Principal Financial Group Inc. Decreases Position in American Healthcare REIT, Inc. $AHR

Principal Financial Group Inc. lowered its position in shares of American Healthcare REIT, Inc. (NYSE:AHR) by 19.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,194,467 shares of the company’s stock after selling 1,736,874 shares during the period. Principal Financial Group Inc.’s holdings in American Healthcare REIT were worth $338,572,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Fortis Group Advisors LLC increased its holdings in shares of American Healthcare REIT by 0.8% in the 3rd quarter. Fortis Group Advisors LLC now owns 27,565 shares of the company’s stock worth $1,235,000 after purchasing an additional 209 shares in the last quarter. Spire Wealth Management lifted its holdings in American Healthcare REIT by 1.8% during the fourth quarter. Spire Wealth Management now owns 16,127 shares of the company’s stock valued at $759,000 after purchasing an additional 279 shares in the last quarter. Optiver Holding B.V. boosted its position in shares of American Healthcare REIT by 83.1% in the third quarter. Optiver Holding B.V. now owns 652 shares of the company’s stock worth $27,000 after purchasing an additional 296 shares during the period. KLP Kapitalforvaltning AS boosted its position in shares of American Healthcare REIT by 0.9% in the third quarter. KLP Kapitalforvaltning AS now owns 33,300 shares of the company’s stock worth $1,406,000 after purchasing an additional 300 shares during the period. Finally, Militia Capital Partners LP increased its stake in shares of American Healthcare REIT by 1.6% in the third quarter. Militia Capital Partners LP now owns 19,100 shares of the company’s stock worth $802,000 after purchasing an additional 300 shares in the last quarter. Institutional investors own 16.68% of the company’s stock.

American Healthcare REIT Price Performance

American Healthcare REIT stock opened at $49.68 on Wednesday. The company has a current ratio of 0.41, a quick ratio of 0.41 and a debt-to-equity ratio of 0.30. The firm has a 50-day moving average price of $50.16 and a 200-day moving average price of $48.70. American Healthcare REIT, Inc. has a 12-month low of $31.94 and a 12-month high of $54.67. The firm has a market capitalization of $9.34 billion, a PE ratio of 121.17, a price-to-earnings-growth ratio of 1.88 and a beta of 0.94.

American Healthcare REIT (NYSE:AHR) last issued its quarterly earnings results on Thursday, February 26th. The company reported $0.06 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.46 by ($0.40). The business had revenue of $604.08 million for the quarter, compared to the consensus estimate of $617.49 million. American Healthcare REIT had a return on equity of 2.57% and a net margin of 3.09%.American Healthcare REIT’s revenue was up 11.3% on a year-over-year basis. During the same period in the prior year, the business posted $0.40 earnings per share. American Healthcare REIT has set its FY 2026 guidance at 1.990-2.050 EPS. As a group, equities research analysts forecast that American Healthcare REIT, Inc. will post 2.01 EPS for the current year.

American Healthcare REIT Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Tuesday, March 31st were given a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Tuesday, March 31st. American Healthcare REIT’s payout ratio is 243.90%.

Insider Transactions at American Healthcare REIT

In other news, EVP Mark E. Foster sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $48.55, for a total transaction of $97,100.00. Following the transaction, the executive vice president directly owned 56,121 shares of the company’s stock, valued at approximately $2,724,674.55. This trade represents a 3.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.75% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on AHR shares. The Goldman Sachs Group set a $60.00 price target on American Healthcare REIT in a research note on Monday, March 2nd. Scotiabank increased their price target on American Healthcare REIT from $55.00 to $59.00 and gave the stock a “sector outperform” rating in a research note on Wednesday, March 11th. Weiss Ratings reiterated a “hold (c)” rating on shares of American Healthcare REIT in a research note on Monday, April 20th. BMO Capital Markets started coverage on American Healthcare REIT in a research note on Thursday, January 29th. They issued an “outperform” rating and a $55.00 price target for the company. Finally, Citigroup reiterated a “market outperform” rating on shares of American Healthcare REIT in a research note on Monday, March 2nd. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $55.18.

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.