WELL Welltower Inc.

$WELL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.54 up 31.71% YoY • Reported revenue of $3.72B up 38.35% YoY • Welltower revised 2026 net income attributable to common stockholders guidance to $3.31 to $3.37 per diluted share and increased normalized FFO guidance to $6.47 to $6.53 per diluted share.

$WELL Welltower lifts 2026 normalized FFO guide to $6.47-$6.53 a share after 24.6% Q3 growth. 🏢 Welltower is an S&P 500 landlord that owns rental housing for aging seniors across the US, UK and Canada 🚀 Its Q3 release raised full-year 2026 normalized FFO guidance to $6.47-$6.53 per share from $6.36-$6.44, which lifts the midpoint by $0.10 📈 Q3 normalized FFO came in at $1.67 per share, up 24.6% from $1.34 a year ago, as revenue rose 38% to $3.716B and seniors housing same-store NOI grew 21.0% ⚠️ On the other side, NAREIT FFO guidance fell to $6.07-$6.13 from $6.21-$6.29 because full-year normalizing items rose to $298M from $111M, and in Q3 those items were led by $124.7M of other expenses, mostly deal costs and HC-One restructuring legal fees 📅 Next: Management takes questions on Q3 and the 2026 outlook at 9:00 a.m. Eastern Time, October 27, 2026 Source: PR Newswire release, Oct 26 + SEC 8-K, Oct 26

$WELL | Welltower Q326 Earnings: - Rental Income: $488.6M - Dividend Per Share: $0.85 - Sees FY Normalised FFO/Share: $6.47 To $6.53 (est $6.40)

$WELL Welltower's Q3 normalized FFO was 1.67 dollars a share, up 24.6% year over year and ahead of the 1.64 dollar consensus from the preview. They raised the full year guide to 6.47 to 6.53 dollars, from 6.36 to 6.44. Same-store NOI grew 15.8%, with the seniors housing operating portfolio up 21.0%. That came from occupancy up 320 basis points and RevPOR up 5.3%. They have also closed or have under contract 21.0 billion dollars of investments year to date, with net debt to adjusted EBITDA at 3.02x.

$WELL Welltower reports Monday after the close. Zacks consensus is 1.64 dollars of normalized FFO a share, up 22.4% year over year, on 3.63 billion dollars of revenue, up 35%. That FFO estimate has actually ticked up 2 cents over the past three months, and Welltower has beaten the FFO consensus in each of the last four quarters, by 2.1% on average. Q2 came in at 1.60 dollars vs 1.55 expected. Q2 same-store NOI growth was driven by the senior housing operating portfolio specifically. Zacks expects that to keep helping in Q3, with muted new senior housing supply, while high interest expenses are the offset they are flagging.

Welltower shares are expected to move approximately 2.6% when the healthcare real estate investment trust reports earnings on October 26 after market close, according to Bloomberg options data. However, the stock has moved more than the options-implied estimate in six of its last eight earnings announcements, suggesting the potential for greater-than-expected volatility. Historical results show mixed but often significant surprises. On February 10, options implied a 3.5% move, but the stock moved 10.9%. On July 28, 2025, the actual move reached 4.3% versus 2.6% implied, while on April 28, 2025, shares moved 2.9% against an implied 0.8%. More recently, the July 27 announcement produced only a 0.1% move despite options pricing in 1.9%. These patterns suggest investors should prepare for potential price swings beyond current expectations around the upcoming earnings release. $WELL

Every alert I send goes out with a timestamp and an exact price, before the trade plays out. I post the winners and the losers. This week's results so far: $WELL +1.39% in 9 days $STX -1.13% in 2 days No cherry-picking, no deleting the red ones afterward. If you're tired of accounts that only post their wins, follow along and keep score yourself.

$WELL closed out this morning. - Bought on the alert Oct 1 after the close at $227.20. - Sold on the alert today at 11:19 AM ET at $230.36. That's +1.39% over 9 trading days.

$WELL hit its sell alert this morning. Alert said buy Oct 5 after the close at $224.24, sell today at $228.42. +1.86%, 5 trading days. Posting all of them, good and bad.