Stock AnalizWelltower (WELL) earnings for the quarter ended September 2026: EPS misses estimates
Welltower reported results for the quarter ended September 2026 on October 26, 2026. Adjusted earnings per share came in at $0.67 against the analysts’ average forecast of $0.71, a miss of 6.1%.
Revenue for the quarter was $3.72 billion, up 38.4% from $2.69 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 4.5% on the first trading day after the report.
The last four quarters
Welltower has beaten the analysts’ EPS forecast in 2 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $0.67 | $0.71 | −6.1% | +38% | −4.5% |
| Jun 2026 | $0.54 | $0.65 | −16.9% | +39% | −3.4% |
| Mar 2026 | $0.55 | $0.50 | +9.4% | +38% | +1.0% |
| Sep 2025 | $0.55 | $0.53 | +3.1% | +31% | +1.0% |
What comes next
Analysts expect EPS of $0.67 for the next quarter on average and $2.74 for the fiscal year ending December 31, 2026.
The average analyst price target is $263.64, 8% above the current price of $244.46.
Valuation and score
Welltower scores 2.6 out of 5 overall on Stock Analiz (average), trades at a trailing P/E of about 106.3, and its intrinsic value under moderate assumptions is about 53% below the current market value. Full Welltower analysis with 10 years of financials
Frequently asked questions
What was Welltower’s EPS for the quarter ended September 2026?
$0.67 adjusted per share, against an analyst consensus of $0.71.
How much revenue did Welltower report?
$3.72 billion, up 38.4% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.