Citigroup Inc. Acquires 31,009 Shares of American Homes 4 Rent $AMH

Citigroup Inc. lifted its holdings in shares of American Homes 4 Rent (NYSE:AMH) by 9.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 370,589 shares of the real estate investment trust’s stock after purchasing an additional 31,009 shares during the quarter. Citigroup Inc. owned 0.10% of American Homes 4 Rent worth $12,322,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Wilmington Savings Fund Society FSB raised its holdings in American Homes 4 Rent by 10,728.6% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 758 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 751 shares in the last quarter. Hantz Financial Services Inc. increased its position in shares of American Homes 4 Rent by 922.2% in the second quarter. Hantz Financial Services Inc. now owns 828 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 747 shares during the period. AlphaQuest LLC acquired a new position in American Homes 4 Rent in the second quarter valued at about $33,000. SJS Investment Consulting Inc. acquired a new position in shares of American Homes 4 Rent in the 3rd quarter valued at approximately $43,000. Finally, Rakuten Investment Management Inc. bought a new stake in American Homes 4 Rent during the third quarter worth $47,000. Institutional investors and hedge funds own 91.87% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. Raymond James Financial reissued a “market perform” rating on shares of American Homes 4 Rent in a research note on Friday. JPMorgan Chase & Co. lowered their target price on American Homes 4 Rent from $38.00 to $37.00 and set a “neutral” rating for the company in a research report on Monday, January 12th. Scotiabank cut their target price on American Homes 4 Rent from $35.00 to $33.00 and set a “sector perform” rating on the stock in a report on Wednesday, January 14th. Barclays decreased 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 research note on Tuesday, January 13th. Finally, Wells Fargo & Company cut 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. Seven equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $36.69.

Insider Activity

In related news, Director David Goldberg acquired 2,000 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were purchased at an average price of $29.17 per share, for a total transaction of $58,340.00. Following the completion of the acquisition, the director owned 34,723 shares of the company’s stock, valued at approximately $1,012,869.91. This trade represents a 6.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jack E. Corrigan bought 5,000 shares of American Homes 4 Rent stock in a transaction dated Tuesday, December 9th. The stock was purchased 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 in the company, valued at $397,208. This trade represents a 40.65% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders purchased 8,571 shares of company stock worth $210,844 in the last quarter. 6.32% of the stock is owned by corporate insiders.

American Homes 4 Rent News Roundup

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

American Homes 4 Rent Stock Performance

Shares of American Homes 4 Rent stock opened at $30.01 on Friday. The business has a 50-day moving average price of $31.33 and a two-hundred day moving average price of $32.36. American Homes 4 Rent has a 1-year low of $28.84 and a 1-year high of $39.49. The company has a current ratio of 0.63, a quick ratio of 0.41 and a debt-to-equity ratio of 0.66. The company has a market cap of $10.92 billion, a P/E ratio of 25.43, a PEG ratio of 4.28 and a beta of 0.80.

American Homes 4 Rent (NYSE:AMH) last announced its quarterly earnings data on Thursday, February 19th. The real estate investment trust reported $0.33 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 business had revenue of $402.93 million during the quarter, compared to analyst estimates of $459.24 million. During the same period in the prior year, the firm earned $0.45 earnings per share. The firm’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, analysts anticipate that American Homes 4 Rent will post 1.85 EPS for the current year.

American Homes 4 Rent Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders 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 dividend 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 (DPR) is presently 101.69%.

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.