Vanguard Group Inc. Boosts Holdings in American Homes 4 Rent $AMH

Vanguard Group Inc. boosted its holdings in shares of American Homes 4 Rent (NYSE:AMH) by 0.6% in the third quarter, HoldingsChannel.com reports. The fund owned 44,715,728 shares of the real estate investment trust’s stock after buying an additional 246,713 shares during the quarter. Vanguard Group Inc. owned about 0.12% of American Homes 4 Rent worth $1,486,798,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. Norges Bank purchased a new position in shares of American Homes 4 Rent during the 2nd quarter worth approximately $796,706,000. Geode Capital Management LLC grew its holdings in American Homes 4 Rent by 0.4% during the 2nd quarter. Geode Capital Management LLC now owns 6,964,813 shares of the real estate investment trust’s stock valued at $250,566,000 after buying an additional 31,179 shares during the last quarter. Charles Schwab Investment Management Inc. increased its position in American Homes 4 Rent by 1.3% during the second quarter. Charles Schwab Investment Management Inc. now owns 4,421,478 shares of the real estate investment trust’s stock worth $159,483,000 after buying an additional 54,618 shares in the last quarter. Burgundy Asset Management Ltd. increased its position in American Homes 4 Rent by 4.1% during the second quarter. Burgundy Asset Management Ltd. now owns 4,280,147 shares of the real estate investment trust’s stock worth $154,385,000 after buying an additional 168,851 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its holdings in shares of American Homes 4 Rent by 2.9% in the second quarter. Bank of New York Mellon Corp now owns 3,043,364 shares of the real estate investment trust’s stock worth $109,774,000 after acquiring an additional 86,735 shares during the last quarter. Hedge funds and other institutional investors own 91.87% of the company’s stock.

American Homes 4 Rent Stock Down 4.3%

Shares of AMH opened at $29.54 on Friday. American Homes 4 Rent has a fifty-two week low of $28.84 and a fifty-two week high of $39.49. The company’s fifty day moving average is $31.49 and its two-hundred day moving average is $32.54. The firm has a market cap of $10.96 billion, a PE ratio of 25.04, a price-to-earnings-growth ratio of 2.95 and a beta of 0.80. 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 released its quarterly earnings data on Thursday, February 19th. The real estate investment trust reported $0.33 EPS for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.14). American Homes 4 Rent had a return on equity of 5.91% and a net margin of 24.48%.The firm had revenue of $402.93 million for the quarter, compared to analyst estimates of $459.24 million. During the same quarter in the previous year, the company earned $0.45 earnings per share. The company’s quarterly revenue was up 4.2% on a year-over-year basis. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Analysts forecast that American Homes 4 Rent will post 1.85 earnings per share for the current year.

American Homes 4 Rent Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be issued a $0.33 dividend. This is a positive change from American Homes 4 Rent’s previous quarterly dividend of $0.30. The ex-dividend date is Friday, March 13th. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.5%. American Homes 4 Rent’s dividend payout ratio (DPR) is 111.86%.

Insider Buying and Selling at American Homes 4 Rent

In other news, Director Jack E. Corrigan bought 5,000 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was acquired at an average price of $22.96 per share, for a total transaction of $114,800.00. Following the acquisition, the director owned 17,300 shares of the company’s stock, valued at $397,208. This trade represents a 40.65% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 6.32% of the stock is owned by corporate insiders.

American Homes 4 Rent News Summary

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

• Positive Sentiment: Management raised FY2026 GAAP EPS guidance to $1.890–$1.950, well above recent street consensus, signaling stronger expected earnings power for the year and room for upward revisions. AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
• Positive Sentiment: The company announced a 10% increase in its quarterly distribution, which supports income-oriented investors and underscores management confidence in cash flow. AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
• Positive Sentiment: Operating revenue from rents and single-family property revenues rose ~4.2% year-over-year (rents reported at $455.0M), showing continued top-line rent growth in the portfolio. AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
• Neutral Sentiment: Funds from operations (FFO) came in at $0.47, in line with consensus and up from $0.45 a year ago — a sign of stable REIT operating performance but not a catalyst on its own. American Homes 4 Rent (AMH) Matches Q4 FFO Estimates
• Neutral Sentiment: Management commentary and detail are available in the Q4 earnings call transcript for investors wanting nuance on occupancy, leasing trends, capex and development pipeline. American Homes 4 Rent (AMH) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Reported EPS of $0.33 and revenue of $402.93M missed analyst estimates (EPS consensus ≈ $0.47; revenue ≈ $459M), which is the primary reason traders sold the stock despite strong forward guidance. AMH Q4 Earnings / Press Release
• Negative Sentiment: Revenue and EPS misses raise questions about near-term execution (leasing cadence, move-in timing, one-time items) that investors will want clarified; expect analysts to reconcile the beaty FY guidance with the weak quarter in upcoming revisions. How Key Metrics Compare to Wall Street Estimates

Analyst Upgrades and Downgrades

A number of research firms recently commented on AMH. Mizuho reaffirmed a “neutral” rating and set a $32.00 price objective (down previously from $33.00) on shares of American Homes 4 Rent in a research note on Thursday, January 8th. BMO Capital Markets reaffirmed a “market perform” rating and set a $37.00 price target on shares of American Homes 4 Rent in a research note on Friday, January 9th. Scotiabank cut their price objective on shares of American Homes 4 Rent from $35.00 to $33.00 and set a “sector perform” rating for the company in a research report on Wednesday, January 14th. Barclays reduced their price objective on shares of American Homes 4 Rent from $34.00 to $33.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 13th. Finally, Wall Street Zen cut shares of American Homes 4 Rent from a “hold” rating to a “sell” rating in a research note on Sunday, January 18th. Eight analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $37.44.

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.