WELL
WelltowerNYSEReal EstateReit - Healthcare FacilitiesSnapshot 2026-05-08
As of May 8, 2026, WELL has a composite score of 7.9, indicating a mixed signal with medium confidence at 74.2. The score is influenced by various factors, including a low macro score of 26.3 and a valuation score of 24.7, which is labeled as expensive. The analysis is provisional and reflects potential scenarios such as an unfavorable guidance cut and sector trends.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.34
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $0.63 → $0.57 (-8.8% / 30d). 0 raised, 0 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 80% of analysts rate Buy.
3 PT revisions / 30d. Avg target 12.6% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
1 material event in the last 24 months — top 1 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase Seniors Housing Operating NOIgrowthmixed63% progress
4/28: “Seniors Housing Operating NOI increased by 22.1% from 1Q25 to 1Q26.”
Why this status
Stated in 2 of last 2 quarters. Seniors Housing Operating NOI increased by 22.1% from $435.7M in 1Q25 to $531.8M in 1Q26, showing strong growth. The trajectory is delivering on management's stated focus on increasing NOI in this segment.
- 2.Enhance Outpatient Medical Occupancygrowthbehind0% progress
4/28: “Outpatient Medical occupancy increased to 96.9% in 1Q26.”
Why this status
Stated in 2 of last 2 quarters. Outpatient Medical occupancy increased from 95.5% in 4Q25 to 96.9% in 1Q26, indicating progress in maximizing revenue potential. The trajectory shows improvement in occupancy rates as management intended.
- 3.Increase Net Income Guidancegrowthbehind0% progress
4/28: “Net income guidance revised to $3.24 to $3.38 per diluted share.”
Why this status
Stated in 2 of last 2 quarters. Net income guidance was revised upward from $3.11-$3.27 to $3.24-$3.38 per diluted share, reflecting management's confidence in financial performance. The trajectory aligns with management's guidance increase.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 24%; 252d 21%.
Drawdown — Max 1y −13%. Bad day move −2%.
Beta to sector ETF (XLRE) — 0.83 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 66/100, drawdown 75/100, beta 83/100, earnings vol —.
via XLRE
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase Seniors Housing Operating NOI
GrowthFocus on increasing the NOI for Seniors Housing Operating through strategic investments and management.
MixedStated in 2 of last 2 quarters. Seniors Housing Operating NOI increased by 22.1% from $435.7M in 1Q25 to $531.8M in 1Q26, showing strong growth. The trajectory is delivering on management's stated focus on increasing NOI in this segment.
63%CEO/CFO:“Seniors Housing Operating NOI increased by 22.1% from 1Q25 to 1Q26.”Multiple sourcesSource dated 2026-04-28Stated 2 of last 8 quartersFirst seen 2026-04-28Show history (2)
- 2026-Q1Multiple sources
“Seniors Housing Operating NOI increased by 22.1% from 1Q25 to 1Q26.”
- 2025-Q4Multiple sources
“Seniors Housing Operating NOI increased by 20.4% from 4Q24 to 4Q25.”
- #2
Enhance Outpatient Medical Occupancy
GrowthImprove occupancy rates in the Outpatient Medical segment to maximize revenue potential.
BehindStated in 2 of last 2 quarters. Outpatient Medical occupancy increased from 95.5% in 4Q25 to 96.9% in 1Q26, indicating progress in maximizing revenue potential. The trajectory shows improvement in occupancy rates as management intended.
0%CEO/CFO:“Outpatient Medical occupancy increased to 96.9% in 1Q26.”Multiple sourcesSource dated 2026-04-28Stated 2 of last 8 quartersFirst seen 2026-04-28Show history (2)
- 2026-Q1Multiple sources
“Outpatient Medical occupancy increased to 96.9% in 1Q26.”
- 2025-Q4Multiple sources
“Outpatient Medical occupancy was 95.5% in 4Q25.”
- #3
Increase Net Income Guidance
GrowthRaise the guidance range for net income attributable to common stockholders.
BehindStated in 2 of last 2 quarters. Net income guidance was revised upward from $3.11-$3.27 to $3.24-$3.38 per diluted share, reflecting management's confidence in financial performance. The trajectory aligns with management's guidance increase.
0%CEO/CFO:“Net income guidance revised to $3.24 to $3.38 per diluted share.”Multiple sourcesSource dated 2026-04-28Stated 2 of last 8 quartersFirst seen 2026-04-28Show history (2)
- 2026-Q1Multiple sources
“Net income guidance revised to $3.24 to $3.38 per diluted share.”
- 2025-Q4Multiple sources
“Net income guidance introduced at $3.11 to $3.27 per diluted share.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks more expensive than peers.
Richer than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
WELL Welltower | +7.9 | expensive | low |
PLD Prologis | +10 | full | low |
EQIX Equinix | +22 | fair | moderate |
AMT American Tower | +18 | fair | moderate |
SPG Simon Property Group | +9.0 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If real_estate sector trend rises from +0.00 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter EPS surprise repeats current direction (latest surprise +9.4% on 2026-03-31)+2.4 pts
- If next-quarter guidance is cut (currently RAISED as of 2026-04-28)-16 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-8.0 pts
- If real_estate sector trend falls from +0.00 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2811d agoItem 2.02
Results of Operations and Financial Condition. On April 28, 2026 , Welltower Inc. issued a press release that announced operating results for its first quarter ended March 31, 2026. The press release refers to a supplemental information package that is available on the Company's website (www.welltower.com), free of charge. Copies of the press release and supplemental information package have been furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K (the "Repor…
earnings preannouncementneutralscore 51 - 2026-04-2910d agoItem 8.01
Other Events. Resale Prospectus Supplement On April 29, 2026, Welltower Inc., a Delaware corporation (the “Company”), filed with the Securities and Exchange Commission (the “SEC”) a prospectus supplement to the base prospectus dated March 28, 2025 (the “Base Prospectus”) included in the Company’s automatic shelf registration statement on Form S-3 (File No. 333-286204) (the “Registration Statement”) to register the offer and resale by the selling stockholder identified therein of up to 138,740…
capital allocationneutralscore 41
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.