Wealth Enhancement Advisory Services LLC Buys 70,672 Shares of American Homes 4 Rent $AMH

Key Points

• Wealth Enhancement Advisory Services LLC increased its stake in American Homes 4 Rent by 754.6% in Q4, acquiring an additional 70,672 shares to hold 80,038 shares valued at about $2.60 million.
• American Homes 4 Rent posted a Q4 EPS of $0.33, missing estimates and reporting revenue below expectations, set FY2026 guidance of 1.890–1.950 EPS, and raised its quarterly dividend to $0.33 (4.7% yield) despite a payout ratio above 100%.

Wealth Enhancement Advisory Services LLC boosted its stake in shares of American Homes 4 Rent (NYSE:AMH - Free Report) by 754.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 80,038 shares of the real estate investment trust's stock after acquiring an additional 70,672 shares during the period. Wealth Enhancement Advisory Services LLC's holdings in American Homes 4 Rent were worth $2,599,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its holdings in shares of American Homes 4 Rent by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 44,715,728 shares of the real estate investment trust's stock worth $1,486,798,000 after purchasing an additional 246,713 shares in the last quarter. State Street Corp grew its stake in American Homes 4 Rent by 2.2% during the third quarter. State Street Corp now owns 18,424,196 shares of the real estate investment trust's stock worth $612,605,000 after buying an additional 399,894 shares in the last quarter. Centersquare Investment Management LLC increased its holdings in American Homes 4 Rent by 25.9% in the 3rd 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 buying an additional 1,082,972 shares during the period. Burgundy Asset Management Ltd. lifted its holdings in shares of American Homes 4 Rent by 4.1% during the 2nd quarter. Burgundy Asset Management Ltd. now owns 4,280,147 shares of the real estate investment trust's stock worth $154,385,000 after acquiring an additional 168,851 shares during the period. Finally, Lasalle Investment Management Securities LLC boosted its position in shares of American Homes 4 Rent by 76.1% during the 3rd quarter. Lasalle Investment Management Securities LLC now owns 2,888,809 shares of the real estate investment trust's stock worth $96,053,000 after acquiring an additional 1,248,131 shares in the last quarter. 91.87% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. Raymond James Financial restated a "market perform" rating on shares of American Homes 4 Rent in a research report on Friday, February 27th. BMO Capital Markets reaffirmed a "market perform" rating and issued a $37.00 price objective on shares of American Homes 4 Rent in a research note on Friday, January 9th. Mizuho lowered their target price on 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. Scotiabank reduced their price target 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 note on Wednesday, March 4th. Finally, Wall Street Zen cut shares of American Homes 4 Rent from a "hold" rating to a "sell" rating in a research report on Sunday, January 18th. Seven analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus target price of $35.21.

American Homes 4 Rent Stock Up 1.0%

NYSE:AMH opened at $28.20 on Thursday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.63 and a quick ratio of 0.63. American Homes 4 Rent has a one year low of $27.22 and a one year high of $39.49. The firm's 50 day simple moving average is $29.87 and its 200 day simple moving average is $31.33. The company has a market cap of $10.26 billion, a PE ratio of 23.89, a P/E/G ratio of 4.03 and a beta of 0.79.

American Homes 4 Rent (NYSE:AMH - Get Free Report) last issued its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.33 EPS for the quarter, missing analysts' consensus estimates of $0.47 by ($0.14). The business had revenue of $402.93 million for the quarter, compared to analyst estimates of $459.24 million. American Homes 4 Rent had a return on equity of 5.93% and a net margin of 24.48%.American Homes 4 Rent's revenue for the quarter was up 4.2% on a year-over-year basis. During the same quarter last year, the firm posted $0.45 EPS. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. On average, research analysts anticipate that American Homes 4 Rent will post 1.85 earnings per share for the current year.

American Homes 4 Rent Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th were paid a $0.33 dividend. This represents a $1.32 annualized dividend and a yield of 4.7%. This is an increase from American Homes 4 Rent's previous quarterly dividend of $0.30. The ex-dividend date of this dividend was Friday, March 13th. American Homes 4 Rent's payout ratio is presently 111.86%.

Insider Buying and Selling at American Homes 4 Rent

In related news, Director David Goldberg acquired 2,000 shares of the company's stock in a transaction dated Tuesday, March 3rd. The shares were purchased at an average price of $29.30 per share, for a total transaction of $58,600.00. Following the completion of the acquisition, the director 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 ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Douglas N. Benham acquired 1,200 shares of the business's stock in a transaction dated Monday, March 2nd. The shares were bought at an average cost of $24.20 per share, for a total transaction of $29,040.00. Following the transaction, the director directly owned 44,717 shares in the company, valued at approximately $1,082,151.40. This represents a 2.76% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders acquired 6,771 shares of company stock valued at $183,684. Insiders own 6.32% of the company's stock.

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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