American Healthcare REIT, Inc. $AHR Stock: Kestra Advisory Services LLC Increases Position

Kestra Advisory Services LLC grew its position in American Healthcare REIT, Inc. (NYSE:AHR) by 7.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 312,140 shares of the company’s stock after acquiring an additional 22,970 shares during the period. Kestra Advisory Services LLC’s holdings in American Healthcare REIT were worth $16,000,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in AHR. Covestor Ltd raised its stake in shares of American Healthcare REIT by 297.8% during the 3rd quarter. Covestor Ltd now owns 720 shares of the company’s stock worth $37,000 after buying an additional 539 shares in the last quarter. Focused Wealth Management Inc increased its position in American Healthcare REIT by 1.3% during the third quarter. Focused Wealth Management Inc now owns 23,789 shares of the company’s stock worth $1,219,000 after buying an additional 300 shares in the last quarter. Oregon Public Employees Retirement Fund increased its position in American Healthcare REIT by 13.6% during the 3rd quarter. Oregon Public Employees Retirement Fund now owns 45,200 shares of the company’s stock worth $2,317,000 after purchasing an additional 5,400 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. raised its position in shares of American Healthcare REIT by 3.1% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 276,445 shares of the company’s stock valued at $14,171,000 after buying an additional 8,213 shares during the last quarter. Finally, Profund Advisors LLC grew its position in shares of American Healthcare REIT by 9.8% in the third quarter. Profund Advisors LLC now owns 4,467 shares of the company’s stock valued at $229,000 after purchasing an additional 398 shares during the period. 16.68% of the stock is owned by hedge funds and other institutional investors.

Key American Healthcare REIT News

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

• Positive Sentiment: Third-quarter normalized FFO was $0.58 per share, above the $0.56 consensus estimate and up from $0.44 a year earlier. Revenue rose 29.5% year over year to $742.1 million, also exceeding expectations. The company raised its 2026 guidance, supporting expectations for continued growth. Company results and guidance
• Neutral Sentiment: Coverage of the earnings call highlights SHOP—the senior housing operating portfolio—as a focus for AHR’s next growth stage, with management setting higher expectations for the business. Execution and the ability to meet those expectations will matter. SHOP growth strategy Earnings call transcript
• Negative Sentiment: AHR announced a $1.75 billion at-the-market equity offering. Selling shares under the program could dilute existing shareholders and add supply to the market, although it also gives the company flexibility to raise capital. ATM equity offering announcement

Insiders Place Their Bets

In other American Healthcare REIT news, EVP Mark Foster sold 1,500 shares of the company’s stock in a transaction that occurred on Friday, September 25th. The stock was sold at an average price of $52.06, for a total transaction of $78,090.00. Following the sale, the executive vice president owned 50,117 shares in the company, valued at $2,609,091.02. This represents a 2.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.75% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities analysts recently weighed in on the company. Zacks Research upgraded American Healthcare REIT from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 2nd. Weiss Ratings lowered shares of American Healthcare REIT from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, October 6th. Raymond James Financial began coverage on American Healthcare REIT in a research report on Tuesday, October 13th. They issued a “strong-buy” rating and a $62.00 target price on the stock. KeyCorp upped their price target on American Healthcare REIT from $58.00 to $68.00 and gave the stock an “overweight” rating in a research note on Wednesday, August 19th. Finally, Citigroup restated a “market outperform” rating on shares of American Healthcare REIT in a report on Monday, September 14th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and a consensus target price of $62.00.

American Healthcare REIT Stock Down 0.2%

AHR stock opened at $57.77 on Monday. The company has a current ratio of 0.53, a quick ratio of 0.48 and a debt-to-equity ratio of 0.15. The firm has a 50 day simple moving average of $53.09 and a 200-day simple moving average of $51.65. The company has a market capitalization of $12.59 billion, a P/E ratio of 117.91, a PEG ratio of 1.41 and a beta of 0.78. American Healthcare REIT, Inc. has a twelve month low of $44.81 and a twelve month high of $58.70.

American Healthcare REIT (NYSE:AHR) last posted its quarterly earnings data on Thursday, November 5th. The company reported $0.58 EPS for the quarter, beating analysts’ consensus estimates of $0.56 by $0.02. The firm had revenue of $742.15 million for the quarter, compared to the consensus estimate of $703.51 million. American Healthcare REIT had a net margin of 3.61% and a return on equity of 2.38%. The firm’s revenue was up 29.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.44 EPS. On average, equities research analysts predict that American Healthcare REIT, Inc. will post 2.19 earnings per share for the current fiscal year.

American Healthcare REIT Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, October 16th. Investors of record on Wednesday, September 30th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date was Wednesday, September 30th. American Healthcare REIT’s dividend payout ratio (DPR) is 204.08%.

American Healthcare REIT Company Profile

American Healthcare REIT is a real estate investment trust focused on healthcare-related properties. Its portfolio includes senior housing and care communities, skilled nursing facilities, outpatient medical buildings, and integrated senior health campuses.

The company owns and operates properties across the United States and the United Kingdom. Its facilities support a range of healthcare and senior living services, including assisted living, memory care, and post-acute care.

American Healthcare REIT began trading on the New York Stock Exchange in 2024.