WELLTOWER INC.
No SEC Form 4 filings for $WELL in the last 30 days.
See all $WELL insider activity →Reuters reports S&P 500 CEO pay (excluding Elon Musk) averaged $22.8m in 2025, up 21% from 2024. Goldman Sachs paid CEO David Solomon $118.9m, with 71% shareholder support for the pay vote. Welltower awarded CEO Shankh Mitra $821m, with 19% support. CEO-to-worker pay rose to 312x.
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 (NYSE: WELL) reported 30 Q2 transactions totaling $6.2B, mainly off-market, and said it has completed or is under contract for $15.5B of deals this year. The company attributed faster deal timelines and cash-flow improvements to its Welltower Business System. It also reported 2Q26 same-store SHO revenue +9.2% and occupancy 87.6%.
Over the past 7 days, alphai's AI scored 2 news stories mentioning WELL (WELLTOWER INC.). Coverage has been balanced: 1 bullish, 0 neutral, and 1 bearish.
Recent WELL coverage spans earnings, financial news and market movers.
Extremely low say-on-pay support signals heightened investor backlash and potential board/compensation committee scrutiny.
The article provides fresh earnings datapoints and forward FFO guidance, supporting a near-term valuation and estimate-revision trade.
The article frames WELL’s growth as execution-driven, with faster deal cycles and a business-system rollout aimed at improving cash flow and NOI.
The earnings datapoints plus disclosed acquisition/disposition pipeline strengthen near-term cash-flow and growth expectations for WELL.
The article attributes today’s pullback to a normalized FFO miss versus elevated expectations, plus profit-taking and a risk-off tape.
alphai scores every news story that mentions WELL with an AI model for sentiment and relevance, and aggregates insider trades from WELLTOWER INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Reuters reports S&P 500 CEO pay (excluding Elon Musk) averaged $22.8m in 2025, up 21% from 2024. Goldman Sachs paid CEO David Solomon $118.9m, with 71% shareholder support for the pay vote. Welltower awarded CEO Shankh Mitra $821m, with 19% support. CEO-to-worker pay rose to 312x.
6 min readWelltower 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.
5 min readWelltower (NYSE: WELL) reported 30 Q2 transactions totaling $6.2B, mainly off-market, and said it has completed or is under contract for $15.5B of deals this year. The company attributed faster deal timelines and cash-flow improvements to its Welltower Business System. It also reported 2Q26 same-store SHO revenue +9.2% and occupancy 87.6%.
6 min readWelltower 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.
5 min readWelltower shares fell about 1.6% in morning trading after a gap up tied to its Q2 2026 results. Revenue rose to $3.54B, above consensus of ~$3.36B, but normalized FFO was $1.60 per diluted share, below ~$1.66. UBS reiterated Buy and a $271 target, and Welltower raised 2026 normalized FFO guidance and its quarterly dividend to $0.85 (+14.9%).
4 min readPremarket 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.
3 min readWelltower 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.
1 min readAfter-hours movers included Cadence Design Systems, up over 4% after Q2 adjusted EPS of $2.11 vs $2.05 expected, with revenue $1.58B in line. Rambus rose after Q2 adjusted EPS of 77 cents vs 72 cents expected, revenue $207M vs $198M. UHS fell over 4% after lowering full-year guidance; Welltower rose 4% after raising normalized FFO guidance to $6.36-$6.44 vs $6.30 expected. Other moves: Happen, F5, Cincinnati Financial, Nucor, Principal Financial Group.
4 min readWelltower (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.
4 min readWelltower raised its 2026 outlook again, citing improving senior housing occupancy, pricing, and operating efficiency. The company increased its quarterly dividend 15% to $0.85. It said the dividend is covered by 2026 FFO of $6.36 to $6.44, implying an annualized payout of about $3.40 per share and a low-to-mid 50% payout ratio.
3 min read
