74,053 Shares in American Homes 4 Rent $AMH Bought by Horizon Investments LLC

Key Points

• Horizon Investments LLC opened a new position of 74,053 shares in American Homes 4 Rent in Q4, valued at roughly $2.38 million, while institutional ownership sits around 91.87%.
• AMH missed Q4 estimates with EPS $0.33 vs. $0.47 expected and revenue $402.9M vs. $459.2M expected, but issued FY2026 guidance of 1.890–1.950 EPS (analysts average 1.92).
• The company raised its quarterly dividend to $0.33 (annualized $1.32, ~4.1% yield) despite a high payout ratio (~111.9%), and insiders have bought modestly (6,771 shares over the last 90 days).

Horizon Investments LLC bought a new position in American Homes 4 Rent (NYSE:AMH - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 74,053 shares of the real estate investment trust's stock, valued at approximately $2,377,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of AMH. Jones Financial Companies Lllp lifted its position in American Homes 4 Rent by 1,103.6% in the first quarter. Jones Financial Companies Lllp now owns 13,047 shares of the real estate investment trust's stock worth $493,000 after purchasing an additional 11,963 shares during the period. Cetera Investment Advisers lifted its position in American Homes 4 Rent by 3.3% in the second quarter. Cetera Investment Advisers now owns 16,819 shares of the real estate investment trust's stock worth $607,000 after purchasing an additional 537 shares during the period. Walleye Capital LLC bought a new position in American Homes 4 Rent in the second quarter worth $255,000. Jump Financial LLC bought a new position in American Homes 4 Rent in the second quarter worth $413,000. Finally, Cerity Partners LLC lifted its holdings in shares of American Homes 4 Rent by 5.6% during the second quarter. Cerity Partners LLC now owns 45,558 shares of the real estate investment trust's stock valued at $1,643,000 after acquiring an additional 2,401 shares during the period. 91.87% of the stock is owned by institutional investors.

American Homes 4 Rent Stock Performance

Shares of NYSE:AMH opened at $32.27 on Wednesday. American Homes 4 Rent has a twelve month low of $27.22 and a twelve month high of $39.07. The firm has a market cap of $11.74 billion, a PE ratio of 27.35, a price-to-earnings-growth ratio of 4.61 and a beta of 0.82. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.63 and a current ratio of 0.63. The business has a fifty day moving average of $29.46 and a 200-day moving average of $30.92.

American Homes 4 Rent (NYSE:AMH - Get Free Report) last announced its earnings results on Thursday, February 19th. The real estate investment trust reported $0.33 earnings per share for the quarter, missing analysts' consensus estimates of $0.47 by ($0.14). American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.93%. The business had revenue of $402.93 million during the quarter, compared to analyst estimates of $459.24 million. During the same quarter last year, the business posted $0.45 earnings per share. The business'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. On average, equities research analysts predict that American Homes 4 Rent will post 1.92 EPS for the current fiscal year.

American Homes 4 Rent Increases Dividend

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

Analysts Set New Price Targets

A number of brokerages have issued reports on AMH. UBS Group cut their price objective on American Homes 4 Rent from $38.00 to $33.00 and set a "neutral" rating for the company in a report on Thursday, January 8th. BMO Capital Markets reissued a "market perform" rating and set a $37.00 price objective on shares of American Homes 4 Rent in a report on Friday, January 9th. Wall Street Zen cut American Homes 4 Rent from a "hold" rating to a "sell" rating in a report on Sunday, January 18th. Compass Point began coverage on American Homes 4 Rent in a report on Tuesday, April 28th. They set a "buy" rating and a $37.50 price objective for the company. Finally, Wells Fargo & Company cut their price objective on American Homes 4 Rent from $37.00 to $34.00 and set an "overweight" rating for the company in a report on Thursday, March 5th. Eight investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, American Homes 4 Rent currently has a consensus rating of "Hold" and an average target price of $35.39.

Insiders Place Their Bets

In other American Homes 4 Rent news, Director Douglas N. Benham bought 1,200 shares of the stock in a transaction dated Monday, March 2nd. The stock was bought at an average cost of $24.20 per share, for a total transaction of $29,040.00. Following the completion of the purchase, the director owned 44,717 shares in the company, valued at $1,082,151.40. This represents a 2.76% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David Goldberg bought 2,000 shares of the stock in a transaction dated Tuesday, March 3rd. The stock was acquired at an average price of $29.30 per share, with a total value of $58,600.00. Following the completion of the purchase, the director owned 36,723 shares of the company's stock, valued at $1,075,983.90. This represents a 5.76% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders bought 6,771 shares of company stock valued at $183,684. 5.70% of the stock is currently owned by corporate insiders.

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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