American Homes 4 Rent (NYSE:AMH) Price Target Cut to $37.00 by Analysts at Citizens Jmp

American Homes 4 Rent (NYSE:AMH) had its price objective reduced by Citizens Jmp from $41.00 to $37.00 in a research report report published on Monday morning,Benzinga reports. Citizens Jmp currently has a market outperform rating on the real estate investment trust’s stock.

Other analysts have also issued research reports about the company. The Goldman Sachs Group set a $37.00 price target on American Homes 4 Rent in a report on Monday, December 15th. Mizuho reaffirmed a “neutral” rating and set a $32.00 target price (down from $33.00) on shares of American Homes 4 Rent in a research report on Thursday, January 8th. Morgan Stanley dropped their price target on American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating on the stock in a research report on Thursday, November 13th. JPMorgan Chase & Co. cut 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. Finally, BMO Capital Markets restated a “market perform” rating and issued a $37.00 price objective on shares of American Homes 4 Rent in a report on Friday, January 9th. Eight research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, American Homes 4 Rent currently has a consensus rating of “Hold” and an average target price of $36.81.

American Homes 4 Rent Trading Down 0.3%

NYSE AMH opened at $29.43 on Monday. The stock has a market cap of $10.92 billion, a PE ratio of 24.94, a PEG ratio of 2.83 and a beta of 0.80. American Homes 4 Rent has a 12 month low of $28.84 and a 12 month high of $39.49. The company’s 50-day moving average price is $31.45 and its 200-day moving average price is $32.47. The company has a current ratio of 0.63, a quick ratio of 0.41 and a debt-to-equity ratio of 0.66.

American Homes 4 Rent (NYSE:AMH) last released its quarterly earnings data on Thursday, February 19th. The real estate investment trust reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.47 by ($0.14). The company had revenue of $402.93 million during the quarter, compared to analysts’ expectations of $459.24 million. American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.93%. American Homes 4 Rent’s quarterly revenue was up 4.2% on a year-over-year basis. During the same period last 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. Equities research analysts forecast that American Homes 4 Rent will post 1.85 earnings per share for the current year.

American Homes 4 Rent Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be issued a $0.33 dividend. The ex-dividend date is Friday, March 13th. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.5%. This is a boost from American Homes 4 Rent’s previous quarterly dividend of $0.30. American Homes 4 Rent’s dividend payout ratio (DPR) is 101.69%.

Insider Activity at American Homes 4 Rent

In related news, Director Jack E. Corrigan acquired 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The stock was purchased at an average cost of $22.96 per share, for a total transaction of $114,800.00. Following the purchase, the director directly owned 17,300 shares of the company’s stock, valued at $397,208. This trade represents a 40.65% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this link. Insiders own 6.01% of the company’s stock.

Hedge Funds Weigh In On American Homes 4 Rent

A number of large investors have recently added to or reduced their stakes in the company. Wilmington Savings Fund Society FSB boosted its holdings in shares of 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 buying an additional 751 shares in the last quarter. IFP Advisors Inc raised its stake in shares of American Homes 4 Rent by 122.2% during the 4th quarter. IFP Advisors Inc now owns 802 shares of the real estate investment trust’s stock worth $26,000 after acquiring an additional 441 shares in the last quarter. True Wealth Design LLC lifted its position in American Homes 4 Rent by 230.8% during the fourth quarter. True Wealth Design LLC now owns 827 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 577 shares during the last quarter. Hantz Financial Services Inc. boosted its stake in 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 valued at $30,000 after acquiring an additional 747 shares in the last quarter. Finally, Parallel Advisors LLC grew 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 worth $32,000 after purchasing an additional 442 shares during the last quarter. 91.87% of the stock is currently owned by institutional investors.

Key American Homes 4 Rent News

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

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.