Aberdeen Group plc Grows Holdings in American Homes 4 Rent $AMH

Aberdeen Group plc raised its position in American Homes 4 Rent (NYSE:AMH) by 26.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 158,277 shares of the real estate investment trust’s stock after buying an additional 32,675 shares during the period. Aberdeen Group plc’s holdings in American Homes 4 Rent were worth $5,139,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently modified their holdings of AMH. AE Wealth Management LLC increased its position in shares of American Homes 4 Rent by 7.3% during the third quarter. AE Wealth Management LLC now owns 6,149 shares of the real estate investment trust’s stock valued at $204,000 after acquiring an additional 418 shares during the last quarter. Assetmark Inc. boosted its position in American Homes 4 Rent by 21.6% in the third quarter. Assetmark Inc. now owns 2,360 shares of the real estate investment trust’s stock worth $78,000 after purchasing an additional 420 shares during the last quarter. Thrivent Financial for Lutherans grew its stake in American Homes 4 Rent by 0.6% in the 2nd quarter. Thrivent Financial for Lutherans now owns 74,825 shares of the real estate investment trust’s stock valued at $2,699,000 after purchasing an additional 447 shares during the period. State of Michigan Retirement System increased its position in shares of American Homes 4 Rent by 0.7% during the 2nd quarter. State of Michigan Retirement System now owns 76,400 shares of the real estate investment trust’s stock valued at $2,756,000 after purchasing an additional 500 shares during the last quarter. Finally, Cetera Investment Advisers increased its position in shares of American Homes 4 Rent by 3.3% during the 2nd quarter. Cetera Investment Advisers now owns 16,819 shares of the real estate investment trust’s stock valued at $607,000 after purchasing an additional 537 shares during the last quarter. Institutional investors own 91.87% of the company’s stock.

Trending Headlines about American Homes 4 Rent

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

• Positive Sentiment: Management raised FY2026 GAAP EPS guidance to $1.890–$1.950, well above recent street consensus, signaling stronger expected earnings power for the year and room for upward revisions. AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
• Positive Sentiment: The company announced a 10% increase in its quarterly distribution, which supports income-oriented investors and underscores management confidence in cash flow. AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
• Positive Sentiment: Operating revenue from rents and single-family property revenues rose ~4.2% year-over-year (rents reported at $455.0M), showing continued top-line rent growth in the portfolio. AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
• Neutral Sentiment: Funds from operations (FFO) came in at $0.47, in line with consensus and up from $0.45 a year ago — a sign of stable REIT operating performance but not a catalyst on its own. American Homes 4 Rent (AMH) Matches Q4 FFO Estimates
• Neutral Sentiment: Management commentary and detail are available in the Q4 earnings call transcript for investors wanting nuance on occupancy, leasing trends, capex and development pipeline. American Homes 4 Rent (AMH) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Reported EPS of $0.33 and revenue of $402.93M missed analyst estimates (EPS consensus ≈ $0.47; revenue ≈ $459M), which is the primary reason traders sold the stock despite strong forward guidance. AMH Q4 Earnings / Press Release
• Negative Sentiment: Revenue and EPS misses raise questions about near-term execution (leasing cadence, move-in timing, one-time items) that investors will want clarified; expect analysts to reconcile the beaty FY guidance with the weak quarter in upcoming revisions. How Key Metrics Compare to Wall Street Estimates

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. The Goldman Sachs Group set a $37.00 price target on shares of American Homes 4 Rent in a report on Monday, December 15th. JPMorgan Chase & Co. dropped their target price on shares of American Homes 4 Rent from $38.00 to $37.00 and set a “neutral” rating on the stock in a research note on Monday, January 12th. Keefe, Bruyette & Woods raised 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. Barclays decreased their price target on shares of American Homes 4 Rent from $34.00 to $33.00 and set an “equal weight” rating for the company in a research note on Tuesday, January 13th. Finally, Wells Fargo & Company dropped their price objective on American Homes 4 Rent from $38.00 to $37.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 25th. Eight investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, American Homes 4 Rent presently has a consensus rating of “Hold” and an average price target of $37.44.

Insider Buying and Selling

In related news, Director Jack E. Corrigan bought 5,000 shares of American Homes 4 Rent stock in a transaction on Tuesday, December 9th. The stock was acquired at an average price of $22.96 per share, with a total value of $114,800.00. Following the acquisition, the director directly owned 17,300 shares of the company’s stock, valued at $397,208. This represents a 40.65% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 6.32% of the stock is currently owned by corporate insiders.

American Homes 4 Rent Stock Performance

Shares of AMH stock opened at $29.54 on Friday. The firm’s 50 day moving average is $31.49 and its 200 day moving average is $32.54. The stock has a market capitalization of $10.96 billion, a P/E ratio of 25.04, a PEG ratio of 2.95 and a beta of 0.80. American Homes 4 Rent has a 12 month low of $28.84 and a 12 month 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.

American Homes 4 Rent (NYSE:AMH) last released its quarterly earnings data on Thursday, February 19th. The real estate investment trust reported $0.33 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.14). The business had revenue of $402.93 million during the quarter, compared to analysts’ expectations of $459.24 million. American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.91%. The firm’s quarterly revenue was up 4.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.45 earnings per share. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. On average, sell-side analysts anticipate that American Homes 4 Rent will post 1.85 earnings per share for the current year.

American Homes 4 Rent Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be paid a $0.33 dividend. The ex-dividend date is Friday, March 13th. This represents a $1.32 annualized dividend and a yield of 4.5%. This is an increase from American Homes 4 Rent’s previous quarterly dividend of $0.30. American Homes 4 Rent’s dividend payout ratio is 111.86%.

About American Homes 4 Rent

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.