Capital Investment Advisors LLC Takes Position in American Homes 4 Rent $AMH

Capital Investment Advisors LLC bought a new stake in American Homes 4 Rent (NYSE:AMH) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 277,201 shares of the real estate investment trust’s stock, valued at approximately $9,217,000. Capital Investment Advisors LLC owned 0.07% of American Homes 4 Rent at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Hantz Financial Services Inc. raised its position in American Homes 4 Rent by 922.2% in the 2nd quarter. Hantz Financial Services Inc. now owns 828 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 747 shares in the last quarter. AlphaQuest LLC purchased a new stake in shares of American Homes 4 Rent during the second quarter worth approximately $33,000. SJS Investment Consulting Inc. acquired a new stake in American Homes 4 Rent in the third quarter valued at approximately $43,000. Oliver Lagore Vanvalin Investment Group acquired a new stake in American Homes 4 Rent in the second quarter valued at approximately $49,000. Finally, Headlands Technologies LLC purchased a new position in American Homes 4 Rent in the second quarter worth approximately $60,000. Hedge funds and other institutional investors own 91.87% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on AMH. Morgan Stanley dropped their price objective on shares of American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating on the stock in a research report on Thursday, November 13th. Weiss Ratings reissued a “hold (c)” rating on shares of American Homes 4 Rent in a report on Wednesday, October 8th. Mizuho restated a “neutral” rating and issued a $32.00 price target (down from $33.00) on shares of American Homes 4 Rent in a research note on Thursday. Keefe, Bruyette & Woods raised American Homes 4 Rent from a “market perform” rating to an “outperform” rating and set a $37.00 price objective for the company in a research report on Monday, December 15th. Finally, Evercore ISI dropped their price objective on American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating on the stock in a report on Friday, October 31st. Eight equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, American Homes 4 Rent currently has a consensus rating of “Moderate Buy” and a consensus target price of $37.67.

American Homes 4 Rent Stock Up 2.2%

AMH opened at $31.69 on Friday. American Homes 4 Rent has a one year low of $28.84 and a one year high of $39.49. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.41 and a current ratio of 0.41. The stock has a market capitalization of $11.76 billion, a P/E ratio of 26.85, a price-to-earnings-growth ratio of 2.77 and a beta of 0.79. The business’s 50-day simple moving average is $31.70 and its 200-day simple moving average is $33.52.

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

American Homes 4 Rent Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 15th were paid a dividend of $0.30 per share. The ex-dividend date was Monday, December 15th. This represents a $1.20 dividend on an annualized basis and a yield of 3.8%. American Homes 4 Rent’s dividend payout ratio is currently 101.69%.

Key Headlines Impacting American Homes 4 Rent

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

• Positive Sentiment: Intraday strength and heavy trading — AMH is trading up on higher-than-average volume, which can reflect fresh buying interest and short-covering even as guidance and valuation remain under scrutiny. AMH Share Price
• Neutral Sentiment: Analyst price-target moves with neutral ratings — UBS cut its target from $38 to $33 and kept a “neutral” rating (still modest upside vs. current levels), and Mizuho reaffirmed “neutral” while trimming its target to $32. These actions reduce upside expectations but stop short of bearish ratings. Benzinga: UBS Benzinga: Mizuho
• Neutral Sentiment: Temporary LULD trading halt — an intra-day Limit Up/Limit Down pause occurred, a technical trading interruption that can increase volatility when resumed but has no direct fundamental implication. (Intra-day market data)
• Negative Sentiment: Policy risk from President Trump’s plan to block large institutional investors from buying single‑family homes — multiple reports and analyses say such a move would directly raise regulatory and business-model risk for single-family rental REITs like AMH, potentially reducing acquisition pipelines, growth prospects, and valuation multiples. This is the primary negative catalyst driving investor concern. Seeking Alpha: Trump’s Plan Increases AMH Risk Business Insider: Trump Ban

Insider Buying and Selling at American Homes 4 Rent

In other American Homes 4 Rent news, 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 cost 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 $397,208. This trade represents a 40.65% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Douglas N. Benham bought 1,000 shares of American Homes 4 Rent stock in a transaction dated Wednesday, November 19th. The stock was acquired at an average cost of $31.65 per share, with a total value of $31,650.00. Following the completion of the acquisition, the director directly owned 7,991 shares of the company’s stock, valued at approximately $252,915.15. The trade was a 14.30% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 6.32% 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.