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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Welltower (WELL) is 8/10.
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.
Scored from Welltower’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.22B | +29.2% | $0.19 | +26.7% | 12.7% | 5.4% | $545M |
| FY2025 Q1 | $2.39B | +30.5% | $0.40 | +81.8% | 15.8% | 10.8% | $587M |
| FY2025 Q2 | $2.52B | +40.4% | $0.45 | +7.1% | 17.6% | 12.0% | $761M |
| FY2025 Q3 | $2.63B | +30.7% | $0.40 | -45.2% | 18.1% | 10.7% | $852M |
| FY2025 Q4 | $3.13B | +41.2% | $0.14 | -26.3% | -30.1% | 3.1% | $647M |
| FY2026 Q1 | $3.31B | +38.4% | $1.02 | +155.0% | 16.9% | 22.0% | $282M |
| FY2026 Q2 | $3.59B | +42.7% | $0.61 | +35.6% | 18.3% | 12.4% | $0 |