American Homes 4 Rent (NYSE:AMH) Receives Consensus Recommendation of “Hold” from Analysts

Shares of American Homes 4 Rent (NYSE:AMH) have been assigned a consensus recommendation of “Hold” from the seventeen ratings firms that are currently covering the firm, MarketBeat Ratings reports. Ten investment analysts have rated the stock with a hold recommendation and seven have issued a buy recommendation on the company. The average 1 year price target among brokerages that have updated their coverage on the stock in the last year is $36.6875.

AMH has been the topic of a number of research analyst reports. Raymond James Financial restated a “market perform” rating on shares of American Homes 4 Rent in a research note on Friday. Wall Street Zen lowered shares of American Homes 4 Rent from a “hold” rating to a “sell” rating in a research report on Sunday, January 18th. Keefe, Bruyette & Woods cut their target price on shares of American Homes 4 Rent from $37.00 to $35.00 and set an “outperform” rating for the company in a research note on Wednesday. Wells Fargo & Company decreased their price target on shares of 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. Finally, BMO Capital Markets reissued a “market perform” rating and issued a $37.00 price target on shares of American Homes 4 Rent in a report on Friday, January 9th.

American Homes 4 Rent Stock Down 1.1%

American Homes 4 Rent stock opened at $30.01 on Monday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.63 and a quick ratio of 0.41. The company’s 50-day moving average is $31.33 and its 200-day moving average is $32.37. The firm has a market capitalization of $10.92 billion, a PE ratio of 25.43, a P/E/G ratio of 4.33 and a beta of 0.80. American Homes 4 Rent has a fifty-two week low of $28.84 and a fifty-two week high of $39.49.

American Homes 4 Rent (NYSE:AMH) last posted 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). American Homes 4 Rent had a return on equity of 5.93% and a net margin of 24.48%.The business had revenue of $402.93 million for the quarter, compared to the consensus estimate of $459.24 million. During the same quarter in the previous year, the business posted $0.45 EPS. The company’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. Sell-side 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 company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be issued a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 4.4%. The ex-dividend date of this dividend is Friday, March 13th. This is an increase from American Homes 4 Rent’s previous quarterly dividend of $0.30. American Homes 4 Rent’s payout ratio is 101.69%.

American Homes 4 Rent News Summary

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

• Positive Sentiment: Two company directors bought stock (David Goldberg: 2,000 shares at $29.17; Douglas Benham: 1,571 shares at $24.00). Insider purchases can signal management confidence and helped limit downside. Insider Filing – Goldberg Insider Filing – Benham
• Positive Sentiment: The company recently raised its quarterly dividend to $0.33 (annualized $1.32), increasing yield and supporting income-focused holders. This raises cash return but note the payout ratio is elevated. MarketBeat AMH Profile
• Neutral Sentiment: AMH management will speak at the 2026 Citi Global Property CEO Conference (March 3). Investor access and messaging could help sentiment if management provides reassuring updates. PR Newswire
• Neutral Sentiment: Raymond James reaffirmed a “market perform” rating, signaling no near-term upside from that shop but also not adding immediate selling pressure. Benzinga note
• Negative Sentiment: Keefe, Bruyette & Woods cut its price target to $35.00, reducing upside expectations and contributing to weaker analyst sentiment. American Banking News
• Negative Sentiment: AMH recently hit a one-year low after analyst downgrades and negative notes from some research providers — a sign pressure from the sell-side is weighing on the stock. American Banking News – 1-Year Low
• Negative Sentiment: Last reported quarter (Feb. 19) showed EPS and revenue misses versus consensus and guidance that implies modest growth; these operational misses remain the principal fundamental headwind. MarketBeat – Earnings Summary

Insider Buying and Selling at American Homes 4 Rent

In other news, Director David Goldberg acquired 2,000 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were purchased at an average cost of $29.17 per share, with a total value of $58,340.00. Following the acquisition, the director directly owned 34,723 shares in the company, valued at $1,012,869.91. This represents a 6.11% increase in their position. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Douglas N. Benham bought 1,571 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were purchased at an average cost of $24.00 per share, with a total value of $37,704.00. Following the acquisition, the director directly owned 43,517 shares of the company’s stock, valued at approximately $1,044,408. This represents a 3.75% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 8,571 shares of company stock valued at $210,844 in the last ninety days. 6.32% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On American Homes 4 Rent

Hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. grew its position in American Homes 4 Rent by 0.6% during the third quarter. Vanguard Group Inc. now owns 44,715,728 shares of the real estate investment trust’s stock worth $1,486,798,000 after buying an additional 246,713 shares in the last quarter. Norges Bank acquired a new stake in shares of American Homes 4 Rent during the 4th quarter worth $710,672,000. State Street Corp grew its holdings in shares of American Homes 4 Rent by 2.2% during the 3rd quarter. State Street Corp now owns 18,424,196 shares of the real estate investment trust’s stock worth $612,605,000 after purchasing an additional 399,894 shares in the last quarter. Principal Financial Group Inc. increased its position in shares of American Homes 4 Rent by 8.7% in the fourth quarter. Principal Financial Group Inc. now owns 15,810,964 shares of the real estate investment trust’s stock worth $507,532,000 after purchasing an additional 1,260,717 shares during the period. Finally, Geode Capital Management LLC raised its stake in American Homes 4 Rent by 2.2% in the fourth quarter. Geode Capital Management LLC now owns 7,355,760 shares of the real estate investment trust’s stock valued at $235,572,000 after purchasing an additional 161,676 shares in the last quarter. 91.87% of the stock is currently owned by institutional investors and hedge funds.

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.