American Homes 4 Rent
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
0
Funds holding %
of 6,823 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
41% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 44
3% more funds holding
Funds holding: 427 [Q2] → 438 (+11) [Q3]
5% less call options, than puts
Call options by funds: $470K | Put options by funds: $494K
5% less repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 164
8% less capital invested
Capital invested by funds: $12.8B [Q2] → $11.7B (-$1.07B) [Q3]
10.51% less ownership
Funds ownership: 94.2% [Q2] → 83.69% (-10.51%) [Q3]
22% less funds holding in top 10
Funds holding in top 10: 9 [Q2] → 7 (-2) [Q3]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$37
6%
upside
Avg. target
$39
13%
upside
High target
$42
20%
upside
5 analyst ratings
2 positive
40%
3 neutral
60%
0 negative
0%
Deutsche Bank Omotayo Okusanya 61% 1-year accuracy 14 / 23 met price target | 6%upside $37 | Hold Downgraded | 21 Jan 2025 |
JMP Securities Aaron Hecht 55% 1-year accuracy 28 / 51 met price target | 17%upside $41 | Market Outperform Reiterated | 14 Jan 2025 |
Barclays Anthony Powell 43% 1-year accuracy 13 / 30 met price target | 12%upside $39 | Equal-Weight Initiated | 17 Dec 2024 |
Evercore ISI Group Steve Sakwa 43% 1-year accuracy 23 / 53 met price target | 20%upside $42 | Outperform Upgraded | 11 Nov 2024 |
Keefe, Bruyette & Woods Jade Rahmani 50% 1-year accuracy 17 / 34 met price target | 9%upside $38 | Market Perform Maintained | 6 Nov 2024 |
Financial journalist opinion
Based on 5 articles about AMH published over the past 30 days
Positive
Seeking Alpha
4 days ago
7 Stocks I'm Buying Amid This Goldilocks (For Now) Economy
There is an often overlooked difference between income investing and dividend growth investing. The two are not the same. Timely charts showing that inflation is even more subdued than the official CPI metrics show, but also what threatens to disrupt the disinflationary trend. A discussion of three books dividend growth investors would benefit from reading. Only one is specifically about dividend growth investing.
Neutral
PRNewsWire
5 days ago
AMH Announces Dates of Fourth Quarter and Full Year 2024 Earnings Release and Conference Call
LAS VEGAS , Jan. 17, 2025 /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 fourth quarter and full year 2024 financial and operating results on Thursday, February 20, 2025, after the market closes. The Company will host a conference call on Friday, February 21, 2025, at 12:00 p.m.
Positive
Seeking Alpha
1 week ago
A Dozen Stocks I'm Buying As Rising Interest Rates Break The Market
Interest rate peaks often cause short-term S&P 500 selloffs, especially for REITs. I retain hope that REITs may decouple from 10-year Treasury yields once rates stabilize. Baby Boomers' economic impact is profound, influencing inflation, wages, and consumption patterns, with Millennials having a smaller effect at later ages in life. Debating whether dividend growth investors should buy Magnificent 7 stocks, I find GOOGL compelling for its reasonable valuation and growth potential.
Negative
Seeking Alpha
2 weeks ago
World Beaters' 2024 Performance Review
One year ago, I selected a portfolio of 10 REITs for their double-digit dividend growth, believing they would outperform on share price and deliver superior total return. In this article, I hold myself accountable. The World Beaters portfolio underperformed in share price, contrary to expectations, achieving a total return of (-3.48)%. The portfolio ended the year out yielding the VNQ by 12 bps, but did not achieve the anticipated share price outperformance, despite sterling operating results.
Positive
Seeking Alpha
2 weeks ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (January 2025)
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (January 2025)
Positive
Seeking Alpha
1 month ago
10 Stocks I'm Buying As REITs Have Never Looked So Good
The recent market selloff, driven by the Fed's revised rate-cut forecast, has made high-quality REITs attractively priced for long-term dividend growth investors. Despite poor stock price performance, REITs have strong fundamentals, with favorable earnings yield spreads and dividend yields compared to the broader market. REITs are undervalued due to being treated as bond proxies, but their strong commercial real estate fundamentals and historical outperformance post-Fed rate cuts suggest a buying opportunity.
Positive
Seeking Alpha
1 month ago
Goldilocks Data Upholds Fed Cut
U.S. equity markets climbed to fresh record-highs this week, while benchmark interest rates ticked lower, after a critical slate of employment data showed lukewarm labor market trends in November. Viewed as a "Goldilocks" report that effectively locked in a December rate cut, payrolls data showed solid "headline" job growth of 227k in November, but notably weaker trends under the surface. Posting gains for a third straight week to extend its post-election rally to around 7%, the S&P 500 advanced another 0.9% this week - pacing for its best year since 2019.
Positive
Seeking Alpha
1 month ago
9 Stocks I'm Buying As The Market Reaches A Rare Level Of Speculative Fervor
The U.S. stock market is highly valued, driven by Big Tech and AI investments, with speculative fervor reminiscent of the late 1990s. Some REITs, like W.P. Carey, face challenges due to poor capital allocation and strategic missteps, leading to underperformance compared to tech stocks. Many other REITs, however, have been beaten down due to short-term supply headwinds and their treatment as bond proxies.
Positive
Seeking Alpha
1 month ago
Property Type Round-Up From REITworld 2024
REITs are poised for growth with stabilizing interest rates, low new supply, and robust balance sheets supporting higher rents and long-term asset growth. Healthcare REITs benefit from strong senior housing demand and limited new supply, despite valuation debates and management changes at Healthcare Realty. Multifamily and single-family rental sectors show regional variability, but long-term growth driven by demographic trends.
Neutral
PRNewsWire
1 month ago
American Homes 4 Rent Announces Pricing of Public Offering of $500 Million of 5.250% Senior Notes due 2035
LAS VEGAS , Dec. 2, 2024 /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 $500 million aggregate principal amount of 5.250% Senior Notes due 2035 (the "Notes").
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