Welltower Inc. (WELL), headquartered in Toledo, Ohio, is a leading real estate investment trust (REIT) focused on health care infrastructure. With a market cap of $161.6 billion, the company invests in senior housing operators, post-acute providers, and health systems, helping provide the infrastructure needed to support better health care.
The leading REIT is expected to announce its fiscal third-quarter earnings for 2026 after the market closes on Monday, Oct. 26.
Ahead of the event, analysts expect WELL to report an FFO of $1.64 per share on a diluted basis, up 22.4% from $1.34 per share in the year-ago quarter. Notably, the company has surpassed Wall Street’s FFO estimates in each of its last four quarterly reports.
For the current year, analysts expect WELL to report FFO per share of $6.43, up 21.6% from $5.29 in fiscal 2025. Its FFO is expected to rise 16.3% year over year to $7.48 per share in fiscal 2027.
WELL has comfortably outpaced the broader market over the past 52 weeks, with shares gaining 29.7% compared with a 16% advance for the S&P 500 Index ($SPX). The stock also delivered a strong performance against the broader real estate sector, outperforming the State Street Real Estate Select Sector SPDR ETF (XLRE), which slipped 1.3% over the same period.
WELL has outpaced the broader market over the past year, driven by strong demand for senior housing, higher occupancy rates, robust property-level performance, and continued growth in its health care real estate portfolio.
Analysts’ consensus opinion on WELL stock is bullish, with a “Strong Buy” rating overall. Out of 22 analysts covering the stock, 15 advise a “Strong Buy” rating, three suggest a “Moderate Buy,” and four give a “Hold.” WELL’s average analyst price target is $262.95, indicating a potential upside of 16.5% from the current levels.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.