Why is WELL down?
Down 6% on Oct 27, and still 2% under its Oct 26 close.
- It reported quarterly revenue of $3.72B and diluted EPS of $0.54 after the close on Oct 26.
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Down 6% on Oct 27, and still 2% under its Oct 26 close.
| The company | Sales up 23% a year vs Ventas' 12% |
| Latest filing | 424B5, Oct 27 |
“US Treasury yields fall as investors track Middle East tensions, await US jobless claims data”
WELL closed +1.4% that day.
Tue Nov 10: Ex-dividend, $0.85 a shareAt the open. Pays Nov 19.
After its last 4 reports it closed -1.3% on average, higher 1 of 4 times.
Excellentfor quality, not price, 6 of 14 chart checks firingWhat the Quality Score means
Well above its recent run. WELL scores 18 today, against a median of 14 over its last 20 recorded sessions.
WELL is #1 of 132 by Quality Score.
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Expected to report Tue Feb 9, after the close (in 99 days). Expected.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $3.7B, 38% more than a year ago; a profit of $0.54 a share, from $0.41.
“Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 15.8%, driven by SSNOI growth in our Seniors Housing Operating ("SHO") portfolio of 21.0%”
WELL's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Net income attributable to common stockholders per diluted share | $3.31 to $3.37 |
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 26, 2026 | -3.0% | -5.8% | -0.9% |
| Jul 27, 2026 | +1.2% | -1.9% | -6.1% |
| Apr 28, 2026 | +0.1% | -1.0% | +0.0% |
Sales grew in six of the last seven years, to $11B in 2025. It made a profit in each of the eight years.
One insider bought $1.2M across 2 filings in the last 6 months. No open-market sales on record. The newest:
6 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: WELL is 8.9% of VNQ, 1.0% of SPMO, and 0.6% of JEPI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
Welltower owns a diversified healthcare portfolio of 2,950 in-place properties spread across the senior housing, medical office, and skilled nursing/postacute care sectors. The portfolio includes over 900 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to that of the United States.
“We compete with other real estate investment trusts, real estate partnerships, private equity and hedge fund investors, banks, insurance companies, finance/investment companies, government-sponsored agencies, taxable and tax-exempt bond funds, healthcare operators, developers and other investors in the acquisition, development, leasing and financing of healthcare and seniors housing properties.”
WELL scores 18 today, which Breakaway calls Excellent. It is #1 of 132 in Reit by Quality Score, with 6 of 14 chart checks firing. Down 6% on Oct 27, and still 2% under its Oct 26 close. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
WELL scores 18 today, which Breakaway calls Excellent (15 to 19). That is #1 of 132 in Reit by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind WELL's 18.
One insider bought $1.2M across 2 filings in the last 6 months. No open-market sales on record. The newest is Andrew Gundlach, Director, who bought $605K on Aug 26. Every filing, with the scored weight, for Pro members.
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