Aberdeen Group plc Purchases 32,675 Shares of American Homes 4 Rent $AMH

Posted by ABMN Staff on Feb 21st, 2026

Aberdeen Group plc raised its position in American Homes 4 Rent (NYSE:AMH – Free Report) by 26.0% in the 3rd quarter, Holdings Channel reports. The firm owned 158,277 shares of the real estate investment trust’s stock after buying an additional 32,675 shares during the quarter. Aberdeen Group plc’s holdings in American Homes 4 Rent were worth $5,139,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in AMH. Thrivent Financial for Lutherans increased its stake in American Homes 4 Rent by 67.6% in the 3rd quarter. Thrivent Financial for Lutherans now owns 125,412 shares of the real estate investment trust’s stock worth $4,170,000 after acquiring an additional 50,587 shares during the last quarter. 12th Street Asset Management Company LLC boosted its position in shares of American Homes 4 Rent by 64.3% during the 3rd quarter. 12th Street Asset Management Company LLC now owns 158,081 shares of the real estate investment trust’s stock valued at $5,256,000 after acquiring an additional 61,838 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its position in shares of American Homes 4 Rent by 24.0% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,506,317 shares of the real estate investment trust’s stock valued at $83,335,000 after acquiring an additional 485,401 shares during the last quarter. Retirement Systems of Alabama grew its holdings in shares of American Homes 4 Rent by 13.3% during the third quarter. Retirement Systems of Alabama now owns 910,363 shares of the real estate investment trust’s stock worth $30,270,000 after purchasing an additional 106,550 shares in the last quarter. Finally, Pacer Advisors Inc. increased its position in shares of American Homes 4 Rent by 608,877.8% in the third quarter. Pacer Advisors Inc. now owns 54,808 shares of the real estate investment trust’s stock worth $1,822,000 after purchasing an additional 54,799 shares during the last quarter. Institutional investors own 91.87% of the company’s stock.

American Homes 4 Rent Price Performance

Shares of American Homes 4 Rent stock opened at $29.54 on Friday. 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 has a 52-week low of $28.84 and a 52-week high of $39.49. The company has a fifty day moving average of $31.49 and a 200-day moving average of $32.54. The stock has a market capitalization of $10.96 billion, a price-to-earnings ratio of 25.04, a price-to-earnings-growth ratio of 2.95 and a beta of 0.80.

American Homes 4 Rent (NYSE:AMH – Get Free Report) last posted its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.33 earnings per share for the quarter, missing the consensus estimate of $0.47 by ($0.14). The business had revenue of $402.93 million during the quarter, compared to the consensus estimate of $459.24 million. American Homes 4 Rent had a return on equity of 5.91% and a net margin of 24.48%.The business’s revenue for the quarter was up 4.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.45 earnings per share. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Equities research analysts expect that American Homes 4 Rent will post 1.85 EPS for the current year.

American Homes 4 Rent Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be paid a $0.33 dividend. This is a boost from American Homes 4 Rent’s previous quarterly dividend of $0.30. The ex-dividend date of this dividend is Friday, March 13th. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.5%. American Homes 4 Rent’s dividend payout ratio is presently 111.86%.

Insider Buying and Selling at American Homes 4 Rent

In related news, Director Jack E. Corrigan bought 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The stock was bought at an average cost of $22.96 per share, for a total transaction of $114,800.00. Following the acquisition, the director directly owned 17,300 shares of the company’s stock, valued at $397,208. The trade was a 40.65% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 6.32% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Morgan Stanley dropped their target price on shares of American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating for the company in a research report on Thursday, November 13th. Barclays lowered their price objective on shares of American Homes 4 Rent from $34.00 to $33.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 13th. Citizens Jmp reaffirmed a “market outperform” rating and set a $41.00 price objective on shares of American Homes 4 Rent in a report on Wednesday, January 21st. BMO Capital Markets reiterated a “market perform” rating and issued a $37.00 target price on shares of American Homes 4 Rent in a research report on Friday, January 9th. Finally, Wells Fargo & Company lowered their price target on American Homes 4 Rent from $38.00 to $37.00 and set an “overweight” rating on the stock in a research report on Tuesday, November 25th. Eight research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $37.44.

View Our Latest Stock Report on AMH

More American Homes 4 Rent News

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

Positive Sentiment: Management raised FY2026 GAAP EPS guidance to $1.890–$1.950, well above recent street consensus, signaling stronger expected earnings power for the year and room for upward revisions. AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
Positive Sentiment: The company announced a 10% increase in its quarterly distribution, which supports income-oriented investors and underscores management confidence in cash flow. AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
Positive Sentiment: Operating revenue from rents and single-family property revenues rose ~4.2% year-over-year (rents reported at $455.0M), showing continued top-line rent growth in the portfolio. AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
Neutral Sentiment: Funds from operations (FFO) came in at $0.47, in line with consensus and up from $0.45 a year ago — a sign of stable REIT operating performance but not a catalyst on its own. American Homes 4 Rent (AMH) Matches Q4 FFO Estimates
Neutral Sentiment: Management commentary and detail are available in the Q4 earnings call transcript for investors wanting nuance on occupancy, leasing trends, capex and development pipeline. American Homes 4 Rent (AMH) Q4 2025 Earnings Call Transcript
Negative Sentiment: Reported EPS of $0.33 and revenue of $402.93M missed analyst estimates (EPS consensus ≈ $0.47; revenue ≈ $459M), which is the primary reason traders sold the stock despite strong forward guidance. AMH Q4 Earnings / Press Release
Negative Sentiment: Revenue and EPS misses raise questions about near-term execution (leasing cadence, move-in timing, one-time items) that investors will want clarified; expect analysts to reconcile the beaty FY guidance with the weak quarter in upcoming revisions. How Key Metrics Compare to Wall Street Estimates

American Homes 4 Rent Company Profile

(Free Report)

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.