Stock Markets February 26, 2026

Moody's Keeps Welltower at A3, Upgrades Outlook to Positive

Rating agency cites sustained revenue and earnings momentum and expects marked improvement in leverage over the next year

By Avery Klein WELL
Moody's Keeps Welltower at A3, Upgrades Outlook to Positive
WELL

Moody's Ratings affirmed Welltower Inc.'s A3 long-term issuer rating and raised the outlook to positive from stable, citing continued revenue and earnings expansion and an expected material improvement in credit metrics over the next 12 months. The firm also affirmed related A3 and P-2 ratings across Welltower's debt instruments and a backed rating for HCN Canadian Holdings-1 LP.

Key Points

  • Moody's affirmed Welltower's A3 long-term issuer rating and changed the outlook from stable to positive, also affirming related A3 and P-2 ratings.
  • Moody's expects continued strong revenue and earnings growth and forecasts Moody's-adjusted net debt to EBITDA to fall from 3.8x at year-end 2025 to around 3.4x by year-end 2026, with interest coverage remaining above 5x.
  • Operational mix now emphasizes senior housing operating assets - after divesting an outpatient medical portfolio, this segment will account for more than 70% of annualized in-place net operating income; the REIT held about $5.2 billion in cash and full access to its $5 billion revolver as of Dec. 31, 2025.

Moody's Ratings on Wednesday confirmed Welltower Inc.'s A3 long-term issuer rating and shifted its outlook from stable to positive. In the same action, Moody's maintained the A3 assessment on Welltower's senior unsecured notes and the P-2 rating on the commercial paper program of Welltower OP LLC, as well as the A3 backed senior unsecured rating assigned to HCN Canadian Holdings-1 LP.

The upgrade to a positive outlook reflects Moody's expectation that Welltower will continue to record strong top-line and earnings growth, with the agency forecasting a material improvement in credit metrics over the coming 12 months. Moody's specifically noted the company's financial policy orientation toward organic growth and equity-funded investments to expand earnings, a strategy the agency believes will accelerate deleveraging of the capital structure.

On a Moody's-adjusted basis, Welltower's net debt to EBITDA ratio improved to 3.8x at year-end 2025, down from 4.6x at year-end 2024. Moody's projects further improvement, forecasting the ratio to decline toward roughly 3.4x by the end of 2026. The rating agency also expects Welltower's interest coverage to remain above 5x.

Operationally, Welltower recorded meaningful growth in its senior housing operating business in 2025, with same-store net operating income rising 21.5%. Moody's attributed that gain to higher occupancy, increased revenue per occupied room, and disciplined expense management.

The A3 rating itself reflects a combination of factors Moody's considers credit-positive for the real estate investment trust: a large scale of operations, a portfolio of quality assets, and a high revenue growth mix that blends senior housing operating properties, senior housing triple-net leased assets, and long-term post-acute care facilities.

Moody's highlighted portfolio composition changes that will increase the weight of the senior housing operating segment going forward. Following a recent disposition of the outpatient medical portfolio, Moody's says the senior housing operating segment will represent more than 70% of annualized in-place net operating income.

On the balance sheet, Welltower held approximately $5.2 billion of cash as of December 31, 2025, and had full availability under a $5 billion revolving credit facility. The company does face a scheduled unsecured debt maturity of $700 million in 2026.


Context and implications

Moody's affirmation combined with a positive outlook signals the agency's confidence in Welltower's near-term earnings trajectory and the expected pace of deleveraging under current financial policy. The ratings action covers multiple debt instruments and a backed rating tied to HCN Canadian Holdings-1 LP, indicating consistent credit assessments across the firm's capital structure.

Risks

  • Welltower faces a $700 million unsecured debt maturity in 2026, which presents refinancing or liquidity considerations for the credit profile.
  • A growing concentration of annualized in-place net operating income in the senior housing operating segment - now over 70% - may increase exposure to trends specific to the senior housing market.
  • Projected improvements in leverage depend on continued revenue and earnings growth and the company's financial policy of equity-funded investments; deviations from those expectations could alter the pace of deleveraging.

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