Cbre Investment Management Listed Real Assets LLC Increases Stock Position in American Homes 4 Rent $AMH

Cbre Investment Management Listed Real Assets LLC grew its holdings in American Homes 4 Rent (NYSE:AMH) by 102.9% during the 3rd quarter, Holdings Channel reports. The firm owned 2,372,586 shares of the real estate investment trust’s stock after buying an additional 1,203,093 shares during the period. Cbre Investment Management Listed Real Assets LLC’s holdings in American Homes 4 Rent were worth $78,888,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Wilmington Savings Fund Society FSB raised its position in shares of American Homes 4 Rent by 10,728.6% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 758 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 751 shares during the last quarter. Parallel Advisors LLC grew its holdings in 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 buying an additional 442 shares during the last quarter. SJS Investment Consulting Inc. purchased a new position in American Homes 4 Rent during the third quarter worth $43,000. Rakuten Investment Management Inc. purchased a new position in American Homes 4 Rent during the third quarter worth $47,000. Finally, Avalon Trust Co acquired a new position in shares of American Homes 4 Rent in the third quarter worth $55,000. 91.87% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at American Homes 4 Rent

In related news, Director David Goldberg purchased 2,000 shares of the business’s stock in a transaction on Tuesday, March 3rd. The shares were bought at an average price of $29.30 per share, with a total value of $58,600.00. Following the completion of the purchase, the director directly owned 36,723 shares in the company, valued at approximately $1,075,983.90. This trade represents a 5.76% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Douglas N. Benham purchased 1,571 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was bought at an average price of $24.00 per share, for a total transaction of $37,704.00. Following the acquisition, the director owned 43,517 shares in the company, valued at $1,044,408. The trade was a 3.75% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 6,771 shares of company stock valued at $183,684 in the last ninety days. 6.32% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on AMH shares. Mizuho restated a “neutral” rating and issued a $32.00 price objective (down from $33.00) on shares of American Homes 4 Rent in a research report on Thursday, January 8th. Barclays cut their target price on shares of American Homes 4 Rent from $33.00 to $31.00 and set an “equal weight” rating for the company in a research note on Friday, March 6th. Scotiabank reduced their target price on shares of American Homes 4 Rent from $33.00 to $31.00 and set a “sector perform” rating on the stock in a report on Wednesday, March 4th. The Goldman Sachs Group set a $37.00 price target on shares of American Homes 4 Rent in a research note on Monday, December 15th. Finally, Royal Bank Of Canada lowered their price target on shares of American Homes 4 Rent from $38.00 to $35.00 and set an “outperform” rating for the company in a report on Monday, February 23rd. Seven analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, American Homes 4 Rent has an average rating of “Hold” and a consensus price target of $35.72.

American Homes 4 Rent Stock Down 2.3%

Shares of NYSE:AMH opened at $28.86 on Thursday. 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 firm has a market cap of $10.50 billion, a price-to-earnings ratio of 24.45, a PEG ratio of 4.22 and a beta of 0.80. The stock’s 50-day moving average price is $30.98 and its two-hundred day moving average price is $32.06. American Homes 4 Rent has a 12-month low of $28.58 and a 12-month high of $39.49.

American Homes 4 Rent (NYSE:AMH) last posted 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). The company had revenue of $402.93 million for the quarter, compared to analyst estimates of $459.24 million. American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.93%. The company’s revenue was up 4.2% compared to the same quarter last year. During the same period in the prior year, the company earned $0.45 EPS. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. On average, research analysts forecast that American Homes 4 Rent will post 1.85 EPS for the current year.

American Homes 4 Rent Increases Dividend

The business also recently declared 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 annualized dividend and a yield of 4.6%. This is a positive change 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 currently 101.69%.

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.