Welltower (WELL) Surpasses Q3 FFO and Revenue Estimates

Core Insights - Welltower reported quarterly funds from operations (FFO) of $1.34 per share, exceeding the Zacks Consensus Estimate of $1.3 per share, and up from $1.11 per share a year ago [1][2] - The company achieved revenues of $2.69 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.36%, compared to $2.06 billion in the same quarter last year [3] - Welltower's stock has increased by approximately 41.2% since the beginning of the year, significantly outperforming the S&P 500's gain of 15.5% [4] Financial Performance - The FFO surprise for the recent quarter was +3.08%, and the company has consistently surpassed consensus FFO estimates over the last four quarters [2] - The current consensus FFO estimate for the upcoming quarter is $1.34, with projected revenues of $2.71 billion, and for the current fiscal year, the estimate is $5.12 on revenues of $10.27 billion [8] Market Outlook - The estimate revisions trend for Welltower was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [7] - The REIT and Equity Trust - Other industry is currently ranked in the top 28% of over 250 Zacks industries, suggesting a positive outlook for stocks within this sector [9]