Welltower Inc. (WELL) Q4 2025 Earnings Call Transcript

Q4: 2026-02-10 Earnings Summary

EPS of $0.55 misses by $0.04

| Revenue of $3.18B (41.33% Y/Y) beats by $189.99M

Welltower Inc. (WELL) Q4 2025 Earnings Call February 11, 2026 9:00 AM EST

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Company Participants

Matthew McQueen – Chief Legal Officer, General Counsel & Corporate Secretary
Shankh Mitra – CEO & Director
John Burkart – VC & COO
Nikhil Chaudhri – Co-President & Chief Investment Officer
Tim McHugh – Co-President & CFO

Conference Call Participants

Vikram Malhotra – Mizuho Securities USA LLC, Research Division
William John Kilichowski – Wells Fargo Securities, LLC, Research Division
Farrell Granath – BofA Securities, Research Division
Omotayo Okusanya – Deutsche Bank AG, Research Division
Ronald Kamdem – Morgan Stanley, Research Division
Michael Goldsmith – UBS Investment Bank, Research Division
Austin Wurschmidt – KeyBanc Capital Markets Inc., Research Division
Nicholas Yulico – Scotiabank Global Banking and Markets, Research Division
Richard Anderson – Cantor Fitzgerald & Co., Research Division
Seth Bergey – Citigroup Inc., Research Division
Juan Sanabria – BMO Capital Markets Equity Research
Michael Carroll – RBC Capital Markets, Research Division
Michael Stroyeck – Green Street Advisors, LLC, Research Division
James Kammert – Evercore ISI Institutional Equities, Research Division
Michael Mueller – JPMorgan Chase & Co, Research Division

Presentation

Operator

Hello, and welcome to the Welltower Fourth Quarter 2025 Earnings Call.

[Operator Instructions]

I would now like to turn the conference over to Matt McQueen, Chief Legal Officer. You may begin.

Matthew McQueen
Chief Legal Officer, General Counsel & Corporate Secretary

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 materially from those in the forward-looking statements are detailed in the company’s filings with the SEC.

And with that, I’ll hand the call over to Shankh for his remarks.

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