American Healthcare REIT (NYSE:AHR) Updates FY 2026 Earnings Guidance

American Healthcare REIT (NYSE:AHR) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.150-2.190 for the period, compared to the consensus EPS estimate of 2.070. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of research analysts have issued reports on AHR shares. Royal Bank Of Canada upped their target price on shares of American Healthcare REIT from $54.00 to $56.00 and gave the company an “outperform” rating in a research report on Tuesday, May 26th. Barclays began coverage on shares of American Healthcare REIT in a research report on Tuesday, July 7th. They set an “overweight” rating and a $61.00 price target for the company. Compass Point assumed coverage on shares of American Healthcare REIT in a research note on Tuesday, July 21st. They set a “buy” rating and a $70.00 price target for the company. Weiss Ratings lowered shares of American Healthcare REIT from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, June 2nd. Finally, KeyCorp raised their price objective on shares of American Healthcare REIT from $55.00 to $58.00 and gave the company an “overweight” rating in a research note on Thursday, May 28th. Twelve investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $58.83.

American Healthcare REIT Trading Up 3.8%

AHR traded up $2.10 during midday trading on Friday, reaching $56.80. 2,501,266 shares of the company were exchanged, compared to its average volume of 2,167,128. The stock has a market capitalization of $10.95 billion, a P/E ratio of 83.54, a PEG ratio of 1.83 and a beta of 0.76. American Healthcare REIT has a one year low of $39.64 and a one year high of $58.70. The stock’s 50-day simple moving average is $52.18 and its 200 day simple moving average is $50.70. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.45 and a current ratio of 0.45.

American Healthcare REIT (NYSE:AHR) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.16 earnings per share for the quarter, beating analysts’ consensus estimates of $0.14 by $0.02. The business had revenue of $674.25 million for the quarter, compared to the consensus estimate of $645.30 million. American Healthcare REIT had a net margin of 4.84% and a return on equity of 3.78%. American Healthcare REIT’s revenue for the quarter was up 24.3% on a year-over-year basis. During the same period last year, the company posted $0.42 EPS. American Healthcare REIT has set its FY 2026 guidance at 2.150-2.190 EPS. As a group, analysts forecast that American Healthcare REIT will post 2.07 earnings per share for the current fiscal year.

American Healthcare REIT Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Tuesday, June 30th were issued a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $1.00 annualized dividend and a dividend yield of 1.8%. American Healthcare REIT’s payout ratio is presently 172.41%.

Insider Transactions at American Healthcare REIT

In other American Healthcare REIT news, CFO Brian Peay sold 25,000 shares of the stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $50.70, for a total value of $1,267,500.00. Following the transaction, the chief financial officer directly owned 152,700 shares of the company’s stock, valued at $7,741,890. This represents a 14.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Mark E. Foster sold 2,500 shares of American Healthcare REIT stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $48.58, for a total value of $121,450.00. Following the sale, the executive vice president directly owned 52,995 shares of the company’s stock, valued at approximately $2,574,497.10. The trade was a 4.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 29,500 shares of company stock worth $1,485,590. 0.75% of the stock is owned by company insiders.

American Healthcare REIT News Summary

Here are the key news stories impacting American Healthcare REIT this week:

• Positive Sentiment: Quarterly results exceeded expectations: AHR reported second-quarter EPS of $0.16, above the $0.14 analyst consensus, while revenue reached $674.25 million versus expectations of $645.30 million. Revenue increased 24.3% year over year, supporting investor confidence in the company’s operating momentum. American Healthcare REIT quarterly earnings report
• Positive Sentiment: 2026 guidance was raised: Management now expects full-year EPS of $2.15 to $2.19, above the roughly $2.07 consensus estimate. The improved forecast was attributed to stronger performance and suggests earnings visibility has improved. American Healthcare REIT raises outlook
• Positive Sentiment: FFO and sector fundamentals remain supportive: Reports highlighted higher normalized funds from operations, strong same-store net operating income growth, senior-housing demographic tailwinds and an acquisition pipeline focused on distressed SHOP assets. These factors could support future cash flow and portfolio growth. American Healthcare REIT raises 2026 forecasts
• Neutral Sentiment: An investment analysis described AHR’s balance-sheet discipline and growth prospects favorably but maintained a Hold rating, indicating that the positive operating outlook may already be reflected in the valuation. American Healthcare REIT investment analysis
• Negative Sentiment: Risks include strong competition, aging properties and what analysts characterized as a relatively passive acquisition strategy. Additionally, reported EPS declined from $0.42 in the prior-year quarter to $0.16, despite beating the latest estimate.

Institutional Trading of American Healthcare REIT

A number of institutional investors have recently bought and sold shares of AHR. Centaurus Financial Inc. lifted its holdings in American Healthcare REIT by 6.7% in the third quarter. Centaurus Financial Inc. now owns 5,503 shares of the company’s stock valued at $231,000 after buying an additional 346 shares during the period. Norinchukin Bank The increased its stake in American Healthcare REIT by 4.9% in the third quarter. Norinchukin Bank The now owns 7,970 shares of the company’s stock valued at $335,000 after purchasing an additional 369 shares in the last quarter. California State Teachers Retirement System increased its stake in American Healthcare REIT by 0.3% in the second quarter. California State Teachers Retirement System now owns 140,769 shares of the company’s stock valued at $5,172,000 after purchasing an additional 406 shares in the last quarter. Mackenzie Financial Corp raised its holdings in shares of American Healthcare REIT by 3.5% during the third quarter. Mackenzie Financial Corp now owns 12,591 shares of the company’s stock valued at $529,000 after purchasing an additional 422 shares during the period. Finally, Vanguard Personalized Indexing Management LLC raised its holdings in shares of American Healthcare REIT by 5.2% during the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 8,861 shares of the company’s stock valued at $417,000 after purchasing an additional 436 shares during the period. Institutional investors 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.