Governors Lane LP Takes Position in American Healthcare REIT, Inc. $AHR

Governors Lane LP bought a new stake in American Healthcare REIT, Inc. (NYSE:AHR) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 64,100 shares of the company’s stock, valued at approximately $3,017,000.

Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. grew its holdings in American Healthcare REIT by 6.1% in the 4th quarter. Vanguard Group Inc. now owns 24,974,195 shares of the company’s stock valued at $1,175,286,000 after buying an additional 1,444,456 shares in the last quarter. State Street Corp raised its holdings in shares of American Healthcare REIT by 3.0% during the 4th quarter. State Street Corp now owns 7,085,670 shares of the company’s stock worth $335,174,000 after acquiring an additional 208,623 shares during the period. Royal Bank of Canada boosted its position in shares of American Healthcare REIT by 2,984.1% during the 4th quarter. Royal Bank of Canada now owns 6,161,549 shares of the company’s stock valued at $289,962,000 after acquiring an additional 5,961,767 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of American Healthcare REIT by 10.1% in the fourth quarter. Geode Capital Management LLC now owns 5,364,642 shares of the company’s stock valued at $262,837,000 after purchasing an additional 492,805 shares during the period. Finally, Alliancebernstein L.P. increased its position in American Healthcare REIT by 16.7% during the second quarter. Alliancebernstein L.P. now owns 5,318,866 shares of the company’s stock worth $195,415,000 after purchasing an additional 759,501 shares during the last quarter. 16.68% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Weiss Ratings downgraded shares of American Healthcare REIT from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, June 2nd. KeyCorp raised their price target on shares of American Healthcare REIT from $55.00 to $58.00 and gave the stock an “overweight” rating in a report on Thursday, May 28th. The Goldman Sachs Group set a $60.00 price target on shares of American Healthcare REIT in a research report on Monday, March 2nd. Royal Bank Of Canada upped their price objective on American Healthcare REIT from $54.00 to $56.00 and gave the company an “outperform” rating in a report on Tuesday, May 26th. Finally, Truist Financial raised their target price on American Healthcare REIT from $52.00 to $57.00 and gave the stock a “buy” rating in a research note on Thursday, March 12th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $55.64.

American Healthcare REIT Stock Performance

NYSE:AHR opened at $46.53 on Thursday. American Healthcare REIT, Inc. has a fifty-two week low of $35.09 and a fifty-two week high of $54.67. The company has a debt-to-equity ratio of 0.28, a quick ratio of 0.45 and a current ratio of 0.45. The company has a 50 day moving average price of $49.11 and a 200 day moving average price of $49.17. The stock has a market capitalization of $8.97 billion, a P/E ratio of 80.23, a PEG ratio of 1.57 and a beta of 0.80.

American Healthcare REIT (NYSE:AHR) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.13 EPS for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.34). American Healthcare REIT had a return on equity of 3.33% and a net margin of 4.23%.The firm had revenue of $650.77 million for the quarter, compared to analyst estimates of $667.57 million. During the same quarter last year, the company earned $0.38 earnings per share. The firm’s revenue for the quarter was up 20.4% on a year-over-year basis. American Healthcare REIT has set its FY 2026 guidance at 2.030-2.090 EPS. Equities research analysts forecast that American Healthcare REIT, Inc. will post 2.07 EPS for the current year.

Insiders Place Their Bets

In other American Healthcare REIT news, EVP Mark E. Foster sold 2,000 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $48.32, for a total transaction of $96,640.00. Following the sale, the executive vice president directly owned 55,495 shares in the company, valued at $2,681,518.40. This represents a 3.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.75% of the stock is currently owned by corporate insiders.

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.