.72B vs $3.64B
Stock move -5.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year 2026 FFO guidance to $6.50 per share, a 23% year-over-year growth outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Higher interest rates, inflation, and geopolitical uncertainty could affect the sector.
  • Senior-housing debt maturities in 2026–2028 and rising CMBS delinquencies could pressure refinancing.
  • Luxury senior-housing oversupply, labor costs, and regulatory constraints could limit returns or execution.

Questions analysts left open

  • How durable pricing power and RevPAR growth will be relative to occupancy gains.
  • What constraint could limit cash-flow compounding over the next five years.
  • How non-same-store assets and geographic segments perform, including the U.K. and Canada.

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Recent WELL quarters

All WELL earnings
-5.3%FY2026 Q3-1.9%FY2026 Q2-1.0%FY2026 Q1+3.5%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.