Insider Trading March 27, 2026

AHR Executive Registers Sales, Converts RSUs as Company Posts Q4 Beat and Launches $1.75B ATM Program

Mark E. Foster completed planned share sales and conversions on March 25, 2026, while American Healthcare REIT reported better-than-expected Q4 results and opened an at-the-market equity facility.

By Leila Farooq AHR
AHR Executive Registers Sales, Converts RSUs as Company Posts Q4 Beat and Launches $1.75B ATM Program
AHR

American Healthcare REIT executive Mark E. Foster carried out share sales and conversions on March 25, 2026 under a previously adopted Rule 10b5-1 plan and tax-covering actions, while the company reported fourth-quarter 2025 results that surpassed analyst expectations and put in place an at-the-market equity offering allowing for up to $1.75 billion of common stock sales. Several brokerages adjusted their price targets following the results.

Key Points

  • Executive-level trading: Mark E. Foster sold 2,000 shares at $48.55 under a Rule 10b5-1 plan and sold 5,652 shares at $48.25 to cover taxes, while receiving 11,108 shares from RSU conversion and being granted 6,510 RSUs.
  • Quarterly performance: American Healthcare REIT reported Q4 2025 EPS of $0.06 and revenue of $604.08 million, surpassing analysts' expectations.
  • Capital flexibility: The company established an at-the-market equity offering sales agreement enabling sales of up to $1.75 billion of common stock, with major firms including BofA Securities and Morgan Stanley & Co. named as agents and forward purchasers.

Mark E. Foster, who serves as Executive Vice President, General Counsel and Secretary of American Healthcare REIT, Inc. (NASDAQ:AHR), completed multiple transactions in the company's common stock on March 25, 2026.

Under a Rule 10b5-1 trading plan that Foster adopted on December 19, 2025, he sold 2,000 shares of AHR common stock at $48.55 per share. The transaction produced proceeds of $97,100.

Also on March 25, Foster disposed of 5,652 shares at $48.25 per share to satisfy tax obligations tied to equity compensation, resulting in gross proceeds of $272,709. In conjunction with these moves, Foster received shares from equity awards: 11,108 shares were issued to him upon the conversion of restricted stock units, and he was granted an additional 6,510 restricted stock units, each of which is convertible into one share of American Healthcare REIT common stock.


Separately, the company released its fourth quarter 2025 financial results, reporting earnings per share of $0.06 and revenue of $604.08 million, figures the company said exceeded analysts' expectations. Alongside the quarterly report, American Healthcare REIT announced an at-the-market equity offering sales agreement that permits the sale of up to $1.75 billion of common stock.

The at-the-market agreement names several financial institutions as agents and forward purchasers, including BofA Securities and Morgan Stanley & Co., among others. The arrangement provides the company with the flexibility to sell shares into the market over time, subject to market conditions and the terms of the agreement.

Analyst reaction to the quarter and corporate actions included several target adjustments. Truist Securities raised its price target to $57.00 while maintaining a Buy rating. Scotiabank increased its target to $59, citing strong performance in specified segments of the business. Citizens reiterated a Market Outperform rating with a $60.00 price target and observed that the company's funds from operations per share aligned with expectations.

Taken together, the executive-level stock movements, the conversion and issuance of restricted stock units, the stronger-than-expected fourth-quarter results and the new at-the-market equity facility mark a notable period of activity for American Healthcare REIT.

Readers should note the reported transactions, corporate results and financing capacity presented in this article reflect the information released by the company and the broker notes cited above.

Risks

  • Potential share dilution stemming from the at-the-market equity facility, which permits issuance of up to $1.75 billion of common stock, could affect existing shareholders' ownership stakes and market perception of the stock.
  • Insider sales, including the transactions executed by Mark E. Foster under a Rule 10b5-1 plan and to satisfy tax obligations, may be viewed unfavorably by some investors even though they are disclosed and tied to compensation matters.
  • Analyst outlooks remain varied despite the quarter beat; different price target revisions from Truist Securities, Scotiabank and Citizens reflect ongoing uncertainty in how the market will value the company's recent performance and strategic moves.

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