Aew Capital Management L P Increases Position in American Homes 4 Rent $AMH

Aew Capital Management L P grew its holdings in American Homes 4 Rent (NYSE:AMH) by 56.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,064,622 shares of the real estate investment trust’s stock after purchasing an additional 741,388 shares during the quarter. American Homes 4 Rent comprises approximately 3.8% of Aew Capital Management L P’s portfolio, making the stock its 13th largest holding. Aew Capital Management L P owned approximately 0.56% of American Homes 4 Rent worth $68,649,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Wilmington Savings Fund Society FSB increased its holdings in shares of American Homes 4 Rent by 10,728.6% in the third quarter. Wilmington Savings Fund Society FSB now owns 758 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 751 shares during the last quarter. Hantz Financial Services Inc. boosted its stake in American Homes 4 Rent by 922.2% during the second quarter. Hantz Financial Services Inc. now owns 828 shares of the real estate investment trust’s stock worth $30,000 after buying an additional 747 shares during the last quarter. AlphaQuest LLC purchased a new stake in American Homes 4 Rent in the 2nd quarter valued at $33,000. SJS Investment Consulting Inc. purchased a new stake in American Homes 4 Rent in the 3rd quarter valued at $43,000. Finally, Rakuten Investment Management Inc. acquired a new stake in shares of American Homes 4 Rent in the 3rd quarter worth $47,000. 91.87% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on AMH shares. Wall Street Zen cut shares of American Homes 4 Rent from a “hold” rating to a “sell” rating in a research report on Sunday, January 18th. UBS Group reduced their target price on shares of American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating on the stock in a research note on Thursday, January 8th. Evercore dropped their price target on shares of American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating for the company in a research note on Friday, October 31st. Mizuho restated a “neutral” rating and set a $32.00 price target (down from $33.00) on shares of American Homes 4 Rent in a report on Thursday, January 8th. Finally, Scotiabank reduced their price target on shares of American Homes 4 Rent from $35.00 to $33.00 and set a “sector perform” rating on the stock in a research report on Wednesday, January 14th. Eight investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $36.81.

Insider Transactions at American Homes 4 Rent

In other American Homes 4 Rent news, Director Jack E. Corrigan purchased 5,000 shares of American Homes 4 Rent stock in a transaction dated 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 transaction, the director owned 17,300 shares of the company’s stock, valued at $397,208. This trade represents a 40.65% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 6.01% of the stock is owned by company insiders.

American Homes 4 Rent Price Performance

American Homes 4 Rent stock opened at $29.82 on Wednesday. The company’s 50 day simple moving average is $31.42 and its 200-day simple moving average is $32.43. 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 has a 1 year low of $28.84 and a 1 year high of $39.49. The company has a market capitalization of $11.06 billion, a price-to-earnings ratio of 25.27, a price-to-earnings-growth ratio of 2.83 and a beta of 0.80.

American Homes 4 Rent (NYSE:AMH) last posted its earnings results on Thursday, February 19th. The real estate investment trust reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.47 by ($0.14). American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.93%. The company had revenue of $402.93 million during the quarter, compared to analyst estimates of $459.24 million. During the same quarter last year, the business posted $0.45 EPS. The firm’s revenue for the quarter was up 4.2% on a year-over-year basis. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. As a group, equities research analysts expect that American Homes 4 Rent will post 1.85 earnings per share for the current year.

American Homes 4 Rent Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be given a $0.33 dividend. The ex-dividend date of this dividend is Friday, March 13th. This represents a $1.32 annualized dividend and a yield of 4.4%. 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 presently 101.69%.

Key American Homes 4 Rent News

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

• Positive Sentiment: 2025 operating results showed core FFO growth of 5.4% and $439M in net income, a sign of underlying cash-flow resiliency for the REIT that supports dividend coverage and valuation. American Homes 4 Rent (AMH) Reports 2025 Core FFO Growth of 5.4% and $439M Net Income
• Positive Sentiment: Major brokers trimmed price targets but maintained constructive ratings (RBC cut PT to $35, Citizens JMP to $37) — signaling continued analyst confidence in AMH’s growth runway even after modest downgrades. RBC price target cut coverage Citizens JMP coverage
• Neutral Sentiment: Post-earnings call takeaways emphasize that AMH is “balancing growth with headwinds” — management highlighted progress but noted operational and market pressures that could temper near-term growth. American Homes 4 Rent Balances Growth With Headwinds
• Neutral Sentiment: Consensus brokerage view is roughly in the middle — AMH received an average “Hold” recommendation, indicating mixed sentiment across analysts. American Homes 4 Rent Receives Average Recommendation of “Hold”
• Negative Sentiment: Coverage is shifting toward regulatory risk: recent commentary flags rising regulatory questions for the single‑family rental sector, which could increase compliance costs or constrain business models and put downward pressure on multiples. How The Narrative On American Homes 4 Rent (AMH) Is Shifting With Rising Regulatory Questions

American Homes 4 Rent 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.