Barclays Has Lowered Expectations for American Homes 4 Rent (NYSE:AMH) Stock Price

Key Points

• Barclays lowered American Homes 4 Rent’s price target from $36 to $35 while maintaining an “equal weight” rating, implying roughly 14% upside from the prior close.
• Analyst sentiment remains broadly positive: AMH has a consensus “Moderate Buy” rating and an average price target of $36.35, supported by recent upgrades from several firms.
• American Homes 4 Rent exceeded quarterly earnings expectations, reporting $0.31 in EPS versus $0.18 forecast and $470.1 million in revenue; institutional investors own about 91.87% of the stock.

American Homes 4 Rent (NYSE:AMH - Get Free Report) had its price target decreased by analysts at Barclays from $36.00 to $35.00 in a report released on Wednesday, Benzinga reports. The brokerage currently has an "equal weight" rating on the real estate investment trust's stock. Barclays's price target would indicate a potential upside of 14.16% from the company's previous close.

A number of other research firms also recently issued reports on AMH. Jefferies Financial Group upgraded shares of American Homes 4 Rent to a "strong-buy" rating in a research report on Wednesday, July 22nd. Citigroup reaffirmed a "market outperform" rating on shares of American Homes 4 Rent in a research report on Wednesday, August 5th. Keefe, Bruyette & Woods increased their price objective on shares of American Homes 4 Rent from $36.00 to $38.00 and gave the stock an "outperform" rating in a research note on Wednesday, August 5th. Weiss Ratings reissued a "hold (c)" rating on shares of American Homes 4 Rent in a report on Monday, August 17th. Finally, Mizuho upgraded American Homes 4 Rent from a "neutral" rating to an "outperform" rating and lifted their target price for the company from $35.00 to $36.00 in a research note on Monday, September 21st. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $36.35.

American Homes 4 Rent Stock Performance

AMH stock opened at $30.66 on Wednesday. The company has a current ratio of 0.59, a quick ratio of 0.59 and a debt-to-equity ratio of 0.69. The firm has a market cap of $11.06 billion, a P/E ratio of 24.30, a P/E/G ratio of 5.81 and a beta of 0.77. American Homes 4 Rent has a 12-month low of $27.22 and a 12-month high of $35.07. The stock's 50 day simple moving average is $32.36 and its 200 day simple moving average is $32.12.

American Homes 4 Rent (NYSE:AMH - Get Free Report) last released its quarterly earnings data on Thursday, July 30th. The real estate investment trust reported $0.31 EPS for the quarter, topping analysts' consensus estimates of $0.18 by $0.13. American Homes 4 Rent had a net margin of 25.53% and a return on equity of 6.25%. The firm had revenue of $470.10 million during the quarter, compared to the consensus estimate of $466.51 million. During the same quarter in the previous year, the company posted $0.47 earnings per share. The firm's revenue was up 2.8% on a year-over-year basis. American Homes 4 Rent has set its FY 2026 guidance at 1.930-1.970 EPS. As a group, equities research analysts predict that American Homes 4 Rent will post 1.91 EPS for the current year.

Insider Activity

In other news, Director Jack Corrigan purchased 8,000 shares of the stock in a transaction dated Friday, September 11th. The stock was acquired at an average price of $21.49 per share, for a total transaction of $171,920.00. Following the completion of the transaction, the director owned 25,000 shares of the company's stock, valued at approximately $537,250. The trade was a 47.06% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders have acquired a total of 15,000 shares of company stock worth $328,040 over the last three months. Insiders own 5.70% of the company's stock.

Institutional Trading of American Homes 4 Rent

Hedge funds have recently bought and sold shares of the company. Bessemer Group Inc. boosted its position in shares of American Homes 4 Rent by 70.3% during the 1st quarter. Bessemer Group Inc. now owns 1,170 shares of the real estate investment trust's stock valued at $33,000 after purchasing an additional 483 shares in the last quarter. Root Financial Partners LLC raised its holdings in shares of American Homes 4 Rent by 7,231.6% in the 1st quarter. Root Financial Partners LLC now owns 1,393 shares of the real estate investment trust's stock worth $39,000 after purchasing an additional 1,374 shares in the last quarter. Elevation Wealth Partners LLC raised its holdings in shares of American Homes 4 Rent by 199.0% in the 2nd quarter. Elevation Wealth Partners LLC now owns 1,441 shares of the real estate investment trust's stock worth $48,000 after purchasing an additional 959 shares in the last quarter. SJS Investment Consulting Inc. lifted its stake in American Homes 4 Rent by 393.3% during the first quarter. SJS Investment Consulting Inc. now owns 2,131 shares of the real estate investment trust's stock valued at $59,000 after purchasing an additional 1,699 shares during the last quarter. Finally, Rockefeller Capital Management L.P. lifted its stake in American Homes 4 Rent by 70.2% during the fourth quarter. Rockefeller Capital Management L.P. now owns 2,941 shares of the real estate investment trust's stock valued at $94,000 after purchasing an additional 1,213 shares during the last quarter. 91.87% of the stock is currently owned by institutional investors.

American Homes 4 Rent Company Profile

American Homes 4 Rent NYSE: AMH is a real estate investment trust that owns, develops, acquires, leases and manages single-family rental homes in the United States. The company provides professionally managed rental housing, offering residents detached homes with features such as multiple bedrooms, private outdoor space and access to online leasing and maintenance services.

Founded in 2012, American Homes 4 Rent has built a portfolio through home acquisitions and the development of purpose-built rental communities.

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