Wall Street analysts forecast that Welltower (WELL - Free Report) will report quarterly earnings of $1.55 per share in its upcoming release, pointing to a year-over-year increase of 21.1%. It is anticipated that revenues will amount to $3.43 billion, exhibiting an increase of 34.5% compared to the year-ago quarter.
Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Prior to a company's earnings release, it is of utmost importance to factor in any revisions made to the earnings projections. These revisions serve as a critical gauge for predicting potential investor behaviors with respect to the stock. Empirical studies consistently reveal a strong link between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
With that in mind, let's delve into the average projections of some Welltower metrics that are commonly tracked and projected by analysts on Wall Street.
The combined assessment of analysts suggests that 'Revenues- Interest income' will likely reach $67.32 million. The estimate indicates a year-over-year change of +8.5%.
The consensus estimate for 'Revenues- Other income' stands at $29.89 million. The estimate suggests a change of -6.9% year over year.
Based on the collective assessment of analysts, 'Depreciation and amortization' should arrive at $642.13 million.
View all Key Company Metrics for Welltower here>>>
Shares of Welltower have demonstrated returns of +13.2% over the past month compared to the Zacks S&P 500 composite's +0.3% change. With a Zacks Rank #2 (Buy), WELL is expected to beat the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways WELL is expected to report Q2 revenues and normalized FFO growth on July 27 after market close.Senior housing demand, muted new supply and long-term leases may support Welltower's results.High interest expenses could weigh on Welltower, while investment and development efforts continue. Welltower, Inc. (WELL - Free Report) is slated to report second-quarter 2026 results on July 27, after market close. The quarterly results are likely to reflect year-over-year growth in revenues and normalized funds from operations (FFO) per share.
In the last reported quarter, this Toledo, OH-based healthcare real estate investment trust (REIT) witnessed a normalized FFO per share of $1.47, beating the Zacks Consensus Estimate of $1.45. Results reflected a rise in revenues on a year-over-year basis. The total portfolio same-store net operating income (SSNOI) increased year over year, driven by SSNOI growth in the senior housing operating (SHO) portfolio.
Over the preceding four quarters, Welltower’s normalized FFO per share beat the Zacks Consensus Estimate on all occasions, with the average beat being 2.52%. The graph below depicts this surprising history:
Factors at Play for WELLWelltower owns a diversified portfolio in the healthcare real estate industry across the major, high-growth markets of the United States, Canada and the United Kingdom. During the second quarter, the company’s SHO portfolio is likely to have continued to benefit from an aging U.S. population and a rise in healthcare expenditure by this age cohort, which is usually higher than that of the general population. In addition, muted new supply is expected to have provided a favorable operating environment for this portfolio.
Further, Welltower’s long-term leases with its healthcare management companies or operators are anticipated to have led to stable revenue generation, boosting its top line.
The Zacks Consensus Estimate for quarterly total revenues is pegged at $3.43 billion, suggesting an increase of 34.5% from the prior-year period’s reported number.
We expect WELL to have continued its investment and development activities during the to-be-reported quarter, supported by its solid balance sheet position and capital-recycling efforts.
WELL’s activities during the to-be-reported quarter were adequate to garner analysts’ confidence. The Zacks Consensus Estimate for second-quarter normalized FFO per share has been revised a cent upward to $1.55 over the past month. The figure suggests an increase of 21.1% from the year-ago reported number.
However, high interest expenses are likely to have been a spoilsport for Welltower during the to-be-reported quarter.
What Our Quantitative Model Predicts for WELLOur proven model does not conclusively predict a surprise in terms of FFO per share for Welltower this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an FFO beat, which is not the case here.
Welltower currently has an Earnings ESP of -0.72% and carries a Zacks Rank of 2. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks That Warrant a LookHere are two stocks from the broader REIT industry — BXP, Inc. (BXP - Free Report) and Cousins Properties (CUZ - Free Report) — that you may want to consider, as our model shows that these have the right combination of elements to report a surprise this quarter.
BXP, which is scheduled to report second-quarter 2026 results on July 28, has an Earnings ESP of +0.18% and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Cousins Properties is slated to report second-quarter 2026 results on July 30. CUZ has an Earnings ESP of +0.45% and a Zacks Rank of 3 at present.
Note: Anything related to earnings presented in this write-up represents funds from operations (FFO) — a widely used metric to gauge the performance of REITs.
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52-Week Range$155.33▼
$239.10Dividend Yield1.26%
P/E Ratio115.97
Price Target$234.72
The aging of America has made healthcare stocks an evergreen investment theme. It's also a reason for investors to consider looking at real estate investment trusts (REITs) focused on this area. REITs are commonly seen as vehicles for income-oriented investors.
Welltower Inc. NYSE: WELL is a great example. This is the world’s leading residential wellness and healthcare infrastructure company.
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The company has a portfolio of over 2,500 senior and wellness housing communities spanning the United States, the United Kingdom, and Canada.
As of July 13, Welltower had a market cap of over $165 billion, over $100 billion larger than its closest rival, Ventas Inc. NYSE: VTR.
Senior Housing Demand Is Creating a Powerful Growth TailwindSince being interrupted in 2020 by a global pandemic, demand for senior housing has been surging, making REITs in this sector a solid choice for both growth and income.
WELL is up over 160% in the last five years and has delivered a total return (which includes its dividend) of over 230% in the last three years. There’s likely to be more growth ahead. The percentage of the population aged 80+ is expected to accelerate by a compound annual growth rate (CAGR) of 5.4% between 2026 and 2030. That's up from the 1.8% CAGR between 2010 and 2025.
Welltower Inc. (WELL) Price Chart for Monday, July, 13, 2026
This is the shift that patient investors have been waiting on for over a decade. However, with the company having shown such strong growth, it’s fair for investors to wonder if this is a time to buy or wait for a better entry point.
