Key Points
- Director Douglas Benham bought 1,571 shares at $24.00 on Feb. 25 (a $37,704 purchase), raising his stake to 43,517 shares (≈$1.04M), a 3.75% increase per the SEC filing.
- Dividend raised to $0.33 quarterly (annualized $1.32) for a ~4.4% yield, though the payout ratio is elevated at 101.69%.
- AMH missed last quarter's EPS ($0.33 vs. $0.47 expected) and revenue, set FY2026 guidance of 1.890–1.950 EPS while analysts forecast ~1.85 EPS, and the stock has faced downgrades and one-year low pressure amid a consensus "Hold" rating.
American Homes 4 Rent (NYSE:AMH - Get Free Report) Director Douglas Benham bought 1,571 shares of the company's stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average price of $24.00 per share, for a total transaction of $37,704.00. Following the acquisition, the director directly owned 43,517 shares in the company, valued at approximately $1,044,408. This trade represents a 3.75% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.
American Homes 4 Rent Trading Down 1.1%
Shares of NYSE:AMH opened at $30.01 on Friday. American Homes 4 Rent has a 52-week low of $28.84 and a 52-week high of $39.49. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.41 and a current ratio of 0.63. The company has a market cap of $10.92 billion, a P/E ratio of 25.43, a P/E/G ratio of 4.33 and a beta of 0.80. The stock's 50-day moving average is $31.33 and its 200-day moving average is $32.37.
American Homes 4 Rent (NYSE:AMH - Get Free Report) last released its earnings results on Thursday, February 19th. The real estate investment trust reported $0.33 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.47 by ($0.14). The business had revenue of $402.93 million during the quarter, compared to analyst estimates of $459.24 million. American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.93%. The business's quarterly revenue was up 4.2% compared to the same quarter last year. During the same period last year, the business earned $0.45 EPS. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Equities research analysts predict that American Homes 4 Rent will post 1.85 earnings per share for the current year.
American Homes 4 Rent Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be paid a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 4.4%. The ex-dividend date is Friday, March 13th. This is an increase from American Homes 4 Rent's previous quarterly dividend of $0.30. American Homes 4 Rent's dividend payout ratio is currently 101.69%.
American Homes 4 Rent News Summary
Here are the key news stories impacting American Homes 4 Rent this week:
- Positive Sentiment: Two company directors bought stock (David Goldberg: 2,000 shares at $29.17; Douglas Benham: 1,571 shares at $24.00). Insider purchases can signal management confidence and helped limit downside. Insider Filing - Goldberg Insider Filing - Benham
- Positive Sentiment: The company recently raised its quarterly dividend to $0.33 (annualized $1.32), increasing yield and supporting income-focused holders. This raises cash return but note the payout ratio is elevated. MarketBeat AMH Profile
- Neutral Sentiment: AMH management will speak at the 2026 Citi Global Property CEO Conference (March 3). Investor access and messaging could help sentiment if management provides reassuring updates. PR Newswire
- Neutral Sentiment: Raymond James reaffirmed a "market perform" rating, signaling no near-term upside from that shop but also not adding immediate selling pressure. Benzinga note
- Negative Sentiment: Keefe, Bruyette & Woods cut its price target to $35.00, reducing upside expectations and contributing to weaker analyst sentiment. American Banking News
- Negative Sentiment: AMH recently hit a one-year low after analyst downgrades and negative notes from some research providers — a sign pressure from the sell-side is weighing on the stock. American Banking News - 1-Year Low
- Negative Sentiment: Last reported quarter (Feb. 19) showed EPS and revenue misses versus consensus and guidance that implies modest growth; these operational misses remain the principal fundamental headwind. MarketBeat - Earnings Summary
Institutional Trading of American Homes 4 Rent
Institutional investors have recently bought and sold shares of the stock. Thrivent Financial for Lutherans raised its stake in shares of American Homes 4 Rent by 67.6% during the third quarter. Thrivent Financial for Lutherans now owns 125,412 shares of the real estate investment trust's stock worth $4,170,000 after buying an additional 50,587 shares during the last quarter. 12th Street Asset Management Company LLC grew its holdings in American Homes 4 Rent by 64.3% during the 3rd quarter. 12th Street Asset Management Company LLC now owns 158,081 shares of the real estate investment trust's stock worth $5,256,000 after acquiring an additional 61,838 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its position in shares of American Homes 4 Rent by 24.0% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,506,317 shares of the real estate investment trust's stock valued at $83,335,000 after acquiring an additional 485,401 shares during the last quarter. Retirement Systems of Alabama raised its position in shares of American Homes 4 Rent by 13.3% during the 3rd quarter. Retirement Systems of Alabama now owns 910,363 shares of the real estate investment trust's stock valued at $30,270,000 after acquiring an additional 106,550 shares during the last quarter. Finally, Pacer Advisors Inc. lifted its stake in shares of American Homes 4 Rent by 608,877.8% in the 3rd quarter. Pacer Advisors Inc. now owns 54,808 shares of the real estate investment trust's stock valued at $1,822,000 after purchasing an additional 54,799 shares during the period. Institutional investors and hedge funds own 91.87% of the company's stock.
Wall Street Analysts Forecast Growth
AMH has been the topic of several research analyst reports. The Goldman Sachs Group set a $37.00 price target on shares of American Homes 4 Rent in a research report on Monday, December 15th. UBS Group decreased their target price on American Homes 4 Rent from $38.00 to $33.00 and set a "neutral" rating on the stock in a research report on Thursday, January 8th. Wells Fargo & Company lowered their price target on American Homes 4 Rent from $38.00 to $37.00 and set an "overweight" rating on the stock in a research note on Tuesday, November 25th. BMO Capital Markets reiterated a "market perform" rating and issued a $37.00 price objective on shares of American Homes 4 Rent in a research report on Friday, January 9th. Finally, Mizuho reissued a "neutral" rating and set a $32.00 price objective (down from $33.00) on shares of American Homes 4 Rent in a report on Thursday, January 8th. Seven research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $36.69.
Check Out Our Latest Research Report on AMH
American Homes 4 Rent Company Profile
(
Get Free Report)
American Homes 4 Rent (NYSE: AMH) is a publicly traded real estate investment trust (REIT) specializing in the acquisition, development and management of single-family rental homes. Since its initial public offering in April 2013, the company has focused on building a large-scale, professionally managed portfolio of homes designed to meet the needs of today's renters. Its business model emphasizes the acquisition of well-located properties coupled with consistent, in-house property management to drive occupancy and long-term value.
As of the most recent reporting, American Homes 4 Rent owns and operates tens of thousands of homes across the United States, with concentration in key Sun Belt and high-growth markets.
Further Reading
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