American Homes 4 Rent (NYSE:AMH) Given Consensus Rating of “Hold” by Brokerages

American Homes 4 Rent (NYSE:AMH) has earned a consensus recommendation of “Hold” from the seventeen research firms that are covering the stock, Marketbeat reports. Nine research analysts have rated the stock with a hold recommendation and eight have issued a buy recommendation on the company. The average 1-year price target among brokers that have issued a report on the stock in the last year is $37.4375.

Several analysts have recently commented on AMH shares. Evercore lowered 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. Weiss Ratings reiterated a “hold (c)” rating on shares of American Homes 4 Rent in a report on Wednesday, January 21st. UBS Group dropped their price target on American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating for the company in a research report on Thursday, January 8th. Barclays cut their price target on American Homes 4 Rent from $34.00 to $33.00 and set an “equal weight” rating for the company in a report on Tuesday, January 13th. Finally, JPMorgan Chase & Co. decreased their price objective on 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.

Insider Buying and Selling 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 that occurred on Tuesday, December 9th. The shares were acquired at an average price of $22.96 per share, with a total value of $114,800.00. Following the completion of the purchase, the director owned 17,300 shares of the company’s stock, valued at approximately $397,208. This represents a 40.65% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 6.01% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Jones Financial Companies Lllp increased its stake in American Homes 4 Rent by 1,103.6% in the first quarter. Jones Financial Companies Lllp now owns 13,047 shares of the real estate investment trust’s stock valued at $493,000 after purchasing an additional 11,963 shares during the last quarter. Ethic Inc. purchased a new stake in American Homes 4 Rent in the 2nd quarter valued at about $770,000. Sumitomo Mitsui Trust Group Inc. increased its stake in shares of American Homes 4 Rent by 6.9% during the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,020,916 shares of the real estate investment trust’s stock valued at $72,894,000 after acquiring an additional 130,998 shares during the last quarter. AlphaQuest LLC acquired a new position in shares of American Homes 4 Rent during the 2nd quarter valued at about $33,000. Finally, Chilton Capital Management LLC lifted its holdings in shares of American Homes 4 Rent by 1.2% during the 2nd quarter. Chilton Capital Management LLC now owns 373,406 shares of the real estate investment trust’s stock worth $13,469,000 after acquiring an additional 4,309 shares during the period. Hedge funds and other institutional investors own 91.87% of the company’s stock.

American Homes 4 Rent Stock Down 4.3%

American Homes 4 Rent stock opened at $29.54 on Monday. American Homes 4 Rent has a fifty-two week low of $28.84 and a fifty-two week high of $39.49. The firm has a market capitalization of $10.96 billion, a price-to-earnings ratio of 25.04, a price-to-earnings-growth ratio of 2.83 and a beta of 0.80. The stock’s fifty day moving average is $31.49 and its two-hundred day moving average is $32.50. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.41 and a current ratio of 0.63.

American Homes 4 Rent (NYSE:AMH) last released its quarterly earnings data on Thursday, February 19th. The real estate investment trust reported $0.33 EPS for the quarter, missing the consensus estimate 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 return on equity of 5.93% and a net margin of 24.48%.American Homes 4 Rent’s quarterly revenue was up 4.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.45 earnings per share. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Analysts predict that American Homes 4 Rent will post 1.85 EPS for the current fiscal year.

American Homes 4 Rent Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be paid a dividend of $0.33 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $1.32 annualized dividend and a dividend 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 101.69%.

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

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.