Overview

* American Healthcare REIT ( AHR ) Q3 net income at $55.9 mln, reflecting strong financial performance

* Company's Same-Store NOI grows 16.4% yr/yr, driven by ISHC and SHOP segments

* Increased full-year 2025 guidance for Same-Store NOI and NFFO per share

Outlook

* Company increases full-year 2025 Same-Store NOI growth guidance to 13.0%-15.0%

* Company raises full-year 2025 NFFO guidance to $1.69-$1.72 per share

Result Drivers

* SAME-STORE NOI GROWTH - Driven by strong performance in SHOP and ISHC segments, with 25.3% and 21.7% growth respectively

* ACQUISITION ACTIVITY - Closed approximately $210.8 mln in acquisitions during Q3, contributing to growth

* REVENUE AND EXPENSE MANAGEMENT - Disciplined revenue management and proactive expense management led to occupancy gains and RevPOR growth

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Net $56.64

Income mln

Q3 $35.55

Pretax mln

Profit

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the specialized reits peer group is "buy"

* Wall Street's median 12-month price target for American Healthcare REIT Inc ( AHR ) is $47.00, about 0.2% below its November 5 closing price of $47.09

* The stock recently traded at 67 times the next 12-month earnings vs. a P/E of 72 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)