American Healthcare REIT (NYSE:AHR) Updates FY 2026 Earnings Guidance

American Healthcare REIT (NYSE:AHR) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.990-2.050 for the period, compared to the consensus EPS estimate of 1.220. The company issued revenue guidance of -.

American Healthcare REIT Stock Performance

Shares of American Healthcare REIT stock opened at $52.27 on Friday. The business has a 50 day moving average price of $48.83 and a 200-day moving average price of $46.11. The company has a market cap of $9.25 billion, a PE ratio of 127.49, a price-to-earnings-growth ratio of 2.02 and a beta of 1.03. The company has a quick ratio of 0.44, a current ratio of 0.44 and a debt-to-equity ratio of 0.37. American Healthcare REIT has a 52 week low of $26.48 and a 52 week high of $54.67.

American Healthcare REIT (NYSE:AHR) last posted its quarterly 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). American Healthcare REIT had a net margin of 3.09% and a return on equity of 2.80%. The firm had revenue of $604.08 million for the quarter, compared to analysts’ expectations of $617.49 million. During the same quarter in the previous year, the company earned $0.40 EPS. 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. Equities analysts anticipate that American Healthcare REIT will post 1.41 earnings per share for the current fiscal year.

American Healthcare REIT Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Wednesday, December 31st were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 1.9%. The ex-dividend date was Wednesday, December 31st. American Healthcare REIT’s dividend payout ratio (DPR) is presently 243.90%.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on AHR. Jefferies Financial Group reaffirmed a “buy” rating on shares of American Healthcare REIT in a research report on Monday, December 15th. KeyCorp raised their target price on shares of American Healthcare REIT from $43.00 to $55.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Scotiabank upped their price target on shares of American Healthcare REIT from $47.00 to $55.00 and gave the stock a “sector outperform” rating in a research report on Thursday, November 13th. Royal Bank Of Canada boosted their price objective on American Healthcare REIT from $45.00 to $54.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 12th. Finally, Truist Financial decreased their price target on American Healthcare REIT from $53.00 to $52.00 and set a “buy” rating on the stock in a report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $52.00.

Insider Buying and Selling at American Healthcare REIT

In other news, Director Jeffrey T. Hanson sold 35,570 shares of American Healthcare REIT stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $48.38, for a total value of $1,720,876.60. Following the sale, the director directly owned 19,208 shares of the company’s stock, valued at $929,283.04. The trade was a 64.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.92% of the stock is currently owned by company insiders.

More American Healthcare REIT News

Here are the key news stories impacting American Healthcare REIT this week:

• Positive Sentiment: Management issued materially stronger FY2026 EPS guidance (1.990–2.050), well above Street consensus (~1.22), signaling confidence in cash flow and outlook — this is a potential re-rate catalyst if execution follows through. PR Newswire: Q4 & FY2025 Results and FY2026 Guidance
• Positive Sentiment: Company reported revenue growth (Q4 revenue up ~11.3% YoY) and described its full-year performance as strong in the corporate release — supports longer-term growth thesis in skilled-nursing/healthcare property cash flows. TipRanks: AHR Reports Strong Q4 and 2025 Results
• Neutral Sentiment: Analysts maintain a generally constructive view — the consensus rating is about a “Moderate Buy,” indicating some analyst support but not unanimous conviction. AmericanBankingNews: Analysts’ Rating
• Neutral Sentiment: Full earnings call transcript is available for investors seeking detail on occupancy, leasing/operational trends, portfolio actions and capital allocation that underpin management’s guidance. Review management commentary for clarity on items driving the GAAP miss vs. underlying FFO. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 GAAP EPS missed heavily ($0.06 vs. $0.46 expected) and revenue missed estimates ($604.1M vs. $617.5M expected). The weak EPS print (and low net margin/ROE) appears to have driven the near-term share weakness despite revenue growth — watch whether the miss was driven by one-offs/non-cash items or core operating performance. MarketBeat: Q4 Results and Call

Institutional Trading of American Healthcare REIT

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Garton & Associates Financial Advisors LLC acquired a new stake in shares of American Healthcare REIT during the fourth quarter worth $26,000. Kemnay Advisory Services Inc. purchased a new stake in American Healthcare REIT in the 4th quarter worth approximately $29,000. Darwin Wealth Management LLC acquired a new position in American Healthcare REIT during the second quarter valued at approximately $31,000. Los Angeles Capital Management LLC purchased a new stake in American Healthcare REIT during the fourth quarter worth approximately $34,000. Finally, Caitong International Asset Management Co. Ltd acquired a new stake in shares of American Healthcare REIT in the fourth quarter worth $35,000. Institutional investors and hedge funds own 16.68% of the company’s stock.

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.