American Homes 4 Rent (NYSE:AMH) Earns “Market Perform” Rating from Raymond James Financial

American Homes 4 Rent (NYSE:AMH)‘s stock had its “market perform” rating reaffirmed by research analysts at Raymond James Financial in a note issued to investors on Friday, MarketBeat.com reports.

Several other brokerages also recently issued reports on AMH. Evercore reduced their price objective on shares of American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating on the stock in a research note on Friday, October 31st. The Goldman Sachs Group set a $37.00 price target on American Homes 4 Rent in a research note on Monday, December 15th. Wall Street Zen downgraded 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 American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating on the stock in a research report on Thursday, January 8th. Finally, JPMorgan Chase & Co. decreased their price target 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. Seven equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $36.69.

American Homes 4 Rent Stock Down 1.1%

Shares of NYSE:AMH opened at $30.01 on Friday. The company has a quick ratio of 0.41, a current ratio of 0.63 and a debt-to-equity ratio of 0.66. American Homes 4 Rent has a 52-week low of $28.84 and a 52-week high of $39.49. The stock’s fifty day simple moving average is $31.33 and its 200-day simple moving average is $32.36. The company has a market capitalization of $10.92 billion, a P/E ratio of 25.43, a P/E/G ratio of 4.28 and a beta of 0.80.

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

Insider Transactions at American Homes 4 Rent

In other American Homes 4 Rent news, Director David Goldberg bought 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was purchased at an average price of $29.17 per share, with a total value of $58,340.00. Following the transaction, the director owned 34,723 shares in the company, valued at $1,012,869.91. This trade represents a 6.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Douglas N. Benham purchased 1,571 shares of American Homes 4 Rent stock in a transaction on Wednesday, February 25th. The shares were acquired at an average cost of $24.00 per share, for a total transaction of $37,704.00. Following the completion of the transaction, the director owned 43,517 shares of the company’s stock, valued at $1,044,408. This represents a 3.75% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders bought 8,571 shares of company stock worth $210,844. 6.32% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On American Homes 4 Rent

A number of institutional investors and hedge funds have recently bought and sold shares of AMH. Commonwealth Equity Services LLC boosted its stake in American Homes 4 Rent by 3.1% during the 4th quarter. Commonwealth Equity Services LLC now owns 10,797 shares of the real estate investment trust’s stock valued at $347,000 after acquiring an additional 321 shares during the last quarter. AE Wealth Management LLC lifted 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 worth $204,000 after purchasing an additional 418 shares during the last quarter. Assetmark Inc. grew its stake 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 in the last quarter. IFP Advisors Inc grew its stake in American Homes 4 Rent by 122.2% in the fourth quarter. IFP Advisors Inc now owns 802 shares of the real estate investment trust’s stock worth $26,000 after purchasing an additional 441 shares in the last quarter. Finally, Parallel Advisors LLC increased its holdings in American Homes 4 Rent by 84.8% in the third quarter. Parallel Advisors LLC now owns 963 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 442 shares during the last quarter. Hedge funds and other institutional investors own 91.87% of the company’s stock.

Key Stories Impacting American Homes 4 Rent

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

• Positive Sentiment: Two company directors bought stock (David Goldberg: 2,000 shares at $29.17; Douglas Benham: 1,571 shares at $24.00). Insider purchases can signal management confidence and helped limit downside. Insider Filing – Goldberg Insider Filing – Benham
• Positive Sentiment: The company recently raised its quarterly dividend to $0.33 (annualized $1.32), increasing yield and supporting income-focused holders. This raises cash return but note the payout ratio is elevated. MarketBeat AMH Profile
• Neutral Sentiment: AMH management will speak at the 2026 Citi Global Property CEO Conference (March 3). Investor access and messaging could help sentiment if management provides reassuring updates. PR Newswire
• Neutral Sentiment: Raymond James reaffirmed a “market perform” rating, signaling no near-term upside from that shop but also not adding immediate selling pressure. Benzinga note
• Negative Sentiment: Keefe, Bruyette & Woods cut its price target to $35.00, reducing upside expectations and contributing to weaker analyst sentiment. American Banking News
• Negative Sentiment: AMH recently hit a one-year low after analyst downgrades and negative notes from some research providers — a sign pressure from the sell-side is weighing on the stock. American Banking News – 1-Year Low
• Negative Sentiment: Last reported quarter (Feb. 19) showed EPS and revenue misses versus consensus and guidance that implies modest growth; these operational misses remain the principal fundamental headwind. MarketBeat – Earnings Summary

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.