For the quarter ended March 2026, Welltower (WELL Quick QuoteWELL - Free Report) reported revenue of $3.35 billion, up 38.3% over the same period last year. EPS came in at $1.47, compared to $0.40 in the year-ago quarter.

The reported revenue represents a surprise of +3.68% over the Zacks Consensus Estimate of $3.23 billion. With the consensus EPS estimate being $1.45, the EPS surprise was +1.18%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Welltower performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Interest income: $70.93 million compared to the $43.69 million average estimate based on two analysts. The reported number represents a change of +13.5% year over year.
• Revenues- Rental income: $453.84 million compared to the $528.28 million average estimate based on two analysts. The reported number represents a change of -1.7% year over year.
• Revenues- Other income: $46.22 million versus $24.58 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +34% change.
• Net Earnings Per Share (Diluted): $1.02 versus the two-analyst average estimate of $1.00.

View all Key Company Metrics for Welltower here>>>

Shares of Welltower have returned +7.5% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.