Bayhunt Capital LLC Purchases Shares of 461,741 American Homes 4 Rent $AMH

Key Points

• Bayhunt Capital LLC purchased 461,741 shares (~$14.82M) of American Homes 4 Rent in Q4, making AMH about 8.2% of Bayhunt's portfolio and its largest holding (Bayhunt owns 0.12% of AMH overall).
• American Homes 4 Rent reported Q EPS of $0.33 vs. $0.47 expected and missed revenue, while issuing FY2026 guidance of 1.890–1.950 EPS (analysts expect ~1.85 EPS).
• The company raised its quarterly dividend to $0.33 (annualized $1.32, ~4.4% yield) despite a DPR of ~111.9%, and institutional investors own about 91.9% of the stock while insiders made modest purchases recently.

Bayhunt Capital LLC purchased a new stake in American Homes 4 Rent (NYSE:AMH - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 461,741 shares of the real estate investment trust's stock, valued at approximately $14,822,000. American Homes 4 Rent makes up about 8.2% of Bayhunt Capital LLC's investment portfolio, making the stock its largest holding. Bayhunt Capital LLC owned 0.12% of American Homes 4 Rent at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of AMH. Lasalle Investment Management Securities LLC lifted its holdings in shares of American Homes 4 Rent by 76.1% in the third quarter. Lasalle Investment Management Securities LLC now owns 2,888,809 shares of the real estate investment trust's stock valued at $96,053,000 after purchasing an additional 1,248,131 shares in the last quarter. Cbre Investment Management Listed Real Assets LLC lifted its holdings in shares of American Homes 4 Rent by 102.9% in the third quarter. Cbre Investment Management Listed Real Assets LLC now owns 2,372,586 shares of the real estate investment trust's stock valued at $78,888,000 after purchasing an additional 1,203,093 shares in the last quarter. Centersquare Investment Management LLC lifted 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 purchasing an additional 1,082,972 shares in the last quarter. Schroder Investment Management Group lifted its holdings in shares of American Homes 4 Rent by 311.2% in the third quarter. Schroder Investment Management Group now owns 1,374,162 shares of the real estate investment trust's stock valued at $44,619,000 after purchasing an additional 1,040,001 shares in the last quarter. Finally, Aew Capital Management L P boosted its position in American Homes 4 Rent by 56.0% during the third quarter. Aew Capital Management L P now owns 2,064,622 shares of the real estate investment trust's stock worth $68,649,000 after acquiring an additional 741,388 shares during the last quarter. Hedge funds and other institutional investors own 91.87% of the company's stock.

Insider Buying and Selling at American Homes 4 Rent

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

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the stock. Mizuho decreased their target price on shares of American Homes 4 Rent from $32.00 to $29.00 and set a "neutral" rating on the stock in a research report on Friday, March 13th. Scotiabank decreased their target price on shares of 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. BMO Capital Markets restated a "market perform" rating and set a $37.00 target price on shares of American Homes 4 Rent in a research report on Friday, January 9th. Weiss Ratings restated a "hold (c)" rating on shares of American Homes 4 Rent in a research report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. decreased their target price on shares of American Homes 4 Rent from $38.00 to $37.00 and set a "neutral" rating on the stock in a research report on Monday, January 12th. Seven equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock has an average rating of "Hold" and an average price target of $35.21.

American Homes 4 Rent Stock Performance

NYSE:AMH opened at $29.76 on Friday. The company has a quick ratio of 0.63, a current ratio of 0.63 and a debt-to-equity ratio of 0.66. The company has a market cap of $10.82 billion, a P/E ratio of 25.22, a P/E/G ratio of 4.29 and a beta of 0.79. American Homes 4 Rent has a fifty-two week low of $27.22 and a fifty-two week high of $39.49. The firm's 50 day moving average is $29.58 and its two-hundred day moving average is $31.14.

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 earnings per share for the quarter, missing analysts' consensus estimates of $0.47 by ($0.14). The company had revenue of $402.93 million for the quarter, compared to analysts' expectations 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 for the quarter was up 4.2% on a year-over-year basis. During the same period in the prior year, the business earned $0.45 EPS. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Analysts expect that American Homes 4 Rent will post 1.85 EPS for the current year.

American Homes 4 Rent Increases Dividend

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

About American Homes 4 Rent

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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