Loading...
Back to narrative

AHR: Follow-On Equity Offering Will Support Future Upside Potential

Outlook Will Strengthen As Capital Access And Deal Pipeline Expand

AHR logo
AHR
AnalystConsensusTarget
Not Invested
Published 16 Jul 2025

Update shared on 10 Dec 2025

Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
67.6%
7D
-5.3%

Analysts have slightly lowered their price target on American Healthcare REIT to approximately $56.08 per share from about $56.08 per share, reflecting marginally reduced discount rate and future P/E assumptions while maintaining largely unchanged growth and profitability expectations.

What's in the News

  • Completed a follow on equity offering of 8,100,000 common shares at $47.75 per share, raising approximately $386.8 million, with the securities structured as an income trust (Key Developments)
  • Filed a follow on equity offering for 8,100,000 shares of common stock, signaling plans to access additional equity capital (Key Developments)
  • Recorded consolidated impairment charges of $3.8 million on real estate investments for the quarter ended September 30, 2025, reflecting write downs on certain properties (Key Developments)
  • Raised full year 2025 guidance, increasing expected diluted EPS to $0.47 to $0.50, same store NOI growth to 13.0 to 15.0 percent, and net income attributable to common stockholders to $78 million to $83 million (Key Developments)

Valuation Changes

  • Fair Value Estimate remains unchanged at approximately $56.08 per share, indicating no revision to the intrinsic value assessment.
  • The Discount Rate has fallen slightly from about 7.26 percent to roughly 7.22 percent, implying a modestly lower perceived risk profile.
  • Revenue Growth is effectively unchanged at approximately 11.48 percent, with only immaterial model refinements.
  • Net Profit Margin is effectively unchanged at about 7.35 percent, reflecting stable long term profitability assumptions.
  • The Future P/E has edged down slightly from around 66.93x to about 66.84x, signaling a marginally lower valuation multiple on future earnings.

Have other thoughts on American Healthcare REIT?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

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.