AMH Announces Distributions

American Healthcare REIT completed $572 million in acquisitions of Kensington Senior Living properties. The company's shares have seen a 5-day increase of 2.41% and a year-to-date gain of 0.62%.

American Homes 4 Rent (AMH) reported Q2 2026 Core FFO of $0.49 per share, up 5.2%, on revenue of $470.1 million, up 2.8%. The company raised full-year 2026 Core FFO guidance midpoint to $1.95. Same-home occupancy was 96.0%, and it repurchased 4.1 million shares for $123 million.

First Phosphate Corp. (PHOS) may face reduced equity dilution after Noble Capital Markets noted potential lower funding needs for its Bégin-Lamarche project, supported by Swiss Export Risk Insurance (SERV) and other financing. SERV could provide up to US$212.5 million, reducing the equity requirement to about US$82.5 million. Noble maintains an Outperform rating and $25.50 price target.

Aon raised $13.75 billion in senior notes, guaranteed by its subsidiaries, with maturities from 2029 to 2056 and coupons ranging from 5.350% to 6.450%. The funds, approximately $13.4 billion after expenses, will support the USI Advantage Corp. acquisition and general corporate purposes. The notes include redemption protections tied to the deal's completion.

Burford Capital (BUR) priced $300M of 8% senior secured notes due 2029 to refinance $400M of 6.25% unsecured notes due 2028. The move aims to reduce debt and extend maturity, but increases borrowing costs and pledges collateral. Success depends on future cash collections and investment performance.

Agree Realty Corp (NYSE: ADC) announced a $400M bond offering at 5.650% coupon, maturing in 2036. Shares rose 0.03% to $68.16. ADC offers a 4.64% dividend yield but has a high payout ratio of 1.65. GuruFocus values ADC 14.1% undervalued with a GF Score of 87/100. Insiders and gurus show confidence with recent purchases.