Vanguard Group Inc. Raises Holdings in American Healthcare REIT, Inc. $AHR

Key Points

• Vanguard increased its stake in American Healthcare REIT by 6.1% to 24,974,195 shares, owning about 14.12% of the company (valued at ~$1.175 billion) per its latest 13F filing.
• The company missed quarterly EPS (reported $0.06 vs. $0.46 expected) and slightly missed revenue estimates, but set FY2026 guidance of 1.990–2.050 EPS and analysts maintain a consensus rating of "Moderate Buy" with an average target of $55.18.
• American Healthcare REIT declared a quarterly dividend of $0.25 (annualized $1.00, ~2.0% yield), though its dividend payout ratio is unusually high at 243.90%, signaling potential sustainability concerns.

Vanguard Group Inc. raised its stake in American Healthcare REIT, Inc. (NYSE:AHR - Free Report) by 6.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,974,195 shares of the company's stock after purchasing an additional 1,444,456 shares during the period. Vanguard Group Inc. owned about 14.12% of American Healthcare REIT worth $1,175,286,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Fortis Group Advisors LLC lifted its stake in American Healthcare REIT by 0.8% in the third quarter. Fortis Group Advisors LLC now owns 27,565 shares of the company's stock worth $1,235,000 after acquiring an additional 209 shares during the last quarter. Spire Wealth Management raised its holdings in shares of American Healthcare REIT by 1.8% in the 4th quarter. Spire Wealth Management now owns 16,127 shares of the company's stock valued at $759,000 after purchasing an additional 279 shares in the last quarter. Optiver Holding B.V. lifted its position 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 last quarter. KLP Kapitalforvaltning AS lifted its position in shares of American Healthcare REIT by 0.9% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 33,300 shares of the company's stock worth $1,406,000 after purchasing an additional 300 shares during the last quarter. Finally, Militia Capital Partners LP grew its stake in shares of American Healthcare REIT by 1.6% during the third quarter. Militia Capital Partners LP now owns 19,100 shares of the company's stock worth $802,000 after purchasing an additional 300 shares in the last quarter. Hedge funds and other institutional investors own 16.68% of the company's stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on the stock. Citigroup restated a "market outperform" rating on shares of American Healthcare REIT in a report on Monday, March 2nd. The Goldman Sachs Group set a $60.00 price target on shares of American Healthcare REIT in a research report on Monday, March 2nd. Scotiabank upped their price objective on shares of 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. BMO Capital Markets started coverage on American Healthcare REIT in a report on Thursday, January 29th. They set an "outperform" rating and a $55.00 price objective on the stock. Finally, Truist Financial lifted their target price on American Healthcare REIT from $52.00 to $57.00 and gave the stock a "buy" rating in a research report on Thursday, March 12th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $55.18.

Insider Activity at American Healthcare REIT

In related news, EVP Mark E. Foster sold 2,000 shares of American Healthcare REIT stock in a transaction that occurred 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 sale, the executive vice president directly owned 56,121 shares in the company, valued at $2,724,674.55. The trade was a 3.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.75% of the stock is owned by corporate insiders.

American Healthcare REIT Trading Down 1.2%

Shares of American Healthcare REIT stock opened at $50.19 on Friday. American Healthcare REIT, Inc. has a 52-week low of $31.63 and a 52-week high of $54.67. 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's 50-day simple moving average is $50.21 and its 200-day simple moving average is $48.55. The firm has a market cap of $9.44 billion, a price-to-earnings ratio of 122.42, a price-to-earnings-growth ratio of 1.90 and a beta of 0.94.

American Healthcare REIT (NYSE:AHR - Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The company reported $0.06 EPS for the quarter, missing analysts' consensus estimates of $0.46 by ($0.40). American Healthcare REIT had a net margin of 3.09% and a return on equity of 2.57%. The firm had revenue of $604.08 million during the quarter, compared to analyst estimates of $617.49 million. During the same quarter in the previous year, the business earned $0.40 EPS. American Healthcare REIT's revenue for the quarter was up 11.3% on a year-over-year basis. American Healthcare REIT has set its FY 2026 guidance at 1.990-2.050 EPS. As a group, equities research analysts anticipate that American Healthcare REIT, Inc. will post 2.01 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, April 17th. Stockholders of record on Tuesday, March 31st were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was Tuesday, March 31st. American Healthcare REIT's dividend payout ratio (DPR) is currently 243.90%.

American Healthcare REIT 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.

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