Welltower

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. » Więcej na 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. » Więcej na de.investing.com

Welltower shares climbed to an all-time high of $250.14, 54.66% above the level 12 months ago. In Q1 2026 the company beat expectations with EPS of $1.02 versus $0.73 expected and revenue of $3.35 billion versus a $3.09 billion forecast. Welltower plans a bond issuance in Canada of about C$750 million with maturities of five to seven years. At the annual meeting all nine directors were re-elected, but the compensation of named executives was not approved; Mizuho and Barclays raised price targets or coverage. » Więcej na de.investing.com