Mitsubishi UFJ Trust & Banking Corp Sells 43,171 Shares of American Homes 4 Rent $AMH

Key Points

• Mitsubishi UFJ Trust & Banking Corp trimmed its position in American Homes 4 Rent by 10.3%, selling 43,171 shares and retaining 374,884 shares valued at about $12.03 million (roughly 0.10% of the company).
• American Homes 4 Rent missed quarterly estimates, reporting $0.33 EPS vs. $0.47 expected and $402.93 million in revenue vs. $459.24 million expected, while issuing FY2026 guidance of 1.89–1.95 EPS (analysts forecast ~1.92).
• Company insiders have been buying shares recently (Director Douglas Benham bought 1,571 at $24; Director David Goldberg bought 2,000 at $29.30), and the REIT raised its quarterly dividend to $0.33 ($1.32 annualized, about a 4.1% yield); insiders now own 5.7% of the stock.

Mitsubishi UFJ Trust & Banking Corp trimmed its position in shares of American Homes 4 Rent (NYSE:AMH - Free Report) by 10.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 374,884 shares of the real estate investment trust's stock after selling 43,171 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned about 0.10% of American Homes 4 Rent worth $12,034,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of AMH. Wilmington Savings Fund Society FSB raised its stake in shares of American Homes 4 Rent by 10,728.6% during the third quarter. Wilmington Savings Fund Society FSB now owns 758 shares of the real estate investment trust's stock valued at $25,000 after acquiring an additional 751 shares during the last quarter. True Wealth Design LLC raised its stake in shares of American Homes 4 Rent by 230.8% during the fourth quarter. True Wealth Design LLC now owns 827 shares of the real estate investment trust's stock valued at $27,000 after acquiring an additional 577 shares during the last quarter. Parallel Advisors LLC raised its stake in American Homes 4 Rent by 84.8% in the third quarter. Parallel Advisors LLC now owns 963 shares of the real estate investment trust's stock worth $32,000 after buying an additional 442 shares in the last quarter. V Square Quantitative Management LLC bought a new position in American Homes 4 Rent in the fourth quarter worth about $37,000. Finally, SJS Investment Consulting Inc. bought a new position in American Homes 4 Rent in the third quarter worth about $43,000. 91.87% of the stock is owned by institutional investors.

Insider Buying and Selling

In other American Homes 4 Rent news, Director Douglas N. Benham bought 1,571 shares of the firm's 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 completion of the purchase, the director owned 43,517 shares of the company's stock, valued at approximately $1,044,408. This trade represents a 3.75% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director David Goldberg bought 2,000 shares of the firm's 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 purchase, the director directly owned 36,723 shares of the company's stock, valued at approximately $1,075,983.90. This represents a 5.76% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 6,771 shares of company stock valued at $183,684 in the last ninety days. Insiders own 5.70% of the company's stock.

American Homes 4 Rent Price Performance

Shares of NYSE AMH opened at $31.92 on Friday. American Homes 4 Rent has a fifty-two week low of $27.22 and a fifty-two week high of $39.49. The company has a 50 day simple moving average of $29.40 and a two-hundred day simple moving average of $30.95. The company has a market capitalization of $11.61 billion, a price-to-earnings ratio of 27.05, a P/E/G ratio of 4.59 and a beta of 0.79. 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 (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 for the quarter, compared to the consensus estimate of $459.24 million. During the same period in the prior year, the business posted $0.45 EPS. American Homes 4 Rent's revenue for the quarter was up 4.2% on a year-over-year basis. 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 1.92 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. Shareholders of record on Friday, March 13th were paid a dividend of $0.33 per share. This is a positive change from American Homes 4 Rent's previous quarterly dividend of $0.30. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date of this dividend was Friday, March 13th. American Homes 4 Rent's payout ratio is 111.86%.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on AMH. Wells Fargo & Company decreased their price target on shares of American Homes 4 Rent from $37.00 to $34.00 and set an "overweight" rating for the company in a research note on Thursday, March 5th. Scotiabank decreased 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 note on Wednesday, March 4th. Compass Point began coverage on shares of American Homes 4 Rent in a research note on Tuesday. They issued a "buy" rating and a $37.50 price target for the company. Raymond James Financial reissued a "market perform" rating on shares of American Homes 4 Rent in a research note on Friday, February 27th. Finally, Mizuho decreased 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 note on Friday, March 13th. Eight analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, American Homes 4 Rent currently has an average rating of "Hold" and an average target price of $35.39.

American Homes 4 Rent 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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