Real Estate·Health Care REITs·$147.1B
Welltower Inc. (WELL) is a real estate investment trust (REIT) focused on healthcare infrastructure, including senior housing and post-acute care facilities....
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenue.
Revenue
Total revenue gives insight into the company's overall business performance and growth potential.
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EPS Beat Streak
0Q
EPS Beat Rate
38%
Avg EPS Surprise
-24.01%
Avg Stock Reaction
+0.94%
In Q4 2025, Welltower reported an EPS of -$0.87, significantly missing expectations. The stock reacted positively, gaining 1.82% the following day despite the disappointing results.
Management Promises & Guidance
Analysts expect Welltower to report earnings that align closely with consensus estimates, reflecting cautious optimism in the healthcare real estate sector.
Bull Case
If Welltower can exceed EPS expectations and show strong revenue growth, it could signal a recovery in its operations and boost investor confidence.
Bear Case
A continued trend of missing earnings estimates or weak revenue growth could raise concerns about the company's ability to navigate market challenges.
EPS
$0.49Earnings per share is a key indicator of profitability and will show how well the company is managing its costs and revenue.
Revenue
$3.2BTotal revenue gives insight into the company's overall business performance and growth potential.
The print will turn on these two things.
Q1
Will EPS meet or exceed the consensus estimate of $0.49?
Earnings performance is crucial for investor sentiment, especially after a significant miss last quarter.
Q2
What is the outlook for revenue growth given the current market conditions?
Understanding revenue trends will help gauge the company's ability to capitalize on the growing demand for healthcare real estate.
Why consensus could be wrong
The market may underestimate Welltower's ability to rebound from recent challenges, as the demand for healthcare real estate remains strong despite short-term setbacks.
Supporting Evidence
The options market is pricing a larger move than the stock has historically experienced, suggesting overreaction.
Despite recent misses, the company has shown resilience in previous quarters, often bouncing back.
The aging population trend supports long-term growth in healthcare real estate, which may not be fully reflected in current estimates.
Key Risk
If Welltower reports strong revenue growth alongside EPS that meets or exceeds expectations, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is critical as it follows a significant earnings miss, and investors are keen to see if the company can turn things around.
Bull Confirmed If
Earnings exceeding $0.49 with strong revenue growth could confirm a bullish outlook.
Bear Confirmed If
An EPS below $0.49 or stagnant revenue growth would support a bearish view.
Implied Move
±3.52%
Historical Avg
±1.5%
The options market is pricing in a move of approximately 3.52% around the earnings report, suggesting that investors expect some volatility.
Options are pricing ±3.4% while WELL has averaged ±1.5% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Welltower beats expectations, history suggests a potential stock increase of around 0.31%, confirming a positive outlook.
In-Line / Cautious
An in-line report could lead to a muted response, with management commentary driving the stock's direction.
Miss
If the company misses expectations, history indicates a potential decline of around 1.33%, raising concerns about its operational stability.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026