While high dividend yields are enticing to many investors, the more relevant measurement of success of any stock is its total return. Total return includes a stock's dividend yield, as well as the change in share price. These two sources of return often work against each other; as shares fall, dividend yields rise, and vice versa. Below, we’ll detail five stocks that are working to deliver on both return sources. They are performing well in 2025, with their total returns beating out the overall market. They ...

Company Overview - Welltower (NYSE: WELL) is an American healthcare REIT that owns a total of 2,217 properties across the USA (1,817), United Kingdom (210), and Canada (136) [1] - The annualized net operating income (NOI) of Welltower is $3.5 billion, with 58% of this income coming from Senior Housing Operating [1] Market Position - Welltower's diverse portfolio spans multiple countries, indicating a strong international presence in the healthcare real estate sector [1] - The significant contribution from Senior Housing Operating highlights the company's focus on senior living facilities, which may be a strategic advantage given the aging population [1]

Key Takeaways Welltower's Q2 FFO rose 21.9% year-over-year to $1.28 per share, outpacing consensus estimates.SHO portfolio's same-store revenues jumped 10.1%, fueled by higher occupancy and RevPOR growth.2025 FFO per share guidance raised to $5.06-$5.14, above the previous range of $4.90-$5.04.Welltower Inc.’s (WELL) second-quarter 2025 normalized funds from operations (FFO) per share of $1.28 surpassed the Zacks Consensus Estimate of $1.22. The reported figure improved 21.9% year over year.Results reflect ...

Financial Data and Key Metrics Changes - The company reported a strong FFO per share growth of 22%, exceeding expectations [5] - Full year FFO guidance was raised by $0.13 to $5.1 per share [6] - Same store NOI growth for the seniors housing operating portfolio was 23.4%, marking the eleventh consecutive quarter of growth exceeding 20% [6][15] - Year-over-year total portfolio same store NOI growth was 13.8% [31] Business Line Data and Key Metrics Changes - The outpatient medical business delivered a same store NOI growth of 2.6% [14] - The senior housing operating portfolio achieved another quarter of same store NOI growth well in excess of 20% [15] - The long-term post-acute portfolio saw same store NOI growth of 2.7% [32] Market Data and Key Metrics Changes - The UK portfolio experienced a 600 basis points increase in occupancy and 27% same store NOI growth [7] - Canada delivered 8.5% growth, while the U.S. and U.K. posted increases of 10.2% and 11.5%, respectively [15][16] - The company reported a 5% growth in RevPAR across all regions [17] Company Strategy and Development Direction - The company is focused on leveraging insights from its data science platform to drive portfolio and asset management initiatives [8] - A significant capital allocation of approximately $29 billion has been completed over the past five years, with $16 billion in asset sales to improve portfolio quality [9] - The company is transitioning properties to best-in-class regional operators to unlock operational potential [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the demand-supply dynamic for the industry, expecting further strengthening of RedPOR in the coming years [8] - The company is optimistic about the momentum in occupancy and anticipates NOI recovery in Q4 [11] - Management emphasized the importance of talent management and technology innovation as key areas of focus for future growth [36][40] Other Important Information - The company achieved a net debt to adjusted EBITDA ratio below three times and interest coverage over six times [12] - A quarterly dividend increase of 10.4% was announced, reflecting confidence in cash flow durability [34] - The company has trained over 8,000 site employees on its Well Towered Business System [21] Q&A Session Summary Question: Future growth potential and capital deployment - Management highlighted that while they are proud of achievements, they remain focused on continuous improvement and avoiding complacency [45][46] Question: Performance of non-same store assets - Management noted that non-same store assets include under-occupied and under-optimized properties, which are expected to improve over time [53][54] Question: Technology and data integration for customer experience - Management discussed the evolution of their technology strategy to enhance customer experience and operational efficiency [58][61] Question: Competitive dynamics for investments - Management indicated that there are ample opportunities to enhance cash flow profiles in a fragmented industry [80][82] Question: Optimal capital stack and leverage - Management emphasized the importance of maintaining a strong balance sheet and liquidity while exploring various capital sources for investments [86][88] Question: Potential for margin expansion - Management expressed confidence in significant margin expansion opportunities driven by revenue growth and operational efficiencies [90][92]

Welltower (WELL) Q2 2025 Earnings Call July 29, 2025 09:00 AM ET Speaker0Thank you for standing by. My name is Jeannie, and I will be your conference operator today. At this time, I would like to welcome everyone to the Wild Tower Second Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.You. I would now like to turn the call over to Matt McQueen, Chief Legal Officer and Genera ...

July 28, 2025 Forward Looking Statements and Risk Factors This document contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. When Welltower uses words such as "may," "will," "intend," "should," "believe," "expect," "anticipate," "project," "pro forma," "estimate" or similar expressions that do not relate solely to historical matters, Welltower is making forward-looking statements. Forward-looking statements are not guarantees of future performance and inv ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ 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 Incorporation) Delaware ...

Core Insights - Welltower reported a revenue of $2.55 billion for the quarter ended June 2025, marking a 39.6% increase year-over-year and exceeding the Zacks Consensus Estimate by 2.11% [1] - The company's EPS for the quarter was $1.28, up from $0.42 in the same quarter last year, surpassing the consensus estimate of $1.22 by 4.92% [1] Revenue Breakdown - Interest income was reported at $62.06 million, which is a decrease of 2.2% year-over-year and below the average estimate of $68.81 million [4] - Resident fees and services generated $1.97 billion, exceeding the average estimate of $1.93 billion and reflecting a year-over-year increase of 41.5% [4] - Rental income reached $483.04 million, surpassing the estimated $455.09 million and showing a 43.8% increase compared to the previous year [4] - Other income was reported at $32.1 million, slightly above the average estimate of $24.78 million, with a minimal year-over-year change of -0.1% [4] Stock Performance - Over the past month, Welltower's shares have returned +6.2%, outperforming the Zacks S&P 500 composite's +4.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Welltower (WELL) came out with quarterly funds from operations (FFO) of $1.28 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to FFO of $1.05 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +4.92%. A quarter ago, it was expected that this senior housing and health care real estate investment trust would post FFO of $1.15 per share when it actually produced FFO of $1.2, delivering a surprise of +4.3 ...

TOLEDO, Ohio, July 28, 2025 /PRNewswire/ -- Welltower Inc. (NYSE:WELL) today announced results for the quarter ended June 30, 2025.Second Quarter and Other Recent Highlights Reported net income attributable to common stockholders of $0.45 per diluted share Reported quarterly normalized funds from operations attributable to common stockholders of $1.28 per diluted share, an increase of 21.9% over the prior year Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 13.8%, driven by SSNOI ...