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Welltower

Welltower, Inc. engages in the provision of health care infrastructure and investment of seniors housing operators, post-acute providers, and health systems. It operates through the following segments: Seniors Housing Operating, Triple-net, and Outpatient Medical. The Seniors Housing Operating segment includes the seniors housing communities. The Triple-net segment offers long-term/post-acute care facilities, assisted living facilities, independent living/continuing care retirement communities, care homes (United Kingdom), independent support living facilities (Canada), care homes with nursing (United Kingdom), and combinations thereof. The Outpatient Medical segment provides outpatient medical buildings. The company was founded by Bruce G. Thompson and Fritz Wolfe in 1970 and is headquartered in Toledo, OH.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Welltower reports robust Q4 performance, eyes self-management opportunities

Welltower's Q4 2022 performance showcased a strong rebound and emphasized key operational improvements and milestones.
The company's strategic strengths lie in enhancing its operating platform, attracting talent, and pursuing favorable investment opportunities.
Challenges include managing transitions with new operators, addressing margin considerations, and balancing capital activity.
Opportunities include self-managing assets, collaborating with partners for regional density, and leveraging existing systems for efficiency.

Welltower surpasses Q1 expectations, poised for growth and value creation

Welltower's Q1 performance exceeded expectations, showcasing strong growth and margin expansion. The company's proactive portfolio management efforts are creating substantial value for shareholders. With disciplined capital allocation and balance sheet progress, Welltower is well-positioned for future growth and value creation.

Welltower reports robust Q2 performance, eyes growth opportunities ahead

Welltower's Q2 2023 performance showcased strong growth in the Senior Housing segment and overall portfolio.
The company's focus on optimizing expenses and achieving sustainable growth positions it well for the future.
Challenges include managing rising interest rates, balance sheet issues, and optimizing expenses for margin expansion.
Opportunities lie in Senior Housing deals, renovation programs, and potential pricing power in 2024.

Welltower reports robust Q3 results, cautious on M&A and market viability

Welltower's Q3 performance showcased strong revenue growth, margin expansion, and improved balance sheet strength. While focusing on customer experience and operational excellence, the company remains cautious about external growth and skeptical about certain market dynamics.

Welltower excels in 2023, eyes growth through strategic investments

Welltower's performance in 2023 showcased operational strength, strategic investments, and growth prospects for 2024.
The company's focus on customer experience, partnerships, and portfolio expansion underpins its competitive edge and future growth potential.
Despite challenges like regulatory uncertainties, Welltower's proactive approach and market positioning offer resilience and opportunities for value creation.

Welltower reports robust Q1 performance, eyes $19B domestic opportunity

Welltower's Q1 2024 performance showcased strong financial and operational metrics, underpinned by strategic investments and market observations.
While challenges in debt dynamics and capital influx persist, the company's proactive approach to risk management and profitability bodes well for future growth.
With a focus on optimizing operations, seizing growth opportunities, and managing industry challenges, Welltower positions itself for continued success in the market.

Welltower reports strong Q2 growth, eyes long-term senior housing prospects

Welltower's Q2 performance reflects robust growth in key financial metrics, driven by the strength of its senior housing portfolio.
Despite challenges in construction activity, the company's strategic acquisitions and operational enhancements position it for continued success.
With a focus on long-term growth and financial stability, Welltower remains well-positioned to capitalize on opportunities in the senior housing market.

Welltower reports robust Q3 earnings, poised for sustained growth

Welltower's Q3 performance reflects strong financial results and operational achievements, driven by strategic investments and operational enhancements.
The company's focus on long-term value creation, technology integration, and prudent capital deployment underscores its commitment to sustainable growth.
While facing challenges in a dynamic market environment, Welltower's strengths in financial stability, supply outlook, and customer-centric approach position it well for future success.
Opportunities lie in innovation, market expansion, and digital transformation, offering avenues for Welltower to capitalize on emerging trends and drive continued growth.

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Welltower, Inc. operates as a health care infrastructure company. It invests in seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure. The company's operating business segments include Seniors Housing Operating, Triple-Net and Outpatient Medical. The Seniors Housing Operating segment operates properties including seniors? apartments, independent living and independent supportive living, continuing care retirement communities, and assisted living, Alzheimer's/dementia care and includes care homes with or without nursing. The Triple-Net segment properties offer services including independent living & supportive living (Canada), assisted living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing (U.K.), and long-term/post-acute care. The Outpatient Medical segment invests in and operates outpatient medical buildings including physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs. The company was founded in 1970 and is headquartered in Toledo, OH.

Welltower Inc. (WELL) CEO Shankh Mitra on Q4 2020 Results - Earnings Call Transcript

While gains on real estate disposals aid Welltower's (WELL) Q4 performance, continued seniors housing woes, including declining occupancy and high property-level expenses, are spoilsports.

Welltower (WELL) Q4 FFO Tops Estimates, NOI & Revenues Dip

Welltower (WELL) delivered FFO and revenue surprises of 9.09% and -0.22%, respectively, for the quarter ended December 2020. Do the numbers hold clues to what lies ahead for the stock?

