Welltower stock holds after $3.54 billion quarter
Published on 08/31/2026 at 08:18 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Welltower Inc. (US95040Q1040) reported $3.54 billion in quarterly revenue on July 27, 2026, while adjusted EPS came in at $0.61 and the 2026 outlook was lifted to $6.36 to $6.44 a share. The stock opened at $237.51 on August 29, 2026, and the company carries a $171.18 billion market cap.
On the operating side, revenue rose 39.1% from a year earlier, but EPS missed the $0.66 consensus by $0.05. That mix leaves investors balancing faster top-line growth against a valuation that still screens at 108.95 times earnings.
Revenue and guidance
The latest quarter added a second useful comparison point: revenue of $3.54 billion versus $3.40 billion expected by analysts. The quarterly dividend also moved to $0.85 a share, equal to $3.40 annualized and a 1.4% yield at the time of the filing.
For income investors, the payout matters because it followed the same quarter that produced $0.61 EPS and a 12.15% net margin. The gap between revenue growth and earnings growth is still the key tension in the story.
Peer context
Welltower's valuation remains above the broader real estate group on the numbers in the recent update, with a P/E of 108.95 and a PEG ratio of 1.14. The stock also traded above both its 50-day moving average of $235.54 and its 200-day moving average of $217.59.
That makes the current setup more about execution than story. A $171.18 billion market value gives the company a large cushion, but it also leaves little room for earnings slippage.
Welltower's senior housing platform
Welltower invests in seniors housing, post-acute care, and health system real estate, with the latest quarter showing how those assets translate into $3.54 billion of revenue. The company's dividend policy and guidance update keep the focus on cash generation rather than a single-quarter EPS line.
Welltower stock and the latest trade
Welltower stock traded at $237.51 on August 29, 2026, with a market cap of $171.18 billion and a 2026 EPS guide of $6.36 to $6.44. The next earnings date was not included in the supplied inputs.
Company and market data
Company: Welltower Inc.
ISIN: US95040Q1040
Ticker: WELL
Exchange: NYSE
Price (as of August 29, 2026, 4:00 p.m. ET): $237.51 USD
Market cap: $171.18 billion (as of August 30, 2026)
Sector / Industry: Real Estate / Health Care REITs
Index membership: S&P 500
