other material
confidence high
sentiment positive
materiality 1.00
Welltower Q3 normalized FFO $1.34 (+20.7%); $23B deals including £5.2B Barchester
WELLTOWER INC.
- Q3 normalized FFO $1.34 per diluted share (+20.7% YoY); net income $0.41; SSNOI +14.5% with SHO +20.3%.
- FY 2025 normalized FFO guidance raised to $5.24-$5.30 from $5.06-$5.14; net income guidance lowered to $0.82-$0.88.
- Announced $23B in transactions: $14B acquisitions (Barchester £5.2B, HC-One £1.2B) and $9B dispositions ($7.2B outpatient medical portfolio).
- Ten-year executive plan: 5 NEOs receive only $110k salary plus long-term equity award; Jeff Stott appointed CTO.