Welltower (WELL) Q1 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Matthew McQueen - Chief Legal Officer and General CounselShankh Mitra - CEOJohn Burkart - Executive VP & COONikhil Chaudhri - Co-President and Chief Investment OfficerTim Mchugh - Chief Financial OfficerVikram Malhotra - Managing DirectorFarrell Granath - Equity Research AssociateJonathan Hughes - Managing DirectorRonald Kamdem - Managing Director & Head of US REITs and CRE ResearchSeth Bergey - Senior Research AssociateR ...

☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) Delaware 34-1096634 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-8923 WELLTOWER INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of In ...

Welltower (WELL) reported $2.42 billion in revenue for the quarter ended March 2025, representing a year- over-year increase of 30.3%. EPS of $1.20 for the same period compares to $0.22 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $2.37 billion, representing a surprise of +2.12%. The company delivered an EPS surprise of +4.35%, with the consensus EPS estimate being $1.15. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Str ...

Welltower (WELL) came out with quarterly funds from operations (FFO) of $1.20 per share, beating the Zacks Consensus Estimate of $1.15 per share. This compares to FFO of $1.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of 4.35%. A quarter ago, it was expected that this senior housing and health care real estate investment trust would post FFO of $1.12 per share when it actually produced FFO of $1.13, delivering a surprise of 0.89 ...

Table of Contents | Overview | 1 | | --- | --- | | Portfolio | 2 | | Investment | 6 | | Financial | 10 | | Glossary | 15 | | Supplemental Reporting Measures | 16 | | Forward Looking Statements and Risk Factors | 20 | Overview (dollars and occupancy at Welltower pro rata ownership; dollars in thousands) Portfolio Composition Beds/Unit Mix (1) | | Average | | | Wellness | Independent | Assisted | Memory | Long-Term/ Post-Acute | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Age | Properties | To ...

TOLEDO, Ohio, April 28, 2025 /PRNewswire/ -- Welltower Inc. (NYSE:WELL) today announced results for the quarter ended March 31, 2025.First Quarter and Other Recent Highlights Reported net income attributable to common stockholders of $0.40 per diluted share Reported quarterly normalized funds from operations attributable to common stockholders of $1.20 per diluted share, an increase of 18.8% over the prior year Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 12.9%, driven by SSNOI ...

行业基本面 - 2025年第一季度美国公寓市场需求强劲 全国吸收超过138000套市场价公寓单元 2024年后三个季度需求持续旺盛 年吸收量达708000套 [4] - 同期公寓供应量为577000套 需求超过供应 推动入住率微升至95_2% 为2022年10月以来最高水平 [4][5] - 有效租金增长加速 3月环比上涨0_75% 截至2025年3月的12个月涨幅达1_1% 平均有效租金为1848美元 [5] - 工业地产市场表现韧性 第一季度净吸收量2310万平方英尺 与去年同期持平 但空置率环比上升30个基点至7% 为2014年以来最高 [6][7] - 工业租金同比增长4_3% 但全国平均租金维持在10_11美元/平方英尺 与2024年底持平 [7] 细分领域驱动因素 - 医疗地产需求受美国人口老龄化及该群体更高医疗支出推动 市场新增供应有限 形成有利经营环境 [8] - 数据中心地产需求旺盛 源于企业持续整合AI技术及推进数字化转型战略 [8] 重点公司分析 Welltower Inc (WELL) - 持有Zacks Rank 2评级 季度Earnings ESP为+1_69% 过去四季FFO每股平均超预期5_02% [11] - 业务聚焦美加英医疗地产 受益老龄化趋势及高医疗支出 长期租赁协议保障稳定收入 [12] - 一季度营收共识预期23_7亿美元 同比增27_6% FFO每股预期1_15美元 同比增13_9% [12][13] Equinix Inc (EQIX) - 当前Zacks Rank 3评级 Earnings ESP +1_41% 过去四季AFFO每股平均超预期2_43% [13] - 数据中心互联基础设施需求强劲 AI整合及数字化转型推动长期增长 经常性收入模式支撑现金流 [14] - 一季度营收共识预期22_2亿美元 同比增4_18% AFFO每股预期8_96美元 同比增1_13% [15] Equity Residential (EQR) - 持有Zacks Rank 3评级 Earnings ESP +0_75% 过去四季平均超预期0_81% [16] - 战略组合覆盖城乡市场 专注高收入租户群体 财务稳健支持开发计划 [17] - 一季度营收共识预期7_668亿美元 同比增4_93% FFO每股预期0_93美元 [18] W P Carey Inc (WPC) - 当前Zacks Rank 2评级 Earnings ESP +0_56% [18] - 高质量单租户净租赁商业地产组合保障高入住率 长期售后回租交易及组合再平衡策略驱动收入 [20] - 一季度营收共识预期4_182亿美元 同比增7_29% FFO每股预期1_19美元 同比增4_39% [21]

NEW YORK, April 23, 2025 /PRNewswire/ -- Purcell & Lefkowitz LLP announces that it is investigating Welltower Inc. (NYSE: WELL) on behalf of the company's shareholders.  The investigation seeks to determine whether Welltower's directors breached their fiduciary duties in connection with recent corporate actions.If you are a shareholder of Welltower and are interested in obtaining additional information regarding your rights and options, free of charge, please visit us at: https://pjlfirm.com/welltower-inc/Y ...

Wall Street analysts forecast that Welltower (WELL) will report quarterly earnings of $1.15 per share in its upcoming release, pointing to a year-over-year increase of 13.9%. It is anticipated that revenues will amount to $2.37 billion, exhibiting an increase of 27.6% compared to the year-ago quarter.The current level reflects an upward revision of 0.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised the ...

VANCOUVER, BC, April 8, 2025 /PRNewswire/ - WELL Health Technologies Corp. (TSX: WELL) (OTCQX: WHTCF) ("WELL" or the "Company"), a digital healthcare company focused on positively impacting health outcomes by leveraging technology to empower healthcare practitioners and their patients globally, is pleased to announce that the Company expects to release its Fiscal Fourth Quarter and Year End 2024 financial results for the period ended December 31, 2024, Monday, April 14, 2025 after market close. The Company ...