Breaking Down the Numbers Behind Welltower StockIn terms of valuation metrics, REITs have their own language. Two terms matter most for Welltower: net operating income (NOI) and normalized funds from operations (NFFO).
Net Operating Income (NOI) measures how the buildings themselves are performing. Think of it as rent collected minus the cost of running the property (i.e., staff, utilities, maintenance, food service). It excludes corporate overhead, interest payments, and taxes. NOI answers a simple question: Is this real estate portfolio actually making money before any financial engineering happens on top of it?
Welltower's same-store NOI (a comparison using only properties owned during both periods, so acquisitions don't distort the picture) grew 16.4% year-over-year in the first quarter of 2026. The senior housing segment alone grew 22.1%. This marked the 14th straight quarter of 20%-plus growth for that segment.
Normalized funds from operations (NFFO) is the REIT industry's substitute for "earnings per share." Regular net income assumes buildings lose value every year through depreciation, the same way a company would write down aging factory equipment.
But real estate often holds or gains value over time. NFFO adds depreciation back into net income, then strips out one-time items like gains from property sales, so investors can get a fair comparison from quarter to quarter.
Welltower reported NFFO of $1.47 per share in the first quarter, up 23% year-over-year. That's the growth rate management uses to justify the stock's premium. Full-year guidance was also raised, with the midpoint moving to $6.28 per share from $6.17.
REIT investors price the stock against NFFO instead. On that basis, Welltower trades closer to 30-40 times forward earnings, depending on where the stock sits. That's still a premium to healthcare REIT peers in the mid-teens to low-20s. Which means that investors have to be counting on enough growth to justify that premium.
How Housing Trends Could Affect Welltower StockWelltower's bet is that the 80-plus population boom starting later this decade will fill its buildings faster than new supply can be built. But that story assumes seniors will actually move into senior housing when the time comes. Research on aging in America suggests that's a more complicated transition than the demographic charts imply.
A Harvard Joint Center for Housing Studies analysis found that most seniors want to age in place, and that the U.S. faces an acute shortage of housing options that let them do it, whether that means staying in an existing home or moving to something smaller within their own community.
That distinction matters. "Aging in place" doesn't automatically mean senior housing—often it means retrofitting a current home or downsizing nearby, not relocating into a managed community.
AARP's 2024 national survey backs this up with numbers: 75% of adults 50 and older want to stay in their current homes as they age, and 73% want to stay in their communities specifically. Cost is the biggest obstacle. Nearly half of respondents expect to move eventually for financial reasons, driven primarily by rising mortgage or rent payments, maintenance costs, and property taxes.
Higher Mortgage Rates Are Slowing Senior Housing MovesMillions of older homeowners are sitting on mortgage rates locked in below 4% from the pandemic-era low-rate window. Selling that home to finance a move into senior housing means giving up a historically cheap mortgage payment for market-rate financing on whatever comes next. Even if the new living arrangement itself doesn't require a mortgage, the psychological and financial "sunk cost" of an ultra-cheap rate makes staying put feel safer.
Roughly half of homeowners with mortgages are sitting on rates far enough below current market levels that moving has become financially irrational. That dynamic has kept existing home sales running near 1990s-era volumes despite full employment and rising household income. It's a market where staying put pays.
However, there are early signs that this is loosening. Real estate agents surveyed in Spring 2026 reported that mortgage rate lock-in is becoming less of a factor in sellers' decisions, with sellers increasingly listing due to life circumstances rather than timing the market. But even an aggressive round of Fed rate cuts would likely leave the rate gap for the median locked-in borrower wider than 200 basis points.
Why Both Bulls and Bears Have a Case on WelltowerFor Welltower, this cuts two ways. The bear case: if seniors and their families delay a move because selling the family home feels like giving up cheap financing, occupancy gains could arrive more slowly than the demographic math implies.
The bull case: once a move becomes unavoidable (e.g., health decline, widowhood, a fall), the lack of affordable, accessible alternative housing pushes more of that unavoidable demand toward professionally operated senior housing rather than a DIY solution like an in-law suite or home retrofit, because those alternatives are themselves scarce and expensive to build.
Should You Invest $1,000 in Welltower Right Now?Before you consider Welltower, you'll want to hear this.
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Welltower gets a buy for my initial rating, as it presents both a compelling dividend idea and a capital growth idea. Top-line revenue growth is proven over 5 years already, as the portfolio keeps expanding through acquisition, with a recent acquisition in Canada. The stock is favorably covered both by Moody's and Barclays.
Key Takeaways WELL's SHO portfolio benefited from strong demand, lifting first-quarter 2026 SSNOI 16.4% year over year. WELL closed $3.3B of investments in Q1 2026 and has $7.2B more closed or under contract after quarter-end.WELL had $11.1B of liquidity and used free cash flow to repay $700M of senior notes after quarter-end. Shares of Welltower (WELL - Free Report) have gained 20.9% in the past six months, outperforming the industry’s 12.4% upside.
The healthcare real estate investment trust (REIT) holds a diversified mix of healthcare real estate assets across the United States, Canada and the U.K. As populations age and senior healthcare spending rises, its seniors housing operating (SHO) portfolio is well positioned to benefit from growing demand.
Image Source: Zacks Investment Research
Let us decipher the possible factors behind the surge in the stock price of this Zacks Rank #3 (Hold) company.
Welltower continues to benefit from a demand backdrop, supported by an aging population and muted new supply, which have kept occupancy recovery and pricing power intact across the SHO portfolio. Its first-quarter 2026 results reflected total portfolio same-store net operating income (SSNOI) year-over-year growth of 16.4%, driven by 22.1% increase in the SHO portfolio.
Welltower’s investment strategy remains focused on adding seniors housing assets in high-growth markets while expanding operator and geographic diversification. In the first quarter of 2026, the company closed $3.3 billion of pro rata gross investments and, after quarter-end, closed or is under contract to close an additional $7.2 billion of pro rata gross investments.
