Why Welltower (WELL) Is Up 6.8% After Decade-High FFO And 2026 Earnings Outlook Shift

Simply Wall St.02-16

In the fourth quarter and full year ended December 31, 2025, Welltower Inc. reported higher sales and revenue but lower net income and earnings per share compared with the prior year, while its Board ...

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The company highlighted its highest year of revenue, EBITDA and FFO growth in a decade, underpinned by a shift toward senior housing assets, technology-enabled operations, and new 2026 earnings guidance pointing to expectations of higher net income attributable to common stockholders. We’ll now examine how this decade-high revenue and FFO performance, alongside upbeat 2026 guidance, shapes Welltower’s existing investment narrative. Uncover the next big thing with 29 elite penny stocks that balance risk and reward.AdvertisementWelltower Investment Narrative RecapTo own Welltower, you need to believe in the long term demand for senior housing and wellness real estate, and the company’s ability to convert that demand into steady cash flow despite interest rate and macro uncertainty. The key near term catalyst remains execution on its senior housing focused portfolio and maintaining occupancy, while the biggest risk is that higher rates and heavy investment activity pressure margins and balance sheet flexibility. The latest earnings do not materially change that risk balance. The most relevant update here is Welltower’s new 2026 earnings guidance, which outlines net income attributable to common stockholders of US$2,244 million to US$2,359 million, or US$3.11 to US$3.27 per diluted share. For investors focused on catalysts, this guidance frames how management currently sees earnings power against the backdrop of its decade high revenue and FFO growth, and helps you judge whether today’s investment case still lines up with your own expectations. Yet even with this strong guidance, investors should be aware that rising rates, elevated leverage and senior housing supply demand imbalances could... Read the full narrative on Welltower (it's free!)Welltower's narrative projects $14.6 billion revenue and $2.0 billion earnings by 2028. This requires 16.3% yearly revenue growth and an earnings increase of about $0.9 billion from $1.1 billion today.Uncover how Welltower's forecasts yield a $207.38 fair value, in line with its current price.Exploring Other PerspectivesWELL 1-Year Stock Price Chart Some of the most optimistic analysts were previously assuming revenue could reach about US$15.1 billion and earnings US$2.6 billion, which is far more bullish than the baseline view, so you should weigh that against the fresh 2026 guidance and the risk that regional concentration or changing senior care preferences could challenge those expectations.Explore 6 other fair value estimates on Welltower - why the stock might be worth 31% less than the current price!Build Your Own Welltower NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Welltower research is our analysis highlighting 1 key reward and 2 important warning signs that could impact your investment decision.Our free Welltower research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Welltower's overall financial health at a glance.Want Some Alternatives?The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:Rare earth metals are the new gold rush. Find out which 30 stocks are leading the charge.AI is about to change healthcare. These 25 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.Outshine the giants: these 27 early-stage AI stocks could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Welltower might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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