B&I Capital AG Purchases New Stake in American Healthcare REIT, Inc. $AHR

Key Points

• B&I Capital AG bought 226,570 shares of American Healthcare REIT (AHR) in Q4—about $10.66 million—making AHR roughly 3.8% of its portfolio and its 8th-largest holding (B&I owns 0.13% of AHR).
• AHR missed quarterly earnings, reporting $0.06 EPS vs. $0.46 expected and $604.1M revenue vs. $617.5M expected, while issuing FY2026 guidance of $1.990–2.050 EPS (analysts forecast ~ $1.41 for the current year).
• The company declared a quarterly dividend of $0.25 (annualized $1.00, ~2.0% yield), but the dividend payout ratio is very high at 243.9%, suggesting limited earnings coverage.

B&I Capital AG acquired a new position in shares of American Healthcare REIT, Inc. (NYSE:AHR - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 226,570 shares of the company's stock, valued at approximately $10,662,000. American Healthcare REIT comprises about 3.8% of B&I Capital AG's portfolio, making the stock its 8th biggest holding. B&I Capital AG owned 0.13% of American Healthcare REIT as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of AHR. Optiver Holding B.V. raised its stake in shares of American Healthcare REIT by 83.1% during the 3rd quarter. Optiver Holding B.V. now owns 652 shares of the company's stock worth $27,000 after purchasing an additional 296 shares during the period. Trust Co. of Vermont bought a new stake in American Healthcare REIT in the 3rd quarter valued at about $28,000. Darwin Wealth Management LLC bought a new stake in American Healthcare REIT in the 2nd quarter valued at about $31,000. US Bancorp DE raised its stake in American Healthcare REIT by 84.8% in the 3rd quarter. US Bancorp DE now owns 1,085 shares of the company's stock valued at $46,000 after acquiring an additional 498 shares during the period. Finally, Global Retirement Partners LLC raised its stake in American Healthcare REIT by 265.3% in the 3rd quarter. Global Retirement Partners LLC now owns 1,158 shares of the company's stock valued at $49,000 after acquiring an additional 841 shares during the period. 16.68% of the stock is owned by hedge funds and other institutional investors.

American Healthcare REIT Price Performance

Shares of American Healthcare REIT stock opened at $49.53 on Thursday. The company has a quick ratio of 0.41, a current ratio of 0.41 and a debt-to-equity ratio of 0.30. The company has a market cap of $9.31 billion, a PE ratio of 120.81, a P/E/G ratio of 1.83 and a beta of 1.19. The business has a 50 day moving average of $50.43 and a 200 day moving average of $47.92. American Healthcare REIT, Inc. has a 52 week low of $29.16 and a 52 week high of $54.67.

American Healthcare REIT (NYSE:AHR - Get Free Report) last announced its earnings results on Thursday, February 26th. The company reported $0.06 EPS for the quarter, missing analysts' consensus estimates of $0.46 by ($0.40). The business had revenue of $604.08 million for the quarter, compared to the consensus estimate of $617.49 million. American Healthcare REIT had a net margin of 3.09% and a return on equity of 2.57%. American Healthcare REIT's revenue was up 11.3% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.40 EPS. American Healthcare REIT has set its FY 2026 guidance at 1.990-2.050 EPS. As a group, equities research analysts forecast that American Healthcare REIT, Inc. will post 1.41 earnings per share for the current year.

American Healthcare REIT Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Tuesday, March 31st will be issued a $0.25 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $1.00 dividend on an annualized basis and a yield of 2.0%. American Healthcare REIT's dividend payout ratio is 243.90%.

Insider Transactions at American Healthcare REIT

In other American Healthcare REIT news, EVP Mark E. Foster sold 2,000 shares of the stock in a transaction on Wednesday, March 25th. The stock was sold at an average price of $48.55, for a total value of $97,100.00. Following the completion of the transaction, the executive vice president owned 56,121 shares in the company, valued at approximately $2,724,674.55. This represents a 3.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.92% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Truist Financial boosted their price objective on American Healthcare REIT from $52.00 to $57.00 and gave the company a "buy" rating in a research note on Thursday, March 12th. Citizens Jmp restated a "market outperform" rating and issued a $60.00 price objective on shares of American Healthcare REIT in a research note on Thursday, February 5th. Zacks Research cut American Healthcare REIT from a "strong-buy" rating to a "hold" rating in a research note on Thursday, January 1st. Citigroup restated a "market outperform" rating on shares of American Healthcare REIT in a research note on Monday, March 2nd. Finally, Scotiabank boosted their price objective on American Healthcare REIT from $55.00 to $59.00 and gave the company a "sector outperform" rating in a research note on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $53.67.

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.

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