Welltower is recycling capital into seniors housing and simplifying the portfolio. The outpatient medical portfolio disposition remains a key source of proceeds, with 60 properties sold in the first quarter of 2026 for a total sales price of $1.38 billion. Total cash proceeds from real estate dispositions were $1.72 billion in the first quarter of 2026, reflecting a mix of outpatient medical, triple-net and seniors housing asset sales. Management’s 2026 guidance framework contemplates $4.3 billion of dispositions, which should continue to provide funding capacity for reinvestment.
Welltower’s recent acquisitions have increased exposure to seniors housing in the United States, the U.K. and Canada. Subsequent to quarter-end, on April 1, 2026, Welltower completed the previously announced Amica Senior Lifestyles acquisition in Canada for a pro rata purchase price of C$4.1 billion. The Barchester acquisition, which continues to add both SHO and triple-net assets in the U.K., contributed $238.8 million of revenues in in the first quarter of 2026, while the HC-One acquisition, which added 282 U.K. senior housing properties, contributed $289.1 million in the same quarter. These transactions expand the company’s scale across high-quality portfolios and are expected to support longer-term NOI growth.
Welltower has a healthy balance sheet position and ample liquidity to support continued investment activity. As of March 31, 2026, it had $11.1 billion of available liquidity. Subsequent to quarter-end, the company repaid $700 million of senior unsecured notes at maturity in April 2026 using free cash flow.
Given the above-mentioned factors, we believe the stock’s rising trend is expected to continue in the near term.
Key Risks for WELLA competitive landscape in the senior housing market and tenant concentration in its outpatient medical portfolio are likely to hurt Welltower. Sustained higher interest expenses can weigh on FFO growth.
Stocks to ConsiderSome better-ranked stocks from the broader REIT sector are Cousins Properties (CUZ - Free Report) and Prologis (PLD - Free Report) , each carrying a Zacks Rank of #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for CUZ’s 2026 FFO per share is pegged at $2.95, which indicates year-over-year growth of 3.87%.
The Zacks Consensus Estimate for PLD’s full-year FFO per share is pinned at $6.17, which calls for an increase of 6.20% from the year-ago period.
Note: Anything related to earnings presented in this write-up represents FFO, a widely used metric to gauge the performance of REITs.
Vancouver, British Columbia--(Newsfile Corp. - June 17, 2026) - WELL Health Technologies Corp. (TSX: WELL) (OTCQX: WHTCF) (the "Company" or "WELL"), a digital health company focused on positively impacting health outcomes by leveraging technology to empower healthcare practitioners and their patients globally, is pleased to announce that at its annual general and special meeting held June 16, 2026 (the "Meeting"), all of the nominees for election as directors of the Company referred to in its notice of meeting and information circular dated May 8, 2026 for the Meeting were elected.
A total of 90,692,992 common shares representing 35.50% of the outstanding common shares of the Company were voted by proxy at the Meeting. Voting results for the election of directors at the Meeting were as follows:
ResolutionVote TypeTotal Votes% VotedKenneth CawkellFor
Withheld86,423,506
2,024,93097.71%
2.29%John KimFor
Withheld86,416,298
2,032,13897.70%
2.30%Sybil E Jen LauFor
Withheld87,483,574
964,86298.91%
1.09%Thomas ListonFor
Withheld86,974,569
1,473,86798.33%
1.67%Tara McCarvilleFor
Withheld86,114,137
2,334,29997.36%
2.64%Hamed ShahbaziFor
Withheld86,526,111
1,922,32597.83%
2.17%In addition, shareholders approved all other matters considered at the Meeting, the results of which are reported in the Report of Voting Results as filed on SEDAR+ (www.sedarplus.ca) on June 16, 2026.
WELL HEALTH TECHNOLOGIES CORP.
Per: "Hamed Shahbazi"
Hamed Shahbazi
Chief Executive Officer, Chairman and Director
About WELL Health Technologies Corp.
WELL Health Technologies Corp. (TSX: WELL) is Canada's largest outpatient healthcare company and a leading provider of technology-enabled healthcare solutions. WELL is building the infrastructure for a healthier Canada, where every patient gets better care, every provider is empowered by AI, and every piece of health data is protected. WELL owns and operates approximately270 clinics in Canada, supporting more than 5 million annual patient visits. Through its subsidiary WELLSTAR, WELL provides electronic medical records, AI-powered clinical tools, patient engagement platforms and IT management services. WELL provides cybersecurity services through its CYBERWELL subsidiary. WELL is publicly-traded on the TSX under the symbol "WELL" and on the OTC Exchange under the symbol "WHTCF". To learn more, please visit: www.well.company.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301840
Source: WELL Health Technologies Corp.
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, /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced it will release second quarter 2026 financial results after the close of trading on the New York Stock Exchange on Monday, July 27, 2026. The Company will host a conference call and webcast on Tuesday, July 28, 2026, at 9:00 a.m. ET to discuss these results. The Company's earnings release will be available in the Investor Relations section of the Company's website.
Investors and other interested parties may access the conference call in the following ways:
At the Company's website: www.welltower.com. Via webcast: https://events.q4inc.com/attendee/434603250. A webcast replay will be available approximately two hours after the conclusion of the conference call and will be available for 90 days. Joining via webcast is recommended for those who will not be asking questions. By telephone: The participant toll-free dial-in number is (888) 340-5024. The international dial-in is (646) 960-0135. The conference ID number is 8230248. All phone participants are asked to dial in 15 minutes prior to the start of the call to ensure connectivity. A replay of the conference call will be available beginning at approximately 1:00 p.m. ET on July 28, 2026 and ending on August 4, 2026. The dial-in number for United States participants is (800) 770-2030. For international participants, the replay dial-in number is (609) 800-9909. The replay conference ID number is 8230248.
