CoverageForm 410-K10-Q8-K13D13G13F

WELL · Welltower Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · WELL

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$3.35B-$2.69B$2.55B$2.42B-$2.06B$1.82B$1.86B-
Cost of Revenue$2.06B-$1.58B$1.51B$1.46B-$1.21B$1.11B$1.10B-
Gross Profit$1.30B-$1.11B$1.03B$960.70M-$842.96M$713.59M$762.83M-
R&D----------
SG&A$67.47M-$63.12M$64.17M$63.76M-$77.90M$55.56M$53.32M-
Total Operating Expenses$3.01B-$2.39B$2.25B$2.22B-$1.87B$1.73B$1.72B-
D&A$622.75M-$509.81M$495.04M$485.87M-$403.78M$382.05M$365.86M-
Operating Income$345.24M-$293.11M$298.21M$198.71M-$183.87M$90.43M$140.90M-
Interest Expense------$139.05M$133.42M$147.32M-
Income Tax$11.63M-$2.33M$1.05M($5.52M)-($4.71M)$1.10M$6.19M-
Net Income$728.67M-$280.56M$301.89M$257.96M-$449.85M$254.71M$127.15M-
EPS - Basic$1.04-$0.42$0.46$0.40-$0.74$0.42$0.22-
EPS - Diluted$1.02-$0.41$0.45$0.40-$0.73$0.42$0.22-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$4.70B$5.03B$6.81B$4.41B$3.50B$3.51B$3.56B$2.78B$2.39B$1.99B
Accounts Receivable----------
Inventory----------
Accounts Payable----------
Current Assets----------
Total Assets$67.22B$67.30B$59.50B$55.83B$53.29B$51.04B$48.95B$45.53B$44.55B$44.01B
Current Liabilities----------
Long-term Debt$17.93B$19.20B$16.85B$15.97B$15.72B$15.50B$15.76B$13.94B$14.21B$15.74B
Total Liabilities$22.29B$24.10B$20.19B$19.29B$18.71B$18.47B$17.89B$15.85B$16.01B$17.64B
Stockholders' Equity$43.79B$42.13B$38.76B$35.90B$33.96B$31.96B$30.33B$28.98B$27.55B$25.40B
Retained Earnings$11.76B$11.03B$10.94B$10.66B$10.35B$10.10B$9.98B$9.53B$9.27B$9.15B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$670.01M---$598.96M---$406.81M-
Investing Cash Flow($807.19M)---($2.03B)---($580.93M)-
Financing Cash Flow($199.54M)---$1.31B---$578.57M-
CapEx----------
Free Cash Flow----------

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin38.7%-41.3%40.6%39.6%-41.0%39.1%41.0%-
Operating margin10.3%-10.9%11.7%8.2%-8.9%5.0%7.6%-
EBITDA margin28.9%-29.9%31.1%28.3%-28.6%25.9%27.2%-
Net margin21.7%-10.4%11.8%10.6%-21.9%14.0%6.8%-
Free cash flow margin----------
FCF / Net income----------
R&D / Revenue----------
SG&A / Revenue2.0%-2.4%2.5%2.6%-3.8%3.0%2.9%-
Effective tax rate1.6%-0.8%0.3%-2.2%--1.1%0.4%4.6%-
Return on assets1.1%-0.5%0.5%0.5%-0.9%0.6%0.3%-
Return on equity1.7%-0.7%0.8%0.8%-1.5%0.9%0.5%-
Return on invested capital0.6%-0.5%0.6%0.4%-0.4%0.2%0.3%-
Liquidity
Current ratio----------
Quick ratio----------
Cash ratio----------
Leverage
Debt / Equity0.410.460.430.440.460.490.520.480.520.62
Debt / Assets0.270.290.280.290.300.300.320.310.320.36
Debt / EBITDA18.53-20.9920.1322.97-26.8329.5028.03-
Interest coverage------1.3x0.7x1.0x-
Equity multiplier1.531.601.541.561.571.601.611.571.621.73
Liabilities / Assets0.330.360.340.350.350.360.370.350.360.40
Efficiency
Asset turnover0.05-0.050.050.05-0.040.040.04-
Inventory turnover----------
Days sales outstanding----------
Days inventory outstanding----------
Days payable outstanding----------
Cash conversion cycle----------
Valuation
P / E193.8x-434.5x341.6x383.0x-175.4x248.2x424.7x-
P / B3.3x-3.2x2.9x2.9x-2.6x2.2x2.0x-
P / S42.8x-45.5x40.3x41.3x-38.5x34.5x29.0x-
EV / EBITDA162.0x-164.6x144.1x164.2x-155.5x157.0x129.8x-
Growth
Revenue growth (YoY)38.3%-30.6%39.6%30.3%-23.7%9.6%19.2%-
Revenue CAGR (3y)29.0%-22.1%20.1%20.2%-18.4%16.9%20.9%-
Revenue CAGR (5y)26.1%-21.0%16.5%14.0%-10.2%6.7%7.9%-
Gross profit growth (YoY)35.0%-31.5%44.8%25.9%-26.4%1.0%26.5%-
Operating income growth (YoY)73.7%-59.4%229.8%41.0%-154.5%-40.6%270.8%-
Net income growth (YoY)182.5%--37.6%18.5%102.9%-252.9%147.2%395.3%-
EPS growth (YoY)155.0%--43.8%7.1%81.8%-204.2%110.0%340.0%-
EPS CAGR (3y)173.2%--31.0%41.9%-20.2%91.3%9.0%-
EPS CAGR (5y)43.1%--11.8%1.4%-11.8%--12.8%4.3%-20.9%-
FCF growth (YoY)----------
FCF CAGR (5y)----------
Book value growth (YoY)29.0%31.8%27.8%23.9%23.3%25.8%32.2%36.7%34.7%25.2%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$2.79B total
Triple Net$1.20B · 42.9%
Senior Housing Operating$810.03M · 29.0%
Outpatient Medical$781.93M · 28.0%

Geographic

$8.45B total
US$5.90B · 69.8%
GB$1.89B · 22.3%
CA$668.34M · 7.9%

Peer comparison

Same SIC group: Real Estate Investment Trusts

CompanyRevenue (last FY)Net marginROE
UMH$261.75M2.3%0.7%
ARE---9.2%
VTR$5.83B4.3%2.0%
SPG$6.36B72.7%88.8%
NYSE: KRC$1.11B0.0%0.0%

Comparing WELLTOWER INC. against the 5 most active filers in the same SIC group.

Dividends

$2.96/share trailing 12 months · +10.4% YoY

Ex-datePer share
May 13, 2026$0.7400
Feb 25, 2026$0.7400
Nov 10, 2025$0.7400
Aug 12, 2025$0.7400
May 14, 2025$0.6700
Feb 25, 2025$0.6700
Nov 13, 2024$0.6700
Aug 12, 2024$0.6700
May 10, 2024$0.6100
Feb 22, 2024$0.6100
Nov 13, 2023$0.6100
Aug 14, 2023$0.6100
May 15, 2023$0.6100
Feb 27, 2023$0.6100
Nov 17, 2022$0.6100
Aug 22, 2022$0.6100
May 23, 2022$0.6100
Feb 28, 2022$0.6100
Nov 15, 2021$0.6100
Aug 11, 2021$0.6100
May 10, 2021$0.6100
Feb 19, 2021$0.6100
Nov 9, 2020$0.6100
Aug 17, 2020$0.6100