American Homes 4 Rent (NYSE:AMH) Announces Quarterly Earnings Results

American Homes 4 Rent (NYSE:AMH) announced its quarterly earnings data on Thursday. The real estate investment trust reported $0.33 earnings per share for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.14), Zacks reports. American Homes 4 Rent had a net margin of 24.70% and a return on equity of 5.90%. The firm had revenue of $402.93 million during the quarter, compared to analysts’ expectations of $459.24 million. During the same quarter in the previous year, the business posted $0.45 EPS. The company’s revenue for the quarter was up 4.2% on a year-over-year basis. American Homes 4 Rent updated its FY 2026 guidance to 1.890-1.950 EPS.

American Homes 4 Rent Stock Down 1.5%

AMH stock opened at $30.90 on Friday. The stock has a market cap of $11.47 billion, a P/E ratio of 26.19, a PEG ratio of 2.99 and a beta of 0.80. The company has a current ratio of 0.41, a quick ratio of 0.41 and a debt-to-equity ratio of 0.62. American Homes 4 Rent has a twelve month low of $28.84 and a twelve month high of $39.49. The company’s 50 day moving average is $31.52 and its two-hundred day moving average is $32.58.

American Homes 4 Rent Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be given a dividend of $0.33 per share. This is a boost from American Homes 4 Rent’s previous quarterly dividend of $0.30. The ex-dividend date of this dividend is Friday, March 13th. This represents a $1.32 annualized dividend and a dividend yield of 4.3%. American Homes 4 Rent’s dividend payout ratio is 101.69%.

Analysts Set New Price Targets

A number of brokerages have weighed in on AMH. Morgan Stanley dropped their price target on shares of American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating for the company in a research report on Thursday, November 13th. JPMorgan Chase & Co. dropped their target price on shares of American Homes 4 Rent from $38.00 to $37.00 and set a “neutral” rating for the company in a report on Monday, January 12th. Scotiabank decreased their price target on American Homes 4 Rent from $35.00 to $33.00 and set a “sector perform” rating on the stock in a research note on Wednesday, January 14th. Evercore dropped their price objective on American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating for the company in a research note on Friday, October 31st. Finally, Wells Fargo & Company cut their price objective on American Homes 4 Rent from $38.00 to $37.00 and set an “overweight” rating on the stock in a report on Tuesday, November 25th. Eight equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $37.44.

Insider Buying and Selling

In other news, Director Jack E. Corrigan purchased 5,000 shares of the business’s stock in a transaction on Tuesday, December 9th. The shares were bought at an average price of $22.96 per share, with a total value of $114,800.00. Following the completion of the transaction, the director directly owned 17,300 shares in the company, valued at approximately $397,208. This represents a 40.65% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 6.32% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On American Homes 4 Rent

Several large investors have recently modified their holdings of AMH. Man Group plc increased its stake in shares of American Homes 4 Rent by 55.5% during the second quarter. Man Group plc now owns 8,488 shares of the real estate investment trust’s stock worth $306,000 after acquiring an additional 3,030 shares during the period. Credit Agricole S A purchased a new stake in American Homes 4 Rent in the 3rd quarter valued at approximately $338,000. Rakuten Investment Management Inc. increased its position in American Homes 4 Rent by 894.2% during the 4th quarter. Rakuten Investment Management Inc. now owns 14,117 shares of the real estate investment trust’s stock worth $453,000 after purchasing an additional 12,697 shares during the period. Orion Porfolio Solutions LLC increased its position in American Homes 4 Rent by 30.4% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 9,472 shares of the real estate investment trust’s stock worth $342,000 after purchasing an additional 2,206 shares during the period. Finally, Commonwealth Equity Services LLC raised its stake in shares of American Homes 4 Rent by 3.1% during the 4th quarter. Commonwealth Equity Services LLC now owns 10,797 shares of the real estate investment trust’s stock worth $347,000 after buying an additional 321 shares in the last quarter. Hedge funds and other institutional investors own 91.87% of the company’s stock.

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.