American Homes 4 Rent $AMH Shares Acquired by SG Americas Securities LLC

SG Americas Securities LLC grew its holdings in American Homes 4 Rent (NYSE:AMH) by 1,062.5% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 162,675 shares of the real estate investment trust’s stock after acquiring an additional 148,682 shares during the quarter. SG Americas Securities LLC’s holdings in American Homes 4 Rent were worth $5,409,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in AMH. Hantz Financial Services Inc. lifted its stake in American Homes 4 Rent by 922.2% during the second quarter. Hantz Financial Services Inc. now owns 828 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 747 shares during the last quarter. AlphaQuest LLC acquired a new stake in American Homes 4 Rent during the second quarter worth approximately $33,000. SJS Investment Consulting Inc. purchased a new stake in shares of American Homes 4 Rent during the 3rd quarter worth approximately $43,000. Oliver Lagore Vanvalin Investment Group purchased a new stake in shares of American Homes 4 Rent during the 2nd quarter worth approximately $49,000. Finally, Headlands Technologies LLC acquired a new position in shares of American Homes 4 Rent in the 2nd quarter valued at $60,000. Institutional investors and hedge funds own 91.87% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. 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. BMO Capital Markets reaffirmed a “market perform” rating and set a $37.00 price objective on shares of American Homes 4 Rent in a report on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of American Homes 4 Rent in a research report on Wednesday, October 8th. Scotiabank reduced their target price on American Homes 4 Rent from $41.00 to $35.00 and set a “sector perform” rating for the company in a report on Monday, November 10th. Finally, Wolfe Research upgraded American Homes 4 Rent from a “peer perform” rating to an “outperform” rating and set a $38.00 price target on the stock in a research note on Thursday, October 2nd. Eight equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, American Homes 4 Rent has a consensus rating of “Hold” and a consensus price target of $37.63.

Insider Transactions at American Homes 4 Rent

In other American Homes 4 Rent news, Director Douglas N. Benham bought 1,000 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were bought at an average price of $31.65 per share, for a total transaction of $31,650.00. Following the transaction, the director owned 7,991 shares of the company’s stock, valued at approximately $252,915.15. This trade represents a 14.30% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Jack E. Corrigan bought 5,000 shares of American Homes 4 Rent stock in a transaction on Tuesday, December 9th. The stock was acquired at an average cost of $22.96 per share, with a total value 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 position. The SEC filing for this purchase provides additional information. Insiders own 6.32% of the company’s stock.

Key Headlines Impacting American Homes 4 Rent

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 Trading Down 1.9%

NYSE AMH opened at $31.02 on Friday. The firm’s fifty day moving average is $31.69 and its two-hundred day moving average is $33.45. The company has a debt-to-equity ratio of 0.62, a quick ratio of 0.41 and a current ratio of 0.41. The firm has a market cap of $11.51 billion, a PE ratio of 26.29, a P/E/G ratio of 2.77 and a beta of 0.79. 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 announced its earnings results on Wednesday, October 29th. The real estate investment trust reported $0.47 earnings per share for the quarter, beating the consensus estimate 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 company had revenue of $478.46 million for the quarter, compared to the consensus estimate of $475.75 million. During the same period last year, the business posted $0.44 EPS. The company’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. Analysts expect that American Homes 4 Rent will post 1.85 earnings per share for the current year.

American Homes 4 Rent Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 15th were issued a $0.30 dividend. The ex-dividend date of this dividend was Monday, December 15th. This represents a $1.20 annualized dividend and a dividend yield of 3.9%. American Homes 4 Rent’s payout ratio is presently 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.