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Welltower (WELL)
NYSE:WELL
Earnings Data
Report Date
Aug 04, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.45Last Year’s EPS
0.42Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 28, 2025
|% Change Since: 0.00%
|Next Earnings Date:Aug 04, 2025
Earnings Call Sentiment|Positive
The earnings call presented a predominantly positive outlook with strong FFO growth, significant acquisitions, and a solid balance sheet. While there is macroeconomic uncertainty and potential pressure on asset prices, the company remains optimistic about its strategic position and future growth.Company Guidance
In the first quarter of fiscal year 2025, Welltower reported a 19% growth in Funds From Operations (FFO) per share, raising the full-year FFO guidance midpoint by $0.10 to $4.97. This growth was driven by significant acquisition activities totaling $6.2 billion, including a major $4.6 billion Canadian acquisition of Amica Senior Living. The company also achieved a 400 basis points year-over-year occupancy growth in its senior housing operating portfolio, marking its highest growth outside post-COVID recovery. Same-store net operating income growth exceeded 20% for the tenth consecutive quarter. Furthermore, Welltower's successful rollout of its proprietary business platform and a corporate rebranding were highlighted as key achievements. The company also celebrated credit rating upgrades to A- and A3 by S&P and Moody's, respectively, and reported its net debt to adjusted EBITDA ratio at a record low of 3.3 times. The guidance for 2025 anticipates a total portfolio same-store NOI growth of 10% to 13.25%, with strong performance expected from the senior housing operating segment, projecting a growth range of 16.5% to 21.5%.Strong FFO Growth
Reported approximately 19% growth in FFO per share, driven by better-than-expected results from the seniors' housing operating portfolio and significant acquisition activity.
Increase in Full-Year FFO Guidance
Raised the midpoint of full-year FFO guidance by $0.10 per share to $4.97.
Major Achievements
Launched a private fund management business, advanced the Welltower business system, solidified leadership with key promotions, rolled out a corporate rebranding, and received credit rating upgrades to A- from S&P and A3 from Moody's.
Seniors Housing Operating Portfolio Performance
10th consecutive quarter with same-store NOI growth exceeding 20%. Reported 400 basis points of year-over-year occupancy growth in Q1, highest level outside post-COVID recovery.
Significant Acquisition Activity
Announced $6.2 billion in pro rata acquisitions, including $4.6 billion Canadian acquisition of Amica Senior Living.
Strong Balance Sheet
Net debt to adjusted EBITDA declined to 3.3 times, a record low for the company, with $9 billion of liquidity.
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WELL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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WELL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 28, 2025 | $149.05 | ― | ― |
| Feb 11, 2025 | $142.76 | $145.85 | +2.16% |
| Oct 28, 2024 | $129.35 | $136.06 | +5.19% |
| Jul 29, 2024 | $109.97 | $110.56 | +0.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Welltower (WELL) report earnings?
Welltower (WELL) is schdueled to report earning on Aug 04, 2025, TBA Not Confirmed.
What is Welltower (WELL) earnings time?
Welltower (WELL) earnings time is at Aug 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is WELL EPS forecast?
WELL EPS forecast for the fiscal quarter 2025 (Q2) is 0.45.
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