American Healthcare REIT, Inc. $AHR Shares Bought by Wellington Management Group LLP

Key Points

• Wellington Management increased its AHR stake by 4.5% in the second quarter, adding 375,063 shares to own 8.66 million shares, or approximately 3.97% of American Healthcare REIT. Institutional investors collectively hold 16.68% of the company.
• American Healthcare REIT surpassed quarterly expectations, reporting $0.16 EPS versus the $0.14 consensus and $674.25 million in revenue, up 24.3% year over year. The company guided to fiscal 2026 EPS of $2.15–$2.19.
• Analysts remain broadly positive, with 12 Buy ratings and two Holds, producing a “Moderate Buy” consensus and a $61.25 average price target. The company also pays a $0.25 quarterly dividend, though its annualized payout ratio is elevated at 147.06%.

Wellington Management Group LLP raised its position in American Healthcare REIT, Inc. (NYSE:AHR - Free Report) by 4.5% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 8,658,850 shares of the company's stock after buying an additional 375,063 shares during the period. Wellington Management Group LLP owned about 3.97% of American Healthcare REIT worth $451,559,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of AHR. Manning & Napier Advisors LLC acquired a new stake in shares of American Healthcare REIT during the 1st quarter valued at about $26,000. Garton & Associates Financial Advisors LLC purchased a new position in shares of American Healthcare REIT in the 4th quarter valued at about $26,000. Kemnay Advisory Services Inc. acquired a new position in American Healthcare REIT in the 4th quarter worth about $29,000. Darwin Wealth Management LLC acquired a new position in American Healthcare REIT in the 2nd quarter worth about $31,000. Finally, Los Angeles Capital Management LLC purchased a new position in American Healthcare REIT during the fourth quarter worth approximately $34,000. Institutional investors and hedge funds own 16.68% of the company's stock.

American Healthcare REIT Price Performance

American Healthcare REIT stock opened at $55.65 on Friday. The company has a current ratio of 0.48, a quick ratio of 0.48 and a debt-to-equity ratio of 0.24. The company has a 50-day moving average price of $54.73 and a 200 day moving average price of $51.53. American Healthcare REIT, Inc. has a 12-month low of $40.00 and a 12-month high of $58.70. The stock has a market cap of $12.13 billion, a P/E ratio of 81.84, a PEG ratio of 1.57 and a beta of 0.76.

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

American Healthcare REIT Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Tuesday, June 30th were issued a dividend of $0.25 per share. The ex-dividend date was Tuesday, June 30th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.8%. American Healthcare REIT's dividend payout ratio is currently 147.06%.

Insider Transactions at American Healthcare REIT

In related news, EVP Mark E. Foster sold 2,500 shares of the firm's stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $48.58, for a total transaction of $121,450.00. Following the completion of the sale, the executive vice president directly owned 52,995 shares of the company's stock, valued at approximately $2,574,497.10. This trade represents a 4.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Brian Peay sold 25,000 shares of the business's stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $50.70, for a total transaction of $1,267,500.00. Following the completion of the sale, the chief financial officer owned 152,700 shares in the company, valued at approximately $7,741,890. This trade represents a 14.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 29,500 shares of company stock valued at $1,485,590 over the last three months. Corporate insiders own 0.75% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. UBS Group boosted their price target on shares of American Healthcare REIT from $60.00 to $63.00 and gave the stock a "buy" rating in a report on Wednesday, July 8th. Royal Bank Of Canada raised their price target on shares of American Healthcare REIT from $56.00 to $61.00 and gave the stock an "outperform" rating in a research note on Friday, August 14th. KeyCorp boosted their price target on shares of American Healthcare REIT from $58.00 to $68.00 and gave the stock an "overweight" rating in a research report on Wednesday, August 19th. Truist Financial increased their price objective on shares of American Healthcare REIT from $57.00 to $61.00 and gave the company a "buy" rating in a report on Friday, August 14th. Finally, Citigroup reissued a "buy" rating and issued a $65.00 target price (up from $55.00) on shares of American Healthcare REIT in a research note on Monday, August 10th. Twelve analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus target price of $61.25.

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.

Want to see what other hedge funds are holding AHR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for American Healthcare REIT, Inc. (NYSE:AHR - Free Report).

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source