Welltower Inc. (WELL) earnings on July 27, 2026
Prior outlook: Optimistic Outcome: Partial
The stock jumped as much as 7.72% during the day but fell to close down 1.92%. Early optimism faded as sellers took control.
WELL price around the earnings
243.57
Change: -1.9%
2026-07-28, 20:00 UTC
Start of the measured window
End of the measured window
242.27
249.85
257.43
265.01
248.34
July 27, 2026
July 28, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Optimistic Outcome: Partial
- Thesis published
Pre-release: Strong recent trend and analyst PT raises, but cooling trajectory suggests expectations priced in.
Context analyzed before publication
- Trend
- Trajectory variable (52→34.6) but strong recent trend persists; retail cautious contrarian supports setup.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.73
- Analysts covering the stock
- 22
- Average price target
- 243.5
- Lowest price target
- 192
- Highest price target
- 280
- Upside to price target
- -2.4%
- Quarterly earnings growth
- 182.5%
- Revenue growth
- 38.3%
- Forward EPS
- 3.36
- Trailing EPS
- 2.07
- Analyst moves in the last 60 days
- 0
- Strong buy: 5
- Buy: 12
- Hold: 4
- Sell: 0
- Strong sell: 1
- Strong buy
- 5
- Buy
- 12
- Hold
- 4
- Sell
- 0
- Strong sell
- 1
News and sentiment
Evidence
Sentiment
- Sentiment
- Cautious
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (6)
- Mizuho Maintains Outperform on Welltower, Raises Price Target to $260 (opens in a new tab) — Benzinga
- UBS Maintains Buy on Welltower, Raises Price Target to $271 (opens in a new tab) — Benzinga
- This Performance Food Group Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday (opens in a new tab) — Benzinga
- Barclays Initiates Coverage On Welltower with Equal-Weight Rating, Announces Price Target of $254 (opens in a new tab) — Benzinga
- Deutsche Bank Maintains Buy on Welltower, Raises Price Target to $265 (opens in a new tab) — Benzinga
- Evercore ISI Group Maintains Outperform on Welltower, Raises Price Target to $236 (opens in a new tab) — Benzinga
Technicals
Evidence
- Average true range (ATR)
- 1.9%
- Distance to 52-week high
- +0.0%
- 14-day change (14d)
- +9.1%
- 30-day change (30d)
- +14.0%
- 30-day relative strength
- +13.2%
- SPY change (30d)
- +0.8%
- Nearest support
- 252.07
- Nearest resistance
- 254.76
- Volume accumulation ratio (14d / 46d)
- 0.87
Trends
Evidence
- Average earnings surprise
- +2.2%
- April 28, 2026: actual EPS 0.55 vs estimate 0.5 (surprise +9.4%)
- February 10, 2026: actual EPS 0.55 vs estimate 0.59 (surprise -7.1%)
- October 27, 2025: actual EPS 0.55 vs estimate 0.53 (surprise +3.1%)
- July 28, 2025: actual EPS 0.45 vs estimate 0.44 (surprise +3.4%)
Expected move
- Implied move
- +1.7%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 2.1%
- 75th percentile move
- 3.9%
- 90th percentile move
- 5.4%
- Up / down moves
- 16 / 4
- Average up move
- +3.3%
- Average down move
- -1.1%
Monitoring and close
What Welltower Inc. reported
- Status
- Finished
| Actual EPS | 0.54 |
|---|---|
| EPS estimate | 0.65 |
| EPS surprise | -16.9% |
Welltower reported Q2 2026 revenue of $3.54B and net income of $445M, beating estimates. It raised full-year FFO guidance but slightly lowered net income outlook, and declared its 221st dividend at $0.85.
Sources (12)
- Welltower's Q2 FFO Beat Estimates on Strong SHO NOI Growth (opens in a new tab) — Zacks
- Welltower Inc. (WELL) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- How Welltower’s Q2 Beat, Guidance Trim and 221st Dividend Will Impact Welltower (WELL) Investors (opens in a new tab) — Simply Wall St.
- Welltower (WELL) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates (opens in a new tab) — Zacks
- Welltower (WELL) Surpasses Q2 FFO and Revenue Estimates (opens in a new tab) — Zacks
- Welltower (NYSE:WELL) Posts Massive Earnings Beat, Highlighting Strong Growth Momentum (opens in a new tab) — ChartMill
- Welltower Raises Quarterly Cash Dividend From $0.74 To $0.85/Share (opens in a new tab) — Benzinga
- Welltower Raises FY2026 FFO Guidance from $6.21-$6.35 to $6.36-$6.44 vs $6.17 Est (opens in a new tab) — Benzinga
- Welltower Q2 FFO $1.60 Beats $1.52 Estimate, Sales $3.545B Beat $3.277B Estimate (opens in a new tab) — Benzinga
- Welltower Issues Business Update (opens in a new tab) — Yahoo
- Welltower Reports Second Quarter 2026 Results (opens in a new tab) — Yahoo
- Earnings per share: $0.54 vs $0.65 expected — below expectations. — Yahoo Finance
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Partial
- Consolidated
- -1.9%
- Max favorable move (MFE)
- 7.7%
- Max adverse move (MAE)
- 2.5%