About Welltower
Welltower Inc. (NYSE: WELL), an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada. Our portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. We believe our real estate portfolio is unmatched, located in highly attractive micromarkets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as an operating company in a real estate wrapper, driven by highly-aligned partnerships and an unconventional culture. Through our disciplined approach to capital allocation powered by our Data Science platform and superior operating results driven by the Welltower Business System - our end-to-end operating platform - we aspire to deliver long-term compounding of per share growth for our existing investors, our North Star. More information is available at www.welltower.com.
Forward-Looking Statements
This press release contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. When Welltower uses words such as "will", "expect" or similar expressions that do not relate solely to historical matters, Welltower is making forward-looking statements. Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that may cause Welltower's actual results to differ materially from Welltower's expectations discussed in the forward-looking statements. Welltower undertakes no obligation to update or revise publicly any forward-looking statements, whether because of new information, future events or otherwise, or to update the reasons why actual results could differ from those projected in any forward-looking statements.
Vanguard Real Estate ETF (VNQ +0.92%) offers a concentrated portfolio of domestic REITs, while Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI) provides broader international diversification and a higher trailing yield.
Real estate investment trusts (REITs) provide income and growth potential, but geographic concentration can shift a portfolio’s risk profile significantly. While both funds originate from Vanguard, they serve different strategic roles. One focuses exclusively on the domestic property market, while the other looks across more than 30 international markets to capture global real estate trends.
Snapshot (cost & size)MetricVNQIVNQIssuerVanguardVanguardExpense ratio0.12%0.13%1-yr return (as of May 7, 2026)14.10%12.70%Dividend yield4.50%3.60%Beta0.731.00AUM$3.7 billion$64.6 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
These Vanguard offerings are both low-cost, though the international fund is slightly more affordable with an expense ratio of 0.12%. Income-focused investors may find the international option more appealing, as it provides a higher trailing dividend yield of 4.50% compared to the 3.60% offered by the domestic real estate fund.
Performance & risk comparisonMetricVNQIVNQMax drawdown (5 yr)(35.80%)(34.50%)Growth of $1,000 over 5 years (total return)$999$1,185Company data unavailableUnable to load company data for instrument ID: 248576
What's insideVanguard Real Estate ETF (VNQ +0.92%) tracks the MSCI US Investable Market Real Estate 25/50 Index and was launched in 2004. It holds 158 stocks, and its largest positions include Welltower (WELL +1.69%) at 8.96%, Prologis (PLD +0.92%) at 8.19%, and Equinix (EQIX +1.18%) at 6.42%. Over the trailing 12 months, it has paid $3.49 per share in dividends.
Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI) was launched in 2010 and tracks the S&P Global ex-U.S. Property Index. It is significantly more diversified with 682 holdings across international markets. Top positions include Goodman Group at 3.36%, Mitsubishi Estate at 3.09%, and Mitsui Fudosan at 2.71%. It has paid $2.16 per share over the trailing 12 months.
For more guidance on ETF investing, check out the full guide at this link.
Today's Change
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98.51
What this means for investors Vanguard offers two real estate ETFs that together cover the entire global property market. One is focused exclusively on the U.S., the other on everything outside it. VNQ tracks domestic powerhouse REITs like Welltower, Prologis, and Equinix, names that represent healthcare facilities, logistics warehouses, and data center infrastructure. VNQI’s international real estate holdings include Japanese developers Mitsui Fudosan and Mitsubishi Estate, and Australian logistics giant Goodman Group.
Both funds charge nearly identical fees, making the choice purely about geographic preference rather than cost. VNQI offers a higher trailing yield, which may appeal to income-focused investors, though currency risk and varying international property cycles add complexity that domestic-only VNQ avoids entirely.
VNQ is significantly larger and more liquid, with a long track record anchored in familiar U.S. markets. Investors who already hold broad U.S. real estate through VNQ will find VNQI a natural complement for adding international diversification, and many long-term investors own both.
As per the recent news, NextEra Energy, on May 18, entered into a definitive agreement to combine with Dominion Energy. As per the terms, Dominion shareholders will receive 0.8138 NextEra shares per Dominion share. This implies an ownership split of approximately 74.5% for NextEra and 25.5% for Dominion shareholders in the combined entity.
Jim Lebenthal, partner at Cerity Partners, picked Transocean Ltd. (NYSE:RIG).
Supporting his view, Barclays analyst Eddie Kim, on May 7, upgraded Transocean from Equal-Weight to Overweight and raised the price target from $6 to $8.
Don't forget to check out our premarket coverage here
Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, recommended Alibaba Group Holding Limited (NYSE:BABA).
On the earnings front, Alibaba, on May 13, reported mixed fiscal fourth-quarter 2026 results. The company reported quarterly revenue of $35.28 billion, up 3% from a year earlier and slightly ahead of analyst estimates of $35.23 billion. Excluding the divested Sun Art and Intime businesses, revenue increased 11% on a like-for-like basis.
Joseph M. Terranova, senior managing director for Virtus Investment Partners, named Welltower Inc. (NYSE:WELL) as his final trade.
Lending support to his choice, Welltower, on April 28, posted better-than-expected results for the first quarter and raised its FY2026 FFO guidance.
Price Action:
NextEra Energy shares gained 1.2% to close at $90.06 on Tuesday. Transocean fell 1.7% to settle at $7.45 during the session. Alibaba shares gained 1.8% to close at $135.64 on Tuesday. Welltower shares rose 2.5% to close at $218.00. Photo via Shutterstock
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Key Takeaways Welltower posted 16.4% SSNOI growth in Q1 2026, led by 22.1% SHO portfolio growth.WELL closed $3.3B in Q1 investments and targets $4.3B in 2026 dispositions for reinvestment.Welltower expanded U.K. and Canada seniors housing exposure through Barchester, HC-One and Amica deals. Shares of Welltower (WELL - Free Report) have gained 16.9% in the year-to-date period, outperforming the industry’s 12.6% upside.
