Key Points
- Director David Goldberg bought 2,000 shares of American Homes 4 Rent (NYSE:AMH) on March 3 at an average price of $29.30 for $58,600, bringing his direct stake to 36,723 shares (a 5.76% increase), after also buying 2,000 shares on Feb 24 at $29.17.
- Q4 results missed expectations: AMH reported EPS of $0.33 versus $0.47 consensus and revenue of $402.93M versus $459.24M, while issuing FY2026 guidance of $1.890–$1.950 (analysts expect about $1.85).
- Dividend increased to $0.33 quarterly (from $0.30), implying a $1.32 annualized payout and a ~4.5% yield, with a payout ratio of roughly 101.7%.
American Homes 4 Rent (NYSE:AMH - Get Free Report) Director David Goldberg acquired 2,000 shares of American Homes 4 Rent stock in a transaction dated Tuesday, March 3rd. The shares were purchased at an average cost of $29.30 per share, with a total value of $58,600.00. Following the completion of the transaction, the director directly owned 36,723 shares of the company's stock, valued at $1,075,983.90. This trade represents a 5.76% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink.
David Goldberg also recently made the following trade(s):
- On Tuesday, February 24th, David Goldberg bought 2,000 shares of American Homes 4 Rent stock. The stock was purchased at an average cost of $29.17 per share, for a total transaction of $58,340.00.
American Homes 4 Rent Trading Down 1.5%
NYSE AMH opened at $29.46 on Tuesday. The stock has a market capitalization of $10.72 billion, a price-to-earnings ratio of 24.97, a PEG ratio of 4.27 and a beta of 0.80. The stock's 50 day moving average price is $31.10 and its two-hundred day moving average price is $32.13. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.63 and a current ratio of 0.63. American Homes 4 Rent has a 52 week low of $28.84 and a 52 week high of $39.49.
American Homes 4 Rent (NYSE:AMH - Get Free Report) last released its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.33 earnings per share for the quarter, missing analysts' consensus estimates of $0.47 by ($0.14). American Homes 4 Rent had a return on equity of 5.93% and a net margin of 24.48%.The firm had revenue of $402.93 million for the quarter, compared to analyst estimates of $459.24 million. During the same period last year, the company earned $0.45 EPS. The company's revenue was up 4.2% compared to the same quarter last year. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. As a group, analysts anticipate that American Homes 4 Rent will post 1.85 earnings per share for the current fiscal year.
American Homes 4 Rent Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be issued a dividend of $0.33 per share. The ex-dividend date is Friday, March 13th. 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 4.5%. American Homes 4 Rent's dividend payout ratio is currently 101.69%.
Hedge Funds Weigh In On American Homes 4 Rent
Hedge funds and other institutional investors have recently bought and sold shares of the business. Corient Private Wealth LLC increased its position in American Homes 4 Rent by 74.4% during the fourth quarter. Corient Private Wealth LLC now owns 29,360 shares of the real estate investment trust's stock worth $943,000 after buying an additional 12,523 shares during the last quarter. Hsbc Holdings PLC boosted its stake in shares of American Homes 4 Rent by 24.2% during the 4th quarter. Hsbc Holdings PLC now owns 715,469 shares of the real estate investment trust's stock worth $22,969,000 after acquiring an additional 139,563 shares during the period. Tobam acquired a new position in shares of American Homes 4 Rent during the 4th quarter worth approximately $656,000. Kera Capital Partners Inc. bought a new stake in American Homes 4 Rent in the 4th quarter valued at $527,000. Finally, Invesco Ltd. lifted its holdings in American Homes 4 Rent by 30.1% during the 4th quarter. Invesco Ltd. now owns 6,161,646 shares of the real estate investment trust's stock valued at $197,789,000 after purchasing an additional 1,425,912 shares during the last quarter. Institutional investors own 91.87% of the company's stock.
Wall Street Analysts Forecast Growth
AMH has been the topic of several analyst reports. Citigroup cut their price target on shares of American Homes 4 Rent from $34.50 to $33.50 and set a "neutral" rating on the stock in a research report on Monday, March 2nd. Morgan Stanley lowered their target price on American Homes 4 Rent from $40.00 to $39.00 and set an "overweight" rating on the stock in a research report on Monday. Scotiabank dropped their target price on American Homes 4 Rent from $33.00 to $31.00 and set a "sector perform" rating on the stock in a report on Wednesday, March 4th. UBS Group reduced their price target on American Homes 4 Rent from $38.00 to $33.00 and set a "neutral" rating for the company in a research report on Thursday, January 8th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of American Homes 4 Rent in a research report on Wednesday, January 21st. Seven investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average price target of $35.72.
View Our Latest Stock Analysis on American Homes 4 Rent
About American Homes 4 Rent
(
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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