American Healthcare REIT (NYSE:AHR) Reaches New 12-Month High – Here’s Why
by Doug Wharley · The Cerbat GemAmerican Healthcare REIT, Inc. (NYSE:AHR – Get Free Report) shares reached a new 52-week high during mid-day trading on Wednesday . The company traded as high as $53.11 and last traded at $53.1420, with a volume of 353776 shares changing hands. The stock had previously closed at $52.50.
Key American Healthcare REIT News
Here are the key news stories impacting American Healthcare REIT this week:
- Positive Sentiment: Management issued materially stronger FY2026 EPS guidance (1.990–2.050), well above Street consensus (~1.22), signaling confidence in cash flow and outlook — this is a potential re-rate catalyst if execution follows through. PR Newswire: Q4 & FY2025 Results and FY2026 Guidance
- Positive Sentiment: Company reported revenue growth (Q4 revenue up ~11.3% YoY) and described its full-year performance as strong in the corporate release — supports longer-term growth thesis in skilled-nursing/healthcare property cash flows. TipRanks: AHR Reports Strong Q4 and 2025 Results
- Neutral Sentiment: Analysts maintain a generally constructive view — the consensus rating is about a “Moderate Buy,” indicating some analyst support but not unanimous conviction. AmericanBankingNews: Analysts’ Rating
- Neutral Sentiment: Full earnings call transcript is available for investors seeking detail on occupancy, leasing/operational trends, portfolio actions and capital allocation that underpin management’s guidance. Review management commentary for clarity on items driving the GAAP miss vs. underlying FFO. Seeking Alpha: Q4 2025 Earnings Call Transcript
- Negative Sentiment: Q4 GAAP EPS missed heavily ($0.06 vs. $0.46 expected) and revenue missed estimates ($604.1M vs. $617.5M expected). The weak EPS print (and low net margin/ROE) appears to have driven the near-term share weakness despite revenue growth — watch whether the miss was driven by one-offs/non-cash items or core operating performance. MarketBeat: Q4 Results and Call
Analyst Ratings Changes
A number of equities analysts recently commented on AHR shares. Weiss Ratings reiterated a “hold (c)” rating on shares of American Healthcare REIT in a research note on Wednesday, January 21st. KeyCorp lifted their target price on American Healthcare REIT from $43.00 to $55.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Citigroup lifted their price target on American Healthcare REIT from $45.00 to $52.00 and gave the company a “neutral” rating in a research report on Friday, November 21st. Morgan Stanley lifted their price target on shares of American Healthcare REIT from $52.00 to $55.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. Finally, Jefferies Financial Group reissued a “buy” rating on shares of American Healthcare REIT in a research report on Monday, December 15th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $52.00.
Get Our Latest Stock Report on AHR
American Healthcare REIT Price Performance
The stock has a 50 day moving average of $48.83 and a two-hundred day moving average of $46.11. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.44 and a current ratio of 0.44. The firm has a market capitalization of $9.25 billion, a P/E ratio of 31.29, a P/E/G ratio of 2.02 and a beta of 1.03.
American Healthcare REIT (NYSE:AHR – Get Free Report) last announced its quarterly earnings results on Thursday, February 26th. The company reported $0.06 EPS for the quarter, missing the consensus estimate of $0.46 by ($0.40). American Healthcare REIT had a net margin of 3.09% and a return on equity of 2.80%. The company had revenue of $604.08 million for the quarter, compared to analyst estimates of $617.49 million. During the same quarter last year, the business earned $0.40 EPS. The company’s revenue for the quarter was up 11.3% on a year-over-year basis. American Healthcare REIT has set its FY 2026 guidance at 1.990-2.050 EPS. Sell-side analysts predict that American Healthcare REIT, Inc. will post 1.41 earnings per share for the current fiscal year.
American Healthcare REIT Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Wednesday, December 31st were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $1.00 dividend on an annualized basis and a yield of 1.9%. American Healthcare REIT’s payout ratio is currently 243.90%.
Insider Activity
In other news, Director Jeffrey T. Hanson sold 19,208 shares of American Healthcare REIT stock in a transaction dated Tuesday, December 23rd. The stock was sold at an average price of $48.40, for a total value of $929,667.20. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.92% of the company’s stock.
Hedge Funds Weigh In On American Healthcare REIT
Large investors have recently added to or reduced their stakes in the company. Garton & Associates Financial Advisors LLC bought a new stake in shares of American Healthcare REIT during the fourth quarter valued at approximately $26,000. Optiver Holding B.V. boosted its stake in American Healthcare REIT by 83.1% during the third quarter. Optiver Holding B.V. now owns 652 shares of the company’s stock worth $27,000 after buying an additional 296 shares in the last quarter. Trust Co. of Vermont bought a new stake in American Healthcare REIT in the 3rd quarter valued at $28,000. Kemnay Advisory Services Inc. bought a new stake in American Healthcare REIT in the 4th quarter valued at $29,000. Finally, Darwin Wealth Management LLC acquired a new position in shares of American Healthcare REIT in the 2nd quarter valued at $31,000. Institutional investors and hedge funds own 16.68% of the company’s stock.
About American Healthcare REIT
American Healthcare REIT, Inc (NYSE: AHR) was a publicly traded real estate investment trust focused on acquiring, owning and managing healthcare‐related properties across the United States. The company’s portfolio spanned senior housing communities, skilled nursing facilities, medical office buildings and outpatient care centers, all operated under long‐term net lease or triple‐net lease structures designed to provide stable, predictable rental income.
Employing a strategy of partnering with established healthcare operators, American Healthcare REIT targeted properties in both major metropolitan areas and high‐growth secondary markets to capitalize on demographic trends such as an aging population and increased demand for outpatient services.