American Homes 4 Rent
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
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
260% more call options, than puts
Call options by funds: $4.24M | Put options by funds: $1.18M
10% more capital invested
Capital invested by funds: $11.2B [Q3] → $12.3B (+$1.1B) [Q4]
7.25% more ownership
Funds ownership: 80.0% [Q3] → 87.26% (+7.25%) [Q4]
7% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 56
4% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 156
1% less funds holding
Funds holding: 439 [Q3] → 436 (-3) [Q4]
29% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 5 (-2) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$37
1%
downside
Avg. target
$40
8%
upside
High target
$43
15%
upside
8 analyst ratings
5 positive
63%
3 neutral
38%
0 negative
0%
Scotiabank Daniel Tricarico 0% 1-year accuracy 0 / 2 met price target | 10%upside $41 | Sector Perform Maintained | 12 May 2025 |
Raymond James Buck Horne 38% 1-year accuracy 9 / 24 met price target | 15%upside $43 | Outperform Maintained | 9 May 2025 |
Keefe, Bruyette & Woods Jade Rahmani 50% 1-year accuracy 20 / 40 met price target | 7%upside $40 | Market Perform Maintained | 6 May 2025 |
RBC Capital Brad Heffern 57% 1-year accuracy 21 / 37 met price target | 10%upside $41 | Outperform Maintained | 5 May 2025 |
Evercore ISI Group Steve Sakwa 49% 1-year accuracy 21 / 43 met price target | 10%upside $41 | Outperform Maintained | 2 May 2025 |
Financial journalist opinion
Based on 12 articles about AMH published over the past 30 days
Positive
Seeking Alpha
6 hours ago
American Homes 4 Rent: Solid Results Are Likely To Continue
American Homes 4 Rent delivered a solid 9% total return over the past year, supported by favorable macro fundamentals and strong Q1 financial performance. AMH's Q1 results showed a 6.6% increase in FFO, 8% rise in rental revenue, and 9% growth in EBITDA, with expanding margins. The single-family rental market remains robust due to high home prices and interest rates, with AMH achieving high occupancy and strong lease growth.
Neutral
Seeking Alpha
3 days ago
Trade Talks, Fed Hawks, Market Balks
US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and labor market risks. Meanwhile, White House officials headed to Switzerland to begin high-level trade talks with China, which follows the announcement of the first major post-Liberation Day trade deal with the United Kingdom. Following its best two-week stretch since late 2022, the S&P 500 slipped 0.4% this week - extending its drawdown to around 8% from its mid-February record highs.
Neutral
PRNewsWire
1 week ago
AMH Announces Distributions
LAS VEGAS , May 7, 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 second quarter of 2025. The distribution will be payable in cash on June 30, 2025 to shareholders of record on June 13, 2025.
Neutral
PRNewsWire
1 week ago
American Homes 4 Rent Announces Pricing of Public Offering of $650 Million of 4.950% Senior Notes due 2030
LAS VEGAS , May 6, 2025 /PRNewswire/ -- American Homes 4 Rent (NYSE: AMH) (the "Company") today announced that its operating partnership, American Homes 4 Rent, L.P. (the "Operating Partnership"), has priced an offering of $650 million aggregate principal amount of 4.950% Senior Notes due 2030 (the "Notes").
Positive
Seeking Alpha
1 week ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 9% (May 2025)
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields about 3.74%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%.
Positive
24/7 Wall Street
1 week ago
Goldman Sachs Says Bet on Sun Belt REITs: 3 Top Picks Pay Large, Dependable Dividends
REITs, or real estate investment trusts, own, operate, or finance income-producing real estate.
Neutral
Seeking Alpha
1 week ago
American Homes 4 Rent (AMH) Q1 2025 Earnings Conference Call Transcript
American Homes 4 Rent (NYSE:AMH ) Q1 2025 Earnings Conference Call May 2, 2025 12:00 PM ET Company Participants Nicholas Fromm - Director of IR Bryan Smith - CEO Chris Lau - CFO Lincoln Palmer - COO Conference Call Participants Jamie Feldman - Wells Fargo Steve Sakwa - Evercore ISI Haendel St. Juste - Mizuho Securities Nick Joseph - Citi Adam Kramer - Morgan Stanley Jeff Spector - Bank of America Rich Hightower - Barclays David Segall - Green Street Brad Heffern - RBC Capital Markets Daniel Tricarico - Scotiabank Michael Goldsmith - UBS Jesse Lederman - Zelman & Associates Austin Wurschmidt - KeyBanc Capital Markets Linda Tsai - Jefferies Omotayo Okusanya - Deutsche Bank Operator Greetings, and welcome to the AMH First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Zacks Investment Research
1 week ago
American Homes 4 Rent (AMH) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for American Homes 4 Rent (AMH) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Zacks Investment Research
1 week ago
American Homes 4 Rent (AMH) Surpasses Q1 FFO and Revenue Estimates
American Homes 4 Rent (AMH) came out with quarterly funds from operations (FFO) of $0.46 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to FFO of $0.43 per share a year ago.
Neutral
PRNewsWire
1 week ago
AMH Reports First Quarter 2025 Financial and Operating Results
Delivered Strong First Quarter with Accelerating Monthly Occupancy and Rate Growth LAS VEGAS , May 1, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter ended March 31, 2025. Highlights Rents and other single-family property revenues increased 8.4% year-over-year to $459.3 million for the first quarter of 2025.
Charts implemented using Lightweight Charts™