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 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
0% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 58
2% less funds holding
Funds holding: 440 [Q4 2024] → 432 (-8) [Q1 2025]
5.21% less ownership
Funds ownership: 87.37% [Q4 2024] → 82.16% (-5.21%) [Q1 2025]
7% less capital invested
Capital invested by funds: $12.3B [Q4 2024] → $11.5B (-$870M) [Q1 2025]
14% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 174
20% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 4 (-1) [Q1 2025]
25% less call options, than puts
Call options by funds: $1.17M | Put options by funds: $1.55M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$40
10%
upside
Avg. target
$41
13%
upside
High target
$43
18%
upside
7 analyst ratings
4 positive
57%
3 neutral
43%
0 negative
0%
Citigroup Eric Wolfe | 13%upside $41 | Neutral Downgraded | 6 Jun 2025 |
Morgan Stanley Adam Kramer | 11%upside $41 | Overweight Maintained | 22 May 2025 |
Scotiabank Daniel Tricarico | 13%upside $41 | Sector Perform Maintained | 12 May 2025 |
Raymond James Buck Horne | 18%upside $43 | Outperform Maintained | 9 May 2025 |
Keefe, Bruyette & Woods Jade Rahmani | 10%upside $40 | Market Perform Maintained | 6 May 2025 |
Financial journalist opinion
Based on 6 articles about AMH published over the past 30 days
Positive
Seeking Alpha
1 day ago
Why I Will Never Retire
Retirement is often misunderstood; rather than a cliff, it should be an off-ramp to more meaningful, flexible work and personal fulfillment. Research shows that abrupt retirement can negatively impact health, purpose, and longevity; maintaining meaningful work and community is crucial. Financial independence should be about gaining the freedom to design a fulfilling life, not simply quitting work altogether.
Positive
Seeking Alpha
1 week ago
A Slow Slowdown
US equity markets rallied to their highest levels since February after a critical slate of employment data showed lukewarm labor market conditions in May, with only minimal tariff-related impacts. Benchmark interest rates jumped to near-four-month highs as hotter-than-expected wage growth metrics fueled doubts on the prospects for meaningful Federal Reserve easing this year. Meanwhile, investors weighed questions about the fate of the "Big Beautiful Bill" amid fierce challenges from Elon Musk, alongside signs of thawing in the tariff stalemate with China.
Positive
Seeking Alpha
1 week ago
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 10% (June 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 slightly over 4%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 9%.
Neutral
PRNewsWire
2 weeks ago
AMH to Participate in Nareit's REITweek 2025 Investor Conference
LAS VEGAS , May 27, 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 during Nareit's REITweek 2025 Investor Conference on Tuesday, June 3, 2025 at 11:00 a.m. Eastern Time.
Negative
Seeking Alpha
3 weeks ago
The State Of REITs: May 2025 Edition
The REIT sector saw another month of red in April (-6.45%) and REITs now average a -9.10% return over the first 4 months of the year. Microcap (-8.87%) and small-cap REITs (-8.69%) endured bigger average losses than mid-caps (-5.45%) and large-caps (-2.93%). 84.62% of REIT securities had a negative total return in April.
Positive
Seeking Alpha
4 weeks ago
Our Top 10 High-Growth Dividend Stocks -- May 2025
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively, and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
Positive
Seeking Alpha
1 month 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
1 month 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 month 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 month 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").
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