American Homes 4 RentAMH
AMH
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 7,433 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]
14% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 154
7.0% more ownership
Funds ownership: 82.39% [Q1] → 89.38% (+7.0%) [Q2]
4% more funds holding
Funds holding: 439 [Q1] → 456 (+17) [Q2]
4% more capital invested
Capital invested by funds: $11.5B [Q1] → $11.9B (+$412M) [Q2]
44% less call options, than puts
Call options by funds: $891K | Put options by funds: $1.58M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$39
11%
upside
Avg. target
$40
15%
upside
High target
$41
17%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Morgan Stanley Adam Kramer | 17%upside $41 | Overweight Maintained | 19 Aug 2025 |
Barclays Richard Hightower | 11%upside $39 | Equal-Weight Maintained | 12 Aug 2025 |
Citigroup Eric Wolfe | 17%upside $41 | Neutral Downgraded | 6 Jun 2025 |
Financial journalist opinion
Based on 12 articles about AMH published over the past 30 days
Positive
Seeking Alpha
2 days ago
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.
Neutral
PRNewsWire
6 days ago
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.
Positive
Seeking Alpha
1 week ago
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.
Positive
Seeking Alpha
2 weeks ago
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.
Negative
Seeking Alpha
3 weeks ago
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.
Positive
Seeking Alpha
3 weeks ago
6 Stocks I'm Buying As AI And Tariffs Battle For Market Dominance
Are we in an AI bubble? And will it be AI or tariffs that determine the trajectory of the market going forward? I'm focusing on dividend growth stocks and ETFs with attractive yields and solid projected dividend growth rates. I estimate most of the stocks on my buy list will deliver mid- to high-single-digit dividend growth going forward.
Positive
Seeking Alpha
3 weeks ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8.5% (August 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 3.9%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8.5%.
Neutral
Seeking Alpha
3 weeks ago
American Homes 4 Rent (AMH) Q2 2025 Earnings Call Transcript
American Homes 4 Rent (NYSE:AMH ) Q2 2025 Earnings Conference Call August 1, 2025 12:00 PM ET Company Participants Bryan Smith - CEO & Trustee Christopher C. Lau - CFO & Senior EVP Nicholas Fromm - Director of Investor Relations Conference Call Participants Adam Kramer - Morgan Stanley, Research Division Austin Todd Wurschmidt - KeyBanc Capital Markets Inc., Research Division Bradley Barrett Heffern - RBC Capital Markets, Research Division David Segall - Green Street Advisors, LLC, Research Division Eric Jon Wolfe - Citigroup Inc., Research Division Haendel Emmanuel St. Juste - Mizuho Securities USA LLC, Research Division James Colin Feldman - Wells Fargo Securities, LLC, Research Division Jason Sabshon - Keefe, Bruyette, & Woods, Inc., Research Division Jeffrey Alan Spector - BofA Securities, Research Division Jesse T.
Neutral
The Motley Fool
3 weeks ago
American Homes 4 Rent (AMH) Q2 Up 8%
American Homes 4 Rent (AMH) Q2 Up 8%
Neutral
Zacks Investment Research
3 weeks ago
American Homes 4 Rent (AMH) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for American Homes 4 Rent (AMH) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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