American Homes 4 Rent (NYSE:AMH) Releases FY 2026 Earnings Guidance

American Homes 4 Rent (NYSE:AMH) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.890-1.950 for the period, compared to the consensus EPS estimate of 1.260. The company issued revenue guidance of -.

Analysts Set New Price Targets

AMH has been the topic of a number of analyst reports. Wall Street Zen lowered shares of American Homes 4 Rent from a “hold” rating to a “sell” rating in a research note on Sunday, January 18th. BMO Capital Markets reaffirmed a “market perform” rating and set a $37.00 price target on shares of American Homes 4 Rent in a research report on Friday, January 9th. JPMorgan Chase & Co. decreased their price target on American Homes 4 Rent from $38.00 to $37.00 and set a “neutral” rating for the company in a report on Monday, January 12th. Barclays lowered their price objective on American Homes 4 Rent from $34.00 to $33.00 and set an “equal weight” rating for the company in a research report on Tuesday, January 13th. Finally, UBS Group cut their target price on American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating on the stock in a research report on Thursday, January 8th. Eight analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $37.44.

American Homes 4 Rent Stock Down 1.5%

Shares of NYSE AMH traded down $0.46 during trading on Thursday, hitting $30.90. 3,427,020 shares of the company traded hands, compared to its average volume of 4,384,412. The business’s fifty day moving average is $31.53 and its 200 day moving average is $32.59. American Homes 4 Rent has a fifty-two week low of $28.84 and a fifty-two week high of $39.49. The firm has a market capitalization of $11.47 billion, a price-to-earnings ratio of 26.19, a P/E/G ratio of 3.00 and a beta of 0.80. 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 (NYSE:AMH) last issued its earnings results on Thursday, February 19th. The real estate investment trust reported $0.47 EPS for the quarter, meeting the consensus estimate of $0.47. American Homes 4 Rent had a return on equity of 5.90% and a net margin of 24.70%.American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Equities research analysts predict that American Homes 4 Rent will post 1.85 earnings per share for the current fiscal year.

American Homes 4 Rent Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be issued a dividend of $0.33 per share. This is a positive change from American Homes 4 Rent’s previous quarterly dividend of $0.30. This represents a $1.32 annualized dividend and a dividend yield of 4.3%. The ex-dividend date is Friday, March 13th. American Homes 4 Rent’s dividend payout ratio is presently 101.69%.

Insider Activity

In other news, Director Jack E. Corrigan bought 5,000 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The shares were 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 in the company, valued at approximately $397,208. This trade represents a 40.65% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 6.32% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the business. Wilmington Savings Fund Society FSB increased its position in shares of American Homes 4 Rent by 10,728.6% during the third quarter. Wilmington Savings Fund Society FSB now owns 758 shares of the real estate investment trust’s stock worth $25,000 after acquiring an additional 751 shares in the last quarter. Parallel Advisors LLC lifted its position in American Homes 4 Rent by 84.8% in the 3rd quarter. Parallel Advisors LLC now owns 963 shares of the real estate investment trust’s stock valued at $32,000 after acquiring an additional 442 shares in the last quarter. Prosperity Bancshares Inc acquired a new position in American Homes 4 Rent during the 4th quarter valued at about $35,000. CIBC Private Wealth Group LLC boosted its stake in American Homes 4 Rent by 4,356.7% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 1,337 shares of the real estate investment trust’s stock valued at $44,000 after purchasing an additional 1,307 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd bought a new stake in American Homes 4 Rent during the 3rd quarter worth approximately $50,000. 91.87% of the stock is owned by institutional investors.

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.