American Homes 4 Rent’s (AMH) “Market Perform” Rating Reiterated at BMO Capital Markets

BMO Capital Markets reissued their market perform rating on shares of American Homes 4 Rent (NYSE:AMH) in a report issued on Friday morning, MarketBeat Ratings reports. BMO Capital Markets currently has a $37.00 target price on the real estate investment trust’s stock.

Several other research firms have also recently weighed in on AMH. Keefe, Bruyette & Woods raised American Homes 4 Rent from a “market perform” rating to an “outperform” rating and set a $37.00 price target for the company in a report on Monday, December 15th. Wall Street Zen downgraded American Homes 4 Rent from a “hold” rating to a “sell” rating in a report on Sunday, December 21st. Weiss Ratings reissued a “hold (c)” rating on shares of American Homes 4 Rent in a research note on Wednesday, October 8th. Wolfe Research upgraded American Homes 4 Rent from a “peer perform” rating to an “outperform” rating and set a $38.00 price objective on the stock in a research report on Thursday, October 2nd. Finally, Morgan Stanley reduced their target price on shares of American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating on the stock in a report on Thursday, November 13th. Eight analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $37.63.

American Homes 4 Rent Stock Down 1.9%

AMH stock opened at $31.02 on Friday. The business has a 50-day moving average of $31.69 and a 200-day moving average of $33.44. American Homes 4 Rent has a fifty-two week low of $28.84 and a fifty-two week high of $39.49. The stock has a market capitalization of $11.51 billion, a P/E ratio of 26.29, a P/E/G ratio of 2.77 and a beta of 0.79. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.41 and a quick ratio of 0.41.

American Homes 4 Rent (NYSE:AMH) last released its earnings results on Wednesday, October 29th. The real estate investment trust reported $0.47 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.46 by $0.01. The business had revenue of $478.46 million for the quarter, compared to the consensus estimate of $475.75 million. American Homes 4 Rent had a return on equity of 5.90% and a net margin of 24.70%.American Homes 4 Rent’s quarterly revenue was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.44 earnings per share. American Homes 4 Rent has set its FY 2025 guidance at 1.860-1.88 EPS. On average, sell-side analysts anticipate that American Homes 4 Rent will post 1.85 earnings per share for the current fiscal year.

American Homes 4 Rent Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 15th were given a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a yield of 3.9%. The ex-dividend date of this dividend was Monday, December 15th. American Homes 4 Rent’s payout ratio is presently 101.69%.

Insider Buying and Selling at American Homes 4 Rent

In other American Homes 4 Rent news, Director Douglas N. Benham purchased 1,000 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The shares were acquired at an average price of $31.65 per share, with a total value of $31,650.00. Following the transaction, the director owned 7,991 shares in the company, valued at $252,915.15. The trade was a 14.30% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jack E. Corrigan acquired 5,000 shares of the company’s stock in a transaction on Tuesday, December 9th. The shares were bought at an average price of $22.96 per share, for a total transaction of $114,800.00. Following the completion of the purchase, the director owned 17,300 shares in the company, valued at approximately $397,208. This represents a 40.65% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 6.01% of the company’s stock.

Institutional Trading of American Homes 4 Rent

A number of institutional investors have recently modified their holdings of AMH. Jones Financial Companies Lllp boosted its holdings in shares of American Homes 4 Rent by 1,103.6% in the first quarter. Jones Financial Companies Lllp now owns 13,047 shares of the real estate investment trust’s stock valued at $493,000 after acquiring an additional 11,963 shares in the last quarter. Goldman Sachs Group Inc. raised its holdings in American Homes 4 Rent by 21.8% during the first quarter. Goldman Sachs Group Inc. now owns 3,883,018 shares of the real estate investment trust’s stock worth $146,817,000 after purchasing an additional 695,500 shares in the last quarter. Focus Partners Wealth lifted its position in American Homes 4 Rent by 2.6% in the first quarter. Focus Partners Wealth now owns 689,485 shares of the real estate investment trust’s stock worth $26,069,000 after purchasing an additional 17,737 shares during the period. Strs Ohio acquired a new stake in American Homes 4 Rent in the first quarter worth approximately $9,412,000. Finally, Pensionfund Sabic boosted its stake in American Homes 4 Rent by 6.7% during the 1st quarter. Pensionfund Sabic now owns 24,000 shares of the real estate investment trust’s stock valued at $907,000 after purchasing an additional 1,500 shares in the last quarter. 91.87% of the stock is currently owned by hedge funds and other institutional investors.

American Homes 4 Rent News Summary

Here are the key news stories impacting American Homes 4 Rent this week:

• Positive Sentiment: BMO Capital Markets reaffirmed a “market perform” rating and set a $37 price target, signaling a sizable upside view from that shop which may limit further downside. BMO reaffirms Market Perform, $37 PT
• Neutral Sentiment: Mizuho reconfirmed a “neutral” rating with a $32 target in a separate note (a reiteration that keeps expectations muted). Mizuho reaffirms neutral, $32 PT
• Negative Sentiment: Mizuho also lowered its stance from “outperform” to “neutral” in another update, reflecting increased caution and reducing analyst conviction. Mizuho downgrade to neutral
• Negative Sentiment: UBS cut its price target from $38 to $33 and kept a “neutral” rating, narrowing upside and signaling more conservative fair‑value assumptions. UBS lowers PT to $33
• Negative Sentiment: Policy headlines: President Trump floated banning large institutional investors from buying single‑family homes, and coverage suggests the proposal triggered a sectorwide sell‑off and raised AMH’s perceived regulatory risk; analysts and markets are now repricing that risk even though some argue REITs could be exempt. Wall Street Isn’t The Housing Problem How Trump’s Proposed Institutional Home Buying Ban Could Impact AMH

About American Homes 4 Rent

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.