DailyIQ
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Sector:Real EstateAll sectors
Last updated 1 minute ago

WELL·Welltower Inc.

$.
+. (+.%)
After Hours
High
$235.73
Open
$233.17
Market Cap
163.20B
52W High
$239.10
Low
$230.90
P. Close
$234.58
P/E
115.94
52W Low
$150.78
Fwd P/E
69.81
DailyIQ Est.
$250.31
Technical Score (1D)
82
BUY
News Sentiment
85
BULLISH
WELL’s most recent earnings show a sharp uptick in occupancy rates, lifting rent‑coverage ratios to record highs. The rise in occupancy directly boosts revenue per available unit, giving the REIT a stronger cash‑flow profile over the next 1–10 trading days. Tight supply—new construction remains scarce—supports the pricing power that the company now enjoys, allowing it to raise rents without eroding demand. The aging baby‑boomer cohort continues to underpin long‑term demand, reinforcing the sustainability of the occupancy gains. Investors should watch the upcoming earnings release for updated occupancy and rent‑growth guidance, as any revision could alter the outlook for cash‑flow generation. Pay attention to any new construction announcements, because an uptick in supply could temper the current rent‑growth trajectory. Also monitor regulatory developments in senior‑care licensing, which could impact operating costs or expansion plans. Finally, keep an eye on broader interest‑rate movements, as higher rates could affect the REIT’s debt servicing costs and valuation multiples.
Earnings Summary
WellTower Inc. (WELL) is a real‑estate investment trust focused on senior housing and healthcare properties across North America and the United Kingdom, operating over 2,000 communities that blend residential living with hospitality services. The company’s operating‑company model within a REIT framework positions it to capture long‑term value from high‑quality, demand‑driven assets in the senior‑care sector. In the most recent two quarters, WellTower posted EPS of $1.45 in Q4 2025 and $1.47 in Q1 2026, up from $0.45 in Q2 2025 and $0.546 in Q3 2025, while revenue climbed from $2.548 B to $3.181 B and then to $3.352 B, respectively. The firm has consistently outperformed analyst expectations, beating EPS estimates in five of the last six quarters (Q1 2025 through Q1 2026) and maintaining a steady upward trajectory in both earnings and top line. Revenue growth has accelerated each quarter, with Q4 2025 and Q1 2026 revenues exceeding prior‑year figures by roughly 20 % and 15 % respectively, underscoring the strength of its mandate pipeline. Historically, WellTower has shown a robust YoY growth pattern, with EPS expanding from $0.3377 in Q4 2024 to $1.47 in Q1 2026, a more than fourfold increase, while revenue has risen from $2.251 B to $3.352 B. The company has consistently beat estimates, reflecting disciplined capital allocation and a data‑driven approach to portfolio expansion. Recent analyst coverage has reinforced investor confidence: Scotiabank lifted its price target to $244 citing a stronger mandate pipeline and improved earnings outlook; SeekingAlpha and Barclays have issued buy and equal‑weight ratings, respectively, highlighting the attractive dividend yield and stable cash flow; and a Canadian bond issuance of CA$700 M is underway to bolster liquidity and fund growth initiatives. These developments suggest a positive valuation bias but also introduce debt‑related watch points. Going forward, investors should watch for the Q2 2026 earnings release to confirm the EPS trend, monitor the final pricing and maturity of the Canadian bond to gauge credit impact, and keep an eye on upcoming mandate renewal dates and dividend declarations, as these factors will shape the company’s operating margin and investor sentiment in the next quarter.

EPS

EstBeatMiss
$0.22$0.57$0.92$1.28$1.63Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.65 - -
Q1'26$0.77$1.47+89.9%
Q4'25$0.59$1.45+145.1%
Q3'25$0.53$0.55+3.1%
Q2'25$0.44$0.45+3.4%
Q1'25$0.38$0.40+5.3%

Revenue

EstBeatMiss
$2.3B$2.6B$2.9B$3.3B$3.6BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$3.4B - -
Q1'26$3.2B$3.4B+3.9%
Q4'25$2.9B$3.2B+9.9%
Q3'25 - $2.7B -
Q2'25 - $2.5B -
Q1'25 - $2.4B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

WELL Stock Snapshot

WELL is currently trading at $235.00, giving Welltower Inc. a market cap of 163.20B and a P/E ratio of 115.9. Today's range spans $230.90–$235.73, with shares opening at $233.17 and moving up $0.42 (0.2%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 85/100.

Over the past year WELL has traded between $150.78 and $239.10 - the current price is +55.9% off the 52-week low and -1.7% from the high. 29 analysts cover the stock with a Buy consensus and a mean 12-month target of $241.00 (range $192.00–$280.00), implying upside of +2.6%.

WELL carries a BUY signal on a 82/100 technical score, trades at $235.00 (near 52-week highs), and has bullish sentiment at 85/100. At 163.20B in Real Estate market cap (P/E: 115.9), the name has scale without the index-anchor inertia of mega-cap peers - which means when the bullish momentum runs, the percentage move can be meaningfully larger. Annual range: $150.78–$239.10.

What makes WELL's BUY setup (82/100) particularly actionable at 163.20B in Real Estate capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $235.00 (near 52-week highs in $150.78–$239.10), with sentiment running bullish at 85/100, the setup rewards conviction-sized positioning more than it does speculative small bets.