American Homes 4 Rent (NYSE:AMH) Receives Market Perform Rating from Raymond James Financial

Raymond James Financial reaffirmed their market perform rating on shares of American Homes 4 Rent (NYSE:AMH) in a research note released on Friday morning, MarketBeat reports.

Other equities analysts also recently issued research reports about the stock. Mizuho reaffirmed a “neutral” rating and issued a $32.00 price objective (down from $33.00) on shares of American Homes 4 Rent in a report on Thursday, January 8th. BMO Capital Markets reaffirmed 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. Wells Fargo & Company dropped their price objective 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. Wall Street Zen cut shares of American Homes 4 Rent from a “hold” rating to a “sell” rating in a report on Sunday, January 18th. Finally, Evercore lowered their target price on American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating for the company in a report on Friday, October 31st. Seven investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, American Homes 4 Rent presently has a consensus rating of “Hold” and a consensus target price of $36.69.

American Homes 4 Rent Stock Down 1.1%

AMH stock traded down $0.34 during mid-day trading on Friday, hitting $30.01. 25,717,294 shares of the company were exchanged, compared to its average volume of 3,944,771. The company has a market capitalization of $10.92 billion, a PE ratio of 25.43, a price-to-earnings-growth ratio of 4.33 and a beta of 0.80. The company has a current ratio of 0.63, a quick ratio of 0.41 and a debt-to-equity ratio of 0.66. American Homes 4 Rent has a twelve month low of $28.84 and a twelve month high of $39.49. The firm has a fifty day simple moving average of $31.33 and a 200 day simple moving average of $32.37.

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

American Homes 4 Rent Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be paid a $0.33 dividend. The ex-dividend date is Friday, March 13th. This is an increase from American Homes 4 Rent’s previous quarterly dividend of $0.30. This represents a $1.32 annualized dividend and a dividend yield of 4.4%. American Homes 4 Rent’s dividend payout ratio (DPR) is 101.69%.

Insider Transactions at American Homes 4 Rent

In other American Homes 4 Rent news, Director David Goldberg acquired 2,000 shares of American Homes 4 Rent stock in a transaction dated Tuesday, February 24th. The stock was acquired at an average cost of $29.17 per share, for a total transaction of $58,340.00. Following the completion of the transaction, the director owned 34,723 shares in the company, valued at approximately $1,012,869.91. This represents a 6.11% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Douglas N. Benham acquired 1,571 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired at an average cost of $24.00 per share, with a total value of $37,704.00. Following the completion of the acquisition, the director directly owned 43,517 shares in the company, valued at approximately $1,044,408. This represents a 3.75% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders acquired 8,571 shares of company stock worth $210,844. Company insiders own 6.32% of the company’s stock.

Hedge Funds Weigh In On American Homes 4 Rent

Institutional investors and hedge funds have recently bought and sold shares of the stock. Thrivent Financial for Lutherans grew its position in American Homes 4 Rent by 67.6% in the third quarter. Thrivent Financial for Lutherans now owns 125,412 shares of the real estate investment trust’s stock worth $4,170,000 after acquiring an additional 50,587 shares in the last quarter. 12th Street Asset Management Company LLC raised its holdings in shares of American Homes 4 Rent by 64.3% during the 3rd quarter. 12th Street Asset Management Company LLC now owns 158,081 shares of the real estate investment trust’s stock valued at $5,256,000 after purchasing an additional 61,838 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its holdings in American Homes 4 Rent by 24.0% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,506,317 shares of the real estate investment trust’s stock worth $83,335,000 after purchasing an additional 485,401 shares in the last quarter. Retirement Systems of Alabama increased its position in American Homes 4 Rent by 13.3% during the third quarter. Retirement Systems of Alabama now owns 910,363 shares of the real estate investment trust’s stock worth $30,270,000 after buying an additional 106,550 shares during the last quarter. Finally, Pacer Advisors Inc. lifted its position in shares of American Homes 4 Rent by 608,877.8% in the third quarter. Pacer Advisors Inc. now owns 54,808 shares of the real estate investment trust’s stock worth $1,822,000 after buying an additional 54,799 shares during the last quarter. Institutional investors own 91.87% of the company’s stock.

American Homes 4 Rent News Roundup

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

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.