American Homes 4 Rent (NYSE:AMH) Issues FY 2026 Earnings Guidance

American Homes 4 Rent (NYSE:AMH) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.930-1.970 for the period, compared to the consensus EPS estimate of 1.880. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Keefe, Bruyette & Woods raised their price target on American Homes 4 Rent from $35.00 to $36.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Wall Street Zen raised American Homes 4 Rent from a “sell” rating to a “hold” rating in a research note on Saturday, May 9th. Scotiabank increased their price objective on American Homes 4 Rent from $32.00 to $33.00 and gave the stock a “sector perform” rating in a research report on Thursday, June 18th. Raymond James Financial upgraded American Homes 4 Rent from a “market perform” rating to an “outperform” rating and set a $35.00 target price on the stock in a research note on Monday, May 18th. Finally, Jefferies Financial Group raised American Homes 4 Rent to a “strong-buy” rating in a report on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $36.47.

American Homes 4 Rent Stock Performance

Shares of American Homes 4 Rent stock traded down $0.52 on Thursday, reaching $33.19. 2,292,974 shares of the stock were exchanged, compared to its average volume of 1,798,713. American Homes 4 Rent has a 1-year low of $27.22 and a 1-year high of $36.10. The company has a current ratio of 0.57, a quick ratio of 0.57 and a debt-to-equity ratio of 0.67. The business has a fifty day moving average price of $33.06 and a two-hundred day moving average price of $31.32. The firm has a market capitalization of $11.97 billion, a PE ratio of 26.98, a PEG ratio of 4.55 and a beta of 0.79.

American Homes 4 Rent (NYSE:AMH) last posted its quarterly earnings results on Thursday, July 30th. The real estate investment trust reported $0.49 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.18 by $0.31. The firm had revenue of $415.99 million during the quarter, compared to analysts’ expectations of $466.51 million. American Homes 4 Rent had a net margin of 25.27% and a return on equity of 6.08%. The firm’s revenue for the quarter was up 2.8% on a year-over-year basis. During the same period in the prior year, the company posted $0.47 earnings per share. American Homes 4 Rent has set its FY 2026 guidance at 1.930-1.970 EPS. As a group, research analysts anticipate that American Homes 4 Rent will post 1.88 earnings per share for the current fiscal year.

American Homes 4 Rent Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th were paid a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date of this dividend was Monday, June 15th. American Homes 4 Rent’s dividend payout ratio is 107.32%.

Insider Activity at American Homes 4 Rent

In other American Homes 4 Rent news, Director Jack E. Corrigan purchased 2,041 shares of American Homes 4 Rent stock in a transaction dated Monday, May 18th. The stock was acquired at an average cost of $23.53 per share, with a total value of $48,024.73. Following the acquisition, the director directly owned 17,000 shares of the company’s stock, valued at $400,010. This represents a 13.64% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Over the last ninety days, insiders purchased 5,000 shares of company stock valued at $117,024. 5.70% of the stock is owned by company insiders.

Institutional Investors Weigh In On American Homes 4 Rent

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Commonwealth Equity Services LLC grew its stake in shares of American Homes 4 Rent by 3.1% during the 4th quarter. Commonwealth Equity Services LLC now owns 10,797 shares of the real estate investment trust’s stock worth $347,000 after purchasing an additional 321 shares during the period. Parallel Advisors LLC lifted its stake in shares of 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 purchasing an additional 442 shares during the period. Cetera Investment Advisers lifted its stake in shares of American Homes 4 Rent by 3.3% in the second quarter. Cetera Investment Advisers now owns 16,819 shares of the real estate investment trust’s stock valued at $607,000 after purchasing an additional 537 shares during the period. Merit Financial Group LLC boosted its holdings in American Homes 4 Rent by 9.3% during the third quarter. Merit Financial Group LLC now owns 6,503 shares of the real estate investment trust’s stock worth $216,000 after buying an additional 552 shares in the last quarter. Finally, M&G PLC boosted its holdings in American Homes 4 Rent by 10.4% during the fourth quarter. M&G PLC now owns 6,893 shares of the real estate investment trust’s stock worth $221,000 after buying an additional 651 shares in the last quarter. Institutional investors and hedge funds own 91.87% 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.