UBS Group Has Lowered Expectations for American Homes 4 Rent (NYSE:AMH) Stock Price

American Homes 4 Rent (NYSE:AMH) had its price objective cut by research analysts at UBS Group from $38.00 to $33.00 in a report released on Thursday,Benzinga reports. The brokerage currently has a “neutral” rating on the real estate investment trust’s stock. UBS Group’s price target suggests a potential upside of 6.37% from the stock’s previous close.

A number of other equities research analysts also recently weighed in on AMH. Evercore ISI dropped their target price on American Homes 4 Rent from $40.00 to $39.00 and set an “outperform” rating for the company in a research report on Friday, October 31st. Wall Street Zen lowered American Homes 4 Rent from a “hold” rating to a “sell” rating in a research report on Sunday, December 21st. Morgan Stanley dropped their price objective on American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating for the company in a report on Thursday, November 13th. Barclays cut their target price on shares of American Homes 4 Rent from $39.00 to $34.00 and set an “equal weight” rating on the stock in a research report on Tuesday, November 25th. Finally, Mizuho reiterated a “neutral” rating and set a $32.00 price target (down previously from $33.00) on shares of American Homes 4 Rent in a research report on Thursday. Eight analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $37.63.

American Homes 4 Rent Price Performance

AMH opened at $31.02 on Thursday. The company has a debt-to-equity ratio of 0.62, a current ratio of 0.41 and a quick ratio of 0.41. The stock has a market capitalization of $11.51 billion, a P/E ratio of 26.29, a price-to-earnings-growth ratio of 2.82 and a beta of 0.79. The company’s 50 day simple moving average is $31.69 and its 200-day simple moving average is $33.48. American Homes 4 Rent has a one year low of $28.84 and a one year high of $39.49.

American Homes 4 Rent (NYSE:AMH) last posted its quarterly earnings data on Wednesday, October 29th. The real estate investment trust reported $0.47 earnings per share for the quarter, topping the consensus estimate of $0.46 by $0.01. American Homes 4 Rent had a net margin of 24.70% and a return on equity of 5.90%. The firm had revenue of $478.46 million during the quarter, compared to analysts’ expectations of $475.75 million. During the same quarter in the previous year, the company posted $0.44 EPS. American Homes 4 Rent’s 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. Sell-side analysts anticipate that American Homes 4 Rent will post 1.85 earnings per share for the current fiscal year.

Insider Activity at American Homes 4 Rent

In other news, Director Jack E. Corrigan acquired 5,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The stock was purchased at an average price of $22.96 per share, for a total transaction of $114,800.00. Following the completion of the acquisition, the director 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 legal filing with the SEC, which is available at the SEC website. Also, Director Douglas N. Benham bought 1,000 shares of the stock in a transaction on Wednesday, November 19th. The stock was purchased at an average cost of $31.65 per share, with a total value of $31,650.00. Following the purchase, the director directly owned 7,991 shares of the company’s stock, valued at approximately $252,915.15. This represents a 14.30% increase in their position. The disclosure for this purchase is available in the SEC filing. 6.32% of the stock is owned by company insiders.

Institutional Trading of American Homes 4 Rent

A number of large investors have recently made changes to their positions in AMH. Vanguard Group Inc. lifted its holdings in American Homes 4 Rent by 0.6% during the third quarter. Vanguard Group Inc. now owns 44,715,728 shares of the real estate investment trust’s stock worth $1,486,798,000 after acquiring an additional 246,713 shares in the last quarter. Norges Bank bought a new stake in shares of American Homes 4 Rent in the second quarter worth about $796,706,000. State Street Corp raised its position in shares of American Homes 4 Rent by 2.2% during the third quarter. State Street Corp now owns 18,424,196 shares of the real estate investment trust’s stock worth $612,605,000 after purchasing an additional 399,894 shares during the period. Geode Capital Management LLC lifted its holdings in shares of 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 purchasing an additional 31,179 shares in the last quarter. Finally, Centersquare Investment Management LLC lifted its holdings in shares of American Homes 4 Rent by 25.9% during the 3rd quarter. Centersquare Investment Management LLC now owns 5,271,280 shares of the real estate investment trust’s stock valued at $175,270,000 after purchasing an additional 1,082,972 shares in the last quarter. Institutional investors own 91.87% of the company’s stock.

Key American Homes 4 Rent News

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

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.