Robeco Institutional Asset Management B.V. Grows Position in American Homes 4 Rent $AMH

Robeco Institutional Asset Management B.V. raised its holdings in American Homes 4 Rent (NYSE:AMH) by 54.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 394,681 shares of the real estate investment trust’s stock after purchasing an additional 139,402 shares during the period. Robeco Institutional Asset Management B.V. owned 0.11% of American Homes 4 Rent worth $13,123,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Thrivent Financial for Lutherans lifted its stake in shares of American Homes 4 Rent by 0.6% during the 2nd quarter. Thrivent Financial for Lutherans now owns 74,825 shares of the real estate investment trust’s stock valued at $2,699,000 after buying an additional 447 shares in the last quarter. Louisiana State Employees Retirement System lifted its position in shares of American Homes 4 Rent by 0.6% during the second quarter. Louisiana State Employees Retirement System now owns 89,400 shares of the real estate investment trust’s stock worth $3,225,000 after acquiring an additional 500 shares in the last quarter. State of Michigan Retirement System boosted its holdings in shares of American Homes 4 Rent by 0.7% in the second quarter. State of Michigan Retirement System now owns 76,400 shares of the real estate investment trust’s stock worth $2,756,000 after acquiring an additional 500 shares during the period. Cetera Investment Advisers grew its position in shares of American Homes 4 Rent by 3.3% in the second quarter. Cetera Investment Advisers now owns 16,819 shares of the real estate investment trust’s stock valued at $607,000 after purchasing an additional 537 shares in the last quarter. Finally, Merit Financial Group LLC grew its position in shares of American Homes 4 Rent by 9.3% in the third quarter. Merit Financial Group LLC now owns 6,503 shares of the real estate investment trust’s stock valued at $216,000 after purchasing an additional 552 shares in the last quarter. Institutional investors own 91.87% of the company’s stock.

Insider Buying and Selling at American Homes 4 Rent

In other news, Director Jack E. Corrigan bought 5,000 shares of American Homes 4 Rent stock in a transaction that occurred on Tuesday, December 9th. The shares were acquired at an average price of $22.96 per share, with a total value of $114,800.00. Following the completion of the purchase, the director directly owned 17,300 shares in the company, valued at $397,208. The trade was a 40.65% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Douglas N. Benham purchased 1,000 shares of the stock in a transaction on Wednesday, November 19th. The shares were purchased at an average price of $31.65 per share, for a total transaction of $31,650.00. Following the transaction, 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 ownership of the stock. The disclosure for this purchase is available in the SEC filing. 6.32% of the stock is currently owned by insiders.

American Homes 4 Rent Stock Performance

Shares of AMH opened at $31.69 on Friday. American Homes 4 Rent has a 12-month low of $28.84 and a 12-month high of $39.49. The company has a current ratio of 0.41, a quick ratio of 0.41 and a debt-to-equity ratio of 0.62. The company has a market cap of $11.76 billion, a PE ratio of 26.85, a price-to-earnings-growth ratio of 2.77 and a beta of 0.79. The stock has a 50-day moving average price of $31.70 and a 200-day moving average price of $33.52.

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 analysts’ consensus estimates 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 business 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 firm posted $0.44 earnings per share. American Homes 4 Rent’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 forecast that American Homes 4 Rent will post 1.85 earnings per share for the current fiscal year.

American Homes 4 Rent Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 15th were issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 3.8%. The ex-dividend date of this dividend was Monday, December 15th. American Homes 4 Rent’s payout ratio is currently 101.69%.

American Homes 4 Rent News Summary

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

• Positive Sentiment: Intraday strength and heavy trading — AMH is trading up on higher-than-average volume, which can reflect fresh buying interest and short-covering even as guidance and valuation remain under scrutiny. AMH Share Price
• Neutral Sentiment: Analyst price-target moves with neutral ratings — UBS cut its target from $38 to $33 and kept a “neutral” rating (still modest upside vs. current levels), and Mizuho reaffirmed “neutral” while trimming its target to $32. These actions reduce upside expectations but stop short of bearish ratings. Benzinga: UBS Benzinga: Mizuho
• Neutral Sentiment: Temporary LULD trading halt — an intra-day Limit Up/Limit Down pause occurred, a technical trading interruption that can increase volatility when resumed but has no direct fundamental implication. (Intra-day market data)
• Negative Sentiment: Policy risk from President Trump’s plan to block large institutional investors from buying single‑family homes — multiple reports and analyses say such a move would directly raise regulatory and business-model risk for single-family rental REITs like AMH, potentially reducing acquisition pipelines, growth prospects, and valuation multiples. This is the primary negative catalyst driving investor concern. Seeking Alpha: Trump’s Plan Increases AMH Risk Business Insider: Trump Ban

Wall Street Analysts Forecast Growth

AMH has been the topic of a number of recent research reports. UBS Group dropped their price objective on American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating on the stock in a report on Thursday. Wolfe Research raised shares of 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 report on Thursday, October 2nd. Evercore ISI cut 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. Morgan Stanley reduced their price objective on shares of American Homes 4 Rent from $41.00 to $40.00 and set an “overweight” rating for the company in a research note on Thursday, November 13th. Finally, Scotiabank decreased their target price on shares of 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. Eight analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $37.67.

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.