American Homes 4 Rent

AMH

Market cap $12.4B

Overview Fund Activity

33.41 USD

-0.72

2.11%

At close Updated Sep 15, 3:21 PM EDT

1 day

-2.11%

5 days

-3.66%

1 month

-3.94%

3 months

-7.35%

6 months

-7.19%

Year to date

-9.09%

1 year

-18.41%

5 years

12.45%

10 years

111.32%

About: American Homes 4 Rent is a real estate investment trust 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 geographical markets include Dallas, Texas; Indianapolis, Indiana; Atlanta, Georgia; and Charlotte, North Carolina in terms of the number of properties in each.

Employees: 1,730

Real Estate Residential REIT

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

68% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 41

25% more funds holding in top 10

Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]

15% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 155

7.12% more ownership

Funds ownership: 82.39% [Q1] → 89.5% (+7.12%) [Q2]

5% more funds holding

Funds holding: 439 [Q1] → 461 (+22) [Q2]

4% more capital invested

Capital invested by funds: $11.5B [Q1] → $11.9B (+$428M) [Q2]

47% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $2.36M

See Fund Rankings

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$39

17% upside

Avg. target

$40

20% upside

High target

$41

23% upside

3 analyst ratings

2 positive

67%

1 neutral

33%

0 negative

0%

Evercore ISI Group Steve Sakwa	$40	Outperform Maintained	15 Sep 2025
Morgan Stanley Adam Kramer	$41	Overweight Maintained	19 Aug 2025
Barclays Richard Hightower	$39	Equal-Weight Maintained	12 Aug 2025

See Analyst Rankings

Financial journalist opinion

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

3 Dividend Stocks I'm Buying As Irrational Exuberance Takes Over

Current market conditions reflect irrational exuberance, with surging valuations in stocks, precious metals, crypto, and collectibles reminiscent of past bubbles. Conflicting economic signals persist: inflation data is mixed, the labor market is weakening, but affluent consumer spending and bank lending remain resilient. Dividend growth investing remains my preferred strategy, with a focus on high-quality REITs, utilities, and my favorite cash equivalent ETF.

3 Dividend Stocks I'm Buying As Irrational Exuberance Takes Over

American Homes 4 Rent (AMH) Presents At BofA Securities 2025 Global Real Estate Conference Transcript

American Homes 4 Rent (NYSE:AMH ) BofA Securities 2025 Global Real Estate Conference September 10, 2025 9:35 AM EDT Company Participants Bryan Smith - CEO & Trustee Christopher Lau - CFO & Senior EVP Lincoln Palmer - Executive VP & Chief Operating Officer Conference Call Participants Jana Galan - BofA Securities, Research Division Presentation Jana Galan Research Analyst Good morning. Welcome to Bank of America's 2025 Global Real Estate Conference.

American Homes 4 Rent (AMH) Presents At BofA Securities 2025 Global Real Estate Conference Transcript

Zacks Investment Research

SAFE vs. AMH: Which Stock Is the Better Value Option?

Investors with an interest in REIT and Equity Trust - Residential stocks have likely encountered both Safehold (SAFE) and American Homes 4 Rent (AMH). But which of these two stocks offers value investors a better bang for their buck right now?

SAFE vs. AMH: Which Stock Is the Better Value Option?

5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (Sept. 2025)

5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (Sept. 2025)

5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (Sept. 2025)

AMH to Participate in BofA Securities 2025 Global Real Estate Conference

LAS VEGAS , Sept. 3, 2025 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator, and developer of single-family rental homes, today announced that members of the Company's management team will participate in a roundtable discussion at the BofA Securities 2025 Global Real Estate Conference on Wednesday, September 10, 2025 at 9:35 a.m.

AMH to Participate in BofA Securities 2025 Global Real Estate Conference

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

AMH Announces Distributions

LAS VEGAS , Aug. 20, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Board of Trustees declared a dividend of $0.30 per share on the Company's common shares for the third quarter of 2025. The distribution will be payable in cash on September 30, 2025 to shareholders of record on September 15, 2025.

AMH Announces Distributions

Inflation Fails To Chill Fed Cut Momentum

U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.

Inflation Fails To Chill Fed Cut Momentum

Disinflation Dividend: REIT Earnings Scorecard

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.

Disinflation Dividend: REIT Earnings Scorecard

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

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