American Homes 4 Rent (NYSE:AMH) Sets New 52-Week Low After Analyst Downgrade

American Homes 4 Rent (NYSE:AMH)’s stock price hit a new 52-week low during trading on Tuesday after Royal Bank Of Canada lowered their price target on the stock from $38.00 to $35.00. Royal Bank Of Canada currently has an outperform rating on the stock. American Homes 4 Rent traded as low as $28.84 and last traded at $28.9850, with a volume of 1146835 shares changing hands. The stock had previously closed at $29.42.

Other equities research analysts have also recently issued research reports about the company. Keefe, Bruyette & Woods upgraded American Homes 4 Rent from a “market perform” rating to an “outperform” rating and set a $37.00 price objective on the stock in a research note on Monday, December 15th. Morgan Stanley dropped their price target on shares of 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. UBS Group decreased their price objective 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 dropped their price objective on American Homes 4 Rent from $34.00 to $33.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 13th. Finally, JPMorgan Chase & Co. reduced 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 note on Monday, January 12th. Eight research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $36.81.

Insider Buying and Selling at American Homes 4 Rent

In related news, Director Jack E. Corrigan bought 5,000 shares of the company’s 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 acquisition, the director owned 17,300 shares of the company’s stock, valued at $397,208. The trade was a 40.65% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 6.01% of the stock is currently 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: 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

Hedge Funds Weigh In On American Homes 4 Rent

Institutional investors and hedge funds have recently bought and sold shares of the company. Wilmington Savings Fund Society FSB boosted its stake in shares of American Homes 4 Rent by 10,728.6% during 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 in the last quarter. IFP Advisors Inc grew its stake in shares of 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 during the last quarter. True Wealth Design LLC increased its holdings in American Homes 4 Rent by 230.8% in the fourth quarter. True Wealth Design LLC now owns 827 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 577 shares during the period. Hantz Financial Services Inc. raised its position in American Homes 4 Rent by 922.2% during the 2nd 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 last quarter. Finally, AlphaQuest LLC acquired a new position in American Homes 4 Rent during the 2nd quarter worth about $33,000. Institutional investors and hedge funds own 91.87% of the company’s stock.

American Homes 4 Rent Price Performance

The stock has a market cap of $11.06 billion, a P/E ratio of 25.27, a price-to-earnings-growth ratio of 2.83 and a beta of 0.80. The business has a 50-day simple moving average of $31.42 and a 200 day simple moving average of $32.43. 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 issued its quarterly 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). The company had revenue of $402.93 million during the quarter, compared to analyst estimates of $459.24 million. American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.93%. The company’s quarterly revenue was up 4.2% on a year-over-year basis. During the same period in the previous year, the company posted $0.45 EPS. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. On average, 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 company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be given a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a dividend yield of 4.4%. This is a boost from American Homes 4 Rent’s previous quarterly dividend of $0.30. The ex-dividend date is Friday, March 13th. American Homes 4 Rent’s dividend payout ratio is currently 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.