California State Teachers Retirement System Increases Position in American Healthcare REIT, Inc. $AHR

Key Points

• California State Teachers Retirement System increased its AHR stake by 11% in the second quarter, bringing its holdings to 222,964 shares valued at approximately $11.6 million. Institutional investors collectively own 16.68% of American Healthcare REIT.
• American Healthcare REIT reported second-quarter revenue of $674.25 million, up 24.3% year over year, and EPS of $0.16, exceeding analysts’ $0.14 estimate. The company maintained 2026 EPS guidance of $2.15–$2.19.
• Analyst sentiment remains favorable, with 12 Buy ratings and two Holds, producing a “Moderate Buy” consensus and an average price target of $62.75 versus the stock’s reported $53.05 price.

California State Teachers Retirement System increased its position in shares of American Healthcare REIT, Inc. (NYSE:AHR - Free Report) by 11.0% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 222,964 shares of the company's stock after purchasing an additional 22,099 shares during the quarter. California State Teachers Retirement System owned 0.10% of American Healthcare REIT worth $11,627,573 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Wellington Management Group LLP boosted its position in American Healthcare REIT by 4.5% during the second quarter. Wellington Management Group LLP now owns 8,658,850 shares of the company's stock valued at $451,559,000 after purchasing an additional 375,063 shares during the last quarter. Principal Financial Group Inc. increased its stake in American Healthcare REIT by 3.2% during the 1st quarter. Principal Financial Group Inc. now owns 7,423,206 shares of the company's stock worth $350,079,000 after acquiring an additional 228,739 shares during the period. Geode Capital Management LLC raised its holdings in American Healthcare REIT by 10.1% in the 4th quarter. Geode Capital Management LLC now owns 5,364,642 shares of the company's stock valued at $262,837,000 after buying an additional 492,805 shares during the last quarter. WCM Investment Management LLC raised its holdings in shares of American Healthcare REIT by 0.5% during the first quarter. WCM Investment Management LLC now owns 3,425,295 shares of the company's stock valued at $160,749,000 after purchasing an additional 17,020 shares during the period. Finally, Bank of America Corp DE grew its position in American Healthcare REIT by 28.1% during the first quarter. Bank of America Corp DE now owns 3,236,592 shares of the company's stock valued at $152,638,000 after buying an additional 710,601 shares during the period. Institutional investors own 16.68% of the company's stock.

American Healthcare REIT Stock Performance

Shares of NYSE AHR traded down $0.34 during mid-day trading on Tuesday, reaching $53.05. 1,744,985 shares of the company's stock were exchanged, compared to its average volume of 2,913,297. The firm has a market capitalization of $11.57 billion, a price-to-earnings ratio of 78.19, a price-to-earnings-growth ratio of 1.52 and a beta of 0.74. American Healthcare REIT, Inc. has a 52 week low of $40.00 and a 52 week high of $58.70. The firm has a 50-day moving average price of $55.40 and a two-hundred day moving average price of $51.76. The company has a debt-to-equity ratio of 0.24, a current ratio of 0.48 and a quick ratio of 0.48.

American Healthcare REIT (NYSE:AHR - Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $0.16 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.14 by $0.02. American Healthcare REIT had a net margin of 4.84% and a return on equity of 3.63%. The company had revenue of $674.25 million during the quarter, compared to analysts' expectations of $645.30 million. During the same period last year, the company posted $0.42 EPS. American Healthcare REIT's revenue was up 24.3% on a year-over-year basis. American Healthcare REIT has set its FY 2026 guidance at 2.150-2.190 EPS. Analysts predict that American Healthcare REIT, Inc. will post 2.18 EPS for the current year.

American Healthcare REIT Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Tuesday, June 30th were given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend was Tuesday, June 30th. American Healthcare REIT's dividend payout ratio (DPR) is 147.06%.

Insider Buying and Selling at American Healthcare REIT

In other American Healthcare REIT news, CFO Brian Peay sold 25,000 shares of the business's stock in a transaction that occurred on 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 completion of the sale, the chief financial officer directly owned 152,700 shares of the company's stock, valued at $7,741,890. The trade was a 14.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Mark E. Foster sold 2,500 shares of American Healthcare REIT stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $48.58, for a total value of $121,450.00. Following the completion of the transaction, the executive vice president directly owned 52,995 shares of the company's stock, valued at $2,574,497.10. This represents a 4.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 29,500 shares of company stock valued at $1,499,730 in the last quarter. 0.75% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms recently weighed in on AHR. Citizens Jmp upped their price target on American Healthcare REIT from $60.00 to $65.00 and gave the stock a "market outperform" rating in a research note on Monday, July 27th. Truist Financial lifted their price target on shares of American Healthcare REIT from $57.00 to $61.00 and gave the company a "buy" rating in a research report on Friday, August 14th. Scotiabank upped their price objective on American Healthcare REIT from $56.00 to $62.00 and gave the company an "outperform" rating in a research report on Wednesday, September 2nd. Weiss Ratings restated a "hold (c+)" rating on shares of American Healthcare REIT in a research note on Friday, August 28th. Finally, Barclays lifted their price objective on shares of American Healthcare REIT from $61.00 to $66.00 and gave the stock an "overweight" rating in a research report on Monday, August 31st. Twelve analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $62.75.

American Healthcare REIT Company Profile

American Healthcare REIT, Inc is a self-managed real estate investment trust focused on owning and operating healthcare-related properties. The company seeks to invest in real estate that supports healthcare delivery and senior living, with an emphasis on properties that may benefit from long-term demand for medical services and aging-related care.

Its portfolio includes outpatient medical facilities, integrated senior health campuses, skilled nursing facilities, hospitals and other healthcare properties.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.