Welltower

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. » Plus sur 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. » Plus sur de.investing.com

Welltower reported Q2 2026 revenue of $3.54 billion, comfortably beating the consensus estimate of $3.36 billion — a 39.1% increase year over year. Normalized FFO were $1.60 per diluted share, slightly below estimates of $1.66. Analysts subsequently raised price targets (Mizuho: $239 → $260; UBS previously at $271) and the stock rose 4.3% in after-hours trading to $258.95, surpassing its 52-week high. The senior housing portfolio remains the main growth driver, benefiting from an aging population and limited new supply. » Plus sur de.investing.com