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WEWELL

Welltower Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 43% YoY at strong marginsRecent insider buyingConsistent chatter on X (790/wk), no spike
$WELL·$170B·REIT - Healthcare Facilities·Real Estate
$235.75-0.1%YTD+27.9%1Y+40.3%
Price updated 6h ago·X counts updated 1d ago
WEWELL
$WELLWelltower Inc.
$235.75-0.06%790 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $WELL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

790X posts · last 7 days
Aug 27Sep 9
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $WELL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-09-10 · top-engagement diverged

Chatter splits between Welltower the healthcare REIT with a fresh 15% dividend increase and Moonwell DeFi's WELL token stabilizing after a lender-multiplier campaign. Sentiment reflects the two distinct subject matters.

Read what X is saying about $WELL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $WELL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-10

The move is getting stronger, with heavier trading behind it.

Healthcare REIT riding the boomer demographic wave with 40% revenue growth and a rare insider buy from a director — the ATM overhang is the offset.

Welltower is the largest US healthcare REIT, focused on senior housing, skilled nursing, and outpatient medical properties across the US, Canada, and UK. It's up 28% YTD and near 52-week highs.

  • Revenue growth is genuinely accelerating: revenue grew 30-42% YoY every quarter this fiscal year on both same-store NOI and aggressive acquisitions of senior housing operating properties — the demographic thesis (boomers turning 80) is converting to real results.
  • The insider signal is unusual: director Andrew Gundlach bought $2.4M across two open-market tranches at $239-$242 in late August — a rare seven-figure director buy on a REIT trading near all-time highs.
  • The $7.5B ATM program is the persistent overhang: replaced a prior $6.63B program (mostly used) and gives Welltower opportunistic equity issuance capacity — funds the growth but caps multiple expansion at any strong rally.

The path if it works: SHOP (senior housing operating portfolio) same-store NOI growth stays double-digit, senior housing occupancy pushes toward pre-COVID peaks, and analysts' $3.25 FY27 EPS lands — supporting the 112x trailing P/E through growth rather than multiple compression. What ends the accelerating framing is the ATM being used aggressively at these levels or a soft Oct 26 print — the growth needs to be delivered because there's no valuation cushion.

What to watch: The Oct 26 Q3 print for same-store SHOP NOI growth (needs to hold 20%+) and any commentary on FY27 acquisition pipeline; also the pace of ATM issuance. A weekly close below $220 would end the accelerating framing.

On the calendar: 2026-10-26 — Q3 earnings

ticker collisiondilution riskpremium multipleinsider buying signal

Read the AI verdict on $WELL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Healthcare REIT owning senior housing, outpatient medical facilities, and memory care properties in the US, UK, and Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Healthcare Facilities sits in its cycle right now — and what that implies for $WELL.

REIT - Healthcare Facilities · Real Estate

Healthcare REITs are recovering strongly as senior-housing supply/demand improves post-COVID; occupancy recovery and demographic tailwind drive NOI growth above the broader REIT sector. Medical office building demand is softening with telemedicine.

What this means for $WELL

Direct beneficiary — Welltower senior housing REIT; largest healthcare REIT by cap, senior-housing SHOP same-store NOI recovery strongest in sector.

Industry benchmark

5-name peer basket
+15.0%YTD
+15.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
112.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
13.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
17.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$0.61$0.62-1.1%
Q1 2026Apr 28, 2026$1.02$0.68+50.2%
Q4 2025Feb 10, 2026$0.14$0.58-75.7%
Q3 2025Oct 27, 2025$0.41$0.59-30.5%
Next earningsMon, Oct 26·consensus EPS $0.64

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.6B+42.7%-34.8%18.3%$0.63$0
Q1 FY26$3.3B+38.4%37.8%16.9%$1.04$281.7M
Q4 FY25$3.1B+41.2%38.3%-30.1%$0.14$646.9M
Q3 FY25$2.6B+30.7%40.0%18.1%$0.41$852.2M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.2B$13.8B – $14.4B$2.84$2.80 – $2.866
FY27$16.2B$15.5B – $16.7B$3.25$3.13 – $3.386
FY28$17.9B$15.6B – $19.6B$4.01$2.68 – $4.834
FY29$18.8B$17.6B – $19.8B$5.44$4.98 – $5.822
FY30$30.0B$28.0B – $31.6B$5.80$5.31 – $6.202