Welltower (WELL) Q4 FFO Beat Estimates

TOLEDO, Ohio, Feb. 9, 2021 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) today announced results for the quarter ended December 31, 2020. Highlights Reported net income attributable to common stockholders of $0.39 per diluted share Reported normalized FFO attributable to common stockholders...

Welltower Reports Fourth Quarter 2020 Results

Welltower's (WELL) Q4 results will likely be marred by occupancy loss in its seniors housing portfolio, owing to the surge in COVID-19 cases and the seasonal slowdown in move-in activity.

Seniors Housing Segment to Ail Welltower's (WELL) Q4 Earnings

TOLEDO, Ohio, Jan. 29, 2021 /PRNewswire/ -- Welltower®Inc. today announced that it is one of 380 companies across 44 countries and regions included in the 2021 Bloomberg Gender-Equality Index (GEI). Companies named in the Index span 11 sectors, including real estate, banking, consumer...

Welltower Included In 2021 Bloomberg Gender-Equality Index For 3rd Consecutive Year

TOLEDO, Ohio, Jan. 22, 2021 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) today announced that it will release fourth quarter 2020 financial results after the close of trading on the New York Stock Exchange on Tuesday, February 9, 2021. The Company will host a conference call and webcast on...

Welltower Announces Date of Fourth Quarter 2020 Earnings Release, Conference Call and Webcast

We predicted a bumpy road for Welltower. The vaccine has brought out the optimists. We explain why the company is still stuck in the mud and needs to use substantial equity issuance in 2021.

Why Welltower Needs To Increase Equity Issuance Rapidly

While vaccinations renew hope for Welltower's (WELL) seniors housing portfolio, occupancy declines and seasonal move-outs continue to plague its performance.

Welltower's (WELL) Seniors Housing Occupancy Slip Continues in Q4

TOLEDO, Ohio, Jan. 19, 2021 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) announced today that it will participate in the Stifel Healthcare Real Estate Conference to be held on January 19, 2021. In conjunction with the conference, Welltower has issued the following business update which...

Welltower to Participate in the 2021 Stifel Healthcare Real Estate Conference and Issues Business Update

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While vaccine deployment is driving share performance of healthcare REITs, surging cases of COVID-19 indicate that the rough terrain for the seniors housing market is likely to persist in 2021.

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Though the latest dispositions will likely enhance Welltower's (WELL) liquidity and de-lever its balance sheet, the pandemic has affected occupancy and move-ins at its seniors housing assets.

Welltower (WELL) Disposes Medical Office Assets, Updates on Business

TOLEDO, Ohio, Dec. 15, 2020 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) announced today that it will participate in the MKM Partners Virtual Conference to be held on December 15, 2020. In conjunction with the conference, Welltower has issued the following business update which can be...

Welltower to Participate in MKM Partners Virtual Conference and Issues Business Update

NEW YORK and TOLEDO, Ohio, Dec. 15, 2020 /PRNewswire/ -- Wafra Inc. ("Wafra"), a global alternative investment platform, and Welltower Inc. (NYSE: WELL), an S&P 500 healthcare real estate investment trust (REIT), today announced a $550 million joint venture partnership between Welltower...

Welltower and Wafra Announce $550 Million Medical Office Building Joint Venture

Welltower Inc (NYSE: WELL) is likely to be among the key beneficiaries of a potential rebound in senior housing, according to KeyBanc Capital Markets. The Welltower Analyst: Todd Thomas upgraded Welltower from Sector Weight to Overweight and maintained a $70 price target.

KeyBanc Upgrades Welltower On Expected Recovery In Senior Housing

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Health care REITs are expected to recover in 2021, driven by improving earnings growth, according to BofA Securities. The Healthcare REITs Analyst: Joshua Dennerlein upgraded the health care segment within REITs to Equal Weight.

Why BofA Is Upgrading Health Care REITs

Dispositions will likely enhance Welltower's (WELL) liquidity and de-lever its balance sheet. However, the pandemic has affected occupancy, move-ins and move-outs at its seniors housing assets.

Welltower's (WELL) Liquidity Aids, Seniors Housing Woes Prevail

COVID-19 has had a major impact on Welltower's Senior Housing Portfolio with revenues down nearly 20% year over year. With a bevy of viable vaccines coming to market, this portion of the portfolio is poised to quickly recover, and the stock price with it.

COVID-19 Vaccine Paves The Path For Welltower's Stock To Return To All-Time Highs

TOLEDO, Ohio, Nov. 19, 2020 /PRNewswire/ -- Welltower Inc. (NYSE: WELL), today announced that it has been named to the Dow Jones Sustainability World Index for the third consecutive year and to the Dow Jones Sustainability North America Index for the fifth consecutive year. Launched in...

Welltower Once Again Named to 2020 Dow Jones Sustainability World and North American Indices

A spike in COVID-19 cases at Welltower's (WELL) seniors housing facilities and consequent reduction in move-ins leads to a 30 bps decline in occupancy to 77.7% as of Nov 13, 2020.

Welltower (WELL) Notes Seniors Housing Occupancy Loss in November

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News for Welltower Stock (WELL)