earnings
confidence high
sentiment positive
materiality 0.80
Welltower Q1 normalized FFO $1.47 (+23% YoY), closes C$4.1B Amica acquisition, raises guidance
WELLTOWER INC.
2026-Q1 EPS reported
$1.02
revenue$3,351,926,000
- Net income of $1.02 per diluted share; normalized FFO of $1.47 per diluted share, up 23% YoY.
- Total portfolio same-store NOI growth of 16.4% YoY; Seniors Housing Operating SSNOI up 22.1%.
- Acquired Canadian seniors housing portfolio of 38 properties for C$4.1B; closed April 1, 2026.
- Raised 2026 normalized FFO guidance to $6.21–$6.35 from $6.09–$6.25; net income guidance to $3.24–$3.38.
- Declared quarterly dividend of $0.74/share, payable May 21; expanded credit facility to $6.25B.