Welltower Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
41.6%projected annual EPS growth
Analyst Coverage
22analysts covering
FY Revenue (est.)
$14.4Bnext fiscal year
FY EPS (est.)
$2.89next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 27 Oct 2026 |
| Q4 2026 Earnings Release | 9 Feb 2027 |
Monitoring Framework
Key Performance Indicators
Seniors Housing Operating (SHO) Same-Store NOI Growth Quarterly2,050.0%Target: 20.0% (Full-Year 2026 Midpoint Guidance)
Total Portfolio Same-Store NOI Growth Quarterly1,550.0%Target: 14.9% (Full-Year 2026 Midpoint Guidance)
Net Debt to Adjusted EBITDA Quarterly3.0Target: ~3.0x
Seniors Housing Operating (SHO) Occupancy Growth (YoY) Quarterly33,000.0%Target: Continued sequential and year-over-year expansion
Watch Items
- Execution and Integration of SHOP AcquisitionsTrigger: Slowing of SHO same-store NOI growth below 15% or integration delays in major portfolios like Amica Senior LifestylesAction: Re-evaluate capital recycling velocity and operational efficiency of the Welltower Business System (WBS)
- Outpatient Medical (OM) Portfolio DispositionsTrigger: Failure to close the remaining 8 properties under the definitive agreement by end of 2026Action: Assess liquidity impact and adjust the $15.5 billion gross investment funding plan
- Macroeconomic Interest Rate PressuresTrigger: 30-year Treasury yields remaining near multi-decade highs or rising furtherAction: Monitor refinancing costs for upcoming debt maturities and maintain leverage below 3.0x Net Debt/EBITDA
Research as of 2 Sep 2026