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Low Supply And Value-Based Care Will Drive Senior Markets

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AHR
AnalystConsensusTarget
Not Invested
Published 16 Jul 2025

Update shared on27 Aug 2025

Fair value Increased 6.64%
AnalystConsensusTarget's Fair Value
US$45.27
5.6% undervalued intrinsic discount
28 Aug
US$42.73
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1Y
103.6%
7D
2.4%

Despite a notable decline in net profit margin and a sharp increase in future P/E, analysts have raised their fair value target for American Healthcare REIT from $42.45 to $45.27.


What's in the News


  • Management reports strong organic earnings growth and a robust pipeline, with over $300 million in awarded deals, focusing acquisitions on high-quality long-term care assets under the RIDEA structure.
  • The company remains active in capital markets, locking in attractively priced equity to support acquisitions and development funding.
  • Announced a $1 billion at-the-market follow-on equity offering and completed an offering of 3,554,525 common shares.
  • Raised full-year 2025 guidance for net income per diluted share to $0.33-$0.37 (midpoint $0.35) and same-store NOI growth to 11.0%-14.0% (midpoint 12.5%).
  • Added to multiple Russell indices, including the Russell 2000, 2500, 3000, and various growth and defensive benchmarks.

Valuation Changes


Summary of Valuation Changes for American Healthcare REIT

  • The Consensus Analyst Price Target has risen from $42.45 to $45.27.
  • The Future P/E for American Healthcare REIT has significantly risen from 37.71x to 58.48x.
  • The Net Profit Margin for American Healthcare REIT has significantly fallen from 11.41% to 7.39%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.