Allworth Financial LP lifted its holdings in shares of American Homes 4 Rent (NYSE:AMH – Free Report) by 4,580.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 21,623 shares of the real estate investment trust’s stock after purchasing an additional 21,161 shares during the quarter. Allworth Financial LP’s holdings in American Homes 4 Rent were worth $694,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also bought and sold shares of AMH. Wilmington Savings Fund Society FSB grew its stake in American Homes 4 Rent by 10,728.6% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 758 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 751 shares during the last quarter. True Wealth Design LLC boosted its position in shares of American Homes 4 Rent by 230.8% during the 4th quarter. True Wealth Design LLC now owns 827 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 577 shares in the last quarter. Parallel Advisors LLC boosted its position in shares of American Homes 4 Rent by 84.8% during the 3rd quarter. Parallel Advisors LLC now owns 963 shares of the real estate investment trust’s stock valued at $32,000 after acquiring an additional 442 shares in the last quarter. V Square Quantitative Management LLC acquired a new stake in shares of American Homes 4 Rent during the 4th quarter valued at about $37,000. Finally, CIBC Private Wealth Group LLC boosted its position in shares of American Homes 4 Rent by 4,356.7% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 1,337 shares of the real estate investment trust’s stock valued at $44,000 after acquiring an additional 1,307 shares in the last quarter. 91.87% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of research firms recently weighed in on AMH. Raymond James Financial raised shares of American Homes 4 Rent from a “market perform” rating to an “outperform” rating and set a $35.00 price target for the company in a research note on Monday. Barclays boosted their price target on shares of American Homes 4 Rent from $31.00 to $32.00 and gave the stock an “equal weight” rating in a research note on Monday, April 27th. Wells Fargo & Company reduced their price objective on shares of American Homes 4 Rent from $37.00 to $34.00 and set an “overweight” rating on the stock in a research note on Thursday, March 5th. Keefe, Bruyette & Woods upped their target price on shares of American Homes 4 Rent from $35.00 to $36.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Finally, Royal Bank Of Canada upped their target price on shares of American Homes 4 Rent from $34.00 to $35.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Nine research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $34.94.
American Homes 4 Rent Stock Performance
Shares of AMH opened at $31.73 on Wednesday. American Homes 4 Rent has a 12 month low of $27.22 and a 12 month high of $38.82. The firm has a fifty day simple moving average of $29.82 and a 200 day simple moving average of $30.84. The stock has a market capitalization of $11.44 billion, a price-to-earnings ratio of 25.79, a PEG ratio of 4.20 and a beta of 0.82. The company has a current ratio of 0.57, a quick ratio of 0.57 and a debt-to-equity ratio of 0.67.
American Homes 4 Rent (NYSE:AMH – Get Free Report) last announced its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $0.48 EPS for the quarter, beating analysts’ consensus estimates of $0.18 by $0.30. The firm had revenue of $472.02 million during the quarter, compared to analysts’ expectations of $470.62 million. American Homes 4 Rent had a net margin of 25.27% and a return on equity of 6.08%. The company’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same quarter last year, the company posted $0.46 earnings per share. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Research analysts forecast that American Homes 4 Rent will post 1.93 EPS for the current fiscal year.
American Homes 4 Rent Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th will be given a $0.33 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $1.32 annualized dividend and a dividend yield of 4.2%. American Homes 4 Rent’s dividend payout ratio is presently 107.32%.
Trending Headlines about American Homes 4 Rent
Here are the key news stories impacting American Homes 4 Rent this week:
- Positive Sentiment: Raymond James upgraded American Homes 4 Rent from market perform to outperform and set a $35 price target, signaling improved analyst confidence in AMH’s outlook. Raymond James upgrades American Homes 4 Rent (AMH)
- Positive Sentiment: Director Jack Corrigan made additional insider purchases of AMH shares, a sign management may see value at recent levels and a potential confidence booster for investors. American Homes 4 Rent Director Jack Corrigan Buys 1,359 Shares
- Neutral Sentiment: UBS lowered its price target on American Homes 4 Rent from $33 to $32 while keeping a neutral rating, which suggests limited near-term upside but not a strong bearish stance. UBS lowers price target on American Homes 4 Rent
- Neutral Sentiment: The company also recently reported strong quarterly results, beating EPS estimates and slightly topping revenue expectations, while maintaining FY2026 guidance; those fundamentals continue to support the stock.
- Negative Sentiment: The dividend payout ratio remains elevated, which may raise some caution for income-focused investors even though AMH still offers a roughly 4.1% yield.
Insider Activity
In related news, Director Douglas N. Benham acquired 1,571 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were bought at an average cost of $24.00 per share, with a total value of $37,704.00. Following the completion of the transaction, the director directly owned 43,517 shares of the company’s stock, valued at $1,044,408. This trade represents a 3.75% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Jack E. Corrigan acquired 2,041 shares of the company’s stock in a transaction dated Monday, May 18th. The stock was bought at an average cost of $23.53 per share, for a total transaction of $48,024.73. Following the completion of the transaction, the director directly owned 17,000 shares of the company’s stock, valued at approximately $400,010. This trade represents a 13.64% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 11,771 shares of company stock valued at $300,708 over the last ninety days. 5.70% of the stock is currently owned by company insiders.
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.
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