Welltower (WELL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Welltower (WELL) reported $3.18 billion in revenue for Q4 2025, a year-over-year increase of 41.3% [1] - The EPS for the same period was $1.45, compared to $0.19 a year ago, indicating significant growth [1] - The revenue exceeded the Zacks Consensus Estimate of $2.71 billion by 17.24%, while the EPS surprise was 0.81% above the consensus estimate of $1.44 [1] Revenue Breakdown - Interest income was reported at $54.44 million, which is below the two-analyst average estimate of $59.86 million, reflecting a year-over-year decline of 23.4% [4] - Rental income reached $523.85 million, surpassing the average estimate of $479.66 million, marking a year-over-year increase of 35.6% [4] - Other income was reported at $46.66 million, significantly above the average estimate of $28.19 million, with a year-over-year increase of 47.7% [4] Stock Performance - Welltower's shares have returned +5.7% over the past month, while the Zacks S&P 500 composite showed no change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]