Key Points
- Director Douglas Benham purchased 1,200 shares of American Homes 4 Rent (NYSE:AMH) on March 2 at $24.20 each for $29,040, bringing his direct holding to 44,717 shares (a 2.76% increase).
- Quarterly dividend raised from $0.30 to $0.33 (ex-dividend March 13, payable March 31), representing a $1.32 annualized payout and a ~4.4% yield while the payout ratio stands at 111.86%.
- Q4 results missed expectations: AMH reported $0.33 EPS vs. $0.47 expected and revenue below estimates, and issued FY2026 EPS guidance of $1.89–$1.95 (analysts average ~1.85).
American Homes 4 Rent (NYSE:AMH - Get Free Report) Director Douglas Benham bought 1,200 shares of American Homes 4 Rent stock in a transaction that occurred on Monday, March 2nd. The shares were bought at an average cost of $24.20 per share, with a total value of $29,040.00. Following the acquisition, the director directly owned 44,717 shares in the company, valued at $1,082,151.40. This trade represents a 2.76% increase in their position. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website.
American Homes 4 Rent Stock Performance
AMH stock traded down $0.10 during mid-day trading on Thursday, hitting $29.93. 793,625 shares of the company were exchanged, compared to its average volume of 4,867,661. The stock has a market capitalization of $10.89 billion, a PE ratio of 25.36, a price-to-earnings-growth ratio of 4.26 and a beta of 0.80. The company has a current ratio of 0.63, a quick ratio of 0.63 and a debt-to-equity ratio of 0.66. American Homes 4 Rent has a 1-year low of $28.84 and a 1-year high of $39.49. The business has a 50 day simple moving average of $31.23 and a 200-day simple moving average of $32.26.
American Homes 4 Rent (NYSE:AMH - Get Free Report) last issued its quarterly earnings data on Thursday, February 19th. The real estate investment trust reported $0.33 EPS for the quarter, missing analysts' consensus estimates of $0.47 by ($0.14). The firm 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 in the prior year, the company earned $0.45 earnings per share. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. On average, equities analysts forecast that American Homes 4 Rent will post 1.85 earnings per share for the current year.
American Homes 4 Rent Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be given a dividend of $0.33 per share. This is a positive change from American Homes 4 Rent's previous quarterly dividend of $0.30. This represents a $1.32 annualized dividend and a yield of 4.4%. The ex-dividend date of this dividend is Friday, March 13th. American Homes 4 Rent's dividend payout ratio (DPR) is currently 111.86%.
Institutional Inflows and Outflows
Several hedge funds and other institutional investors have recently added to or reduced their stakes in AMH. Commonwealth Equity Services LLC boosted its position in American Homes 4 Rent by 3.1% in the fourth quarter. Commonwealth Equity Services LLC now owns 10,797 shares of the real estate investment trust's stock worth $347,000 after purchasing an additional 321 shares during the last quarter. AE Wealth Management LLC increased its position in shares of American Homes 4 Rent by 7.3% during the 3rd quarter. AE Wealth Management LLC now owns 6,149 shares of the real estate investment trust's stock valued at $204,000 after purchasing an additional 418 shares during the last quarter. Assetmark Inc. increased its holdings in American Homes 4 Rent by 21.6% during the third quarter. Assetmark Inc. now owns 2,360 shares of the real estate investment trust's stock worth $78,000 after buying an additional 420 shares during the last quarter. IFP Advisors Inc raised its position in American Homes 4 Rent by 122.2% in the fourth quarter. IFP Advisors Inc now owns 802 shares of the real estate investment trust's stock worth $26,000 after acquiring an additional 441 shares during the period. Finally, Parallel Advisors LLC boosted its stake in American Homes 4 Rent by 84.8% in the third quarter. Parallel Advisors LLC now owns 963 shares of the real estate investment trust's stock valued at $32,000 after acquiring an additional 442 shares during the last quarter. 91.87% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
AMH has been the subject of several recent analyst reports. Royal Bank Of Canada dropped their price objective on American Homes 4 Rent from $38.00 to $35.00 and set an "outperform" rating for the company in a research report on Monday, February 23rd. Raymond James Financial restated a "market perform" rating on shares of American Homes 4 Rent in a report on Friday, February 27th. 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. Wells Fargo & Company cut their target price on American Homes 4 Rent from $37.00 to $34.00 and set an "overweight" rating on the stock in a research report on Thursday. Finally, Citigroup reduced their price target on shares of American Homes 4 Rent from $34.50 to $33.50 and set a "neutral" rating for the company in a report on Monday. Seven research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, American Homes 4 Rent has an average rating of "Hold" and an average price target of $35.91.
Get Our Latest Analysis on AMH
American Homes 4 Rent Company Profile
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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.
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