American Homes 4 Rent’s (AMH) “Market Perform” Rating Reaffirmed at BMO Capital Markets

BMO Capital Markets reiterated their market perform rating on shares of American Homes 4 Rent (NYSE:AMH) in a research note released on Friday, MarketBeat Ratings reports. They currently have a $37.00 price objective on the real estate investment trust’s stock.

A number of other equities research analysts also recently issued reports on AMH. Evercore ISI cut their target price on shares of American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating for the company in a research report on Friday, October 31st. Mizuho reaffirmed a “neutral” rating and issued a $32.00 price target (down from $33.00) on shares of American Homes 4 Rent in a research note on Thursday. Morgan Stanley cut their price objective on 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. Wolfe Research upgraded 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 research note on Thursday, October 2nd. Finally, UBS Group dropped their target price on American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating on the stock in a research report on Thursday. Eight research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $37.63.

American Homes 4 Rent Stock Down 1.9%

Shares of American Homes 4 Rent stock opened at $31.02 on Friday. American Homes 4 Rent has a 1 year low of $28.84 and a 1 year high of $39.49. The company has a market cap of $11.51 billion, a P/E ratio of 26.29, a P/E/G ratio of 2.82 and a beta of 0.79. 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 moving average price of $31.69 and a 200 day moving average price of $33.48.

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

American Homes 4 Rent Dividend Announcement

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

Insider Activity

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

Hedge Funds Weigh In On American Homes 4 Rent

Several hedge funds and other institutional investors have recently added to or reduced their stakes in AMH. Sequoia Financial Advisors LLC bought a new stake in American Homes 4 Rent during the second quarter valued at about $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 worth $2,936,000 after purchasing an additional 36,323 shares during the last quarter. Pacer Advisors Inc. boosted its stake in American Homes 4 Rent by 608,877.8% during the 3rd quarter. Pacer Advisors Inc. now owns 54,808 shares of the real estate investment trust’s stock valued at $1,822,000 after purchasing an additional 54,799 shares during the period. AXA S.A. boosted its stake in American Homes 4 Rent by 13.6% during the 2nd quarter. AXA S.A. now owns 600,387 shares of the real estate investment trust’s stock valued at $21,656,000 after purchasing an additional 72,040 shares during the period. Finally, Capital Investment Advisors LLC acquired a new stake in American Homes 4 Rent in the 3rd quarter valued at approximately $9,217,000. Institutional investors and hedge funds 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.