Form 8-K · Current report

Welltower 8-K, filed Oct 26, 2026

Filed
CIK
0000766704
Accession no.
0000766704-26-000043
AI-generated summary

Summary

Welltower reported third-quarter 2026 net income of $415 million, or $0.54 per diluted share, with normalized FFO of $1.67 per diluted share (up 24.6% year over year) and total portfolio same-store NOI growth of 15.8%, and raised its full-year 2026 guidance for net income attributable to common stockholders to $3.31–$3.37 per diluted share and normalized FFO to $6.47–$6.53 per diluted share. The board declared a $0.85 quarterly dividend, the company's 222nd consecutive quarterly cash dividend, payable November 19, 2026 to holders of record November 10, 2026.

Key points

  • Third-quarter same-store NOI grew 15.8% year over year, driven by 21.0% growth in the Seniors Housing Operating portfolio.
  • SHO organic same-store revenue rose 9.1% year over year on 320 basis points of average occupancy growth and 5.3% growth in revenue per occupied room.
  • Year to date, Welltower has closed or is under contract to close $21.0 billion of pro rata gross investments, including $13.3 billion completed in the first nine months of 2026.
  • Net debt to adjusted EBITDA was 3.02x as of September 30, 2026, with approximately $9.5 billion of available liquidity; in July the company issued C$1.15 billion of senior unsecured notes at a weighted-average coupon of 3.95%.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 7.01Regulation FD Disclosure
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition. On October 26, 2026, Welltower Inc. (the “Company”) issued a press release that announced operating results for its third quarter ended September 30, 2026. A copy of the press release has been furnished as Exhibit 99.1 to this Current Report on Form 8-K (the "Report"), and is incorporated herein by reference. The information included in this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and shall not be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended (the “Securities…

An excerpt of the text as filed with the SEC, cut for length.

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