earnings
confidence high
sentiment positive
materiality 0.85
Welltower Q4 normalized FFO $1.45 (+28.3% YoY); guides 2026 FFO $6.09-$6.25
WELLTOWER INC.
2025-FY EPS reported
$1.39
revenue$10,838,034,000
- Q4 normalized FFO $1.45/diluted share (+28.3% YoY); net income $0.14/diluted share.
- Total portfolio same-store NOI +15.0%; Seniors Housing Operating SSNOI +20.4%.
- Completed $13.9B pro rata gross investments in Q4, including Barchester (£5.2B) and HC-One (£1.2B) acquisitions.
- Dividend raised 10.4% to $0.74/share; 2026 normalized FFO guidance $6.09-$6.25 per diluted share.
- Credit ratings upgraded to A- (S&P) and A3 (Moody's) with stable outlook.