American Homes 4 Rent (NYSE:AMH) Coverage Initiated by Analysts at Compass Point

Key Points

• Compass Point initiated coverage with a "buy" rating and a $37.50 price target, implying roughly a 23.6% upside from the stock's current level.
• AMH missed quarterly expectations, reporting $0.33 EPS versus $0.47 expected and $402.9M revenue versus $459.2M expected, while issuing FY2026 guidance of 1.890–1.950 EPS (analysts forecast ~1.92).
• Insiders purchased shares recently (directors bought multiple thousand-share blocks) and institutional ownership is very high at about 91.87%, indicating strong insider/institutional participation.

Equities research analysts at Compass Point initiated coverage on shares of American Homes 4 Rent (NYSE:AMH - Get Free Report) in a research report issued to clients and investors on Tuesday. The firm set a "buy" rating and a $37.50 price target on the real estate investment trust's stock. Compass Point's target price points to a potential upside of 23.62% from the company's current price.

Several other research firms also recently commented on AMH. Deutsche Bank Aktiengesellschaft dropped their price target on shares of American Homes 4 Rent from $34.00 to $30.00 and set a "hold" rating for the company in a research note on Friday, March 20th. JPMorgan Chase & Co. lowered their target price on shares of 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. Wall Street Zen downgraded shares of American Homes 4 Rent from a "hold" rating to a "sell" rating in a research note on Sunday, January 18th. Royal Bank Of Canada lowered their target price on shares of American Homes 4 Rent from $38.00 to $35.00 and set an "outperform" rating for the company in a research note on Monday, February 23rd. Finally, Morgan Stanley lowered their target price on shares of American Homes 4 Rent from $40.00 to $39.00 and set an "overweight" rating for the company in a research note on Monday, March 9th. Eight analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat, American Homes 4 Rent has an average rating of "Hold" and a consensus target price of $35.39.

American Homes 4 Rent Stock Performance

NYSE:AMH opened at $30.34 on Tuesday. The company has a fifty day simple moving average of $29.39 and a two-hundred day simple moving average of $30.95. The company has a market cap of $11.04 billion, a price-to-earnings ratio of 25.71, a price-to-earnings-growth ratio of 4.41 and a beta of 0.79. The company has a quick ratio of 0.63, 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 $27.22 and a 52 week high of $39.49.

American Homes 4 Rent (NYSE:AMH - Get Free Report) last posted its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.33 EPS for the quarter, missing the consensus estimate of $0.47 by ($0.14). The business had revenue of $402.93 million during the quarter, compared to analyst estimates of $459.24 million. American Homes 4 Rent had a return on equity of 5.93% and a net margin of 24.48%.The business's revenue was up 4.2% on a year-over-year basis. During the same quarter last year, the firm earned $0.45 EPS. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. As a group, equities analysts anticipate that American Homes 4 Rent will post 1.92 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director David Goldberg purchased 2,000 shares of American Homes 4 Rent stock in a transaction that occurred on Tuesday, March 3rd. The stock was purchased at an average cost of $29.30 per share, with a total value of $58,600.00. Following the completion of the transaction, the director directly owned 36,723 shares in the company, valued at approximately $1,075,983.90. The trade was a 5.76% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Douglas N. Benham purchased 1,200 shares of American Homes 4 Rent stock in a transaction that occurred on Monday, March 2nd. The stock was bought at an average cost of $24.20 per share, with a total value of $29,040.00. Following the completion of the transaction, the director owned 44,717 shares of the company's stock, valued at $1,082,151.40. The trade was a 2.76% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders purchased 6,771 shares of company stock valued at $183,684. 5.70% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On American Homes 4 Rent

Institutional investors and hedge funds have recently bought and sold shares of the stock. Thrivent Financial for Lutherans raised its holdings in shares of American Homes 4 Rent by 67.6% in the third quarter. Thrivent Financial for Lutherans now owns 125,412 shares of the real estate investment trust's stock valued at $4,170,000 after buying an additional 50,587 shares during the last quarter. 12th Street Asset Management Company LLC raised its holdings in shares of American Homes 4 Rent by 64.3% in the third quarter. 12th Street Asset Management Company LLC now owns 158,081 shares of the real estate investment trust's stock valued at $5,256,000 after buying an additional 61,838 shares during the last quarter. Centersquare Investment Management LLC raised its holdings in shares of American Homes 4 Rent by 25.9% in the third quarter. Centersquare Investment Management LLC now owns 5,271,280 shares of the real estate investment trust's stock valued at $175,270,000 after buying an additional 1,082,972 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. raised its holdings in shares of American Homes 4 Rent by 24.0% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,506,317 shares of the real estate investment trust's stock valued at $83,335,000 after buying an additional 485,401 shares during the last quarter. Finally, Vanguard Group Inc. raised its holdings in shares of American Homes 4 Rent by 0.6% in the third quarter. Vanguard Group Inc. now owns 44,715,728 shares of the real estate investment trust's stock valued at $1,486,798,000 after buying an additional 246,713 shares during the last quarter. 91.87% of the stock is owned by hedge funds and other institutional investors.

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.

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