Every material Form 8-K Welltower has filed with the SEC since February 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Welltower Inc. reported third quarter 2026 net income of $415 million and raised its full-year guidance for net income and normalized FFO per diluted share. The company also declared a quarterly cash dividend of $0.85 per share.
Reported net income of $415 million and normalized FFO of $1.67 per diluted share for Q3 2026.
Raised full-year 2026 net income guidance to a range of $3.31 to $3.37 per diluted share.
Declared a quarterly cash dividend of $0.85 per share, payable on November 19, 2026.
Closed or under contract to close $21.0 billion of pro rata gross investments year-to-date.
Welltower entered a new equity distribution agreement allowing it to sell up to $7.5 billion of common stock through sales agents and forward sale agreements, terminating its October 28, 2025 agreement. The filing also registers resale of up to 261,753 shares issued for a recent lease amendment. Because new share sales can dilute existing shareholders, the program matters to current holders, though the filing does not state how much stock has been or will be sold.
New equity distribution agreement dated July 28, 2026 covers up to $7,500,000,000 of common stock (ATM Shares)
Prior equity distribution agreement dated October 28, 2025 was terminated on July 28, 2026
Company may use forward sale agreements; it would receive no proceeds from borrowed-share sales by forward sellers
Resale prospectus supplement covers up to 261,753 shares issued as consideration for a recent lease amendment
Welltower reported second-quarter 2026 revenue of $3.54 billion, up from $2.55 billion a year earlier, and diluted net income of $0.61 per share, up from $0.45. The company raised its 2026 normalized FFO guidance but cut its 2026 net income guidance, and it increased its quarterly dividend 15% to $0.85.
Diluted net income attributable to common stockholders was $0.61 per share, compared with $0.45 a year earlier; total revenues were $3.54 billion, compared with $2.55 billion.
Normalized FFO attributable to common stockholders was $1.60 per diluted share, up 25.0% from $1.28 a year earlier.
2026 normalized FFO guidance was raised to $6.36 to $6.44 per diluted share from $6.21 to $6.35; net income guidance was cut to $3.11 to $3.19 from $3.24 to $3.38.
The quarterly dividend was raised 15% to $0.85 per share, payable August 20, 2026 to holders of record on August 12, 2026.
Welltower OP LLC issued C$750 million of 3.850% notes due 2031 and C$400 million of 4.150% notes due 2033 on July 13, 2026, guaranteed by parent Welltower Inc. The company says it will use the proceeds for general corporate purposes, including debt repayment and funding its healthcare and seniors housing investment pipeline.
2031 Notes: C$750 million at 3.850%, maturing August 15, 2031
2033 Notes: C$400 million at 4.150%, maturing August 15, 2033
Interest is paid semiannually from February 15, 2027, and the notes are senior unsecured, guaranteed by Welltower Inc.
Notes were sold under an underwriting agreement dated July 6, 2026, with RBC, Scotia, TD and BMO as representatives
Welltower said it expects to raise its quarterly common stock dividend to $0.85 per share, beginning with the second quarter of 2026, according to a June 1, 2026 press release furnished with the filing. The increase is subject to further review and approval by the Board, and the CEO tied it to the company's low payout ratio and strong cash flow per share growth.
Expected quarterly dividend of $0.85 per share, beginning with the second quarter of 2026, described as a 15% increase
Board approval remains required; the declaration and payment of future dividends is subject to further review
CEO cited approximately $11 billion of net investment in 2025 and $10.5 billion of closed or announced investment through the first four months of 2026
On April 29, 2026, Welltower filed two prospectus supplements under its existing shelf registration. One covers up to 138,740 shares issued as consideration for a recent property acquisition and resold by a selling stockholder; the other covers up to 176,172 shares that may be issued if holders of OP Units seek redemption. The filing is administrative, and registration does not mean the OP unit holders will redeem.
Resale prospectus covers up to 138,740 common shares issued for a recent property acquisition.
OP prospectus covers up to 176,172 common shares that may be issued if OP Unit holders tender units for redemption.
Company filed legal and tax opinions from Gibson, Dunn & Crutcher LLP as Exhibits 5.1, 5.2, 8.1 and 8.2.
Welltower reported first-quarter 2026 results on April 28, 2026. Normalized FFO attributable to common stockholders rose to $1.47 per diluted share from $1.20 a year earlier, and total revenues rose to $3.35 billion from $2.42 billion. The company raised its 2026 guidance for both net income and normalized FFO per diluted share.
Q1 2026 net income attributable to common stockholders was $1.02 per diluted share, versus $0.40 in Q1 2025.
2026 net income guidance raised to $3.24 to $3.38 per diluted share from $3.11 to $3.27.
2026 normalized FFO guidance raised to $6.21 to $6.35 per diluted share from $6.09 to $6.25.
Board declared a quarterly dividend of $0.74 per share, payable May 21, 2026.
Welltower OP LLC, a subsidiary of Welltower Inc., entered into an Amended and Restated Credit Agreement dated March 6, 2026, with a group of 32 banks led by KeyBank National Association as administrative agent. The new agreement replaces the company's existing $5 billion unsecured revolving credit facilities, $1 billion unsecured term loan and CAD 250 million unsecured term loan under the prior agreement, and provides a $6.25 billion unsecured revolving facility.
New $6.25 billion unsecured revolving facility, split into a $4.25 billion A tranche maturing March 6, 2030 and a $2 billion B tranche maturing July 24, 2029
The company can request up to an additional $1.25 billion through higher revolver amounts or new term loans, subject to lender approval
Pricing and quarterly facility fees depend on the company's debt ratings and certain sustainability metrics
Exhibit 10.1 contains the full agreement, filed with the 8-K
Welltower reported fourth quarter 2025 normalized funds from operations (FFO) of $1.45 per diluted share, up 28.3% from a year earlier, and net income of $0.14 per diluted share. The company also issued 2026 guidance of $6.09 to $6.25 in normalized FFO per diluted share and declared a quarterly dividend of $0.74 per share, a 10.4% increase. For shareholders, the results show higher operating earnings and a higher payout, with the filing's 2026 outlook setting the benchmark for the year ahead.
Q4 2025 normalized FFO was $1.45 per diluted share, up 28.3% year over year; net income attributable to common stockholders was $0.14 per diluted share.
Full-year 2025 normalized FFO was $5.29 per diluted share, up 22.5% over the prior year.
2026 guidance: normalized FFO of $6.09 to $6.25 per diluted share and net income of $3.11 to $3.27 per diluted share.
Quarterly dividend of $0.74 per share, a 10.4% increase, payable March 10, 2026 to holders of record as of February 25, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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