American Homes 4 Rent’s (AMH) “Market Perform” Rating Reiterated at Raymond James Financial

Raymond James Financial reissued their market perform rating on shares of American Homes 4 Rent (NYSE:AMH) in a report released on Friday, Marketbeat.com reports.

Several other analysts also recently commented on AMH. Evercore reduced their price objective on shares of 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. Royal Bank Of Canada cut their target price on shares of American Homes 4 Rent from $38.00 to $35.00 and set an “outperform” rating on the stock in a research note on Monday, February 23rd. Scotiabank decreased their price target on shares of American Homes 4 Rent from $35.00 to $33.00 and set a “sector perform” rating for the company in a research note on Wednesday, January 14th. Citizens Jmp cut their price objective on shares of American Homes 4 Rent from $41.00 to $37.00 and set a “market outperform” rating on the stock in a research report on Monday, February 23rd. Finally, UBS Group reduced their target price on American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating for the company in a research note on Thursday, January 8th. Seven research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $36.69.

American Homes 4 Rent Stock Performance

Shares of American Homes 4 Rent stock opened at $30.01 on Friday. The stock has a market cap of $10.92 billion, a price-to-earnings ratio of 25.43, a P/E/G ratio of 4.29 and a beta of 0.80. American Homes 4 Rent has a twelve month low of $28.84 and a twelve month high of $39.49. The company’s fifty day moving average is $31.33 and its 200 day moving average is $32.34. The company has a quick ratio of 0.63, a current ratio of 0.63 and a debt-to-equity ratio of 0.66.

American Homes 4 Rent (NYSE:AMH) last released its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.33 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.47 by ($0.14). The firm had revenue of $402.93 million for the quarter, compared to the consensus estimate of $459.24 million. American Homes 4 Rent had a return on equity of 5.93% and a net margin of 24.48%.The firm’s revenue for the quarter was up 4.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.45 EPS. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Sell-side analysts forecast that American Homes 4 Rent will post 1.85 EPS for the current year.

American Homes 4 Rent Increases Dividend

The firm also recently disclosed 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 dividend yield of 4.4%. 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. American Homes 4 Rent’s payout ratio is 101.69%.

Insiders Place Their Bets

In other news, Director Douglas N. Benham purchased 1,571 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were purchased at an average cost of $24.00 per share, for a total transaction of $37,704.00. Following the purchase, the director directly owned 43,517 shares in the company, valued at approximately $1,044,408. This represents a 3.75% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Jack E. Corrigan acquired 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The stock was purchased at an average cost of $22.96 per share, with a total value of $114,800.00. Following the acquisition, 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 ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders acquired 8,571 shares of company stock valued at $210,844. 6.01% of the stock is owned by insiders.

Institutional Trading of American Homes 4 Rent

Several hedge funds have recently bought and sold shares of AMH. Norges Bank bought a new position in shares of American Homes 4 Rent in the fourth quarter worth about $710,672,000. Bank of Montreal Can increased its holdings in American Homes 4 Rent by 3,526.2% in the 4th quarter. Bank of Montreal Can now owns 4,599,850 shares of the real estate investment trust’s stock worth $147,655,000 after acquiring an additional 4,472,998 shares in the last quarter. AQR Capital Management LLC raised its stake in American Homes 4 Rent by 1,299.8% during the 4th quarter. AQR Capital Management LLC now owns 3,112,624 shares of the real estate investment trust’s stock worth $99,915,000 after acquiring an additional 2,890,263 shares during the period. Cbre Investment Management Listed Real Assets LLC lifted its holdings in American Homes 4 Rent by 104.4% during the fourth quarter. Cbre Investment Management Listed Real Assets LLC now owns 4,850,171 shares of the real estate investment trust’s stock valued at $155,690,000 after purchasing an additional 2,477,585 shares in the last quarter. Finally, M&T Bank Corp boosted its position in shares of American Homes 4 Rent by 21,864.2% in the fourth quarter. M&T Bank Corp now owns 1,774,489 shares of the real estate investment trust’s stock worth $56,961,000 after purchasing an additional 1,766,410 shares during the period. Institutional investors own 91.87% of the company’s stock.

More American Homes 4 Rent News

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

• Positive Sentiment: Two company directors bought stock (David Goldberg: 2,000 shares at $29.17; Douglas Benham: 1,571 shares at $24.00). Insider purchases can signal management confidence and helped limit downside. Insider Filing – Goldberg Insider Filing – Benham
• Positive Sentiment: The company recently raised its quarterly dividend to $0.33 (annualized $1.32), increasing yield and supporting income-focused holders. This raises cash return but note the payout ratio is elevated. MarketBeat AMH Profile
• Neutral Sentiment: AMH management will speak at the 2026 Citi Global Property CEO Conference (March 3). Investor access and messaging could help sentiment if management provides reassuring updates. PR Newswire
• Neutral Sentiment: Raymond James reaffirmed a “market perform” rating, signaling no near-term upside from that shop but also not adding immediate selling pressure. Benzinga note
• Negative Sentiment: Keefe, Bruyette & Woods cut its price target to $35.00, reducing upside expectations and contributing to weaker analyst sentiment. American Banking News
• Negative Sentiment: AMH recently hit a one-year low after analyst downgrades and negative notes from some research providers — a sign pressure from the sell-side is weighing on the stock. American Banking News – 1-Year Low
• Negative Sentiment: Last reported quarter (Feb. 19) showed EPS and revenue misses versus consensus and guidance that implies modest growth; these operational misses remain the principal fundamental headwind. MarketBeat – Earnings Summary

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.