Welltower Reports Strong Q3 2026 Results with Significant Revenue and FFO Growth
Welltower Inc. (WELL) delivered robust third-quarter 2026 financial results, reporting total revenue of $3.72 billion, a 38% increase year-over-year. Normalized funds from operations (FFO) rose 24.6% to $1.67 per diluted share. The company's growth is increasingly driven by pricing power within its seniors housing operating portfolio (SHOP), as occupancy levels rise and capacity becomes limited. Management raised its full-year normalized FFO guidance to a midpoint of $6.50 per share, representing 23% annual growth. Despite strong performance and $21 billion in year-to-date investment activity, leadership cautioned regarding macroeconomic volatility and upcoming debt maturities, noting that approximately $8 billion in U.S. senior housing debt is set to expire in 2026.

Topics: FFO Guidance Raise Portfolio Occupancy Revenue Growth Seniors Housing
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