Welltower (WELL) reported $3.18 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 41.3%. EPS of $1.45 for the same period compares to $0.19 a year ago.
The reported revenue represents a surprise of +17.24% over the Zacks Consensus Estimate of $2.71 billion. With the consensus EPS estimate being $1.44, the EPS surprise was +0.81%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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: $54.44 million versus the two-analyst average estimate of $59.86 million. The reported number represents a year-over-year change of -23.4%.
- Revenues- Rental income: $523.85 million compared to the $479.66 million average estimate based on two analysts. The reported number represents a change of +35.6% year over year.
- Revenues- Other income: $46.66 million versus the two-analyst average estimate of $28.19 million. The reported number represents a year-over-year change of +47.7%.
- Net Earnings Per Share (Diluted): $0.14 compared to the $0.05 average estimate based on two analysts.
View all Key Company Metrics for Welltower here>>>
Shares of Welltower have returned +5.7% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Welltower Inc. (WELL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
