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

American Homes 4 Rent (NYSE:AMH) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.890-1.950 for the period, compared to the consensus EPS estimate of 1.920. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

AMH has been the topic of a number of recent research reports. Royal Bank Of Canada reduced their price objective on American Homes 4 Rent from $38.00 to $35.00 and set an “outperform” rating on the stock in a research note on Monday, February 23rd. UBS Group lowered their target price on American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating for the company in a research note on Thursday, January 8th. BMO Capital Markets reissued a “market perform” rating and set a $37.00 price target on shares of American Homes 4 Rent in a research report on Friday, January 9th. Weiss Ratings restated a “hold (c)” rating on shares of American Homes 4 Rent in a report on Wednesday, January 21st. Finally, Wall Street Zen downgraded shares of American Homes 4 Rent from a “hold” rating to a “sell” rating in a research report on Sunday, January 18th. Eight analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $35.39.

American Homes 4 Rent Stock Up 0.5%

NYSE:AMH traded up $0.15 on Wednesday, reaching $32.43. The stock had a trading volume of 3,895,649 shares, compared to its average volume of 3,992,696. The company has a 50-day moving average of $29.46 and a 200 day moving average of $30.92. The company has a current ratio of 0.63, a quick ratio of 0.63 and a debt-to-equity ratio of 0.66. The stock has a market cap of $11.80 billion, a P/E ratio of 27.48, a price-to-earnings-growth ratio of 4.61 and a beta of 0.82. American Homes 4 Rent has a 12-month low of $27.22 and a 12-month high of $39.07.

American Homes 4 Rent (NYSE:AMH) last released its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $0.48 EPS for the quarter, topping the consensus estimate of $0.18 by $0.30. American Homes 4 Rent had a return on equity of 5.93% and a net margin of 24.48%.American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. On average, research analysts predict that American Homes 4 Rent will post 1.92 earnings per share for the current year.

American Homes 4 Rent Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th were given a $0.33 dividend. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date of this dividend was Friday, March 13th. This is a positive change from American Homes 4 Rent’s previous quarterly dividend of $0.30. American Homes 4 Rent’s dividend payout ratio is currently 111.86%.

Insider Buying and Selling

In related news, Director Douglas N. Benham purchased 1,200 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were purchased at an average cost of $24.20 per share, with a total value of $29,040.00. Following the completion of the acquisition, the director directly owned 44,717 shares of the company’s stock, valued at approximately $1,082,151.40. The trade was a 2.76% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director David Goldberg acquired 2,000 shares of American Homes 4 Rent stock in a transaction on Tuesday, March 3rd. The shares were bought at an average price of $29.30 per share, for a total transaction of $58,600.00. Following the completion of the purchase, the director directly owned 36,723 shares in the company, valued at $1,075,983.90. The trade was a 5.76% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 6,771 shares of company stock valued at $183,684 in the last three months. Corporate insiders own 5.70% of the company’s stock.

Hedge Funds Weigh In On American Homes 4 Rent

Hedge funds have recently bought and sold shares of the company. Bank of Montreal Can increased its holdings 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 valued at $147,655,000 after buying an additional 4,472,998 shares during the last quarter. AQR Capital Management LLC lifted its holdings in American Homes 4 Rent by 1,299.8% during the 4th quarter. AQR Capital Management LLC now owns 3,112,624 shares of the real estate investment trust’s stock worth $99,915,000 after buying an additional 2,890,263 shares during the last quarter. Marshall Wace LLP grew its position in shares of American Homes 4 Rent by 3,587.1% in the 4th quarter. Marshall Wace LLP now owns 1,698,687 shares of the real estate investment trust’s stock worth $54,528,000 after acquiring an additional 1,652,616 shares in the last quarter. Invesco Ltd. grew its position in shares of 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 acquiring an additional 1,425,912 shares in the last quarter. Finally, Freestone Grove Partners LP increased its holdings in shares of American Homes 4 Rent by 237.0% in the 4th quarter. Freestone Grove Partners LP now owns 1,150,321 shares of the real estate investment trust’s stock valued at $36,925,000 after acquiring an additional 808,993 shares during the last quarter. 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.