Arrowstreet Capital Limited Partnership Lowers Stake in American Healthcare REIT, Inc. $AHR

Key Points

• Arrowstreet Capital cut its American Healthcare REIT stake by 98.5% in the first quarter, selling 542,649 shares and retaining 8,089 shares valued at approximately $381,000. Institutional investors collectively own 16.68% of AHR.
• American Healthcare REIT exceeded second-quarter expectations with EPS of $0.16 versus $0.14 expected and revenue of $674.25 million, up 24.3% year over year. Management raised 2026 EPS guidance to $2.15–$2.19.
• Analysts remain broadly bullish, with 12 Buy ratings and two Holds producing a consensus “Moderate Buy” rating and an average price target of $58.83. However, risks include competition, aging properties, valuation concerns and recent insider selling.

Arrowstreet Capital Limited Partnership lowered its holdings in shares of American Healthcare REIT, Inc. (NYSE:AHR - Free Report) by 98.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,089 shares of the company's stock after selling 542,649 shares during the period. Arrowstreet Capital Limited Partnership's holdings in American Healthcare REIT were worth $381,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of AHR. Sigma Planning Corp lifted its stake in shares of American Healthcare REIT by 1.5% during the first quarter. Sigma Planning Corp now owns 15,191 shares of the company's stock valued at $716,000 after buying an additional 222 shares during the period. NFSG Corp grew its stake in American Healthcare REIT by 8.8% in the 1st quarter. NFSG Corp now owns 2,993 shares of the company's stock worth $141,000 after acquiring an additional 242 shares during the period. Centaurus Financial Inc. grew its stake in American Healthcare REIT by 6.7% in the 3rd quarter. Centaurus Financial Inc. now owns 5,503 shares of the company's stock worth $231,000 after acquiring an additional 346 shares during the period. Sanctuary Advisors LLC raised its holdings in American Healthcare REIT by 6.8% in the 4th quarter. Sanctuary Advisors LLC now owns 5,698 shares of the company's stock valued at $268,000 after acquiring an additional 363 shares during the last quarter. Finally, Norinchukin Bank The raised its holdings in American Healthcare REIT by 4.9% in the 3rd quarter. Norinchukin Bank The now owns 7,970 shares of the company's stock valued at $335,000 after acquiring an additional 369 shares during the last quarter. Hedge funds and other institutional investors own 16.68% of the company's stock.

Key Headlines Impacting American Healthcare REIT

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.

Wall Street Analysts Forecast Growth

AHR has been the topic of several recent analyst reports. KeyCorp increased their price objective on shares of American Healthcare REIT from $55.00 to $58.00 and gave the stock an "overweight" rating in a report on Thursday, May 28th. UBS Group boosted their target price on shares of American Healthcare REIT from $60.00 to $63.00 and gave the company a "buy" rating in a report on Wednesday, July 8th. Citizens Jmp increased their price target on shares of 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. Barclays initiated coverage on shares of American Healthcare REIT in a report on Tuesday, July 7th. They issued an "overweight" rating and a $61.00 price target on the stock. Finally, Compass Point began 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 objective for the company. Twelve analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $58.83.

American Healthcare REIT Stock Performance

Shares of AHR opened at $56.80 on Friday. American Healthcare REIT, Inc. has a 1 year low of $39.64 and a 1 year high of $58.70. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.45 and a current ratio of 0.45. The company has a market cap of $10.95 billion, a price-to-earnings ratio of 83.54, a price-to-earnings-growth ratio of 1.83 and a beta of 0.76. The firm has a fifty day moving average of $52.18 and a 200-day moving average of $50.70.

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

American Healthcare REIT Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Tuesday, June 30th were paid 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 yield of 1.8%. American Healthcare REIT's dividend payout ratio (DPR) is presently 172.41%.

Insider Buying and Selling

In other news, CFO Brian Peay sold 25,000 shares of the 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 transaction, the chief financial officer directly owned 152,700 shares in the company, valued at $7,741,890. This trade represents a 14.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Mark E. Foster sold 2,500 shares of the business's stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $48.58, for a total transaction of $121,450.00. Following the sale, the executive vice president owned 52,995 shares in the company, valued at $2,574,497.10. This represents a 4.50% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 29,500 shares of company stock valued at $1,485,590. Company insiders own 0.75% of the company's stock.

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.

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.

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