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 5 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
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$37
1%
downside
Avg. target
$39
4%
upside
High target
$41
10%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
Raymond James Buck Horne 23% 1-year accuracy 5 / 22 met price target | 4%upside $39 | Outperform Maintained | 11 Apr 2025 |
Mizuho Haendel St. Juste 65% 1-year accuracy 11 / 17 met price target | 1%downside $37 | Outperform Maintained | 13 Mar 2025 |
Barclays Richard Hightower 48% 1-year accuracy 11 / 23 met price target | 2%upside $38 | Equal-Weight Maintained | 12 Mar 2025 |
Citizens Capital Markets Aaron Hecht 37% 1-year accuracy 18 / 49 met price target | 10%upside $41 | Market Outperform Reiterated | 25 Feb 2025 |
RBC Capital Brad Heffern 47% 1-year accuracy 17 / 36 met price target | 4%upside $39 | Outperform Maintained | 24 Feb 2025 |
Financial journalist opinion
Based on 6 articles about AMH published over the past 30 days
Positive
Zacks Investment Research
1 week ago
Are You Looking for a High-Growth Dividend Stock?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does American Homes 4 Rent (AMH) have what it takes?
Negative
Seeking Alpha
1 week ago
Powell On The Hot Seat
US equity markets steadied this past week while bond markets rallied as investors parsed a surprisingly solid slate of economic data and a decent start to corporate earnings season. Early week gains were pared following comments from Fed Chair Powell regarding the inflationary impact of tariffs and the reluctance of the Fed to step in to support markets. The hawkish comments sparked a series of blistering critiques by President Trump, accusing the Fed Chair of "playing politics" and posting that his "termination cannot come fast enough."
Positive
Seeking Alpha
2 weeks ago
7 Quality Dividend Stocks I'm Buying As Tariff Risks Remain
The 90-day tariff pause offers short-term relief, but long-term trade uncertainty and recession risks persist, making it critical to stay vigilant and strategic. Despite market volatility, now is the time to deploy cash into high-quality, dividend-paying stocks rather than raising cash. Focus on buying opportunities in dividend growth stocks, while being cautious with REITs like ARE and REXR due to trade war impacts.
Neutral
Seeking Alpha
2 weeks ago
Disparate Property Supply In Tampa Creates Selective Opportunity
Tampa's strong job and population growth make it a prime real estate location, but supply and demand dynamics are crucial for investment decisions. The high housing supply in Tampa has led to a temporary downturn in home prices, while limited retail space has driven up retail rents. Other property sectors have limited supply and much stronger outlooks within Tampa.
Positive
Seeking Alpha
3 weeks ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (April 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. The market is volatile with economic uncertainties, but investing consistently in solid dividend-paying stocks with reasonable valuations is a good idea. 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.
Neutral
PRNewsWire
3 weeks ago
AMH Announces Dates of First Quarter 2025 Earnings Release and Conference Call
LAS VEGAS , April 3, 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 first quarter 2025 financial and operating results on Thursday, May 1, 2025, after the market closes. The Company will host a conference call on Friday, May 2, 2025, at 12:00 p.m.
Negative
Seeking Alpha
1 month ago
Countdown To Tariff Day
Ahead of the April 2nd tariff unveiling, US equity markets were under renewed pressure this week on downbeat data showing a further dip in consumer confidence and hotter-than-expected PCE inflation. As a turbulent first quarter wraps up, the updated GDPNow - the Atlanta Fed's closely watched GDP tracking model - forecasts growth of -2.8% overall and -0.5% on a "gold-adjusted basis." Posting weekly declines for the seventh time in the past nine weeks, the S&P 500 finished lower by 1.5% - extending its drawdown to 9.3% from its record-highs.
Positive
Seeking Alpha
1 month ago
State Of REITs: The 'Dark Age' Is Over
While the S&P 500 and other major benchmarks entered "correction territory" this month for the first time since 2023, U.S. REITs have meaningfully outperformed the broader equity market since mid-January. The rebound follows a truly forgettable three-year period for REITs dating back to the start of the Fed's rate hiking cycle in which REITs have accumulated 40 percentage-points of underperformance. REITs remain as unloved as ever: The number of publicly listed REITs declined for a fourth-straight year in 2024. As an asset class, REITs are the single-largest "underweight" among institutional investors.
Negative
Seeking Alpha
1 month ago
Fed Looms As Sentiment Dims
US equity markets remained under pressure this week as encouraging inflation data and a deal to avoid a government shutdown were offset by further tariff escalations and weak sentiment data. Markets struggled to agree on how the FOMC will interpret the latest economic data, with recent "hard data" showing encouraging trends while "softer" survey data has painted a far-bleaker outlook. Following its worst week in six months, the S&P 500 finished lower by another 2.3% this week - its fourth-straight week of declines - which dragged the index into "correction territory."
Negative
Seeking Alpha
1 month ago
Losers Of REIT Earnings Season
In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commercial Mortgage REITs were the "biggest loser" of REIT earnings season after results showed ongoing problems in the office space and a significant deterioration in multifamily bridge loan performance. Results from Hotel REITs were also disappointing given the record-levels of travel demand, as margin pressures from higher labor costs have taken a sizable bite out of bottom-line profitability.
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