REITResearch

Welltower Inc. WELL

Listed / Traded Health Care NYSE Mgmt:

Welltower Inc. (NYSE: WELL), an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom and Canada. Our portfolio of 2,500+ seniors and wellness housing communities is positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. We believe our real estate portfolio is unmatched, located in highly attractive micromarkets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as an operating company in a real estate wrapper, driven by highly-aligned partnerships and an unconventional culture. Through our disciplined approach to capital allocation powered by our Data Science platform and superior operating results driven by the Welltower Business System - our end-to-end operating platform - we aspire to deliver long-term compounding of per share growth for our existing investors, our North Star.

Snapshot

Price
$206.65
Market cap
$145.88B
Enterprise value
$161.16B
Dividend yieldi
1.43%
Annual dividendi
$2.96
Frequency
Quarterly
FFO / sharei
$1.35 · Q1 2026
Normalized FFO / sharei
$1.47 · Q1 2026
Net debt / EBITDAi
2.73x · Adj. EBITDA
Op. cash flow / sharei
$4.24
Price / OCFi
48.73
Payout (% of OCF)i
69.80%
Debt / book capitali
31.33%
Premium / disc. to NAVi
No free consensus-NAV source
Credit ratingi
No free ratings feed

Reported FFO / Normalized FFO / leverage are from the Q1 2026 earnings release (filed 2026-04-28) — 8-K, EX-99.1.

Yield uses the latest declared dividend, annualized (latest regular payout × frequency; special/liquidating distributions excluded) — an announced-but-not-yet-declared change isn't reflected until it has an ex-date. FFO, AFFO and Net debt / Adj. EBITDA are the company's reported figures from its latest earnings 8-K. Price/OCF and payout use GAAP operating cash flow. NAV premium and credit ratings have no free source yet. See Methodology.

Dividends

Ex-dateRecordPaymentDeclaredAmountFreq.
2026-05-132026-05-132026-05-21 2026-04-28$0.74Quarterly
2026-02-252026-02-252026-03-10 2026-02-10$0.74Quarterly
2025-11-102025-11-112025-11-20 2025-10-27$0.74Quarterly
2025-08-122025-08-122025-08-21 2025-07-28$0.74Quarterly
2025-05-142025-05-142025-05-22 2025-04-28$0.67Quarterly
2025-02-252025-02-252025-03-06 2025-02-11$0.67Quarterly
2024-11-132024-11-132024-11-21 2024-10-28$0.67Quarterly
2024-08-122024-08-122024-08-21 2024-07-29$0.67Quarterly
2024-05-102024-05-132024-05-22 2024-04-29$0.61Quarterly
2024-02-222024-02-232024-03-07 2024-02-13$0.61Quarterly
2023-11-132023-11-142023-11-22 2023-10-30$0.61Quarterly
2023-08-142023-08-152023-08-23 2023-07-31$0.61Quarterly
2023-05-152023-05-162023-05-23 2023-05-02$0.61Quarterly
2023-02-272023-02-282023-03-08 2023-02-15$0.61Quarterly
2022-11-172022-11-182022-11-30 2022-11-07$0.61Quarterly
2022-08-222022-08-232022-08-31 2022-08-09$0.61Quarterly
2022-05-232022-05-242022-05-31 2022-05-10$0.61Quarterly
2022-02-282022-03-012022-03-08 2022-02-15$0.61Quarterly
2021-11-152021-11-162021-11-23 2021-11-04$0.61Quarterly
2021-08-112021-08-122021-08-19 2021-07-29$0.61Quarterly
2021-05-102021-05-112021-05-20 2021-04-28$0.61Quarterly
2021-02-192021-02-222021-02-26 2021-02-09$0.61Quarterly
2020-11-092020-11-102020-11-19 2020-10-28$0.61Quarterly
2020-08-172020-08-182020-08-27 2020-08-05$0.61Quarterly

Coverage (payout of operating cash flow): 69.80%. Tax-character split (ordinary / 199A / capital gain / return of capital) — not disclosed (requires the annual allocation release).

Balance sheet (latest FY: 2025)

Total debt
$21.38B
Cash
$5.03B
Net debt / EBITDAi
5.79x
Debt / book capitali
31.33%
Total assets
$67.30B
Total equity
$42.13B

Debt-maturity ladder, fixed/floating split, secured/unsecured and coverage ratios come from the supplemental — not yet ingested.

Financial history

FYRevenueNet incomeD&A EBITDAOp. cash flow
2025 $10.67B $936.85M $2.14B $2.31B $2.88B
2024 $7.85B $951.68M $1.68B $2.78B $2.26B
2023 $6.48B $340.09M $1.44B $2.40B $1.60B
2022 $5.78B $141.21M $1.34B $2.04B $1.33B
2021 $4.71B $336.14M $1.05B $1.71B $1.28B
2020 $4.59B $978.84M $1.05B $1.53B $1.36B

Same-store NOI, occupancy, leasing/WALT, top tenants, external-manager fees, development pipeline and (for non-traded vehicles) share-class fees, redemption/gating and NAV methodology are planned modules sourced from supplementals and prospectuses.