Earnings summaries and quarterly performance for American Healthcare REIT.
Executive leadership at American Healthcare REIT.
Board of directors at American Healthcare REIT.
Brian Flornes
Independent Director
Dianne Hurley
Independent Director
Jeffrey Hanson
Non-Executive Chairman
Marvin O’Quinn
Independent Director
Mathieu Streiff
Director
Scott Estes
Independent Director
Valerie Richardson
Independent Director
Wilbur Smith III
Independent Director
Research analysts who have asked questions during American Healthcare REIT earnings calls.
Austin Wurschmidt
KeyBanc Capital Markets Inc.
9 questions for AHR
Ronald Kamdem
Morgan Stanley
9 questions for AHR
Farrell Granath
Bank of America
8 questions for AHR
Michael Carroll
RBC Capital Markets
7 questions for AHR
Seth Bergey
Citi
7 questions for AHR
Michael Stroyeck
Green Street Advisors, LLC
4 questions for AHR
Nicholas Yulico
Scotiabank
4 questions for AHR
Wesley Golladay
Robert W. Baird & Co.
4 questions for AHR
Alex Fagan
Robert W. Baird & Co. Incorporated
2 questions for AHR
Michael Dahl
RBC Capital Markets
2 questions for AHR
Michael Goldsmith
UBS
2 questions for AHR
Michael Griffin
Citigroup Inc.
2 questions for AHR
Joseph Dickstein
Jefferies
1 question for AHR
Joshua Dennerlein
BofA Securities
1 question for AHR
Recent press releases and 8-K filings for AHR.
- American Healthcare REIT, Inc. (AHR) entered into a new ATM Equity Offering Sales Agreement on February 27, 2026, for the offer and sale of its common stock.
- This agreement allows for the sale of common stock with an aggregate gross sales price of up to $1.75 billion.
- The new agreement replaces a prior ATM Equity Offering Sales Agreement, under which $230,139,575 remained unsold at the time of its termination.
- The common stock is listed on the New York Stock Exchange.
- American Healthcare REIT (AHR) reported normalized funds from operation (NFFO) of $0.46 per diluted share in Q4 2025 and $1.72 per diluted share for the full year 2025, representing 22% year-over-year NFFO per share growth.
- The company achieved total portfolio same-store NOI growth of 11.8% in Q4 2025 and 14.2% for the full year 2025, marking its second consecutive year of double-digit growth.
- For 2026, AHR issued NFFO guidance of $1.99 to $2.05 per diluted share and total portfolio same-store NOI growth guidance of 7% to 11%.
- AHR closed on over $950 million of new investments in 2025, including approximately $665 million in Q4 2025, and an additional $117.5 million in early 2026, with over $230 million of awarded deals in its pipeline.
- American Healthcare REIT (AHR) reported normalized FFO of $0.46 per diluted share for Q4 2025 and $1.72 per diluted share for the full year 2025, reflecting 22% year-over-year FFO per share growth.
- The company achieved total portfolio same-store NOI growth of 11.8% in Q4 2025 and 14.2% for the full year 2025, marking its second consecutive year of double-digit growth.
- For 2026, AHR issued FFO guidance of $1.99 to $2.05 per diluted share and total portfolio same-store NOI growth guidance of 7% to 11%.
- In 2025, AHR completed over $950 million in new investments, including approximately $665 million of acquisitions closed in Q4 2025, and currently has over $230 million of awarded deals in its pipeline.
- Jeffrey Hanson is serving as Interim CEO while Danny is on medical leave, with Danny remaining engaged and planning to return in the near term.
- American Healthcare REIT reported normalized FFO of $0.46 per diluted share for Q4 2025 and $1.72 per diluted share for the full year 2025, representing 22% year-over-year FFO per share growth.
- The company achieved total portfolio same-store NOI growth of 11.8% in Q4 2025 and 14.2% for the full year 2025, primarily driven by its operating portfolio segments.
- For 2026, AHR issued FFO guidance of $1.99 to $2.05 per diluted share and anticipates total portfolio same-store NOI growth between 7% and 11%.
- AHR was highly active in investments, closing over $950 million in new acquisitions in 2025, including $665 million in Q4 2025, and an additional $117.5 million in the first two months of 2026.
