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

Key Points

• American Healthcare REIT updated its FY 2026 EPS guidance to 2.030–2.090, slightly above the consensus estimate of 2.01.
• Analysts have generally turned positive, with multiple price-target increases and a consensus rating of Moderate Buy and a consensus target price of $55.18.
• Shares traded around $49.60 after a quarterly EPS and revenue miss; the stock carries a high P/E (~121) and pays a $1.00 annual dividend (2.0% yield) with a payout ratio of 243.9%.

American Healthcare REIT (NYSE:AHR - Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.030-2.090 for the period, compared to the consensus earnings per share estimate of 2.010. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on AHR shares. The Goldman Sachs Group set a $60.00 price target on American Healthcare REIT in a research note on Monday, March 2nd. Truist Financial increased their price objective on American Healthcare REIT from $52.00 to $57.00 and gave the company a "buy" rating in a report on Thursday, March 12th. Scotiabank boosted their target price on American Healthcare REIT from $55.00 to $59.00 and gave the stock a "sector outperform" rating in a research note on Wednesday, March 11th. Citigroup reissued a "market outperform" rating on shares of American Healthcare REIT in a report on Monday, March 2nd. Finally, Citizens Jmp reaffirmed a "market outperform" rating and set a $60.00 price objective on shares of American Healthcare REIT in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $55.18.

American Healthcare REIT Stock Performance

AHR stock traded down $0.42 on Thursday, hitting $49.60. The company's stock had a trading volume of 1,790,102 shares, compared to its average volume of 2,685,249. The firm has a 50 day moving average of $50.11 and a two-hundred day moving average of $48.75. American Healthcare REIT has a 1 year low of $32.15 and a 1 year high of $54.67. The stock has a market cap of $9.33 billion, a price-to-earnings ratio of 120.99, a price-to-earnings-growth ratio of 1.86 and a beta of 0.94. The company has a current ratio of 0.41, a quick ratio of 0.41 and a debt-to-equity ratio of 0.30.

American Healthcare REIT (NYSE:AHR - Get Free Report) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.13 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.16 by ($0.03). The business had revenue of $650.77 million for the quarter, compared to analysts' expectations of $667.57 million. American Healthcare REIT had a return on equity of 2.57% and a net margin of 3.09%.American Healthcare REIT has set its FY 2026 guidance at 2.030-2.090 EPS. Equities analysts predict that American Healthcare REIT will post 2.01 EPS for the current fiscal year.

American Healthcare REIT Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Tuesday, March 31st were paid a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $1.00 annualized dividend and a yield of 2.0%. American Healthcare REIT's dividend payout ratio is currently 243.90%.

Insiders Place Their Bets

In other American Healthcare REIT news, EVP Mark E. Foster sold 2,000 shares of the stock in a transaction that occurred on Wednesday, March 25th. The stock was sold at an average price of $48.55, for a total transaction of $97,100.00. Following the completion of the sale, the executive vice president directly owned 56,121 shares of the company's stock, valued at approximately $2,724,674.55. This trade represents a 3.44% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.75% of the company's stock.

Hedge Funds Weigh In On American Healthcare REIT

Hedge funds and other institutional investors have recently bought and sold shares of the company. Royal Bank of Canada raised its holdings in American Healthcare REIT by 2,984.1% during the fourth quarter. Royal Bank of Canada now owns 6,161,549 shares of the company's stock worth $289,962,000 after purchasing an additional 5,961,767 shares in the last quarter. Balyasny Asset Management L.P. boosted its holdings in American Healthcare REIT by 354.0% in the 4th quarter. Balyasny Asset Management L.P. now owns 2,153,129 shares of the company's stock valued at $101,326,000 after purchasing an additional 1,678,850 shares in the last quarter. Federated Hermes Inc. increased its position in American Healthcare REIT by 130.1% during the 4th quarter. Federated Hermes Inc. now owns 2,557,850 shares of the company's stock worth $120,372,000 after purchasing an additional 1,445,987 shares during the period. Dimensional Fund Advisors LP increased its position in American Healthcare REIT by 173.0% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,459,471 shares of the company's stock worth $61,311,000 after purchasing an additional 924,834 shares during the period. Finally, Alyeska Investment Group L.P. purchased a new position in shares of American Healthcare REIT during the 4th quarter worth approximately $43,294,000. 16.68% of the stock is currently owned by hedge funds and other institutional investors.

American Healthcare REIT Company Profile

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.

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