What You Need to Know About Welltower Inc.'s Q3 Earnings
Welltower Inc.'s fiscal Q3 earnings report was released on Monday, July 27. Let's dive in to see if (WELL) missed or beat analyst's expectations.Tudor Pop
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COMPANY SUMMARY
Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.
Commentary & Analysis
Is Welltower Inc. (WELL) Overvalued?
We dive into why Welltower Inc. (WELL) could be considered overvalued on 2026-07-14, based on AAII’s Value Score and Grade.Michael Rose
Is Welltower Inc. (WELL) Overvalued?
We dive into why Welltower Inc. (WELL) could be considered overvalued on 2026-07-13, based on AAII’s Value Score and Grade.Michael Rose
Is Welltower Inc. (WELL) Overvalued?
We dive into why Welltower Inc. (WELL) could be considered overvalued on 2026-07-10, based on AAII’s Value Score and Grade.Jenna Brashear
Is Welltower Inc. (WELL) Overvalued?
We dive into why Welltower Inc. (WELL) could be considered overvalued on 2026-07-09, based on AAII’s Value Score and Grade.Tudor Pop
Financial Summary
| Share Statistics | WELL | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $168,971.4 | $4,527.1 | 98% |
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| Shares Out (Mil) | 738.0 | 206.0 | 92% |
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| Institutional Ownership | 100.0% | 98.3% | 99% |
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| Float (Mil) | 719.8 | 170.7 | 89% |
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| Beta | 0.76 | 0.76 | 44% |
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| Avg Daily Volume (000s) | 3,009 | 1,468 | 87% |
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| Price Change (52-week) |
40.9% | 93.3% | 76% |
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| Growth | WELL | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 18.8% | 9.8% | 79% |
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| Net Income (5yr) | (0.9%) | (8.6%) | 38% |
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| EPS (5yr) | (9.8%) | (9.8%) | 21 |
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| Dividends (5yr) | 3.4% | 0.0% | 94% |
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| Cash Flow (5yr) | (10.6%) | (15.0%) | 58% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 2 | 1 | 3 | |
| Current EPS | $0.665 | $3.010 | $3.360 | |
| Month Ago EPS | $0.665 | $3.010 | $3.360 | |
| # Rev Up | 0 | 0 | 0 | |
| # Rev Down | 0 | 1 | 1 | |
| Three Months Ago EPS | $0.665 | $3.010 | $3.303 | |
| Year/Year Chg | 8.1% | 116.7% | 176.5% | |
| Financials | WELL | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $12,763 | $736 | 87% |
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| Net Income (TTM) (Mil) | $1,551 | $13 | 90% |
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| EPS (TTM) | $2.238 | $0.600 | 73% |
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| Operating Cash Flow (TTM) (Mil) | $3,186 | $230 | 92% |
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| Net Cash Flow (TTM) (Mil) | ($2,426) | ($7) | 1% |
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| Long-Term Debt (Q1) (Mil) | $17,529 | $1,321 | 95% |
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| Enterprise Value (Q1) (Mil) | $192,762 | $7,594 | 98% |
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| Valuation | WELL | Industry Median |
Percentile (All Stocks) |
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| P/B | 3.63 | 1.94 | 70% |
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| P/E | 106.3 | 33.6 | 94% |
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| Dividend Yield | 1.5% | 4.7% | 72% |
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| PEG (5yr hist) | na | 1.9 | na |
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| Ratios | WELL | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 39.6% | 64.0% | 49% |
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| Net Margin | 12.1% | 5.1% | 68% |
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| ROA | 2.5% | 1.1% | 59% |
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| ROE | 3.8% | 2.5% | 41% |
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| Liabilities to Assets | 31.8% | 51.8% | 23% |
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| F-Score | 6 | 6 | 69% |
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Welltower Inc. did not pass any screens on 7/31/2026.