- Jeff Hanson has assumed the role of Interim CEO while Danny is on medical leave, with the company emphasizing a seamless continuation of its strategy and execution.
- American Healthcare REIT reported NAREIT FFO per diluted share of $0.44 for Q4 2025 and $1.76 for FY 2025.
- Normalized FFO per diluted share was $0.46 for Q4 2025 and $1.72 for FY 2025.
- The company achieved total Same-Store NOI growth of 11.8% for Q4 2025 compared to Q4 2024, and 14.2% for FY 2025 compared to FY 2024.
- For FY 2026, American Healthcare REIT provided guidance for NAREIT FFO per diluted share between $1.93 and $1.99 and Normalized FFO per diluted share between $1.99 and $2.05.
- The FY 2026 guidance also projects total portfolio Same-Store NOI growth of 7.0% to 11.0%.
- American Healthcare REIT, Inc. reported double-digit total portfolio Same-Store NOI growth of 14.2% for the year ended December 31, 2025, with its ISHC segment growing 18.4% and SHOP segment growing 25.2%.
- For the full year 2025, the company's NAREIT FFO per diluted share was $1.76 and NFFO per diluted share was $1.72.
- The company provided Full Year 2026 guidance, projecting NAREIT FFO per diluted share at a midpoint of $1.96 (range $1.93 to $1.99) and NFFO per diluted share at a midpoint of $2.02 (range $1.99 to $2.05).
- AHR completed over $950 million in acquisitions during 2025, including approximately $370.0 million within its ISHC segment and $590.0 million within its SHOP segment.
- A cash distribution of $0.25 per share for the quarter ended December 31, 2025, was paid on January 16, 2026.
- American Healthcare REIT (AHR) reported GAAP net income attributable to controlling interest of $69.8 million, or $0.42 per diluted share, and Normalized Funds from Operations (NFFO) of $1.72 per diluted share for the full year ended December 31, 2025.
- The company achieved total portfolio Same-Store Net Operating Income (NOI) growth of 14.2% for the year ended December 31, 2025, with its SHOP segment growing 25.2% and ISHC segment growing 18.4%.
- AHR is issuing full year 2026 guidance, projecting total portfolio Same-Store NOI growth of 7.0% to 11.0% and NFFO per diluted share of $1.99 to $2.05.
- During the year ended December 31, 2025, AHR purchased over $950 million of new investments within its ISHC and SHOP segments and improved its Net Debt-to-Annualized Adjusted EBITDA to 3.4x from 3.5x as of September 30, 2025.
- The company raised capital through its at-the-market (ATM) equity offering program and a forward follow-on common equity offering in November 2025, securing approximately $447.1 million in gross proceeds from the latter.
- American Healthcare REIT (AHR) completed over $950 million in new acquisitions across its operating portfolio year-to-date in 2025, with no further acquisitions expected by year-end.
- These acquisitions were concentrated in its operating portfolio, including approximately $370 million within its Integrated Senior Health Campuses (ISHC) segment and approximately $590 million within its Senior Housing Operating Properties (SHOP) segment.
- The ISHC segment expanded with a 14-property portfolio of long-term care assets containing over 1,400 beds and units, while the SHOP segment added over 1,700 units across 14 properties.
- The company expects these acquisitions to be accretive to growth in 2026 and beyond.
- American Healthcare REIT, Inc. (AHR) closed a public offering of 8,100,000 shares of common stock on November 24, 2025.
- On the same date, the underwriter fully exercised its option to purchase an additional 1,215,000 shares of common stock.
- An Additional Forward Sale Agreement was executed for these 1,215,000 shares, with an initial forward price of $47.75 per share.
- AHR intends to physically settle this agreement by May 20, 2027, and use the net proceeds for general corporate purposes, including potential future investments.
- American Healthcare REIT, Inc. (AHR) announced the pricing of an underwritten public offering of 8,100,000 shares of its common stock.
- The aggregate gross proceeds to the Company from the offering are expected to be approximately $388.8 million.
- The offering is anticipated to close on November 24, 2025.
- The Company expects to use the net proceeds from the settlement of the forward sale agreement for general corporate purposes, including potential future investments.
Quarterly earnings call transcripts for American Healthcare REIT.
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