American Homes 4 Rent
AMH

$35.39

1.49%

Market Cap: 13B

About: American Homes 4 Rent is a real estate investment trust primarily focused on acquiring, operating, and leasing single-family homes as rental properties throughout the United States. The company's real estate portfolio is largely comprised of single-family properties in urban markets in the Southern and Midwestern regions of the U.S. American Homes 4 Rent's land holdings also represent a sizable percentage of its total assets in terms of value. The company derives the vast majority of its income in the form of rental revenue from single-family properties through short-term or annual leases. The firm's largest geographical markets include Dallas, Texas; Indianapolis, Indiana; Atlanta, Georgia; and Charlotte, North Carolina in terms of the number of properties in each.

Employees: 1,725

Financials Real Estate Investment Trusts

0

Funds holding %

of 6,702 funds

0

Analysts bullish %

of 10 analysts

0

News positive %

of 8 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

16% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 139

2% less capital invested

Capital invested by funds: $11.5B [Q4 2023] → $11.2B (-$277M) [Q1 2024]

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

1% less funds holding

Funds holding: 415 [Q4 2023] → 410 (-5) [Q1 2024]

5.06% less ownership

Funds ownership: 88.3% [Q4 2023] → 83.24% (-5.06%) [Q1 2024]

25% less funds holding in top 10

Funds holding in top 10: 4 [Q4 2023] → 3 (-1) [Q1 2024]

46% less call options, than puts

Call options by funds: $1.62M | Put options by funds: $3M

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Research analyst outlook

10 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target

$38

7%

upside

Avg. target

$40

13%

upside

High target

$42

19%

upside

10 analyst ratings

7 positive

70%

3 neutral

30%

0 negative

0%

Evercore ISI Group Steve Sakwa	10%upside $39	In-Line Maintained	9 Jul 2024
JP Morgan Anthony Paolone	7%upside $38	Neutral Maintained	17 Jun 2024
Barclays Anthony Powell	19%upside $42	Overweight Maintained	29 May 2024
Scotiabank Nicholas Yulico	16%upside $41	Sector Outperform Maintained	16 May 2024
Keefe, Bruyette & Woods Jade Rahmani	10%upside $39	Market Perform Maintained	13 May 2024

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about AMH published over the past 30 days

Zacks Investment Research

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American Homes 4 Rent: SFR Exposure At A Good Price

American Homes 4 Rent is a REIT that owns and leases single-family homes nationwide. Its portfolio is well-diversified and in a market with favorable supply/demand dynamics. With such a low leverage, strong liquidity, performance momentum, and low price level, I think it deserves some consideration even though its dividend yield is low.

American Homes 4 Rent: SFR Exposure At A Good Price

AMH Delivers 10,000th Built Home, Expanding High-Quality Housing Options in the U.S.

Company Once Again Recognized as 39th Largest National Homebuilder on 2024 Builder 100 List LAS VEGAS , July 10, 2024 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, announces its 10,000th new home delivery and recognition by Builder Magazine as the 39th largest homebuilder in the United States on its 2024 Builder 100 List. This milestone reaffirms the company's commitment to creating new attainable housing at scale at a time of critical supply shortages in the U.S. AMH launched its development program in 2017 in response to rising demand for high-quality single-family rental homes in sought-after locations.

AMH Delivers 10,000th Built Home, Expanding High-Quality Housing Options in the U.S.

AMH Announces Dates of Second Quarter 2024 Earnings Release and Conference Call

LAS VEGAS , July 8, 2024 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Company will release its second quarter 2024 financial and operating results on Thursday, August 1, 2024, after the market closes. The Company will host a conference call on Friday, August 2, 2024, at 12:00 p.m.

AMH Announces Dates of Second Quarter 2024 Earnings Release and Conference Call

Equity REITs: Takeaways From REITWeek 2024

Overall positive outlook for REIT industry with decline in development activity, potential for increased transaction market activity, and well-capitalized REITs poised for growth. Key themes from REITWeek conference: improving transaction market, challenges with development projects, optimism driven by stable-to-improving fundamentals. Actionable ideas from meetings include investing in data centers, cell towers, triple net properties, multifamily, SFR, MH/RV, self-storage, healthcare, industrial, and office sectors.

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Consumer Shows Stress

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