Welltower Inc.
Strong FundamentalsStrong FundamentalsRevenue growing 43% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (152/wk), no spike$243.57-1.9%
Mentions · last 7 days
152
Price updated 4m ago·X counts updated 23h ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $WELL, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
No material change from last week — the Silver Tsunami accelerating in 2026 as the oldest boomers reach 80 creates a durable multi-year demand runway for senior housing and memory care capacity.
Top industry ETF
$XLREReal Estate Select Sector SPDR
+13.9%YTD
+8.8%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$0.64-5.1%
Q1 2026Apr 28, 2026$1.02$0.68+50.2%
Q4 2025Feb 10, 2026$1.13$0.59+91.5%
Q3 2025Oct 27, 2025$1.34$1.30+3.1%
Next earningsMon, Oct 26·consensus EPS $0.66
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
FYRevenueRangeEPSRangeAnalysts
FY26$14.0B$13.8B – $14.3B$2.90$2.88 – $2.916
FY27$15.8B$15.2B – $16.4B$3.25$3.16 – $3.335
FY28$18.0B$15.3B – $20.2B$4.05$3.53 – $4.444
FY29$16.7B$15.5B – $18.1B$5.20$4.72 – $5.763
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.0.8×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.95%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.+11.8%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.+22.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 704.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.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.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
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