American Homes 4 Rent (NYSE:AMH) Cut to Neutral at Mizuho

Mizuho cut shares of American Homes 4 Rent (NYSE:AMH) from an outperform rating to a neutral rating in a report issued on Wednesday, MarketBeat.com reports. They currently have $32.00 price target on the real estate investment trust’s stock, down from their prior price target of $33.00.

AMH has been the subject of a number of other research reports. Wells Fargo & Company dropped 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 note on Tuesday, November 25th. Wolfe Research raised shares of American Homes 4 Rent from a “peer perform” rating to an “outperform” rating and set a $38.00 target price on the stock in a report on Thursday, October 2nd. Keefe, Bruyette & Woods upgraded shares of American Homes 4 Rent from a “market perform” rating to an “outperform” rating and set a $37.00 target price for the company in a research report on Monday, December 15th. Morgan Stanley cut their price target on shares of American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating for the company in a report on Thursday, November 13th. Finally, Evercore ISI reduced their price target on shares of American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating on the stock in a research report on Friday, October 31st. Eight equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $37.63.

American Homes 4 Rent Trading Down 1.9%

Shares of AMH stock opened at $31.02 on Wednesday. The stock has a market cap of $11.51 billion, a P/E ratio of 26.29, a price-to-earnings-growth ratio of 2.82 and a beta of 0.79. American Homes 4 Rent has a 1 year low of $28.84 and a 1 year high of $39.49. The company has a current ratio of 0.41, a quick ratio of 0.41 and a debt-to-equity ratio of 0.62. The stock has a 50 day simple moving average of $31.69 and a 200 day simple moving average of $33.48.

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

American Homes 4 Rent Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 15th were given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 3.9%. The ex-dividend date was Monday, December 15th. American Homes 4 Rent’s dividend payout ratio is currently 101.69%.

Insider Activity at American Homes 4 Rent

In related news, Director Douglas N. Benham bought 1,000 shares of the business’s stock in a transaction on Wednesday, November 19th. The shares were purchased at an average price of $31.65 per share, for a total transaction 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. This represents a 14.30% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, Director Jack E. Corrigan bought 5,000 shares of the firm’s stock in a transaction on Tuesday, December 9th. The shares were bought at an average cost of $22.96 per share, for a total transaction of $114,800.00. Following the purchase, the director owned 17,300 shares of the company’s stock, valued at approximately $397,208. The trade was a 40.65% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 6.32% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On American Homes 4 Rent

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Sequoia Financial Advisors LLC acquired a new stake in shares of American Homes 4 Rent during the 2nd quarter worth approximately $311,000. Tectonic Advisors LLC lifted its position in shares of American Homes 4 Rent by 69.9% during the 3rd quarter. Tectonic Advisors LLC now owns 88,306 shares of the real estate investment trust’s stock valued at $2,936,000 after acquiring an additional 36,323 shares during the period. Pacer Advisors Inc. boosted its stake in American Homes 4 Rent by 608,877.8% during the third quarter. Pacer Advisors Inc. now owns 54,808 shares of the real estate investment trust’s stock worth $1,822,000 after acquiring an additional 54,799 shares in the last quarter. Metis Global Partners LLC grew its holdings in American Homes 4 Rent by 23.0% in the second quarter. Metis Global Partners LLC now owns 56,659 shares of the real estate investment trust’s stock worth $2,044,000 after purchasing an additional 10,606 shares during the period. Finally, AXA S.A. grew its holdings in American Homes 4 Rent by 13.6% in the second quarter. AXA S.A. now owns 600,387 shares of the real estate investment trust’s stock worth $21,656,000 after purchasing an additional 72,040 shares during the period. Institutional investors own 91.87% of the company’s stock.

Key American Homes 4 Rent News

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

• Positive Sentiment: BMO Capital Markets reaffirmed a “market perform” rating and set a $37 price target, signaling a sizable upside view from that shop which may limit further downside. BMO reaffirms Market Perform, $37 PT
• Neutral Sentiment: Mizuho reconfirmed a “neutral” rating with a $32 target in a separate note (a reiteration that keeps expectations muted). Mizuho reaffirms neutral, $32 PT
• Negative Sentiment: Mizuho also lowered its stance from “outperform” to “neutral” in another update, reflecting increased caution and reducing analyst conviction. Mizuho downgrade to neutral
• Negative Sentiment: UBS cut its price target from $38 to $33 and kept a “neutral” rating, narrowing upside and signaling more conservative fair‑value assumptions. UBS lowers PT to $33
• Negative Sentiment: Policy headlines: President Trump floated banning large institutional investors from buying single‑family homes, and coverage suggests the proposal triggered a sectorwide sell‑off and raised AMH’s perceived regulatory risk; analysts and markets are now repricing that risk even though some argue REITs could be exempt. Wall Street Isn’t The Housing Problem How Trump’s Proposed Institutional Home Buying Ban Could Impact AMH

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.