Welltower Inc（WELL）資訊與事件WELLWelltower Inc

Significant Increases in Borrow Rates for Liquid Options

Latest data shows the largest indicative borrow rate increases among liquid option names include: T-REX 2X LONG MSTR DAILY TARGET (MSTU) 28.04% +1.54, Critical Metals Corp (CRML) 11.84% +0.89, iShares Global Clean Energy (ICLN) 23.68% +0.65, Welltower (WELL) 0.74% +0.49, -1X SHORT VIX FUTURES ETF (SVIX) 9.05% +0.37, GraniteShares 2x Long NOW Daily ETF (NOWL) 9.48% +0.29, Karyopharm (KPTI) 17.14% +0.26, DIREXION DAILY MSFT BULL 1.5X SHARES ETF (MSFU) 10.87% +0.21, Terrestrial Energy Inc. (IMSR) 2.01% +0.18, and Direxion Daily TSLA Bull 1.5X Shares (TSLL) 4.18% +0.18.

Company Reports Q2 Revenue of $3.54B, Beating Consensus

Reports Q2 revenue $3.54B, consensus $3.39B. Reports Q2 total portfolio year-over-year sameSSNOI growth of 15.5%, driven by SSNOI growth in SHO portfolio of 20.5%

FY26 FFO Expected at $6.32, SSNOI Growth 13.75%-16%

Consensus is for FY26 FFO $6.32. Sees FY26 blended SSNOI growth of 13.75%-16.00%, which is comprised of the following components: Seniors Housing Operating approximately 18.5% to 21.5%; Seniors Housing Triple-net approximately 3.5% to 4.5%; Outpatient Medical approximately 2.0% to 3.0%; Long-Term/Post-Acute Care approximately 2.0% to 3.0%; Investments: Our earnings guidance includes only those acquisitions announced or closed to date. Furthermore, no transitions, restructures or capital activity beyond those announced to date are included. Sees FY26 general and administrative expenses $265M-$270M and stock-based compensation expense to be approximately $60M. Sees FY26 pro rata disposition proceeds of $1.1B at a blended yield of 6.8% in the next twelve months. This includes approximately $800M of consideration from expected property sales, which predominantly includes announced OM and Integra dispositions and land parcels related to foregone development, as well as $300M of expected proceeds from loan repayments.