American Healthcare REIT (NYSE:AHR) Issues Earnings Results, Misses Estimates By $0.40 EPS

American Healthcare REIT (NYSE:AHR) issued its quarterly earnings results on Thursday. The company reported $0.06 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.40), FiscalAI reports. American Healthcare REIT had a net margin of 3.09% and a return on equity of 2.80%. The business 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 firm posted $0.40 earnings per share. The firm’s quarterly revenue was up 11.3% on a year-over-year basis. American Healthcare REIT updated its FY 2026 guidance to 1.990-2.050 EPS.

American Healthcare REIT Trading Down 1.7%

Shares of NYSE:AHR opened at $52.27 on Friday. American Healthcare REIT has a 12-month low of $26.48 and a 12-month high of $54.67. The business has a 50 day moving average of $48.83 and a 200-day moving average of $46.11. The company has a quick ratio of 0.44, a current ratio of 0.44 and a debt-to-equity ratio of 0.37. The stock has a market cap of $9.25 billion, a PE ratio of 127.49, a P/E/G ratio of 2.02 and a beta of 1.03.

American Healthcare REIT Announces Dividend

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

Analysts Set New Price Targets

AHR has been the topic of several analyst reports. BMO Capital Markets initiated coverage on American Healthcare REIT in a report on Thursday, January 29th. They set an “outperform” rating and a $55.00 target price on the stock. Royal Bank Of Canada boosted their price target on American Healthcare REIT from $45.00 to $54.00 and gave the stock an “outperform” rating in a research report on Wednesday, November 12th. Jefferies Financial Group reissued a “buy” rating on shares of American Healthcare REIT in a report on Monday, December 15th. Citizens Jmp restated a “market outperform” rating and set a $60.00 target price on shares of American Healthcare REIT in a report on Thursday, February 5th. Finally, Scotiabank increased their price target on shares of American Healthcare REIT from $47.00 to $55.00 and gave the company a “sector outperform” rating in a research note on Thursday, November 13th. One equities research 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’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $52.00.

American Healthcare REIT News Roundup

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

Insiders Place Their Bets

In related news, Director Jeffrey T. Hanson sold 19,208 shares of the business’s stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $48.40, for a total value of $929,667.20. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.92% of the company’s stock.

Institutional Investors Weigh In On American Healthcare REIT

A number of hedge funds and other institutional investors have recently modified their holdings of AHR. Garton & Associates Financial Advisors LLC acquired a new position in shares of American Healthcare REIT in the fourth quarter valued at about $26,000. Kemnay Advisory Services Inc. bought a new position in American Healthcare REIT during the 4th quarter worth $29,000. Darwin Wealth Management LLC bought a new position in American Healthcare REIT during the 2nd quarter worth $31,000. Los Angeles Capital Management LLC acquired a new position in American Healthcare REIT in the 4th quarter valued at $34,000. Finally, Caitong International Asset Management Co. Ltd bought a new stake in shares of American Healthcare REIT during the 4th quarter valued at $35,000. Institutional investors and hedge funds own 16.68% of the company’s stock.

American Healthcare REIT Company 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.