Universal Beteiligungs und Servicegesellschaft mbH Trims Position in American Healthcare REIT, Inc. $AHR

Key Points

• Universal Beteiligungs trimmed its stake in American Healthcare REIT by 13.6% in Q4, selling 56,853 shares and ending the period with 360,624 shares worth about $17.08 million (≈0.20% of the company).
• AHR reported a large quarterly EPS miss ($0.06 vs. $0.46 expected) and revenue below estimates, and set FY2026 guidance of 1.990–2.050 EPS, roughly in line with the analyst consensus of 2.01.
• The REIT recently paid a quarterly dividend of $0.25 ($1.00 annualized, a 2.0% yield), but the dividend payout ratio is very high at 243.9%.

Universal Beteiligungs und Servicegesellschaft mbH trimmed its holdings in American Healthcare REIT, Inc. (NYSE:AHR - Free Report) by 13.6% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 360,624 shares of the company's stock after selling 56,853 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned 0.20% of American Healthcare REIT worth $17,082,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in AHR. AQR Capital Management LLC raised its holdings in shares of American Healthcare REIT by 170.1% in the first quarter. AQR Capital Management LLC now owns 25,275 shares of the company's stock valued at $766,000 after buying an additional 15,918 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of American Healthcare REIT by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 90,521 shares of the company's stock valued at $2,743,000 after buying an additional 3,954 shares during the last quarter. NewEdge Advisors LLC raised its holdings in shares of American Healthcare REIT by 9.4% in the first quarter. NewEdge Advisors LLC now owns 23,509 shares of the company's stock valued at $712,000 after buying an additional 2,011 shares during the last quarter. Focus Partners Wealth raised its holdings in shares of American Healthcare REIT by 6.6% in the first quarter. Focus Partners Wealth now owns 25,809 shares of the company's stock valued at $782,000 after buying an additional 1,591 shares during the last quarter. Finally, Acadian Asset Management LLC purchased a new stake in shares of American Healthcare REIT in the first quarter valued at about $185,000. 16.68% of the stock is owned by hedge funds and other institutional investors.

American Healthcare REIT Trading Down 0.9%

Shares of AHR opened at $50.11 on Friday. The company has a current ratio of 0.41, a quick ratio of 0.41 and a debt-to-equity ratio of 0.30. The firm's 50-day moving average is $50.35 and its two-hundred day moving average is $48.27. American Healthcare REIT, Inc. has a twelve month low of $30.72 and a twelve month high of $54.67. The firm has a market capitalization of $9.42 billion, a P/E ratio of 122.21, a PEG ratio of 1.89 and a beta of 1.19.

American Healthcare REIT (NYSE:AHR - Get Free Report) last issued its earnings results on Thursday, February 26th. The company reported $0.06 earnings per share for the quarter, missing the consensus estimate of $0.46 by ($0.40). American Healthcare REIT had a return on equity of 2.57% and a net margin of 3.09%.The company had revenue of $604.08 million for the quarter, compared to analyst estimates of $617.49 million. During the same quarter in the previous year, the company posted $0.40 earnings per share. The company's quarterly revenue was up 11.3% compared to the same quarter last year. American Healthcare REIT has set its FY 2026 guidance at 1.990-2.050 EPS. On average, research analysts predict that American Healthcare REIT, Inc. will post 2.01 earnings per share for the current fiscal year.

American Healthcare REIT Announces Dividend

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

Insiders Place Their Bets

In other American Healthcare REIT news, EVP Mark E. Foster sold 2,000 shares of the company's stock in a transaction dated Wednesday, March 25th. The shares were sold at an average price of $48.55, for a total transaction of $97,100.00. Following the transaction, the executive vice president directly 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 sale was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.92% of the company's stock.

Analyst Ratings Changes

Several research firms recently issued reports on AHR. The Goldman Sachs Group set a $60.00 price target on shares of American Healthcare REIT in a report on Monday, March 2nd. BMO Capital Markets began coverage on shares of American Healthcare REIT in a report on Thursday, January 29th. They set an "outperform" rating and a $55.00 price target for the company. Scotiabank increased their price target on shares of American Healthcare REIT from $55.00 to $59.00 and gave the stock a "sector outperform" rating in a report on Wednesday, March 11th. Zacks Research cut shares of American Healthcare REIT from a "strong-buy" rating to a "hold" rating in a report on Thursday, January 1st. Finally, Truist Financial increased their price target on shares of American Healthcare REIT from $52.00 to $57.00 and gave the stock a "buy" rating in a report on Thursday, March 12th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock 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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