American Homes 4 Rent

AMH

Market cap $12.1B

Investors watch Wall Street for signals about potential movement in stocks, and an upgrade from analysts is one important marker of shifting fundamentals. Analyst upgrades come in response to a variety of internal and external factors, and an upgrade does not necessarily mean that a company is likely to also have upside in its near future—nor even that it may be a strong choice for many investors at all.

U.S. equity markets rallied to fresh record-highs this past week as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown. For the fourth time since 1995, the federal government entered a partial "shutdown" after the U.S. Senate failed to reach the 60-vote threshold required for passage of appropriations. Defering to experience from prior shutdowns in 2013 (16 days) and in 2018 (35 days), markets largely shrugged off the latest Congressional impasse, with investors still anticipating a timely resolution.

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 3.56%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.

LAS VEGAS , Oct. 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 third quarter 2025 financial and operating results on Wednesday, October 29, 2025, after the market closes. The Company will host a conference call on Thursday, October 30, 2025, at 12:00 p.m.

American Homes 4 Rent is upgraded to a "Buy" as shares appear oversold despite strong rental fundamentals and a healthy balance sheet. AMH benefits from a secular tailwind as renting remains significantly more affordable than homeownership across its markets, supporting stable demand. While home price declines in key Sun Belt markets pose a headwind to AMH's net asset value, reduced new supply should help stabilize prices.

The article highlights the divide between affluent and paycheck-to-paycheck American consumers, emphasizing that affluent spending drives economic resilience. AI-related stocks are powering market gains, while non-AI tech and value stocks lag, masking underlying disparities in market performance. Over 40% of my dividend growth portfolio is in a single sector, justified by fading headwinds from interest rates and new supply, and improving sector fundamentals.

Goldman Sachs analyst Julien Blouin has become cautious on the residential REIT sector, flagging a challenging setup for the second half of 2025 and into 2026. He pointed to weaker job growth, slowing migration trends in Sunbelt (south and southwest U.S.) markets, and rising supply forecasts as key headwinds that continue to cap pricing power despite steady absorption levels.

Despite headwinds from oversupply and economic uncertainty, EQR, UDR and AMH show resilience, with strong rental demand and tenant retention.

Current market conditions reflect irrational exuberance, with surging valuations in stocks, precious metals, crypto, and collectibles reminiscent of past bubbles. Conflicting economic signals persist: inflation data is mixed, the labor market is weakening, but affluent consumer spending and bank lending remain resilient. Dividend growth investing remains my preferred strategy, with a focus on high-quality REITs, utilities, and my favorite cash equivalent ETF.

American Homes 4 Rent (NYSE:AMH ) BofA Securities 2025 Global Real Estate Conference September 10, 2025 9:35 AM EDT Company Participants Bryan Smith - CEO & Trustee Christopher Lau - CFO & Senior EVP Lincoln Palmer - Executive VP & Chief Operating Officer Conference Call Participants Jana Galan - BofA Securities, Research Division Presentation Jana Galan Research Analyst Good morning. Welcome to Bank of America's 2025 Global Real Estate Conference.