Mizuho Reaffirms “Neutral” Rating for American Homes 4 Rent (NYSE:AMH)

American Homes 4 Rent (NYSE:AMH)‘s stock had its “neutral” rating reiterated by research analysts at Mizuho in a report released on Thursday, Marketbeat Ratings reports. They presently have a $32.00 price target on the real estate investment trust’s stock, down from their previous price target of $33.00. Mizuho’s target price points to a potential upside of 3.15% from the stock’s current price.

Several other analysts also recently issued reports on the company. Scotiabank cut their price objective on American Homes 4 Rent from $41.00 to $35.00 and set a “sector perform” rating on the stock in a report on Monday, November 10th. Wolfe Research raised shares of American Homes 4 Rent from a “peer perform” rating to an “outperform” rating and set a $38.00 target price on the stock in a research report on Thursday, October 2nd. Barclays cut their price target on shares of American Homes 4 Rent from $39.00 to $34.00 and set an “equal weight” rating on the stock in a report on Tuesday, November 25th. The Goldman Sachs Group set a $37.00 price objective on shares of American Homes 4 Rent in a research note on Monday, December 15th. Finally, Keefe, Bruyette & Woods upgraded shares of American Homes 4 Rent from a “market perform” rating to an “outperform” rating and set a $37.00 price objective on the stock in a research report on Monday, December 15th. Eight equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $37.63.

American Homes 4 Rent Price Performance

Shares of NYSE:AMH opened at $31.02 on Thursday. American Homes 4 Rent has a one year low of $28.84 and a one year high of $39.49. The stock has a fifty day moving average of $31.69 and a 200-day moving average of $33.48. The company has a market capitalization of $11.51 billion, a PE ratio of 26.29, a price-to-earnings-growth ratio of 2.82 and a beta of 0.79. 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 earnings results on Wednesday, October 29th. The real estate investment trust reported $0.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.46 by $0.01. American Homes 4 Rent had a return on equity of 5.90% and a net margin of 24.70%.The business had revenue of $478.46 million for the quarter, compared to analysts’ expectations of $475.75 million. During the same period in the previous year, the firm posted $0.44 EPS. The company’s quarterly revenue was up 7.5% on a year-over-year basis. American Homes 4 Rent has set its FY 2025 guidance at 1.860-1.88 EPS. As a group, equities analysts anticipate that American Homes 4 Rent will post 1.85 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director Jack E. Corrigan bought 5,000 shares of the stock in a transaction on Tuesday, December 9th. The shares were purchased at an average price of $22.96 per share, for a total transaction of $114,800.00. Following the completion of the purchase, the director directly owned 17,300 shares of the company’s stock, valued at $397,208. This trade represents a 40.65% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Douglas N. Benham bought 1,000 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was purchased at an average cost of $31.65 per share, for a total transaction of $31,650.00. Following the completion of the transaction, the director owned 7,991 shares in the company, valued at approximately $252,915.15. The trade was a 14.30% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 6.32% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On American Homes 4 Rent

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. SG Americas Securities LLC grew its position in American Homes 4 Rent by 19.4% in the fourth quarter. SG Americas Securities LLC now owns 194,184 shares of the real estate investment trust’s stock worth $6,233,000 after acquiring an additional 31,509 shares in the last quarter. True Wealth Design LLC lifted its stake in shares of American Homes 4 Rent by 230.8% in the 4th quarter. True Wealth Design LLC now owns 827 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 577 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its holdings in American Homes 4 Rent by 754.6% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 80,038 shares of the real estate investment trust’s stock worth $2,599,000 after purchasing an additional 70,672 shares in the last quarter. NorthCrest Asset Manangement LLC bought a new stake in American Homes 4 Rent in the fourth quarter worth $214,000. Finally, Davis Selected Advisers increased its position in American Homes 4 Rent by 14.1% during the third quarter. Davis Selected Advisers now owns 285,600 shares of the real estate investment trust’s stock worth $9,496,000 after buying an additional 35,240 shares during the last quarter. Institutional investors own 91.87% of the company’s stock.

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.