Wall Street Zen Upgrades American Homes 4 Rent (NYSE:AMH) to Hold

American Homes 4 Rent (NYSE:AMH) was upgraded by stock analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued to clients and investors on Saturday.

A number of other analysts have also recently weighed in on AMH. Scotiabank reduced their price objective on shares of American Homes 4 Rent from $41.00 to $35.00 and set a “sector perform” rating for the company in a research note on Monday, November 10th. Keefe, Bruyette & Woods upgraded shares of American Homes 4 Rent from a “market perform” rating to an “outperform” rating and set a $37.00 target price on the stock in a report on Monday, December 15th. The Goldman Sachs Group set a $37.00 price target on shares of American Homes 4 Rent in a report on Monday, December 15th. Evercore ISI lowered their price target on American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating on the stock in a research report on Friday, October 31st. Finally, Wells Fargo & Company dropped their price objective on American Homes 4 Rent from $38.00 to $37.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 25th. Eight equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $37.63.

American Homes 4 Rent Price Performance

Shares of NYSE:AMH opened at $31.02 on Friday. The stock has a market capitalization of $11.51 billion, a P/E ratio of 26.29, a P/E/G ratio of 2.77 and a beta of 0.79. The business has a 50-day moving average of $31.69 and a two-hundred day moving average of $33.44. American Homes 4 Rent has a fifty-two week low of $28.84 and a fifty-two week high of $39.49. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.41 and a quick ratio of 0.41.

American Homes 4 Rent (NYSE:AMH) last issued its quarterly earnings data on Wednesday, October 29th. The real estate investment trust reported $0.47 EPS for the quarter, beating analysts’ consensus estimates of $0.46 by $0.01. The business had revenue of $478.46 million for the quarter, compared to analyst estimates of $475.75 million. American Homes 4 Rent had a return on equity of 5.90% and a net margin of 24.70%.The firm’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.44 EPS. American Homes 4 Rent has set its FY 2025 guidance at 1.860-1.88 EPS. On average, equities research analysts predict that American Homes 4 Rent will post 1.85 EPS for the current fiscal year.

Insider Activity

In other news, Director Douglas N. Benham bought 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The shares were acquired at an average cost of $31.65 per share, with a total value of $31,650.00. Following the completion of the transaction, the director directly owned 7,991 shares in the company, valued at $252,915.15. This represents a 14.30% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Jack E. Corrigan purchased 5,000 shares of the stock in a transaction that occurred on Tuesday, December 9th. The shares were purchased at an average price of $22.96 per share, for a total transaction of $114,800.00. Following the completion of the purchase, the director directly owned 17,300 shares of the company’s stock, valued at approximately $397,208. This trade represents a 40.65% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 6.01% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Wilmington Savings Fund Society FSB boosted its stake in 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 worth $25,000 after buying an additional 751 shares in the last quarter. True Wealth Design LLC boosted its position in shares of American Homes 4 Rent by 230.8% during the 4th 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 in the last quarter. Hantz Financial Services Inc. boosted its position in shares of American Homes 4 Rent by 922.2% during the 2nd quarter. Hantz Financial Services Inc. now owns 828 shares of the real estate investment trust’s stock valued at $30,000 after acquiring an additional 747 shares in the last quarter. Parallel Advisors LLC increased 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 valued at $32,000 after acquiring an additional 442 shares during the period. Finally, AlphaQuest LLC acquired a new position in American Homes 4 Rent in the second quarter worth about $33,000. 91.87% of the stock is owned by institutional investors.

Key Headlines Impacting American Homes 4 Rent

Here are the key news stories impacting American Homes 4 Rent this week:

• Positive Sentiment: BMO Capital Markets reaffirmed a “market perform” rating and set a $37 price target, signaling a sizable upside view from that shop which may limit further downside. BMO reaffirms Market Perform, $37 PT
• Neutral Sentiment: Mizuho reconfirmed a “neutral” rating with a $32 target in a separate note (a reiteration that keeps expectations muted). Mizuho reaffirms neutral, $32 PT
• Negative Sentiment: Mizuho also lowered its stance from “outperform” to “neutral” in another update, reflecting increased caution and reducing analyst conviction. Mizuho downgrade to neutral
• Negative Sentiment: UBS cut its price target from $38 to $33 and kept a “neutral” rating, narrowing upside and signaling more conservative fair‑value assumptions. UBS lowers PT to $33
• Negative Sentiment: Policy headlines: President Trump floated banning large institutional investors from buying single‑family homes, and coverage suggests the proposal triggered a sectorwide sell‑off and raised AMH’s perceived regulatory risk; analysts and markets are now repricing that risk even though some argue REITs could be exempt. Wall Street Isn’t The Housing Problem How Trump’s Proposed Institutional Home Buying Ban Could Impact AMH

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.