Welltower

Welltower will present results for the most recent quarter on Oct. 26. Eight analysts estimate earnings per share for the quarter at an average of $0.645 versus $0.410 in the year-ago quarter. Ten analysts expect revenue of about $3.66 billion (up 36.21% from $2.68 billion). For the current fiscal year analysts forecast an average of $2.86 earnings per share and annual revenue of roughly $14.21 billion. » Mere på finanzen.net

Welltower reported SHO same-store NOI growth of 20.5% with occupancy up to 89.4% and raised 2026 normalized FFO guidance to $6.36–$6.44 per share. Management closed large acquisitions and highlighted sustained private-pay demand as the baby boomer aging wave outpaces new senior housing supply. The REIT boosted its quarterly dividend and maintains low leverage, positioning it as the sector-scale compounder amid strong operating momentum. » Mere på finance.yahoo.com

Welltower beat expectations with revenue of $3.54 billion but missed adjusted FFO at $1.60 per share versus roughly $1.66 estimated. Management raised the full-year FFO guidance and increased the quarterly dividend by about 14.9% to $0.85 per share. After a strong premarket rally and amid a weaker overall market, profit-taking during the conference call led the stock to fall roughly 1.6% intraday. UBS reiterates a buy rating with a $271 price target, citing accelerated FFO and NOI growth in the senior housing segment. » Mere på de.investing.com