Fulcrum Asset Management LLP Has $2.06 Million Position in American Homes 4 Rent $AMH

Key Points

• Fulcrum Asset Management boosted its stake in American Homes 4 Rent by 2,710.6% in Q4 to 64,137 shares worth about $2.06 million, and institutional investors now own roughly 91.87% of the stock.
• AMH beat quarterly expectations with EPS of $0.48 vs. $0.18 consensus and revenue of $472.0M, and set FY2026 guidance of $1.89–$1.95 EPS (analysts forecast ~$1.92).
• The company raised its quarterly dividend to $0.33 (annualized $1.32, ~4.1% yield), but the dividend payout ratio is high at 107.32%, indicating payouts exceed current earnings.

Fulcrum Asset Management LLP boosted its holdings in American Homes 4 Rent (NYSE:AMH - Free Report) by 2,710.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 64,137 shares of the real estate investment trust's stock after purchasing an additional 61,855 shares during the quarter. Fulcrum Asset Management LLP's holdings in American Homes 4 Rent were worth $2,059,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of AMH. Wilmington Savings Fund Society FSB grew its position in 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 valued at $25,000 after purchasing an additional 751 shares during the period. True Wealth Design LLC grew its position in 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 valued at $27,000 after purchasing an additional 577 shares during the period. Parallel Advisors LLC grew its position in 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 valued at $32,000 after purchasing an additional 442 shares during the period. V Square Quantitative Management LLC acquired a new stake in American Homes 4 Rent in the 4th quarter valued at $37,000. Finally, CIBC Private Wealth Group LLC grew its position in American Homes 4 Rent by 4,356.7% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 1,337 shares of the real estate investment trust's stock valued at $44,000 after purchasing an additional 1,307 shares during the period. Institutional investors and hedge funds own 91.87% of the company's stock.

Analysts Set New Price Targets

Several research firms recently issued reports on AMH. Mizuho reduced their price target on shares of American Homes 4 Rent from $32.00 to $29.00 and set a "neutral" rating for the company in a research report on Friday, March 13th. Scotiabank reduced their price target on shares of American Homes 4 Rent from $33.00 to $31.00 and set a "sector perform" rating for the company in a research report on Wednesday, March 4th. Royal Bank Of Canada dropped their price objective 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. Raymond James Financial restated a "market perform" rating on shares of American Homes 4 Rent in a research note on Friday, February 27th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of American Homes 4 Rent in a research note on Wednesday, January 21st. 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 MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $35.39.

Insiders Place Their Bets

In other American Homes 4 Rent news, Director David Goldberg bought 2,000 shares of the stock in a transaction dated Tuesday, March 3rd. The shares were bought at an average cost of $29.30 per share, for a total transaction of $58,600.00. Following the purchase, the director directly 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 filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Douglas N. Benham bought 1,200 shares of the stock in a transaction dated Monday, March 2nd. The shares were acquired at an average price of $24.20 per share, for a total transaction of $29,040.00. Following the completion of the purchase, the director directly owned 44,717 shares in the company, valued at approximately $1,082,151.40. This trade represents a 2.76% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 6,771 shares of company stock worth $183,684 over the last quarter. Company insiders own 5.70% of the company's stock.

American Homes 4 Rent Price Performance

Shares of NYSE:AMH opened at $32.30 on Friday. The company has a current ratio of 0.63, a quick ratio of 0.63 and a debt-to-equity ratio of 0.66. The stock's fifty day simple moving average is $29.57 and its two-hundred day simple moving average is $30.92. American Homes 4 Rent has a 1-year low of $27.22 and a 1-year high of $39.04. The stock has a market cap of $11.75 billion, a PE ratio of 26.26, a price-to-earnings-growth ratio of 4.68 and a beta of 0.82.

American Homes 4 Rent (NYSE:AMH - Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.18 by $0.30. American Homes 4 Rent had a return on equity of 6.04% and a net margin of 25.27%.The business had revenue of $472.02 million for the quarter, compared to analysts' expectations of $470.62 million. During the same period last year, the business earned $0.46 EPS. The business's revenue was up 2.8% on a year-over-year basis. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. As a group, analysts forecast 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 dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date 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 (DPR) is presently 107.32%.

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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