American Homes 4 Rent (NYSE:AMH) Issues FY 2026 Earnings Guidance

Key Points

• American Homes 4 Rent issued FY2026 EPS guidance of 1.890–1.950, roughly in line with the consensus estimate of 1.92, and did not provide formal revenue guidance.
• The company raised its quarterly dividend to $0.33 (annualized $1.32) for a ~4.1% yield, while the dividend payout ratio is a high 111.86%, suggesting limited earnings coverage.
• Analysts have trimmed price targets recently and the stock carries a consensus rating of Hold with an average price target of $35.39; AMH was trading around $32.43 at the time of the report.

American Homes 4 Rent (NYSE:AMH - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.890-1.950 for the period, compared to the consensus estimate of 1.920. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of research firms recently issued reports on AMH. Royal Bank Of Canada reduced their target price on American Homes 4 Rent from $38.00 to $35.00 and set an "outperform" rating on the stock in a research note on Monday, February 23rd. Morgan Stanley dropped their price target on American Homes 4 Rent from $40.00 to $39.00 and set an "overweight" rating for the company in a research report on Monday, March 9th. Scotiabank reduced their price objective on American Homes 4 Rent from $33.00 to $31.00 and set a "sector perform" rating on the stock in a research report on Wednesday, March 4th. Keefe, Bruyette & Woods decreased their price objective on American Homes 4 Rent from $37.00 to $35.00 and set an "outperform" rating on the stock in a research note on Wednesday, February 25th. Finally, UBS Group dropped their price objective on 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. Eight equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company's stock. According to data from MarketBeat.com, American Homes 4 Rent currently has a consensus rating of "Hold" and an average price target of $35.39.

American Homes 4 Rent Trading Up 0.5%

AMH traded up $0.15 during trading on Wednesday, hitting $32.43. The company's stock had a trading volume of 3,895,649 shares, compared to its average volume of 3,992,696. The firm's 50 day moving average price is $29.46 and its 200-day moving average price is $30.92. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.63 and a quick ratio of 0.63. The stock has a market cap of $11.80 billion, a PE ratio of 27.48, a PEG ratio of 4.61 and a beta of 0.82. American Homes 4 Rent has a twelve month low of $27.22 and a twelve month high of $39.07.

American Homes 4 Rent (NYSE:AMH - Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.18 by $0.30. American Homes 4 Rent had a return on equity of 5.93% and a net margin of 24.48%.American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. On average, analysts expect that American Homes 4 Rent will post 1.92 earnings per share for the current year.

American Homes 4 Rent Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 13th were given a $0.33 dividend. This is a boost from American Homes 4 Rent's previous quarterly dividend of $0.30. This represents a $1.32 annualized dividend and a dividend yield of 4.1%. The ex-dividend date of this dividend was Friday, March 13th. American Homes 4 Rent's dividend payout ratio is 111.86%.

Insider Activity at American Homes 4 Rent

In related news, Director David Goldberg purchased 2,000 shares of the company's stock in a transaction that occurred on Tuesday, March 3rd. The stock was purchased at an average price of $29.30 per share, with a total value of $58,600.00. Following the completion of the transaction, the director owned 36,723 shares of the company's stock, valued at approximately $1,075,983.90. This trade represents a 5.76% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Douglas N. Benham purchased 1,571 shares of the firm's stock in a transaction on Wednesday, February 25th. The stock was bought at an average price of $24.00 per share, for a total transaction of $37,704.00. Following the acquisition, the director owned 43,517 shares in the company, valued at $1,044,408. The trade was a 3.75% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 6,771 shares of company stock valued at $183,684 in the last ninety days. 5.70% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On American Homes 4 Rent

Large investors have recently modified their holdings of the company. Wilmington Savings Fund Society FSB grew its holdings in shares of American Homes 4 Rent by 10,728.6% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 758 shares of the real estate investment trust's stock worth $25,000 after purchasing an additional 751 shares during the period. Parallel Advisors LLC raised 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 valued at $32,000 after buying an additional 442 shares during the period. Prosperity Bancshares Inc acquired a new position in American Homes 4 Rent during the fourth quarter valued at approximately $35,000. CIBC Private Wealth Group LLC lifted its position in American Homes 4 Rent by 4,356.7% during the third quarter. CIBC Private Wealth Group LLC now owns 1,337 shares of the real estate investment trust's stock valued at $44,000 after buying an additional 1,307 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd purchased a new stake in American Homes 4 Rent during the third quarter worth approximately $50,000. 91.87% of the stock is currently 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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