American Homes 4 Rent (NYSE:AMH) Receives “Neutral” Rating from Mizuho

Mizuho restated their neutral rating on shares of American Homes 4 Rent (NYSE:AMH) in a report released on Thursday morning, MarketBeat Ratings reports. They currently have a $32.00 target price on the real estate investment trust’s stock, down from their prior target price of $33.00.

Other research analysts have also issued reports about the stock. The Goldman Sachs Group set a $37.00 price target on shares of American Homes 4 Rent in a research report on Monday, December 15th. Morgan Stanley dropped their target price on shares of American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating on the stock in a research report on Thursday, November 13th. Evercore ISI cut their target price on American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating on the stock in a research note on Friday, October 31st. Wells Fargo & Company decreased their price target on American Homes 4 Rent from $38.00 to $37.00 and set an “overweight” rating for the company in a research report on Tuesday, November 25th. Finally, Wolfe Research upgraded American Homes 4 Rent from a “peer perform” rating to an “outperform” rating and set a $38.00 price target on the stock in a report on Thursday, October 2nd. Eight investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, American Homes 4 Rent has a consensus rating of “Moderate Buy” and an average target price of $37.67.

American Homes 4 Rent Stock Up 2.2%

AMH stock opened at $31.69 on Thursday. The firm has a market capitalization of $11.76 billion, a PE ratio of 26.85, a P/E/G ratio of 2.77 and a beta of 0.79. The company has a quick ratio of 0.41, a current ratio of 0.41 and a debt-to-equity ratio of 0.62. American Homes 4 Rent has a twelve month low of $28.84 and a twelve month high of $39.49. The stock’s 50 day moving average is $31.70 and its 200-day moving average is $33.52.

American Homes 4 Rent (NYSE:AMH) last announced its quarterly earnings results on Wednesday, October 29th. The real estate investment trust reported $0.47 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.46 by $0.01. American Homes 4 Rent had a return on equity of 5.90% and a net margin of 24.70%.The business had revenue of $478.46 million during the quarter, compared to the consensus estimate of $475.75 million. During the same quarter in the prior year, the company posted $0.44 earnings per share. American Homes 4 Rent’s revenue was up 7.5% compared to the same quarter last year. American Homes 4 Rent has set its FY 2025 guidance at 1.860-1.88 EPS. Sell-side analysts expect that American Homes 4 Rent will post 1.85 EPS for the current fiscal year.

American Homes 4 Rent Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 15th were issued a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a dividend yield of 3.8%. The ex-dividend date of this dividend was Monday, December 15th. American Homes 4 Rent’s payout ratio is 101.69%.

Insider Activity at American Homes 4 Rent

In other news, Director Jack E. Corrigan acquired 5,000 shares of American Homes 4 Rent stock in a transaction on Tuesday, December 9th. The stock was acquired at an average cost of $22.96 per share, with a total value of $114,800.00. Following the completion of the acquisition, the director owned 17,300 shares in the company, valued at approximately $397,208. This trade represents a 40.65% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Douglas N. Benham bought 1,000 shares of the firm’s stock in a transaction on Wednesday, November 19th. The stock was purchased at an average cost of $31.65 per share, with a total value of $31,650.00. Following the completion of the transaction, the director directly owned 7,991 shares of the company’s stock, valued at approximately $252,915.15. The trade was a 14.30% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 6.32% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On American Homes 4 Rent

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in AMH. Norges Bank bought a new position in American Homes 4 Rent during the second quarter worth about $796,706,000. Lasalle Investment Management Securities LLC lifted its stake in shares of American Homes 4 Rent by 76.1% during the 3rd quarter. Lasalle Investment Management Securities LLC now owns 2,888,809 shares of the real estate investment trust’s stock valued at $96,053,000 after buying an additional 1,248,131 shares in the last quarter. Cbre Investment Management Listed Real Assets LLC boosted its holdings in American Homes 4 Rent by 102.9% in the 3rd quarter. Cbre Investment Management Listed Real Assets LLC now owns 2,372,586 shares of the real estate investment trust’s stock worth $78,888,000 after buying an additional 1,203,093 shares during the period. Centersquare Investment Management LLC grew its stake in American Homes 4 Rent by 25.9% in the 3rd quarter. Centersquare Investment Management LLC now owns 5,271,280 shares of the real estate investment trust’s stock valued at $175,270,000 after buying an additional 1,082,972 shares in the last quarter. Finally, First Trust Advisors LP raised its holdings in American Homes 4 Rent by 2,035.9% during the 2nd quarter. First Trust Advisors LP now owns 1,129,609 shares of the real estate investment trust’s stock valued at $40,745,000 after acquiring an additional 1,076,722 shares during the period. 91.87% of the stock is currently owned by institutional investors.

American Homes 4 Rent News Roundup

Here are the key news stories impacting American Homes 4 Rent this week:

• Positive Sentiment: Intraday strength and heavy trading — AMH is trading up on higher-than-average volume, which can reflect fresh buying interest and short-covering even as guidance and valuation remain under scrutiny. AMH Share Price
• Neutral Sentiment: Analyst price-target moves with neutral ratings — UBS cut its target from $38 to $33 and kept a “neutral” rating (still modest upside vs. current levels), and Mizuho reaffirmed “neutral” while trimming its target to $32. These actions reduce upside expectations but stop short of bearish ratings. Benzinga: UBS Benzinga: Mizuho
• Neutral Sentiment: Temporary LULD trading halt — an intra-day Limit Up/Limit Down pause occurred, a technical trading interruption that can increase volatility when resumed but has no direct fundamental implication. (Intra-day market data)
• Negative Sentiment: Policy risk from President Trump’s plan to block large institutional investors from buying single‑family homes — multiple reports and analyses say such a move would directly raise regulatory and business-model risk for single-family rental REITs like AMH, potentially reducing acquisition pipelines, growth prospects, and valuation multiples. This is the primary negative catalyst driving investor concern. Seeking Alpha: Trump’s Plan Increases AMH Risk Business Insider: Trump Ban

American Homes 4 Rent Company Profile

American Homes 4 Rent (NYSE: AMH) is a publicly traded real estate investment trust (REIT) specializing in the acquisition, development and management of single-family rental homes. Since its initial public offering in April 2013, the company has focused on building a large-scale, professionally managed portfolio of homes designed to meet the needs of today’s renters. Its business model emphasizes the acquisition of well-located properties coupled with consistent, in-house property management to drive occupancy and long-term value.

As of the most recent reporting, American Homes 4 Rent owns and operates tens of thousands of homes across the United States, with concentration in key Sun Belt and high-growth markets.