Vanguard Group Adds $68M in American Healthcare REIT, Inc. ($AHR)
Vanguard Group added 1.44 million shares of American Healthcare REIT, growing its stake to almost 25 million shares.
Key Points
- Vanguard Group increased its holdings in American Healthcare REIT by 1.44 million shares, bringing its total to about 24.97 million shares.
- American Healthcare REIT, trading on NYSE under AHR, has a market cap of approximately $9.68 billion with a P/E ratio of 79.34.
- Keybanc, RBC Capital, and others maintain buy ratings for AHR, with price targets ranging from $52 to $60.
Vanguard Group recently boosted its stake in American Healthcare REIT, Inc. (NYSE: AHR) by 1,444,456 shares. This increase brings Vanguard's total holdings to 24,974,195 shares, valued at approximately $1.16 billion, as reported in its latest Form 13F filing with the SEC for the period ending January 29, 2026.
What Changed in Vanguard Group's American Healthcare REIT Position
Vanguard Group added 1,444,456 shares to its position in American Healthcare REIT, growing its stake by about 6.1% from the previous 23,529,739 shares. This increased their total holdings to 24,974,195 shares, valued at nearly $1.16 billion. The move is seen as a positive commitment to the healthcare-focused real estate investment trust.
Other Institutional Activity in American Healthcare REIT
Other major institutional investors also adjusted their positions in American Healthcare REIT. BlackRock, Inc. increased its holdings by 8,604,835 shares, reaching a total of 28,741,094 shares worth around $1.36 billion. Vanguard Portfolio Management LLC established a new position with 16,124,024 shares valued at approximately $760.4 million. State Street Corp added 2,459,374 shares, ending with 9,545,044 shares valued at about $452.5 million. Meanwhile, Wellington Management Group LLP increased its holdings by 360,969 shares to 8,283,787 shares, valued at $390.7 million.
American Healthcare REIT Stock Snapshot
Shares of American Healthcare REIT (NYSE: AHR) traded near $46.45. The company has a market cap of about $9.68 billion and a P/E ratio of 79.34, with a forward P/E of 54.43. The stock's 52-week range is between $34.86 and $54.67, with a 50-day moving average of $49.21 and a 200-day moving average of $47.59. The company has a beta of 0.805, indicating lower volatility compared to the market.
Recent Earnings
American Healthcare REIT reported revenue of approximately $2.37 billion, with a revenue growth of 20.9%. The company achieved a net margin of 4.23% and a return on equity of 3.49%. Earnings per share stood at $0.59. The next earnings report is scheduled for May 7, 2026.
Dividend
The company offers an annual dividend rate of $1.00 per share, translating to a yield of 2.14%. The dividend payout ratio stands at 169.49%, indicating the company returns more to shareholders than it earns in profits.
Insider Buying and Selling at American Healthcare REIT, Inc.
Recent insider transactions at American Healthcare REIT include Mark Foster, EVP, GC & Secretary, selling 2,000 shares at $48.32 on June 1, 2026, under a Rule 10b5-1 plan. Danny Prosky bought 15,924 shares on April 6, 2026, while selling 8,596 shares at $48.09 the same day. Other insiders, including Gabriel Willhite and Stefan K.L. Oh, also executed transactions in early April 2026.
Analysts Set New Price Targets
Keybanc maintained a buy rating for American Healthcare REIT with a price target of $58 on May 28, 2026. RBC Capital also maintained a buy rating with a target of $56 on May 26, 2026. Truist Securities and Scotiabank echoed buy ratings with targets of $57 and $59, respectively, earlier in the year. The consensus among 13 analysts is a buy recommendation, with a mean target price of $58.85.
About American Healthcare REIT
American Healthcare REIT, Inc., headquartered in Irvine, California, is a real estate investment trust focusing on healthcare facilities. The company owns and operates a diverse portfolio of senior housing, skilled nursing facilities, outpatient medical buildings, and other healthcare properties across the U.S., U.K., and Isle of Man. Under the leadership of CEO Mr. Jeffrey T. Hanson, the REIT employs 121 people and aims to maintain its REIT status under U.S. tax law.
Bottom Line
Vanguard Group's increased stake in American Healthcare REIT indicates continued confidence in the company's healthcare real estate strategy. With a solid market position and ongoing institutional interest, American Healthcare REIT remains a key player in the healthcare REIT sector. Investors will be watching closely as the company reports its next earnings in May 2026. Remember, 13F filings are historical snapshots and may not reflect the latest positions.
See Also
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