WELLTOWER INC.(WELL)Stock Analysis
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Rank #119 of 2,879 stocksTOP 5%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
WELL Stock Analysis & AI Quality Score
AI stock analysis and institutional research for WELLTOWER INC. (WELL), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores WELL at 75.7/100 on a 32-signal composite quality model, placing it at rank #119 of 2,879 stocks — the top 5% of the AI-ranked universe. WELL scores in the top quartile across earnings quality (92.4), free cash flow (87.8), revenue scale (85.0). Shareholder dilution risk is elevated at 12.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), WELLTOWER INC. reports quarterly revenue of $3.4B, net income of $752.3M, free cash flow of $670.0M. WELL trades on the NYSE exchange and files with the SEC under CIK 766704. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate WELL daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for WELLTOWER INC. directly from SEC EDGAR. WELLTOWER INC.'s 13F Pro composite quality score has ranged between 8 and 79 since 2021, currently 75.7 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving WELL's Business? Latest 10-Q Breakdown
✓ 31/31 datapoints verifiedAI-extracted from WELLTOWER INC.'s 10-Q filed 2026-04-29 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Welltower's Q1 revenue reached $3.4B (+38% YoY), driven by major acquisitions of Barchester and HC-One in the UK, boosting Seniors Housing Operating segment to 64% of NOI.
Biggest Revenue Drivers
Total revenue: $3.4B+38% YoY
Increase primarily due to acquisitions of Barchester and HC-One, plus occupancy and rate growth
Reduced by property dispositions; offset by acquisitions and annual rent escalators
Includes interest on sales-type leases and loans receivable
Interest earned on short-term deposits and miscellaneous operating income
Largest Expense Items
Rise attributable to acquisitions, particularly Barchester and HC-One
Fluctuates with acquisition and disposition activity; increased by Barchester and HC-One
Increased by debt incurred for acquisitions and foreign exchange effects
Remained relatively stable at 2.01% of revenues
Margins: Consolidated NOI of $1.30B increased 35% YoY, while net operating margins remained solid despite transaction costs from major acquisitions. The company's leverage improved to 23% net debt to book capitalization, supporting strong credit metrics with 8.27x interest coverage.
Watch Items from the Filing
- Barchester Healthcare represents 11% of consolidated NOI, making it largest single relationship; HC-One Group acquisition added 282 UK properties, concentrating UK exposure to 26.5% of total assets and 32% of revenues.
- Outpatient Medical portfolio disposition underway: 60 of 319 properties sold in Q1 2026 for $1.4B with $447M gain; remaining 18 properties held for sale, representing portfolio wind-down expected through mid-2026.
- Genesis Healthcare notes receivable classified as deteriorated loans with $120.8M carrying value following Chapter 11 bankruptcy; allowance for credit losses deemed sufficient to absorb expected losses.
- Foreign currency exposure significant: $4.4B of foreign-denominated debt outstanding (UK: $1.4B, Canada: $3.0B); 1% USD weakening would increase obligations by $43.8M; net investment hedges in place but mark-to-market losses of $379M in Q1.
- Subsequent to quarter-end, Amica Senior Lifestyles acquisition announced for C$4.0B (April 1, 2026), funded via C$567M debt assumption and cash on hand, expanding Canadian portfolio by 34 properties and adding forward commitments of C$1B.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$3.4B
Net Income
Q1 2026
$752.3M
Free Cash Flow
Q1 2026
$670.0M
ROIC
Q1 2026
0.6%
D/E Ratio
Q1 2026
0.41
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+35.6% YoYNet Income
-1.6% YoYEPS (Diluted)
-11.5% YoYTotal Assets
+31.9% YoYTotal Debt
+23.9% YoYOp. Cash Flow
+27.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $10.84B +35.6% | $7.99B +20.4% | $6.64B +13.3% | $5.86B +14.4% | $5.12B +9.0% | $4.70B |
| Net Income | $936.8M -1.6% | $951.7M +179.8% | $340.1M +140.8% | $141.2M | — | — |
| EPS (Diluted) | $1.39 -11.5% | $1.57 +137.9% | $0.66 +120.0% | $0.30 -90.2% | $3.05 +51.0% | $2.02 |
| Total Assets | $67.30B +31.9% | $51.04B +16.0% | $44.01B +16.1% | $37.89B +13.5% | $33.38B +10.0% | $30.34B |
| Total Debt | $19.20B +23.9% | $15.50B -1.5% | $15.74B +6.9% | $14.71B +9.6% | $13.42B +10.1% | $12.19B |
| Operating Cash Flow | $2.88B +27.7% | $2.26B +40.9% | $1.60B +20.6% | $1.33B -13.5% | $1.54B -3.0% | $1.58B |
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Is WELL a good stock to buy?
13F Pro's AI-powered analysis of WELLTOWER INC. (WELL) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for WELL are available on the WELL stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own WELL?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling WELL. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of WELLTOWER INC.'s investment landscape.