American Homes 4 Rent (NYSE:AMH) Releases FY 2026 Earnings Guidance

American Homes 4 Rent (NYSE:AMH) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.890-1.950 for the period, compared to the consensus earnings per share estimate of 1.260. The company issued revenue guidance of -.

Analyst Ratings Changes

AMH has been the subject of a number of analyst reports. Wall Street Zen cut American Homes 4 Rent from a “hold” rating to a “sell” rating in a research report on Sunday, January 18th. UBS Group cut their price objective on American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating on the stock in a research note on Thursday, January 8th. Citizens Jmp reaffirmed a “market outperform” rating and set a $41.00 target price on shares of American Homes 4 Rent in a research report on Wednesday, January 21st. The Goldman Sachs Group set a $37.00 price target on American Homes 4 Rent in a report on Monday, December 15th. Finally, BMO Capital Markets restated a “market perform” rating and issued a $37.00 price objective on shares of American Homes 4 Rent in a research note on Friday, January 9th. Eight analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, American Homes 4 Rent has a consensus rating of “Hold” and an average target price of $37.44.

American Homes 4 Rent Stock Performance

Shares of AMH stock traded down $0.46 during trading hours on Thursday, reaching $30.90. 3,558,943 shares of the company’s stock were exchanged, compared to its average volume of 4,388,414. 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 $11.47 billion, a P/E ratio of 26.19, a P/E/G ratio of 3.00 and a beta of 0.80. The business has a fifty day moving average price of $31.53 and a 200-day moving average price of $32.59. The company has a quick ratio of 0.41, a current ratio of 0.41 and a debt-to-equity ratio of 0.62.

American Homes 4 Rent (NYSE:AMH) last announced its earnings results on Thursday, February 19th. The real estate investment trust reported $0.47 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.47. American Homes 4 Rent had a net margin of 24.70% and a return on equity of 5.90%. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Analysts predict that American Homes 4 Rent will post 1.85 EPS for the current fiscal year.

American Homes 4 Rent Increases Dividend

The company also recently announced 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 represents a $1.32 dividend on an annualized basis and a yield of 4.3%. 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. American Homes 4 Rent’s dividend payout ratio (DPR) is 101.69%.

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 stock was purchased at an average price of $22.96 per share, with a total value of $114,800.00. Following the acquisition, the director directly owned 17,300 shares in the company, valued at approximately $397,208. The trade was a 40.65% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. 6.32% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of AMH. State Street Corp increased its position in American Homes 4 Rent by 2.2% in the 3rd quarter. State Street Corp now owns 18,424,196 shares of the real estate investment trust’s stock valued at $612,605,000 after acquiring an additional 399,894 shares in the last quarter. Invesco Ltd. raised its position in American Homes 4 Rent by 30.1% in the 4th quarter. Invesco Ltd. now owns 6,161,646 shares of the real estate investment trust’s stock worth $197,789,000 after purchasing an additional 1,425,912 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in American Homes 4 Rent by 1.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 4,930,829 shares of the real estate investment trust’s stock valued at $158,281,000 after acquiring an additional 70,726 shares during the last quarter. Charles Schwab Investment Management Inc. increased its position in American Homes 4 Rent by 5.5% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 4,785,435 shares of the real estate investment trust’s stock worth $153,612,000 after purchasing an additional 250,174 shares during the period. Finally, Bank of Montreal Can increased its position in American Homes 4 Rent by 3,526.2% in the fourth quarter. Bank of Montreal Can now owns 4,599,850 shares of the real estate investment trust’s stock worth $147,655,000 after purchasing an additional 4,472,998 shares during the period. 91.87% of the stock is currently owned by institutional investors and hedge funds.

American Homes 4 Rent Company Profile

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.