Welltower Stock News

Five publicly-listed real estate investment trusts in the US increased regular dividends in July, S&P Global Market Intelligence data shows. The dividend hikes in July brought the number of public US REITs that have declared regular dividend increases during the first seven months of the year to 49 companies, representing 31.2% of the REIT industry. Seven Canadian REITs, or 15.9% of the total, ...

Most REITs are discounted. But rare exceptions are severely overpriced. I present one expensive REIT to sell and better alternatives to consider.

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions eve...

While high dividend yields are enticing to many investors, the more relevant measurement of success of any stock is its total return. Total return includes a stock's dividend yield, as well as the change in share price.

Welltower has delivered robust growth in revenue, NOI, and FFO, significantly outperforming sector peers since the pandemic, especially in senior housing. Despite operational strength, WELL's shares appear overvalued, trading at historically high multiples (P/FFO 33x), with limited upside from current levels. The dividend yield is low (1.8%) compared to peers, and while payout is consistent, it...

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." Th...

Are we in an AI bubble? And will it be AI or tariffs that determine the trajectory of the market going forward? I'm focusing on dividend growth stocks and ETFs with attractive yields and solid projected dividend growth rates. I estimate most of the stocks on my buy list will deliver mid- to high-single-digit dividend growth going forward.

Welltower Inc. (NYSE:WELL ) Q2 2025 Earnings Conference Call July 29, 2025 9:00 AM ET Company Participants John F. Burkart - VC & COO Matthew Grant McQueen - Chief Legal Officer, General Counsel & Corporate Secretary Nikhil Chaudhri - Co-President & Chief Investment Officer Shankh S.