Welltower Inc.（WELL）股票——这是一门好生意吗？

Welltower Inc.（WELL）股票——这是一门好生意吗？ — InspectStocks

Just reported

Q3 2026 results

From Welltower's results release of 2026年10月26日; its quarterly report has since been filed.

Revenue
Actual
US$3.72B
+38% y/y
+4.8% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$0.54
+32% y/y
-11% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

怎么赚钱

Senior Housing Operating: senior apartments and care communities where partner operators provide services to residents.86%
Triple-net properties: senior housing and long-term care buildings leased to operators.12%
Outpatient Medical: buildings leased to healthcare providers.2%

各项收入占比是对quarter ended March 31, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么5

Senior Housing Operating communities
Age-targeted apartments and senior communities, including independent living, assisted living, memory care and continuing care communities. Services vary by property and may include meals, housekeeping, activities and help with daily tasks.
Triple-net senior housing and care properties
Senior housing and long-term care buildings leased to operators under long-term agreements. The tenant generally pays rent and the property's operating expenses.
Outpatient medical buildings
Buildings leased to healthcare providers for services delivered outside a hospital stay, including medical offices and other outpatient care space.

再显示 2 项

Real estate loans
Loans to property owners or developers, usually secured by real estate or related guarantees, that generate interest and may include principal repayments and fees.
Property development and construction investments
Funding for new or redeveloped properties, provided directly or with joint-venture partners, with funds advanced as construction work progresses.

谁在买4

Older adults who pay for housing and, where available, meals, help with daily activities and care; family members may help choose the community or arrange payment.
Senior-housing and care operators that lease properties from Welltower and pay rent under lease agreements.
Healthcare providers, including providers connected with health systems, that lease outpatient medical buildings.
Operators of nursing and post-acute care properties, whose income may include payments from Medicare, Medicaid, private insurers and patients.

靠什么支撑，什么会击垮它

业务依赖什么

1Welltower relies on outside operators to manage many Senior Housing Operating properties. It had relationships with 62 operator partners (December 31, 2025, high). Care UK, Cogir Management Company and Sunrise Senior Living accounted for 14%, 12% and 10% of Senior Housing Operating segment revenue, respectively (year ended December 31, 2025, high).
2Operators of long-term and post-acute care properties rely in part on government healthcare payments, including Medicare and Medicaid; those operators' ability to pay rent or meet other obligations can be affected by payment rates and eligibility rules.
3Welltower relies on its REIT tax status and must meet tax-law requirements for its income, assets and distributions.

可能出什么问题

1If care operators' costs rise, including labor costs, or their resident and patient revenue falls, they may have less ability to pay rent or meet other obligations to Welltower.
2Changes to Medicare or Medicaid payment rules, rates or eligibility can reduce income for care operators, affecting their ability to meet obligations to Welltower.
3Operators may fail to meet healthcare licensing, care-quality or other legal requirements. This can disrupt operations or lead to penalties, loss of licenses or government payments, and Welltower may face additional exposure at properties it operates through RIDEA arrangements.

完整财务报表 →

关于Welltower Inc.

Welltower is a real estate investment trust (REIT) that owns housing and healthcare properties in the United States, the United Kingdom and Canada. At December 31, 2025, its portfolio included more than 2,500 communities and properties (high). It runs some senior-housing properties through operator partners and leases other properties to care operators and healthcare providers. In the second quarter of 2026, occupancy at properties held in both comparison periods rose 330 basis points year over year (high), and revenue per occupied room rose 5.2% year over year (high).

总部: Toledo, Ohio
成立于: 1970 (company founding year, high)
员工人数: 712 (December 31, 2025, high)
上市于: NYSE
财年结束: December 31

基于 Welltower Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported

Q3 2026 results

From Welltower's results release of 2026年10月26日; its quarterly report has since been filed.

