Welltower Inc. Strong 2Q momentum with another beat/raise J P M O R G A N North America Equity Research 27 July 2026 After Monday's close, Welltower reported a 2Q NFFO/share print that came in ahead of JPM/Street. As we touch on below, management also raised both the SS NOI outlook (driven by strong SHO performance) and the overall NFFO/share growth outlook. Similarly, its Board also raised the quarterly dividend/share by 15%. In terms of the business, the two focal points for the Street, which are outsized ...