American Homes 4 Rent (NYSE:AMH) Receives Average Rating of "Hold" from Brokerages

Key Points

• Analyst consensus: 18 brokerages rate AMH an average "Hold" (11 hold, 7 buy) with a 1‑year price target of about $35.21.
• Insider buying: Two directors recently bought shares (Douglas Benham 1,571 at $24.00; David Goldberg 2,000 at $29.30), with insiders acquiring 6,771 shares worth $183,684 in the last 90 days and owning 5.70% of the stock.
• Earnings miss and guidance: Latest quarter EPS was $0.33 vs. a $0.47 consensus and revenue was $402.93M vs. $459.24M expected, while AMH set FY2026 guidance of 1.890–1.950 EPS (analysts forecast ~1.85).

American Homes 4 Rent (NYSE:AMH - Get Free Report) has earned an average recommendation of "Hold" from the eighteen ratings firms that are currently covering the firm, Marketbeat Ratings reports. Eleven analysts have rated the stock with a hold rating and seven have given a buy rating to the company. The average 1-year price objective among brokerages that have updated their coverage on the stock in the last year is $35.2059.

Several research analysts recently commented on AMH shares. 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. BMO Capital Markets reaffirmed a "market perform" rating and issued a $37.00 target price on shares of American Homes 4 Rent in a research note on Friday, January 9th. Barclays decreased their target price on shares of American Homes 4 Rent from $33.00 to $31.00 and set an "equal weight" rating on the stock in a research note on Friday, March 6th. JPMorgan Chase & Co. lowered their price target on American Homes 4 Rent from $38.00 to $37.00 and set a "neutral" rating for the company in a research report on Monday, January 12th. Finally, Citizens Jmp lowered their price target on American Homes 4 Rent from $41.00 to $37.00 and set a "market outperform" rating for the company in a research report on Monday, February 23rd.

Insider Buying and Selling

In other American Homes 4 Rent news, Director Douglas N. Benham purchased 1,571 shares of the stock in a transaction on Wednesday, February 25th. The stock was acquired at an average price of $24.00 per share, with a total value of $37,704.00. Following the transaction, the director directly owned 43,517 shares of the company's stock, valued at approximately $1,044,408. This trade represents a 3.75% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director David Goldberg purchased 2,000 shares of the stock in a transaction on Tuesday, March 3rd. The shares were acquired at an average cost of $29.30 per share, with a total value of $58,600.00. Following the transaction, the director directly owned 36,723 shares in the company, valued at $1,075,983.90. The trade was a 5.76% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have acquired a total of 6,771 shares of company stock valued at $183,684 in the last ninety days. 5.70% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Wilmington Savings Fund Society FSB raised its position 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 worth $25,000 after acquiring an additional 751 shares in the last quarter. IFP Advisors Inc raised its position in shares of American Homes 4 Rent by 122.2% in 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 raised its position in shares of American Homes 4 Rent by 230.8% in the 4th quarter. True Wealth Design LLC now owns 827 shares of the real estate investment trust's stock worth $27,000 after acquiring an additional 577 shares in the last quarter. Parallel Advisors LLC raised its position in shares of American Homes 4 Rent by 84.8% in the 3rd quarter. Parallel Advisors LLC now owns 963 shares of the real estate investment trust's stock worth $32,000 after acquiring an additional 442 shares in the last quarter. Finally, Prosperity Bancshares Inc bought a new position in shares of American Homes 4 Rent in the 4th quarter worth approximately $35,000. Institutional investors own 91.87% of the company's stock.

American Homes 4 Rent Stock Down 0.1%

Shares of American Homes 4 Rent stock opened at $29.74 on Tuesday. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.63 and a current ratio of 0.63. American Homes 4 Rent has a 52-week low of $27.22 and a 52-week high of $39.49. The stock has a market capitalization of $10.82 billion, a price-to-earnings ratio of 25.20, a P/E/G ratio of 4.29 and a beta of 0.79. The company's 50 day moving average price is $29.56 and its 200-day moving average price is $31.11.

American Homes 4 Rent (NYSE:AMH - Get Free Report) last issued its 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). American Homes 4 Rent had a return on equity of 5.93% and a net margin of 24.48%.The firm had revenue of $402.93 million during the quarter, compared to analysts' expectations of $459.24 million. During the same period in the previous year, the firm earned $0.45 earnings per share. The firm's quarterly 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. Equities research analysts forecast that American Homes 4 Rent will post 1.85 EPS for the current year.

American Homes 4 Rent Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th were given a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date of this dividend was Friday, March 13th. This is a positive change from American Homes 4 Rent's previous quarterly dividend of $0.30. American Homes 4 Rent's dividend payout ratio is currently 111.86%.

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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