Welltower (WELL) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $0.67
- Estimate
- $0.71
- Surprise
- -6.1%
- Score at report (before → after)
- 5.9 → 5.9/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Welltower (WELL) missed the $0.71 estimate with adjusted EPS of $0.67 — a clear 6.1% shortfall. TrendMatrix's engine moved from Buy (Wait) (5.9/10) to Sell at 5.9/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates WELL Sell at 6.1/10.
1 of the last 4 quarters beat the estimate; this quarter's -6.1% surprise compares with a -5.2% four-quarter average.
What supports the rating
- Strong growth profile
What argues against it
- Concentration risk — Product: Seniors Housing Operating (78.0%)
- Analyst target reached - limited upside remaining
- V7 low-quality RISK_OFF penalty: -0.5 (Q=5.4)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $227.97
- Price target
- $234.49
- Stop
- $216.95
- Upside to target
- +2.9%
- Reward-to-risk
- 0.6:1
The stock trades at 107.9× trailing but 75.7× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-27 — shown for context, not personalized investment advice.
WELL at TrendMatrix's latest read
REIT quarters hinge on occupancy, rate exposure, and FFO rather than headline EPS, which mechanically distorts under depreciation.
- Industry
- REIT - Healthcare Facilities
- Market cap
- $173.38B
- P/E (fwd)
- 75.7
- P/E (ttm)
- 107.9
- 52-week range
- $174.91–$255.20
- Off 52-week high
- 10.7%
- RSI (14)
- 58
- Volume vs avg
- 0.16×
- Score today
- 6.1/10