This healthcare real estate investment trust (REIT) features a well-diversified portfolio of healthcare real estate assets in key markets across the United States, Canada and the UK. With an aging population driving up healthcare spending among senior citizens, its seniors housing operating (SHO) portfolio stands ready to witness strong demand.
Image Source: Zacks Investment Research
Let us decipher the possible factors behind the surge in the stock price of this Zacks Rank #3 (Hold) company.
Welltower continues to benefit from a demand backdrop, supported by an aging population and muted new supply, which have kept occupancy recovery and pricing power intact across the SHO portfolio. Its first-quarter 2026 results reflected total portfolio same-store net operating income (SSNOI) year-over-year growth of 16.4%, driven by 22.1% increase in the SHO portfolio.
Welltower’s investment strategy remains focused on expanding its seniors housing assets in high-growth markets while increasing operator and geographic diversification. In the first quarter of 2026, the company closed $3.3 billion of pro rata gross investments and, after quarter-end, closed or is under contract to close $7.2 billion of pro rata gross investments.
Welltower continues to recycle capital to fund seniors housing investments and simplify the portfolio. The outpatient medical portfolio disposition remains a key source of proceeds, with 60 properties sold in the first quarter of 2026 for a total sales price of $1.38 billion. Total cash proceeds from real estate dispositions were $1.72 billion in the first quarter of 2026, reflecting a mix of outpatient medical, triple-net and seniors housing asset sales. Management’s 2026 guidance framework contemplates $4.3 billion of dispositions, which should continue to provide funding capacity for reinvestment.
Welltower’s recent acquisitions have increased exposure to seniors housing in the United States, the U.K, and Canada. The Barchester acquisition continues to add both SHO and triple-net assets in the U.K., and contributed $238.8 million of revenues in the first quarter of 2026. The HC-One acquisition added 282 seniors housing properties in the U.K. and contributed $289.1 million of revenues in the first quarter of 2026. Subsequent to quarter-end, on April 1, 2026, Welltower completed the previously announced Amica Senior Lifestyles acquisition in Canada for a pro rata purchase price of C$4.1 billion. These transactions expand the company’s scale across high-quality portfolios and are expected to support longer-term NOI growth.
Welltower has a healthy balance sheet position and ample liquidity to support continued investment activity. As of March 31, 2026, it had $11.1 billion of available liquidity, including $4.8 billion of cash and restricted cash, and full capacity under its $6.25 billion line of credit. As of March 31, 2026, the net debt to adjusted EBITDA was 2.73X. Subsequent to quarter-end, the company repaid $700 million of senior unsecured notes at maturity in April 2026 using free cash flow.
Given the above-mentioned factors, we believe the rising trend in the stock is expected to continue in the near term.
Key Risks for WELLA competitive landscape in the senior housing market and tenant concentration in its outpatient medical portfolio are likely to hurt Welltower. Sustained higher interest expenses can weigh on FFO growth.
Stocks to ConsiderSome better-ranked stocks from the broader REIT sector are Lamar Advertising (LAMR - Free Report) and W.P. Carey (WPC - Free Report) , each carrying a Zacks Rank of #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for LAMR’s 2026 FFO per share is pegged at $8.63, which indicates year-over-year growth of 4.5%.
The Zacks Consensus Estimate for WPC’s full-year FFO per share is pinned at $5.26, which suggests an increase of 5.8% from the year-ago period.
Note: Anything related to earnings presented in this write-up represents FFO, a widely used metric to gauge the performance of REITs.
Welltower Co-President and Chief Financial Officer brings extensive public REIT leadership, capital markets, capital allocation, technology transformation and net-lease investment experience to FrontView
DALLAS--(BUSINESS WIRE)--FrontView REIT, Inc. (NYSE: FVR) (the “Company,” “FrontView,” “we,” “our,” or “us”) today announced the appointment of Timothy G. “Tim” McHugh to the Company’s Board of Directors as an independent director, effective May 28, 2026.
Mr. McHugh currently serves as Co-President and Chief Financial Officer of Welltower Inc. (NYSE: WELL), the largest REIT in the S&P 500 in terms of market capitalization. In his role at Welltower, Mr. McHugh oversees the company’s corporate finance function and is actively involved in advancing innovation and technology transformation across the Welltower Business System and broader enterprise platform. Since joining Welltower in 2016, Mr. McHugh has helped lead a period of significant strategic transformation and has held roles of increasing responsibility, including Treasurer, Senior Vice President of Capital Markets, and Executive Vice President and Chief Financial Officer, before assuming his current role.
“Tim is one of the most respected finance and capital allocation executives in the public REIT industry, and we are thrilled to welcome him to FrontView’s Board of Directors,” said Stephen Preston, FrontView’s Chairman and Chief Executive Officer. “Tim helped transform Welltower into one of the world’s leading REIT platforms, and his perspective will be especially valuable as it aligns with our differentiated approach to net lease as we scale the business.”
“I am honored to join FrontView’s Board of Directors at an important stage in the Company’s growth,” said Mr. McHugh. “FrontView has built a differentiated platform, anchored by one of the highest-quality real estate portfolios in the sector, and is led by an experienced team with a clear strategy to create durable, long-duration value for shareholders. I look forward to working with the management team and my fellow directors as the Company continues to scale and execute on its strategic priorities.”
About FrontView REIT, Inc.
FrontView is an internally managed net-lease real estate investment trust (“REIT”) focused on acquiring, owning, and managing properties with frontage that are leased to a diversified tenant base. Our real estate investment strategy is centered around highly visible properties in prominent retail corridors with strong underlying real estate fundamentals. We target properties along high-traffic roads that offer strong consumer visibility and adaptable building formats capable of supporting various businesses over time.