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.765-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 26Andrew GundlachDirector5.0K sh$1.2MBuyAug 25Andrew GundlachDirector5.0K sh$1.2M
+ 6 other (3 awards · 2 gifts · 1 conversion) in window

See when $WELL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

424B5Prospectus supplement (offering)Jul 28424B5
AI summary

Welltower Inc. filed a prospectus supplement on July 28, 2026 establishing the formal terms of its new $7.5 billion at-the-market (ATM) equity distribution program, under which the company may offer and sell shares of common stock through more than 30 designated sales agents or forward sellers. This filing accompanies and supersedes the prior October 2025 ATM program, under which approximately $6.632 billion had already been raised; the new program resets the capacity ceiling for ongoing equity issuance. Shares may be sold in ordinary brokers' transactions on the New York Stock Exchange or other market channels at prevailing market prices, with the company retaining flexibility over timing, volume, and pricing. This large ATM program is consistent with Welltower's capital-light equity strategy to fund its pipeline of senior housing acquisitions and developments without incurring the dilution discount of traditional equity offerings.

424B5Prospectus supplement (offering)Jul 8424B5
AI summary

Welltower OP LLC filed a final prospectus supplement on July 8, 2026 setting the pricing terms for its C$1.15 billion Canadian dollar senior note offering, consisting of C$750 million of 3.85% Notes due 2031 and C$400 million of 4.15% Notes due 2033. The notes are unsecured senior obligations of Welltower OP LLC, ranking equally with all other unsecured senior indebtedness, guaranteed by Welltower Inc., and will not be listed on any national securities exchange. Underwriting discounts and the net proceeds to Welltower are specified in the pricing table in this supplement. The Canadian dollar denomination aligns with Welltower's significant Canadian senior housing portfolio and provides a natural currency hedge against Canadian-dollar-denominated revenue.

424B5Prospectus supplement (offering)Jul 6424B5
AI summary

Welltower OP LLC filed a preliminary prospectus supplement on July 6, 2026 for a proposed offering of Canadian dollar-denominated senior notes in two tranches, with the pricing left blank pending final bookbuilding and the specific coupon rates and amounts to be determined at pricing. This preliminary supplement was filed to commence the investor roadshow and marketing process; it was subsequently superseded by the final prospectus supplement filed July 8, 2026 with the actual terms of C$750 million at 3.85% due 2031 and C$400 million at 4.15% due 2033. The notes would be unsecured, senior, and not exchange-listed, consistent with the final offering terms. Preliminary supplements of this nature carry no commitment and are standard procedural filings in a public Canadian-dollar note offering.

8-KPress release / Reg FDJun 18-K — Item 7.01: Press release / Reg FD
AI summary

Welltower Inc. filed an 8-K on June 1, 2026 under Item 7.01 to furnish a press release announcing an increase in its quarterly cash dividend. The new quarterly dividend rate is $0.85 per share of common stock, an increase from the prior quarterly rate, representing an annualized dividend of $3.40 per share. The dividend increase signals Welltower management's confidence in the company's cash flow trajectory from its growing senior housing and outpatient medical portfolio. This Regulation FD disclosure ensures all investors simultaneously receive the dividend increase announcement that was simultaneously shared more broadly.

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
424B5Prospectus supplement (offering)Apr 29424B5
+ 15 other (5 13Gs · 3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Key Reasons to Add Welltower Stock to Your Portfolio Right Nowzacks.com·4d agoThe Baby Boomers Are Turning 80—3 REITs Built to Cash In247wallst.com·7d agoI Would Not Dare Buy These Popular REITs Right Nowseekingalpha.com·7d agoTop Real Estate Stocks To Watch Today – August 31stdefenseworld.net·9d agoWelltower: Put On Your Running Shoes (Rating Downgrade)seekingalpha.com·14d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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