Hudson Bay Capital Management LP Grows 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% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 820,223 shares of the company’s stock after buying an additional 445,122 shares during the period. Hudson Bay Capital Management LP owned approximately 0.46% of American Healthcare REIT worth $34,458,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Swiss Life Asset Management Ltd acquired a new position in American Healthcare REIT during the third quarter worth $300,000. Strategic Advocates LLC acquired a new stake in American Healthcare REIT in the third quarter valued at $146,000. CIBC Private Wealth Group LLC increased its position in shares of American Healthcare REIT by 160.4% in the third quarter. CIBC Private Wealth Group LLC now owns 1,872 shares of the company’s stock valued at $79,000 after buying an additional 1,153 shares in the last quarter. CIBC Bancorp USA Inc. purchased a new position in shares of American Healthcare REIT in the third quarter valued at $713,000. Finally, Centaurus Financial Inc. boosted its position in shares of American Healthcare REIT by 6.7% in the 3rd quarter. Centaurus Financial Inc. now owns 5,503 shares of the company’s stock worth $231,000 after buying an additional 346 shares in the last quarter. 16.68% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at American Healthcare REIT

In other American Healthcare REIT news, Director Jeffrey T. Hanson sold 19,208 shares of American Healthcare REIT stock in a transaction dated 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 legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.92% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on AHR shares. Morgan Stanley lifted their target price on shares of American Healthcare REIT from $52.00 to $55.00 and gave the stock an “overweight” rating in a research report on Thursday, November 20th. BMO Capital Markets started coverage on shares of American Healthcare REIT in a research report on Thursday, January 29th. They issued an “outperform” rating and a $55.00 price target on the stock. Truist Financial raised their price objective on shares of American Healthcare REIT from $52.00 to $57.00 and gave the stock a “buy” rating in a research note on Thursday, March 12th. The Goldman Sachs Group set a $60.00 target price on American Healthcare REIT in a research note on Monday, March 2nd. Finally, Zacks Research cut American Healthcare REIT from a “strong-buy” rating to a “hold” rating in a report on Thursday, January 1st. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $53.67.

American Healthcare REIT Stock Performance

NYSE:AHR opened at $52.66 on Thursday. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.41 and a quick ratio of 0.41. The firm has a market cap of $9.32 billion, a PE ratio of 128.44, a P/E/G ratio of 1.94 and a beta of 0.95. The firm has a 50 day simple moving average of $50.05 and a 200-day simple moving average of $47.12. American Healthcare REIT, Inc. has a 1-year low of $26.48 and a 1-year high of $54.67.

American Healthcare REIT (NYSE:AHR) last released its earnings results on Thursday, February 26th. The company reported $0.06 EPS for the quarter, missing the consensus estimate 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 firm had revenue of $604.08 million during the quarter, compared to analysts’ expectations of $617.49 million. During the same period in the previous year, the firm posted $0.40 earnings per share. The firm’s revenue was up 11.3% on a year-over-year basis. American Healthcare REIT has set its FY 2026 guidance at 1.990-2.050 EPS. On average, equities analysts expect that American Healthcare REIT, Inc. will post 1.41 EPS for the current year.

American Healthcare REIT Dividend Announcement

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

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.