American Homes 4 Rent’s (AMH) “Neutral” Rating Reiterated at Mizuho

Mizuho reiterated their neutral rating on shares of American Homes 4 Rent (NYSE:AMH) in a research note issued to investors on Thursday morning, Marketbeat reports. They currently have a $32.00 price objective on the real estate investment trust’s stock, down from their previous price objective of $33.00.

Other equities analysts also recently issued reports about the stock. The Goldman Sachs Group set a $37.00 price target on shares of American Homes 4 Rent in a research report on Monday, December 15th. Scotiabank decreased their target price on shares of American Homes 4 Rent from $41.00 to $35.00 and set a “sector perform” rating on the stock in a research note on Monday, November 10th. Wells Fargo & Company dropped their price target on American Homes 4 Rent from $38.00 to $37.00 and set an “overweight” rating for the company in a research report on Tuesday, November 25th. Barclays cut their price target on American Homes 4 Rent from $39.00 to $34.00 and set an “equal weight” rating for the company in a report on Tuesday, November 25th. Finally, Wall Street Zen lowered American Homes 4 Rent from a “hold” rating to a “sell” rating in a research note on Sunday, December 21st. Eight research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, American Homes 4 Rent presently has an average rating of “Hold” and an average target price of $37.63.

American Homes 4 Rent Trading Down 1.9%

Shares of NYSE AMH opened at $31.02 on Thursday. The company has a market cap of $11.51 billion, a price-to-earnings ratio of 26.29, a PEG ratio of 2.77 and a beta of 0.79. The business’s 50 day moving average price is $31.69 and its 200-day moving average price is $33.45. American Homes 4 Rent has a fifty-two week low of $28.84 and a fifty-two week 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.

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

American Homes 4 Rent Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 15th were given a $0.30 dividend. The ex-dividend date was Monday, December 15th. This represents a $1.20 dividend on an annualized basis and a yield of 3.9%. American Homes 4 Rent’s payout ratio is currently 101.69%.

Insiders Place Their Bets

In other news, Director Jack E. Corrigan bought 5,000 shares of the business’s stock in a transaction on Tuesday, December 9th. The shares were bought at an average price of $22.96 per share, with a total value of $114,800.00. Following the completion of the transaction, the director directly owned 17,300 shares in the company, 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 Securities & Exchange Commission, which is available at this hyperlink. Also, Director Douglas N. Benham bought 1,000 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The shares were purchased at an average cost of $31.65 per share, for a total transaction of $31,650.00. Following the purchase, the director owned 7,991 shares in the company, valued at $252,915.15. This represents a 14.30% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 6.32% of the company’s stock.

Hedge Funds Weigh In On American Homes 4 Rent

A number of institutional investors and hedge funds have recently made changes to their positions in AMH. Norges Bank acquired a new stake in American Homes 4 Rent in the second quarter valued at approximately $796,706,000. Lasalle Investment Management Securities LLC raised its holdings in shares of American Homes 4 Rent by 76.1% in the 3rd quarter. Lasalle Investment Management Securities LLC now owns 2,888,809 shares of the real estate investment trust’s stock valued at $96,053,000 after purchasing an additional 1,248,131 shares in the last quarter. Cbre Investment Management Listed Real Assets LLC lifted its position in shares of American Homes 4 Rent by 102.9% during the 3rd quarter. Cbre Investment Management Listed Real Assets LLC now owns 2,372,586 shares of the real estate investment trust’s stock worth $78,888,000 after purchasing an additional 1,203,093 shares during the last quarter. Centersquare Investment Management LLC grew its stake in shares of American Homes 4 Rent by 25.9% during the third quarter. Centersquare Investment Management LLC now owns 5,271,280 shares of the real estate investment trust’s stock worth $175,270,000 after purchasing an additional 1,082,972 shares in the last quarter. Finally, First Trust Advisors LP increased its holdings in American Homes 4 Rent by 2,035.9% in the second quarter. First Trust Advisors LP now owns 1,129,609 shares of the real estate investment trust’s stock valued at $40,745,000 after buying an additional 1,076,722 shares during the last quarter. 91.87% of the stock is owned by institutional investors and hedge funds.

American Homes 4 Rent News Roundup

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

• Positive Sentiment: BMO Capital Markets reaffirmed a “market perform” rating and set a $37 price target, signaling a sizable upside view from that shop which may limit further downside. BMO reaffirms Market Perform, $37 PT
• Neutral Sentiment: Mizuho reconfirmed a “neutral” rating with a $32 target in a separate note (a reiteration that keeps expectations muted). Mizuho reaffirms neutral, $32 PT
• Negative Sentiment: Mizuho also lowered its stance from “outperform” to “neutral” in another update, reflecting increased caution and reducing analyst conviction. Mizuho downgrade to neutral
• Negative Sentiment: UBS cut its price target from $38 to $33 and kept a “neutral” rating, narrowing upside and signaling more conservative fair‑value assumptions. UBS lowers PT to $33
• Negative Sentiment: Policy headlines: President Trump floated banning large institutional investors from buying single‑family homes, and coverage suggests the proposal triggered a sectorwide sell‑off and raised AMH’s perceived regulatory risk; analysts and markets are now repricing that risk even though some argue REITs could be exempt. Wall Street Isn’t The Housing Problem How Trump’s Proposed Institutional Home Buying Ban Could Impact AMH

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.