- Welltower (WELL) Q3 same store NOI (SSNOI) growth <12%?4¢
- Welltower (WELL) Q3 same store NOI (SSNOI) growth 12% to 15%?33¢
- Welltower (WELL) Q3 same store NOI (SSNOI) growth 15% to 18%?61¢
- Welltower (WELL) Q3 same store NOI (SSNOI) growth 18% to 21%?3¢
- Welltower (WELL) Q3 same store NOI (SSNOI) growth 21%+?10¢
Welltower’s Q3 same-store NOI growth is shaped by sustained strength in its senior housing operating portfolio, which delivered 20.5% SSNOI expansion in Q2 and continues to benefit from 330 basis points of year-over-year occupancy gains plus 5.2% RevPOR growth. Total portfolio SSNOI reached 15.5% in Q2, prompting management to raise full-year 2026 guidance to a 13.75–16% range with SHOP expected at 18.5–21.5%. However, sequential deceleration in occupancy momentum and revenue growth, as properties near 90% stabilized levels, introduces uncertainty around whether Q3 will hold near recent peaks or moderate further. Earnings release on October 26 will provide the next key data point for trader positioning in this closely contested market.
Rules
This market will resolve according to Welltower's total portfolio same store NOI (SSNOI) growth (year-over-year) for the upcoming third fiscal quarter, as reported in its official company earnings materials. The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered. If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to the lowest bracket. If the specified company does not release quarterly earnings materials for the specified quarter by November 30, 2026, 11:59 PM ET, this market will resolve to the lowest bracket. If the reported value falls exactly between two brackets, this market will resolve to the higher range bracket. If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market. The resolution source for this market is the specified company's official earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used. Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.