As of March 31, 2026, FrontView owned a diversified portfolio of 309 direct frontage properties across 36 U.S. states, leased primarily to service and necessity-based tenants across 16 industries, including medical and dental providers, quick-service and casual dining restaurants, financial institutions, cellular retailers, automotive-related, fitness, and general retail, along with several other diversified industries.
Forward-Looking Statements
This press release contains “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our plans, strategies, and prospects, both business and financial. Such forward-looking statements can generally be identified by our use of forward-looking terminology such as “outlook,” “potential,” “may,” “will,” “should,” “could,” “seeks,” “approximately,” “projects,” “predicts,” “expect,” “intends,” “anticipates,” “estimates,” “plans,” “would be,” “believes,” “continues,” or the negative version of these words or other comparable words. Forward-looking statements, including our ability to execute our business and acquisition strategies, involve known and unknown risks and uncertainties, which may cause FVR’s actual future results to differ materially from expected results, including, without limitation, risks and uncertainties related to general economic conditions, including but not limited to fluctuations in the rate of inflation and/or interest rates, local real estate conditions, tenant financial health, property investments and acquisitions, and the timing and uncertainty of completing these property investments and acquisitions, and uncertainties regarding future distributions to our stockholders. These and other risks, assumptions, and uncertainties are described in Item 1A. “Risk Factors” of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, which the Company filed with the SEC on February 25, 2026, which you are encouraged to read, and is available on the SEC’s website at www.sec.gov. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. The Company assumes no obligation to, and does not currently intend to, update any forward-looking statements after the date of this press release, whether as a result of new information, future events, changes in assumptions, or otherwise.
FrontView REIT Appoints Welltower Co-President and CFO Tim McHugh to Board of Directors FrontView REIT, Inc. (NYSE: FVR) (the “Company,” “FrontView,” “we,” “our,” or “us”) today announced the appointment of Timothy G. “Tim” McHugh to the Company’s Board of Directors as an independent director, effective May 28, 2026.
Mr. McHugh currently serves as Co-President and Chief Financial Officer of Welltower Inc. (NYSE: WELL), the largest REIT in the S&P 500 in terms of market capitalization. In his role at Welltower, Mr. McHugh oversees the company’s corporate finance function and is actively involved in advancing innovation and technology transformation across the Welltower Business System and broader enterprise platform. Since joining Welltower in 2016, Mr. McHugh has helped lead a period of significant strategic transformation and has held roles of increasing responsibility, including Treasurer, Senior Vice President of Capital Markets, and Executive Vice President and Chief Financial Officer, before assuming his current role.
“Tim is one of the most respected finance and capital allocation executives in the public REIT industry, and we are thrilled to welcome him to FrontView’s Board of Directors,” said Stephen Preston, FrontView’s Chairman and Chief Executive Officer. “Tim helped transform Welltower into one of the world’s leading REIT platforms, and his perspective will be especially valuable as it aligns with our differentiated approach to net lease as we scale the business.”
“I am honored to join FrontView’s Board of Directors at an important stage in the Company’s growth,” said Mr. McHugh. “FrontView has built a differentiated platform, anchored by one of the highest-quality real estate portfolios in the sector, and is led by an experienced team with a clear strategy to create durable, long-duration value for shareholders. I look forward to working with the management team and my fellow directors as the Company continues to scale and execute on its strategic priorities.”
About FrontView REIT, Inc.
FrontView is an internally managed net-lease real estate investment trust (“REIT”) focused on acquiring, owning, and managing properties with frontage that are leased to a diversified tenant base. Our real estate investment strategy is centered around highly visible properties in prominent retail corridors with strong underlying real estate fundamentals. We target properties along high-traffic roads that offer strong consumer visibility and adaptable building formats capable of supporting various businesses over time.
As of March 31, 2026, FrontView owned a diversified portfolio of 309 direct frontage properties across 36 U.S. states, leased primarily to service and necessity-based tenants across 16 industries, including medical and dental providers, quick-service and casual dining restaurants, financial institutions, cellular retailers, automotive-related, fitness, and general retail, along with several other diversified industries.
Forward-Looking Statements
This press release contains “forward-looking” statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding, among other things, our plans, strategies, and prospects, both business and financial. Such forward-looking statements can generally be identified by our use of forward-looking terminology such as “outlook,” “potential,” “may,” “will,” “should,” “could,” “seeks,” “approximately,” “projects,” “predicts,” “expect,” “intends,” “anticipates,” “estimates,” “plans,” “would be,” “believes,” “continues,” or the negative version of these words or other comparable words. Forward-looking statements, including our ability to execute our business and acquisition strategies, involve known and unknown risks and uncertainties, which may cause FVR’s actual future results to differ materially from expected results, including, without limitation, risks and uncertainties related to general economic conditions, including but not limited to fluctuations in the rate of inflation and/or interest rates, local real estate conditions, tenant financial health, property investments and acquisitions, and the timing and uncertainty of completing these property investments and acquisitions, and uncertainties regarding future distributions to our stockholders. These and other risks, assumptions, and uncertainties are described in Item 1A. “Risk Factors” of the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2025, which the Company filed with the SEC on February 25, 2026, which you are encouraged to read, and is available on the SEC’s website at www.sec.gov. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. The Company assumes no obligation to, and does not currently intend to, update any forward-looking statements after the date of this press release, whether as a result of new information, future events, changes in assumptions, or otherwise.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260528792133/en/
A month has gone by since the last earnings report for Welltower (WELL - Free Report) . Shares have added about 1% in that time frame, underperforming the S&P 500.
Will the recent positive trend continue leading up to its next earnings release, or is Welltower due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important drivers.
Welltower's Q1 FFO Beat Estimates on Strong SHO NOI GrowthWelltower reported first-quarter 2026 normalized FFO of $1.47 per share, topping the Zacks Consensus Estimate of $1.45 by 1.38%. Total revenues of $3.35 billion beat the consensus mark of $3.23 billion by 3.68% and rose 38.3% year over year.
