| WELL |
Report |
Normalized FFO / share (Q2'26) |
BEAT |
pred ~$1.57 vs. cons $1.55 |
HIGH |
| WELL |
Report |
SHOP same-store NOI growth (Q2'26 YoY) |
BEAT |
pred ~21% vs. cons ~19% |
MEDIUM |
| WELL |
Report |
Total portfolio same-store NOI growth (Q2'26 YoY) |
BEAT |
pred ~15.5% vs. cons ~14% |
MEDIUM |
| WELL |
Guide |
FY2026 Normalized FFO/share guide (midpoint) |
BETTER |
guide ~$6.36 midpoint vs. cons $6.32 (FY2026) |
MEDIUM |
| WELL |
Guide |
FY2026 SHOP SSNOI growth guide |
BETTER |
guide ~18%-22% (mid ~20%) vs. cons/prior ~19% (FY2026) |
MEDIUM |
| WELL |
Guide |
FY2026 total SSNOI growth guide |
BETTER |
guide ~14.5% vs. prior ~13.75% (FY2026) |
LOW |
| WELL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| WELL |
Return |
5-day cumulative residual |
-4.0% (FADE) |
Stock is up ~19% in the month and ~35% YTD into the print, trading above the ~$237 avg target — priced for perfection. A likely beat-and-modest-raise clears the number but not the elevated bar, so a 'great-quarter-but-priced-in / sell-the-news' reaction is probable. Out-period math caps upside: $11B+ of 2025-26 dispositions are near-term dilutive, so even after the beat the implied H2 run-rate/raise (~$6.36 vs Street $6.32) is smaller than the headline beat suggests, limiting positive FFO revisions and letting profit-taking extend over the week. |
LOW |