Welltower Reports Strong FFO but Misses Net Income Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy WELL?
Source: seekingalpha
- Strong Financial Performance: Welltower's quarterly normalized funds from operations (FFO) reached $1.45, exceeding the market expectation of $1.44 and marking a 28.3% year-over-year increase, indicating robust performance in the senior housing sector.
- Revenue Exceeds Expectations: The company reported revenue of $3.18 billion, surpassing the expected $2.99 billion, reflecting sustained growth and strong market demand in the senior housing industry.
- Net Income Misses Expectations: Despite the strong FFO, the net income attributable to stockholders was only $0.14, significantly below the expected $0.56, which may impact investor confidence.
- Investment and Liquidity Status: Welltower completed $13.9 billion in investments and reported $10.2 billion in available liquidity at the end of Q4, demonstrating strategic capability in expanding its business and adapting to market changes.
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Analyst Views on WELL
Wall Street analysts forecast WELL stock price to fall
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 215.480
Low
182.00
Averages
209.00
High
231.00
Current: 215.480
Low
182.00
Averages
209.00
High
231.00
About WELL
Welltower Inc. is focused on rental housing for aging seniors across the United States, United Kingdom, and Canada. The Company's portfolio of 2,000+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality. Its segments include Seniors Housing Operating, Triple-net and Outpatient Medical. Its Seniors Housing Operating properties include seniors apartments, assisted living communities, independent living/continuing care retirement communities, independent supportive living communities (Canada), care homes with and without nursing (United Kingdom) and combinations thereof. Its Triple-net properties include the property types described above as well as long-term/post-acute care facilities. It invests in seniors housing and healthcare real estate through acquisition of single tenant properties. Its Outpatient Medical properties are typically leased to multiple tenants and generally require a certain level of property management by the Company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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