Gundlach Andrew purchased $2.4M of WELL (indirect holdings)

Welltower Inc. (WELL) is a healthcare REIT. The article cites WELL’s stock performance versus the S&P 500 and REZ, and attributes gains to senior housing NOI growth, occupancy recovery, pricing power, demographics, and capital recycling. It reports Q2 FFO of $1.60 vs $1.55 expected, revenue $3.5B, and full-year FFO guidance $3.11 to $3.19. Analysts rate it a “Strong Buy” with a KeyBanc $275 target.

Welltower reported Q2 2026 results and balance sheet progress. On an earnings call, the REIT cited acquisitions including Amica Senior Lifestyles (38 communities, $1.91B) and a July 2 Canada deal (five development properties, ~$459M). It also disposed of $7.2B outpatient medical properties. Q2 revenue rose to $3.54B, FFO to $1.60/share, and net income to $12.2B.

Premarket movers included Coca-Cola, Sherwin-Williams, Hilton, Johnson & Johnson, Corning, Cadence Design Systems, Rambus, Universal Health Services, Welltower, Happen (formerly LendingClub), and Cincinnati Financial. Key catalysts were earnings beats or misses and guidance changes, including J&J’s $5.5 billion talc settlement and Coca-Cola’s raised outlook after EPS and revenue topped estimates.

Welltower Inc. (WELL) reported normalized FFO per diluted share up 25% year over year, citing stronger seniors housing operations, margin expansion, and investment activity. The company raised its 2026 guidance, attributing it to continued NOI growth and portfolio transformation, while stating leverage and liquidity remain strong.

Welltower (WELL) reported Q2 revenue of $3.54B, up 39.1% year over year, and EPS of $1.60 versus $0.45 a year ago. Revenue beat the Zacks Consensus by 3.41% ($3.43B) and EPS beat by 3.23% versus $1.55. Interest income and other income also differed from estimates.

Welltower (WELL) reported Q2 FFO of $1.60 per share, above the Zacks Consensus of $1.55, versus $1.28 a year earlier. Revenue rose to $3.54 billion, above the $3.42 billion estimate. The article cites a Zacks Rank #3 (Hold) and notes consensus outlook for the next quarter FFO of $1.62 on $3.52 billion revenue.