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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ron Kamdem | Morgan Stanley | 6 | 0% |
| Mike Mueller | JPMorgan | 6 | 0% |
| Vikram Malhotra | Mizuho Securities | 6 | 0% |
| Juan Sanabria | BMO Capital Markets | 6 | 0% |
| Nick Yulico | Scotiabank | 6 | 0% |
| Austin Wurschmidt | KeyBanc Capital Markets | 6 | 0% |
| Mike Carroll | RBC Capital Markets | 6 | 0% |
| Rich Anderson | Wedbush Securities | 5 | 0% |
| Jon Hughes | Raymond James | 5 | 20% |
| Jim Kammert | Evercore ISI | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mizuho Securities | 2 | 7 | 0% |
| Green Street | 3 | 7 | 0% |
| Citigroup | 2 | 6 | 0% |
| BMO Capital Markets |
| 1 |
| 6 |
| 0% |
| Morgan Stanley | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| KeyBanc Capital Markets | 1 | 6 | 0% |
| RBC Capital Markets | 1 | 6 | 0% |
Welltower delivered record same-store NOI growth of 16.4%, by far the highest in company history, with normalized FFO of $1.47 per share growing 22.5% year-over-year. Management raised full-year FFO per share guidance midpoint by $0.11 to $6.28 as total revenue increased 38% year-over-year. Transformative capital allocation activity continued with strong senior housing occupancy gains and operating margin expansion, while the data science platform advanced toward monetization and balance sheet strength enabled continued deleveraging.
Competitive Dynamics | Capital Allocation | Demand | Revenue Growth | Innovation & R&D | M&A | Pricing | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 2 | 6 | 2 | 1 | 2 | 2 | 2 |
| 2025Q1 | 2 | 3 | 4 | 1 | 3 | 3 | 2 | 2 |
| 2025Q2 | 4 | 3 | 5 | 5 | 2 | 1 | 1 | 2 |
| 2025Q3 | 10 | 6 | 2 | 3 | 4 | 2 | ||
| 2025Q4 | 4 | 5 | 4 | 4 | 2 | 2 | 3 | 3 |
| 2026Q1 | 7 | 6 | 2 | 2 | 5 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 5 | 2 | 4 | 10 | 4 | 7 |
| Capital Allocation | 2 | 3 | 3 | 6 | 5 | 6 |
| Demand | 6 | 4 | 5 | 4 | 2 | |
| Revenue Growth | 2 | 1 | 5 | 2 | 4 | 2 |
| Innovation & R&D | 1 | 3 | 2 | 3 | 2 | 5 |
| M&A | 2 | 3 | 1 | 4 | 2 | 1 |
| Pricing | 2 | 2 | 1 | 2 | 3 | 1 |
| Margin | 2 | 2 | 2 | 3 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WELL Welltower | 8 | +40.3% | |
| DOC Healthpeak Properties | 6 | +7.1% | |
| VTR Ventas | 8 | +22.0% |