Results reflected continued strength in the SHO portfolio, where SSNOI growth remained robust and occupancy gains supported margin recovery. Total portfolio year-over-year SSNOI increased 16.4% in the quarter, led by SHO performance.
Revenue Mix Tilted Toward Resident FeesWelltower’s top line was driven primarily by resident fees and services, reflecting the scale of its operating exposure. Resident fees and services rose 49.1% year over year to $2.78 billion in the first quarter, forming the bulk of total revenues.
Other revenue lines were comparatively smaller and moved in a mixed fashion. Rental income slipped 1.7% year over year to $453.8 million, while interest income increased 13.5% to $70.9 million and other income rose 34% to $46.2 million.
Portfolio Drove Operating LeverageWelltower’s SHO portfolio delivered another quarter of outsized SSNOI growth. Same-store revenues rose 9.5% year over year to $1.72 billion, supported by a 370-basis-point occupancy gain to 89.0% in the first quarter of 2026.
Operating leverage showed up in profitability and margins. Same-store operating expenses increased 4.7% to $1.19 billion, well below the pace of revenue growth, lifting SSNOI 22.1% to $531.8 million. SSNOI margin expanded to 30.9% from 27.7% a year ago, a 320-basis-point improvement.
Expanded Capital Deployment While Recycling AssetsCapital allocation remained active. During the first quarter, Welltower completed $3.3 billion of pro rata gross investments and, year to date through April 28, 2026, closed or was under contract to close $10.5 billion of investment activity.
The company also continued to recycle capital through dispositions and loan repayments. In the quarter, it completed $2.8 billion of pro rata dispositions and loan repayments, including $1.4 billion of outpatient medical dispositions, $524 million of sales of long-term/post-acute care properties and $873 million of loan repayments.
Ended Q1 With Low Leverage and Deep LiquidityThe company’s balance sheet position remained a notable support for its external growth strategy. As of March 31, 2026, the company reported Net Debt to Adjusted EBITDA of 2.73x and approximately $11.1 billion of available liquidity, including $4.8 billion of cash and restricted cash plus full capacity under its $6.25 billion line of credit.
The company also highlighted recent financing actions that improved flexibility and reduced refinancing pressure, including the expansion of its senior unsecured revolving credit line and the repayment of $700 million of senior unsecured notes at maturity in April using free cash flow. With leverage low and liquidity substantial, Welltower appears positioned to pursue announced investment pipelines while maintaining balance sheet capacity for additional opportunities.
Raised 2026 Outlook on NOI MomentumManagement lifted 2026 guidance following the first-quarter performance. The company raised its full-year normalized FFO outlook to a range of $6.21-$6.35 per share from its prior range of $6.09-$6.25.
Its guidance assumes the average blended SSNOI growth of 12.25-16.00%, comprising 16.5-21.5% growth in Seniors Housing Operating, 3.0-4.0% in Seniors Housing Triple-net, 2.0-3.0% in Outpatient Medical and 2.0-3.0% in Long-Term/Post-Acute Care.
How Have Estimates Been Moving Since Then?Investors have witnessed a upward trend in estimates review over the past two months.
VGM ScoresAt this time, Welltower has a average Growth Score of C, however its Momentum Score is doing a lot better with an A. However, the stock was allocated a score of D on the value side, putting it in the bottom 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Welltower has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerWelltower belongs to the Zacks REIT and Equity Trust - Other industry. Another stock from the same industry, Crown Castle (CCI - Free Report) , has gained 5.8% over the past month. More than a month has passed since the company reported results for the quarter ended March 2026.
Crown Castle reported revenues of $1.01 billion in the last reported quarter, representing a year-over-year change of -4.8%. EPS of $0.50 for the same period compares with $1.10 a year ago.
For the current quarter, Crown Castle is expected to post earnings of $1.00 per share, indicating a change of -2% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Crown Castle. Also, the stock has a VGM Score of D.
, /PRNewswire/ -- Welltower Inc. (NYSE: WELL) ("Welltower" or the "Company") today announced that it expects to raise its quarterly common stock dividend to $0.85 per share, beginning with the second quarter of 2026. The declaration and payment of any future dividend remains subject to further review and approval by the Board.
"Following low double-digit increases to our common stock dividend in each of the past two years, we are pleased to report that the Board has approved a further mid-teens percentage increase to our dividend. This action not only reflects the Company's low dividend payout ratio driven by strong cash flow per share growth in recent years, but also the Board's confidence regarding outsized levels of growth in the coming years supported by extraordinary balance sheet strength," stated Shankh Mitra, Welltower's Chief Executive Officer. He continued, "While strong secular tailwinds are expected to propel our business going forward, the Company's growth is expected to be meaningfully amplified by the digital transformation of our portfolio through the Welltower Business System, our end-to-end operating and technology platform, and an expanding capital deployment opportunity set. In fact, even after completing approximately $11 billion of net investment activity in 2025 and $10.5 billion of closed or announced investment activity through the first four months of 2026, our investment pipeline has never been stronger. While asset prices have bounced off pandemic lows, our ability to drive cash flow growth post-acquisition has meaningfully improved over the past year by leveraging the Welltower Business System and through the joint efforts of our world-class technology talent and core operating partners. As a result, we expect unlevered returns on acquisitions that are comparable to, if not slightly higher than, returns achieved on acquisitions made in prior years. Additionally, we continue to retain significant free cash flow and maintain extraordinarily low balance sheet leverage metrics, providing us with ample capacity and flexibility to support our robust, visible, and actionable organic and inorganic growth opportunities across the US, UK, and Canada."
