WELLTOWER INC. — Form 8-K
Filed July 27, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
Welltower reported Q2 2026 net income of $0.61 per diluted share and normalized FFO of $1.60 per share (up 25.0% YoY). Same-store NOI grew 15.5% with seniors housing operating up 20.5%. The company raised full-year 2026 normalized FFO guidance to $6.36–$6.44 per share (from $6.21–$6.35), completed $9.4B in acquisitions YTD including C$4.1B Amica portfolio (April 2026), and announced a 15% dividend increase to $0.85 quarterly. Net debt to Adjusted EBITDA improved to 2.99x; $9.5B liquidity available.
Why this rating
Strong operational growth and capital deployment on a massive $102B market cap company. Dividend increase signals confidence but represents routine portfolio management execution for a large REIT.
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