Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
| Revenue (TTM) | $12.76B |
| Gross Profit (TTM) | $5.05B |
| EBITDA | $3.34B |
| Operating Margin | 16.60% |
| Return on Equity | 3.84% |
| Return on Assets | 0.83% |
| Revenue/Share (TTM) | $18.42 |
| Book Value | $64.56 |
| Price-to-Book | 3.57 |
| Price-to-Sales (TTM) | 13.26 |
| EV/Revenue | 14.57 |
| EV/EBITDA | 62.08 |
| Quarterly Earnings Growth (YoY) | 35.60% |
| Quarterly Revenue Growth (YoY) | 39.10% |
| Shares Outstanding | $720.57M |
| Float | $719.74M |
| % Insiders | 0.06% |
| % Institutions | 100.91% |
Volatility is currently expanding
The oldest baby boomers turn 80 this year, and the gap between senior housing demand and new supply is growing faster than most investors realize.
Baby boomers are turning 80 in waves while new senior housing construction has nearly stopped, and that collision of demographics and supply is reshaping how much income four REITs can realistically promise their investors.
Five senior housing REITs all raised their dividends in 2026, but the cash flow cushions behind those payouts vary wildly, and at least one carries a tenant whose survival is already in question.
In his view, it's now a buy. Its dividend yield is relatively low, however.
Two million Americans turn 80 this year, and four REITs are racing to profit from a demographic wave that has barely started while construction sits at historic lows.
Many REITs are repriced to the downside and offer better yields. Yet this is just optics, as the underlying problem is very significant. The issue I see is that at the current valuations and market dynamics, REITs can't (or should not) be considered solid passive income investments.
TOLEDO, Ohio, Sept. 23, 2026 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced it will release third quarter 2026 financial results after the close of trading on the New York Stock Exchange on Monday, October 26, 2026.
Insiders are buying some of the best-known stocks in transportation, retail, and real estate. These buys come amid different backdrops for each firm and stock.
Two million Americans turn 80 in 2026, and the senior housing industry is nowhere near ready for what comes next. Three REITs are quietly capitalizing on a supply gap that took decades to build.
Two million Americans will turn 80 this year alone, and a handful of REITs are already cashing in on a demographic wave that has barely begun.
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