About Welltower Welltower Inc. (NYSE: WELL), an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom and Canada. Our portfolio of 2,500+ seniors and wellness housing communities is positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. We believe our real estate portfolio is unmatched, located in highly attractive micromarkets with stunning built environments. Yet, we are an unusual real estate organization as we view ourselves as an operating company in a real estate wrapper, driven by highly-aligned partnerships and an unconventional culture. Through our disciplined approach to capital allocation powered by our Data Science platform and superior operating results driven by the Welltower Business System - our end-to-end operating platform - we aspire to deliver long-term compounding of per share growth for our existing investors, our North Star.
We routinely post important information on our website at www.welltower.com in the "Investors" section, including corporate and investor presentations and financial information. We intend to use our website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Such disclosures will be included on our website under the heading "Investors." Accordingly, investors should monitor such portion of our website in addition to following our press releases, public conference calls and filings with the Securities and Exchange Commission. The information on our website is not incorporated by reference in this press release and our web address is included as an inactive textual reference only.
Forward-Looking Statements and Risk Factors This document contains "forward-looking statements" as defined in the Private Securities Litigation Reform Act of 1995. When Welltower uses words such as "may," "will," "intend," "should," "believe," "expect," "anticipate," "project" or similar expressions that do not relate solely to historical matters, Welltower is making forward-looking statements. These statements include, among others, future dividend payments. Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that may cause Welltower's actual results to differ materially from Welltower's expectations discussed in the forward-looking statements. This may be a result of various factors, including, but not limited to: the impact of macroeconomic and geopolitical developments, including economic downturns, elevated inflation and interest rates, political or social conflict, unrest or violence or similar events; the status of the economy; the status of capital markets, including availability and cost of capital; issues facing the healthcare industry, including compliance with, and changes to, regulations and payment policies, responding to government investigations and punitive settlements, public perception of the healthcare industry and operators'/tenants' difficulty in cost effectively obtaining and maintaining adequate liability and other insurance; changes in financing terms; competition within the healthcare and seniors housing industries; negative developments in the operating results or financial condition of operators/tenants, including, but not limited to, their ability to pay rent and repay loans; Welltower's ability to transition or sell properties with profitable results; the failure to make new investments or acquisitions as and when anticipated; natural disasters, public health emergencies and extreme weather affecting Welltower's properties; Welltower's ability to re-lease space at similar rates as vacancies occur; Welltower's ability to timely reinvest sale proceeds at similar rates to assets sold; operator/tenant or joint venture partner bankruptcies or insolvencies; the cooperation of joint venture partners; government regulations affecting Medicare and Medicaid reimbursement rates and operational requirements; liability or contract claims by or against operators/tenants; unanticipated difficulties and/or expenditures relating to future investments or acquisitions; environmental laws affecting Welltower's properties; changes in rules or practices governing Welltower's financial reporting; the movement of U.S. and foreign currency exchange rates and changes to U.S. and global monetary, fiscal or trade policies; Welltower's approach to artificial intelligence; Welltower's ability to maintain its qualification as a REIT; key management personnel recruitment and retention; geopolitical tensions or conflicts, such as the ongoing conflict between Russia and Ukraine and in the Middle East, and other risks described in Welltower's reports filed from time to time with the SEC. Welltower undertakes no obligation to update or revise publicly any forward-looking statements, whether because of new information, future events or otherwise, or to update the reasons why actual results could differ from those projected in any forward-looking statements.
Key Takeaways Welltower expects to raise its quarterly dividend 15%, from 74 cents to 85 cents per share.WELL's prior 74-cent quarterly dividend marked its 220th consecutive quarterly cash payout.WELL to retain free cash flow, maintain low leverage and growth capacity across the US, UK and Canada. Welltower Inc. (WELL - Free Report) recently announced that it expects to raise its quarterly common stock dividend by 15% from the previous quarterly payout of 74 cents per share to 85 cents per share. This hike indicates its ability to generate strong cash flow through its operating portfolio.
Per Shankh Mitra, CEO of Welltower, “This action not only reflects the company's low dividend payout ratio driven by strong cash flow per share growth in recent years, but also the Board's confidence regarding outsized levels of growth in the coming years supported by extraordinary balance sheet strength."
Previously, on April 28, 2026, the Board of Directors declared a cash dividend for the first quarter of 2026 of 74 cents per share. This dividend was paid on May 21, 2026, to stockholders of record as of May 13, 2026. It was its 220th consecutive quarterly cash dividend.
Management also noted that the company continues to retain significant free cash flow and maintain extraordinarily low leverage metrics, providing it with ample capacity and flexibility to support robust, visible, and actionable organic and inorganic growth opportunities across the United States, the U.K. and Canada.
Solid dividend payouts remain the biggest attractions for real estate investment trust (REIT) investors, and WELL has remained committed to that. The company has increased its dividend two twice in the last five years, and its five-year annualized dividend growth rate is 4.18%. Check out Welltower’s dividend history here.
In the past three months, shares of this Zacks Rank #3 (Hold) company have declined 5.7% compared with the industry's fall of 0.4%.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks from the broader REIT sector are Outfront Media (OUT - Free Report) and Lamar Advertising (LAMR - Free Report) , each carrying a Zacks Rank of #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for OUT’s 2026 FFO per share is pegged at $2.24, which indicates year-over-year growth of 12.56%.
The Zacks Consensus Estimate for LAMR’s full-year FFO per share is pinned at $8.81, which suggests an increase of 6.66% from the year-ago period.
Note: Anything related to earnings presented in this write-up represents FFO, a widely used metric to gauge the performance of REITs.
Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either FrontView REIT, Inc. (FVR) or Welltower (WELL). But which of these two stocks is more attractive to value investors?
WELL Health is providing a corporate update on its majority-owned subsidiary Circle Medical, a leading telehealth platform delivering accessible, insurance-based primary care across the United States. Circle Medical continues to expand access to care, having more than tripled the number of commercially insured patients eligible to receive care on its platform over the last year, supported by strong double-digit growth in new patient bookings and activations in May 2026 as compared to May 2025.
