earnings
confidence high
sentiment positive
materiality 0.85
Welltower Q2 normalized FFO $1.60, up 25% YoY; raises dividend 15% to $0.85
WELLTOWER INC.
- Net income $0.61/diluted share; normalized FFO $1.60/diluted share, up 25% YoY.
- Total portfolio same-store NOI growth 15.5%; Seniors Housing Operating SSNOI +20.5%.
- Board raises quarterly dividend 15% to $0.85/share; payable Aug 20, record Aug 12.
- FY 2026 normalized FFO guidance raised to $6.36-$6.44 from $6.21-$6.35; net income guidance lowered to $3.11-$3.19.
- Year-to-date closed/under contract $15.5B pro rata investments; issued C$1.15B notes at 3.95% avg coupon.