Hudson Bay Capital Management LP Boosts Stock Holdings in American Healthcare REIT, Inc. $AHR

Hudson Bay Capital Management LP raised its stake in American Healthcare REIT, Inc. (NYSE:AHR) by 118.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 820,223 shares of the company’s stock after purchasing an additional 445,122 shares during the quarter. Hudson Bay Capital Management LP’s holdings in American Healthcare REIT were worth $34,458,000 at the end of the most recent quarter.

Other institutional investors also recently made changes to their positions in the company. AQR Capital Management LLC increased its holdings in shares of American Healthcare REIT by 170.1% during the 1st quarter. AQR Capital Management LLC now owns 25,275 shares of the company’s stock worth $766,000 after buying an additional 15,918 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in 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 acquiring an additional 3,954 shares during the last quarter. NewEdge Advisors LLC grew its position in American Healthcare REIT by 9.4% during the first quarter. NewEdge Advisors LLC now owns 23,509 shares of the company’s stock valued at $712,000 after acquiring an additional 2,011 shares during the period. Focus Partners Wealth increased its stake in American Healthcare REIT by 6.6% during the first quarter. Focus Partners Wealth now owns 25,809 shares of the company’s stock worth $782,000 after acquiring an additional 1,591 shares during the last quarter. Finally, Acadian Asset Management LLC acquired a new stake in American Healthcare REIT during the first quarter worth about $185,000. 16.68% of the stock is owned by hedge funds and other institutional investors.

American Healthcare REIT Stock Performance

Shares of NYSE:AHR opened at $52.66 on Thursday. The business’s 50-day simple moving average is $50.05 and its 200 day simple moving average is $47.12. The company has a market cap of $9.32 billion, a P/E ratio of 128.44, a PEG ratio of 1.94 and a beta of 0.95. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.41 and a current ratio of 0.41. American Healthcare REIT, Inc. has a one year low of $26.48 and a one year high of $54.67.

American Healthcare REIT (NYSE:AHR) last released its quarterly earnings results on Thursday, February 26th. The company reported $0.06 earnings per share for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $617.49 million. During the same quarter in the prior year, the company earned $0.40 EPS. The firm’s 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, sell-side analysts forecast that American Healthcare REIT, Inc. will post 1.41 earnings per share for the current fiscal year.

American Healthcare REIT Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Tuesday, March 31st will be paid a $0.25 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $1.00 annualized dividend and a dividend yield of 1.9%. American Healthcare REIT’s dividend payout ratio is 243.90%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on AHR shares. Citizens Jmp reaffirmed 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. Truist Financial increased their target price on shares of American Healthcare REIT from $52.00 to $57.00 and gave the stock a “buy” rating in a research report on Thursday, March 12th. Zacks Research lowered shares of American Healthcare REIT from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. BMO Capital Markets assumed coverage on shares of American Healthcare REIT in a research report on Thursday, January 29th. They set an “outperform” rating and a $55.00 price target on the stock. Finally, Scotiabank increased their price objective on shares of American Healthcare REIT from $55.00 to $59.00 and gave the stock a “sector outperform” rating in a research report on Wednesday, March 11th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $53.67.

Insider Buying and Selling at American Healthcare REIT

In related news, Director Jeffrey T. Hanson sold 35,570 shares of the firm’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $48.38, for a total transaction of $1,720,876.60. Following the completion of the sale, the director directly owned 19,208 shares of the company’s stock, valued at approximately $929,283.04. This trade represents a 64.93% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.92% 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.