American Homes 4 Rent $AMH is Lasalle Investment Management Securities LLC’s 7th Largest Position

Lasalle Investment Management Securities LLC lifted its holdings in shares of American Homes 4 Rent (NYSE:AMH) by 76.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,888,809 shares of the real estate investment trust’s stock after purchasing an additional 1,248,131 shares during the period. American Homes 4 Rent comprises approximately 3.8% of Lasalle Investment Management Securities LLC’s investment portfolio, making the stock its 7th largest holding. Lasalle Investment Management Securities LLC’s holdings in American Homes 4 Rent were worth $96,053,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank purchased a new stake in American Homes 4 Rent during the second quarter worth about $796,706,000. Centersquare Investment Management LLC grew its position in shares of American Homes 4 Rent by 25.9% during 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 acquiring an additional 1,082,972 shares during the period. First Trust Advisors LP increased its stake in shares of American Homes 4 Rent by 2,035.9% during the 2nd quarter. First Trust Advisors LP now owns 1,129,609 shares of the real estate investment trust’s stock worth $40,745,000 after purchasing an additional 1,076,722 shares during the last quarter. Aew Capital Management L P increased its stake in shares of American Homes 4 Rent by 56.0% during the 3rd quarter. Aew Capital Management L P now owns 2,064,622 shares of the real estate investment trust’s stock worth $68,649,000 after purchasing an additional 741,388 shares during the last quarter. Finally, BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp raised its holdings in shares of American Homes 4 Rent by 849.8% in the 2nd quarter. BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp now owns 603,038 shares of the real estate investment trust’s stock worth $21,752,000 after purchasing an additional 539,548 shares during the period. 91.87% of the stock is owned by hedge funds and other institutional investors.

American Homes 4 Rent Stock Performance

American Homes 4 Rent stock opened at $30.01 on Friday. The firm’s 50 day simple moving average is $31.33 and its 200 day simple moving average is $32.36. The company has a current ratio of 0.63, a quick ratio of 0.41 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $10.92 billion, a PE ratio of 25.43, a price-to-earnings-growth ratio of 4.28 and a beta of 0.80. American Homes 4 Rent has a 1-year low of $28.84 and a 1-year high of $39.49.

American Homes 4 Rent (NYSE:AMH) last announced 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 firm had revenue of $402.93 million during the quarter, compared to the consensus estimate of $459.24 million. American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.93%. The firm’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 earned $0.45 earnings per share. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. As a group, analysts expect that American Homes 4 Rent will post 1.85 earnings per share for the current fiscal year.

American Homes 4 Rent Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be given a dividend of $0.33 per share. The ex-dividend date is Friday, March 13th. This is a positive change from American Homes 4 Rent’s previous quarterly dividend of $0.30. This represents a $1.32 annualized dividend and a yield of 4.4%. American Homes 4 Rent’s dividend payout ratio (DPR) is presently 101.69%.

Insider Buying and Selling

In other American Homes 4 Rent news, Director Jack E. Corrigan bought 5,000 shares of the firm’s stock in a transaction on Tuesday, December 9th. The shares were acquired at an average cost of $22.96 per share, for a total transaction of $114,800.00. Following the purchase, the director directly owned 17,300 shares of the company’s stock, valued at $397,208. The trade was a 40.65% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Douglas N. Benham purchased 1,571 shares of the stock in a transaction on Wednesday, February 25th. The stock was acquired at an average cost of $24.00 per share, for a total transaction of $37,704.00. Following the acquisition, the director 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. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 8,571 shares of company stock worth $210,844 over the last ninety days. 6.32% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. Royal Bank Of Canada reduced their price objective on American Homes 4 Rent from $38.00 to $35.00 and set an “outperform” rating for the company in a report on Monday, February 23rd. Wells Fargo & Company decreased their price objective on American Homes 4 Rent from $38.00 to $37.00 and set an “overweight” rating for the company in a report on Tuesday, November 25th. Morgan Stanley dropped their price objective on shares of American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating on the stock in a report on Thursday, November 13th. 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 report on Wednesday. Finally, Mizuho reissued a “neutral” rating and issued a $32.00 price target (down from $33.00) on shares of American Homes 4 Rent in a research report on Thursday, January 8th. Seven research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $36.69.

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

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.