| WELL |
Report |
Normalized FFO per diluted share |
BEAT |
pred ~$1.59 vs. cons $1.55 |
MEDIUM |
| WELL |
Report |
SHO same-store NOI growth |
BEAT |
pred ~21.0% vs. cons 19.5% |
MEDIUM |
| WELL |
Report |
Total revenue |
BEAT |
pred ~$3.49B vs. cons $3.37B |
MEDIUM |
| WELL |
Guide |
FY2026 normalized FFO per diluted share |
BETTER |
guide ~$6.39 midpoint vs. cons $6.34 (FY2026) |
MEDIUM |
| WELL |
Guide |
FY2026 SHO same-store NOI growth |
BETTER |
guide ~20.0% midpoint vs. cons 19.5% (FY2026) |
MEDIUM |
| WELL |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| WELL |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
A ~2.6% normalized-FFO beat plus a ~5-cent FY2026 midpoint raise would lift second-half and out-year FFO estimates; continued 20% SHO-NOI growth and a full-quarter Amica contribution support upward revisions rather than a one-day valuation-only move. |
MEDIUM |