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AHR: Improved Profit Margins And Lower Discount Rate Will Support Outlook

Update shared on 12 Nov 2025

Fair value Increased 3.86%
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AnalystConsensusTarget's Fair Value
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1Y
77.8%
7D
-2.2%

Analysts have raised their price target for American Healthcare REIT from $46.92 to $48.73. They cite improved profit margins and a lower discount rate as key factors behind the positive revision.

What's in the News

  • Raised financial guidance for the full year ending December 31, 2025, with net income per diluted share now projected between $0.47 and $0.50, compared to previous guidance of $0.33 to $0.37 (Key Developments)
  • Expected same-store net operating income growth increased to 13.0% to 15.0%, up from 11.0% to 14.0% (Key Developments)
  • Net income attributable to common stockholders is now forecasted at $78.00 million to $83.00 million, higher than prior guidance of $53.70 million to $60.50 million (Key Developments)
  • Reported impairment charges of $3,768,000 on real estate investments for the three months ended September 30, 2025 (Key Developments)

Valuation Changes

  • Fair Value Estimate has risen slightly, from $46.92 to $48.73 per share.
  • Discount Rate has fallen modestly, from 7.30% to 7.24%.
  • Revenue Growth Expectation has decreased noticeably, from 7.78% to 5.46%.
  • Net Profit Margin has improved significantly, moving from 7.65% to 12.57%.
  • Future Price-to-Earnings (P/E) Ratio is projected to decline from 58.2x to 40.1x.

Disclaimer

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