American Homes 4 Rent (NYSE:AMH) Given New $35.00 Price Target at Royal Bank Of Canada

American Homes 4 Rent (NYSE:AMH) had its price target cut by Royal Bank Of Canada from $38.00 to $35.00 in a report issued on Monday morning,Benzinga reports. They currently have an outperform rating on the real estate investment trust’s stock.

AMH has been the subject of several other research reports. Wall Street Zen cut American Homes 4 Rent from a “hold” rating to a “sell” rating in a research note on Sunday, January 18th. UBS Group decreased their target price on shares of 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 lowered 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 report on Tuesday, January 13th. 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. Finally, Mizuho reiterated a “neutral” rating and set a $32.00 price objective (down from $33.00) on shares of American Homes 4 Rent in a research report on Thursday, January 8th. Eight equities research 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 has an average rating of “Hold” and an average target price of $36.81.

American Homes 4 Rent Stock Down 0.3%

Shares of NYSE AMH opened at $29.43 on Monday. The company has a 50 day simple moving average of $31.45 and a 200 day simple moving average of $32.47. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.63 and a quick ratio of 0.41. American Homes 4 Rent has a 1 year low of $28.84 and a 1 year high of $39.49. The firm has a market cap of $10.92 billion, a PE ratio of 24.94, 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 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 business had revenue of $402.93 million for the quarter, compared to the consensus estimate of $459.24 million. During the same period in the previous year, the firm earned $0.45 earnings per share. The company’s revenue 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. On average, research analysts forecast 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 4.5%. This is an increase from American Homes 4 Rent’s previous quarterly dividend of $0.30. American Homes 4 Rent’s dividend payout ratio (DPR) is presently 101.69%.

Insider Activity

In related news, Director Jack E. Corrigan bought 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The shares were bought at an average price of $22.96 per share, for a total transaction of $114,800.00. Following the transaction, the director directly owned 17,300 shares of the company’s stock, valued at approximately $397,208. The trade was a 40.65% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 6.01% of the stock is owned by insiders.

Institutional Investors Weigh In On American Homes 4 Rent

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in shares of American Homes 4 Rent by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 44,715,728 shares of the real estate investment trust’s stock worth $1,486,798,000 after purchasing an additional 246,713 shares in the last quarter. Norges Bank acquired a new position in American Homes 4 Rent during the 4th quarter worth approximately $710,672,000. State Street Corp raised its stake in American Homes 4 Rent by 2.2% during the 3rd quarter. State Street Corp now owns 18,424,196 shares of the real estate investment trust’s stock worth $612,605,000 after buying an additional 399,894 shares during the period. Principal Financial Group Inc. boosted its holdings in American Homes 4 Rent by 8.7% in the fourth quarter. Principal Financial Group Inc. now owns 15,810,964 shares of the real estate investment trust’s stock worth $507,532,000 after acquiring an additional 1,260,717 shares in the last quarter. Finally, Geode Capital Management LLC grew its stake in American Homes 4 Rent by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 7,355,760 shares of the real estate investment trust’s stock valued at $235,572,000 after acquiring an additional 161,676 shares during the period. 91.87% of the stock is owned by institutional investors.

Key Stories Impacting American Homes 4 Rent

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

• Positive Sentiment: Q4 / earnings-call takeaway — management reported continued FFO/FFO‑per‑share growth and reiterated FY2026 EPS guidance in a narrow range, which supports the company’s cash‑flow story for investors focused on REIT distributions. This underpins a longer‑term income thesis despite near‑term pressure. Earnings Call Highlights
• Positive Sentiment: Analysts remain constructive — Royal Bank of Canada and Citizens Jmp both kept above‑market ratings (Outperform / Market Outperform) even after lowering price targets, signaling continued analyst conviction in upside versus current levels. The cuts reflect more conservative near‑term assumptions, not a reset to a Bear view. RBC PT Cut Citizens Jmp PT Cut
• Neutral Sentiment: Balanced message from the earnings call — coverage notes the company is “balancing growth with headwinds,” pointing to steady operational performance but also cost, rent market, and capital‑markets pressures that could keep volatility in the stock. This is more a cautionary tone than a catalyst. TipRanks Summary
• Neutral Sentiment: Street consensus sits around “Hold” on average — multiple brokerages’ ratings cluster in the neutral zone, reflecting mixed views between income stability and limited near‑term growth. That consensus can limit large analyst‑driven rallies. Brokerage Recommendations
• Negative Sentiment: Rising regulatory scrutiny — reporting highlights increasing regulatory questions around the single‑family rental sector that could add execution risk, compliance costs or constrain acquisitions, which is a headline risk for investors and one reason shares are under pressure. Regulatory Narrative

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.