David Goldberg Purchases 2,000 Shares of American Homes 4 Rent (NYSE:AMH) Stock

American Homes 4 Rent (NYSE:AMH) Director David Goldberg purchased 2,000 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was purchased at an average price of $29.17 per share, with a total value of $58,340.00. Following the completion of the transaction, the director owned 34,723 shares of the company’s stock, valued at approximately $1,012,869.91. This trade represents a 6.11% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link.

American Homes 4 Rent Stock Down 1.1%

Shares of AMH stock opened at $30.01 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.63 and a quick ratio of 0.41. American Homes 4 Rent has a one year low of $28.84 and a one year high of $39.49. The company’s fifty day moving average price is $31.33 and its 200-day moving average price is $32.37. The company has a market capitalization of $10.92 billion, a price-to-earnings ratio of 25.43, a PEG ratio of 4.33 and a beta of 0.80.

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

American Homes 4 Rent Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be paid a dividend of $0.33 per share. 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 annualized dividend and a yield of 4.4%. American Homes 4 Rent’s dividend payout ratio is 101.69%.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. UBS Group reduced their price objective on shares of 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. Citizens Jmp reduced their price target on shares of American Homes 4 Rent from $41.00 to $37.00 and set a “market outperform” rating on the stock in a report on Monday, February 23rd. 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. Mizuho restated a “neutral” rating and set a $32.00 price objective (down from $33.00) on shares of American Homes 4 Rent in a research report on Thursday, January 8th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of American Homes 4 Rent in a research report on Friday. Seven investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $36.69.

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

Institutional Trading of American Homes 4 Rent

A number of large investors have recently made changes to their positions in AMH. Wilmington Savings Fund Society FSB lifted its holdings in shares of American Homes 4 Rent by 10,728.6% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 758 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 751 shares during the last quarter. IFP Advisors Inc raised its position in American Homes 4 Rent by 122.2% during the fourth quarter. IFP Advisors Inc now owns 802 shares of the real estate investment trust’s stock valued at $26,000 after purchasing an additional 441 shares during the period. True Wealth Design LLC lifted its stake in shares of American Homes 4 Rent by 230.8% in the 4th quarter. True Wealth Design LLC now owns 827 shares of the real estate investment trust’s stock valued at $27,000 after purchasing an additional 577 shares during the last quarter. Hantz Financial Services Inc. boosted its holdings in shares of American Homes 4 Rent by 922.2% in the 2nd 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 period. Finally, AlphaQuest LLC bought a new position in shares of American Homes 4 Rent during the 2nd quarter valued at approximately $33,000. 91.87% of the stock is currently owned by institutional investors.

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.