WELL Health Technologies Corp. (WELL) Earnings Call Transcripts

WELL Health Technologies Corp.'s Latest Earnings Call - Q2 FY2026

In the second quarter of 2026, Welltower Inc. reported a record performance with a 25% year-over-year increase in partial FFO growth, driven by strong demand in the senior housing sector. Revenue reached $1.60 per diluted share, marking a 25% increase from the previous year, while management raised its full-year FFO guidance by $0.12 to a midpoint of $6.40 per share. The company also announced a 15% increase in its quarterly dividend to $0.85 per share, reflecting confidence in its growth trajectory and balance sheet strength.

Reported metrics

Guidance from management

Welltower raised its full-year 2026 guidance for normalized FFO to a range of $6.36 to $6.44 per diluted share, with a midpoint of $6.40. This reflects confidence in continued strong performance in the senior housing sector.

What management said

Thank you, and good morning. As a reminder, certain statements made during this call may be deemed forward-looking statements in the meaning of the Private Securities Litigation Reform Act. Although Welltower believes any forward-looking statements are based on reasonable assumptions, the company can give no assurances that its projected results will be attained. Factors that could cause actual results to differ mate...

I just cannot overemphasize what Nikhil says the first one, which is there is a tremendous amount of generational transfer is happening. Happening across our society with many, many businesses are changing hands, and you will see a lot of write-ups on this over the years. But we are seeing that in our industry, it has been particularly tough last 5 years, 6 years in this industry. And finally, cash flow has sort of...

What analysts pressed on

Analysts expressed concerns regarding the impact of rising interest rates and geopolitical uncertainty on future growth. There were questions about the sustainability of occupancy gains and pricing power in a potentially challenging economic environment.

Main topics on the call

• Record FFO Growth — Welltower achieved a 25% year-over-year increase in partial FFO growth, one of the highest levels in its history. Management stated, "Our strong start to 2026 and increased confidence in the back half of the year enabled...
• Strong Revenue and NOI Growth — The company reported a 39% increase in revenue and a 15.5% increase in same-store NOI year-over-year. This growth was driven by strong occupancy gains and pricing power, with same-store occupancy increasing 330 basis poi...
• Increased Dividend — Welltower announced a 15% increase in its quarterly dividend to $0.85 per share, marking the third consecutive year of dividend increases. This reflects the Board's confidence in the company's growth trajectory and finan...
• Capital Allocation Strategy — Welltower has been actively pursuing acquisitions, completing over $15.5 billion in investments this year, with a focus on off-market opportunities. Management emphasized their disciplined approach to capital allocation,...

Read the full WELL Health Technologies Corp. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 72 WELL Health Technologies Corp. earnings call transcripts on record, spanning January 15, 2020 to August 6, 2026. Based on this history, WELL Health Technologies Corp. reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

WELL

Exchange

TSX

Country

CA

Sector

Health Care

Industry

Health Care Providers and Services

Calls on record

72

First call

January 15, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly