American Healthcare REIT, Inc. (AHR)

American Healthcare REIT reported its Q1 2025 earnings on May 8, 2025, and its Q2 2025 earnings on August 7, 2025. For Q2 2025, AHR reported $0.42 EPS, surpassing analyst estimates of $0.40, with revenue up 7.5% year-over-year, leading to an upward revision of its fiscal 2025 guidance. Analyst sentiment has been largely positive, with several firms issuing "Buy" or "Outperform" ratings and increasing price targets for AHR. The company declared a quarterly dividend of $0.25. Capital markets activity included the issuance of over 5.4 million shares through its ATM program for approximately $188.6 million during the three months ended June 30, 2025. The company's stock price has seen a substantial increase since its IPO in February 2024.

American Healthcare REIT experiences some demand seasonality, particularly in its skilled nursing facilities, where occupancy levels can decline during the second quarter. The company's operating portfolio anticipates higher move-in activity during the busier summer selling season. Demand for post-acute care skilled nursing within the ISHC segment is primarily driven by the winter and flu season. Overall, the demand for healthcare real estate is strong and expected to continue growing due to the aging baby boomer population and limited new construction.

American Healthcare REIT (AHR) is a diversified healthcare real estate investment trust (REIT) focused on clinical healthcare properties, operating within the Financial sector, specifically in the Real Estate Investment Trusts industry. The company owns and manages a diverse portfolio of clinical healthcare real estate, including outpatient medical buildings, assisted living facilities, independent living facilities, skilled nursing facilities, and integrated senior health campuses. AHR's strategy involves investing across various healthcare sub-sectors to adapt to market opportunities.

American Healthcare REIT has a substantial geographic footprint, with approximately 312 buildings spanning 19 million square feet, diversified across 36 states in the United States and the United Kingdom.

American Healthcare REIT maintains a positive brand reputation, particularly within the investment community, with analysts consistently issuing "Buy" or "Outperform" ratings and an average price target of $45.00. The company's strong financial performance contributes positively to its reputation. CEO Danny Prosky has expressed confidence in the company due to rising demand and limited new construction.

American Healthcare REIT's stock ownership is primarily held by institutional shareholders, who own approximately 91.91% of the company, retail investors hold about 7.11%, and insiders own 0.97%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Wellington Management Group LLP, Principal Financial Group Inc., State Street Corp., Invesco Ltd., Alliancebernstein L.P., and Geode Capital Management, Llc.