Revenue
Actual
US$3.72B
+38% y/y
+4.8% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$0.54
+32% y/y
-11% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes Welltower is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Reit Healthcare Facilities

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Real Estate

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

怎么赚钱

Senior Housing Operating: senior apartments and care communities where partner operators provide services to residents.86%
Triple-net properties: senior housing and long-term care buildings leased to operators.12%
Outpatient Medical: buildings leased to healthcare providers.2%

各项收入占比是对quarter ended March 31, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么5

Senior Housing Operating communities
Age-targeted apartments and senior communities, including independent living, assisted living, memory care and continuing care communities. Services vary by property and may include meals, housekeeping, activities and help with daily tasks.
Triple-net senior housing and care properties
Senior housing and long-term care buildings leased to operators under long-term agreements. The tenant generally pays rent and the property's operating expenses.
Outpatient medical buildings
Buildings leased to healthcare providers for services delivered outside a hospital stay, including medical offices and other outpatient care space.

再显示 2 项

Real estate loans
Loans to property owners or developers, usually secured by real estate or related guarantees, that generate interest and may include principal repayments and fees.
Property development and construction investments
Funding for new or redeveloped properties, provided directly or with joint-venture partners, with funds advanced as construction work progresses.

谁在买4

Older adults who pay for housing and, where available, meals, help with daily activities and care; family members may help choose the community or arrange payment.
Senior-housing and care operators that lease properties from Welltower and pay rent under lease agreements.
Healthcare providers, including providers connected with health systems, that lease outpatient medical buildings.
Operators of nursing and post-acute care properties, whose income may include payments from Medicare, Medicaid, private insurers and patients.

靠什么支撑，什么会击垮它

业务依赖什么

1Welltower relies on outside operators to manage many Senior Housing Operating properties. It had relationships with 62 operator partners (December 31, 2025, high). Care UK, Cogir Management Company and Sunrise Senior Living accounted for 14%, 12% and 10% of Senior Housing Operating segment revenue, respectively (year ended December 31, 2025, high).
2Operators of long-term and post-acute care properties rely in part on government healthcare payments, including Medicare and Medicaid; those operators' ability to pay rent or meet other obligations can be affected by payment rates and eligibility rules.
3Welltower relies on its REIT tax status and must meet tax-law requirements for its income, assets and distributions.

可能出什么问题

1If care operators' costs rise, including labor costs, or their resident and patient revenue falls, they may have less ability to pay rent or meet other obligations to Welltower.
2Changes to Medicare or Medicaid payment rules, rates or eligibility can reduce income for care operators, affecting their ability to meet obligations to Welltower.
3Operators may fail to meet healthcare licensing, care-quality or other legal requirements. This can disrupt operations or lead to penalties, loss of licenses or government payments, and Welltower may face additional exposure at properties it operates through RIDEA arrangements.

完整财务报表 →

关于Welltower Inc.

总部: Toledo, Ohio
成立于: 1970 (company founding year, high)
员工人数: 712 (December 31, 2025, high)
上市于: NYSE
财年结束: December 31

Q3 2026 results

Revenue

EPS, GAAP

怎么赚钱

竞争对手

卖什么5

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Welltower Inc.

Q3 2026 results

Revenue

EPS, GAAP

Keep exploring

The themes it is part of

Highest-graded in Reit Healthcare Facilities

Grade rose recently in Real Estate

怎么赚钱

竞争对手

卖什么5

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Welltower Inc.

Keep exploring

The themes it is part of

Highest-graded in Reit Healthcare Facilities

Grade rose recently in Real Estate

Healthcare property

Welltower Inc.

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势

Q3 2026 results

Revenue

EPS, GAAP

怎么赚钱

竞争对手

卖什么5

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Welltower Inc.

Q3 2026 results

Revenue

EPS, GAAP

Keep exploring

The themes it is part of

Highest-graded in Reit Healthcare Facilities

Grade rose recently in Real Estate

怎么赚钱

竞争对手

卖什么5

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Welltower Inc.

Keep exploring

The themes it is part of

Highest-graded in Reit Healthcare Facilities

Grade rose recently in Real Estate

Healthcare property

Welltower Inc.

历史表现

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势