Compared to Estimates, Welltower (WELL) Q3 Earnings: A Look at Key Metrics

By Zacks Equity Research | October 27, 2025, 6:00 PM

For the quarter ended September 2025, Welltower (WELL) reported revenue of $2.69 billion, up 30.7% over the same period last year. EPS came in at $1.34, compared to $0.73 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $2.65 billion, representing a surprise of +1.36%. The company delivered an EPS surprise of +3.08%, with the consensus EPS estimate being $1.30.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Welltower performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- Interest income: $67.22 million versus the three-analyst average estimate of $66.07 million. The reported number represents a year-over-year change of -2.7%.
  • Revenues- Other income: $57.63 million versus the three-analyst average estimate of $39.93 million. The reported number represents a year-over-year change of +29.2%.
  • Revenues- Rental income: $499.48 million versus the two-analyst average estimate of $473.42 million. The reported number represents a year-over-year change of +16%.
  • Revenues- Resident fees and services: $2.06 billion versus the two-analyst average estimate of $2.05 billion. The reported number represents a year-over-year change of +36.4%.
  • Net Earnings Per Share (Diluted): $0.41 compared to the $0.53 average estimate based on three analysts.

View all Key Company Metrics for Welltower here>>>

Shares of Welltower have returned +1.7% over the past month versus the Zacks S&P 500 composite's +2.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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