At the archive date, WELLTOWER INC. was expected to release its Q3 2026 10-Q filing on October 26, 2026. Last quarter: In 2026-Q2, Welltower reported $463.0M of net income and $1.4B of NOI while deploying $7.2B into acquisitions, funded in part by $4.5B of ATM equity issuance and supported by $8.2B of cash, restricted cash, and revolver availability. Source: 10-Q Item 2 MD&A, pp.37-40
EPS Estimate
$0.65
Revenue Estimate
$3.66B
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the WELL page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Net income was $463.0M in 2026-Q2, up 52.0% from $304.6M in the three months ended June 30, 2025. Consolidated NOI was $1.394B, up 34.9% from $1.034B in the prior-year quarter, while FFO increased to $1.154B from $825.7M.
Seniors Housing Operating generated $867.2M of consolidated NOI, representing 66.1% of total NOI across 1,869 properties. Its share of NOI rose from 56% in 2026-Q2 a year earlier to 66% in 2026-Q2, while Outpatient Medical declined to 3% of NOI from 16%.
During the first six months of 2026, Welltower acquired 151 properties for a $7.150B book amount at a blended 6.0% capitalization rate, including 80 Seniors Housing Operating properties for $5.379B at a 5.1% capitalization rate. The company also announced in July 2026 that it had closed or expected to close more than $5B of additional seniors housing acquisitions in the second half of the year, subject to closing conditions and regulatory approvals.
Revenue
$3.54B
+39.10% YoY
EPS (Diluted)
$0.61
+35.56% YoY
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