| WELL |
Report |
Normalized FFO/share |
BEAT |
pred ~$1.570 vs. cons $1.547 |
MEDIUM |
| WELL |
Report |
SHO same-store NOI growth |
BEAT |
pred ~21.20% vs. cons 20.65% |
MEDIUM |
| WELL |
Report |
SHO same-store occupancy |
IN-LINE |
pred ~90.30% vs. cons 90.27% |
MEDIUM |
| WELL |
Guide |
FY26 normalized FFO |
UNCHANGED |
guide ~$6.23-$6.37 vs. cons $6.298 |
MEDIUM |
| WELL |
Guide |
FY26 SHOP same-store NOI |
UNCHANGED |
guide ~16.5%-21.5% vs. cons 21.07% |
MEDIUM |
| WELL |
Guide |
2H operating commentary |
UNCHANGED |
guide ~continued occupancy/RevPOR momentum vs. numeric consensus UNVERIFIED |
LOW |
| WELL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| WELL |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — modest implied 2H reset drives estimate pressure |
LOW |