Centiva Capital LP Acquires 34,354 Shares of American Homes 4 Rent $AMH

Centiva Capital LP grew its holdings in American Homes 4 Rent (NYSE:AMH) by 203.3% during the third quarter, Holdings Channel.com reports. The firm owned 51,251 shares of the real estate investment trust’s stock after acquiring an additional 34,354 shares during the quarter. Centiva Capital LP’s holdings in American Homes 4 Rent were worth $1,704,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Bamco Inc. NY boosted its holdings in American Homes 4 Rent by 7.3% during the third quarter. Bamco Inc. NY now owns 1,116,846 shares of the real estate investment trust’s stock worth $37,135,000 after purchasing an additional 76,014 shares during the last quarter. Bank of Nova Scotia increased its stake in American Homes 4 Rent by 42.3% in the 3rd quarter. Bank of Nova Scotia now owns 19,184 shares of the real estate investment trust’s stock valued at $638,000 after buying an additional 5,706 shares during the last quarter. Alliancebernstein L.P. increased its stake in American Homes 4 Rent by 3.4% in the 3rd quarter. Alliancebernstein L.P. now owns 613,702 shares of the real estate investment trust’s stock valued at $20,406,000 after buying an additional 19,912 shares during the last quarter. Creative Planning lifted its position in American Homes 4 Rent by 95.7% during the 3rd quarter. Creative Planning now owns 36,379 shares of the real estate investment trust’s stock worth $1,210,000 after buying an additional 17,788 shares in the last quarter. Finally, Lazard Asset Management LLC lifted its position in American Homes 4 Rent by 108.3% during the 3rd quarter. Lazard Asset Management LLC now owns 23,987 shares of the real estate investment trust’s stock worth $798,000 after buying an additional 12,472 shares in the last quarter. Institutional investors own 91.87% of the company’s stock.

American Homes 4 Rent Stock Performance

Shares of AMH opened at $28.37 on Friday. The company has a market cap of $10.32 billion, a PE ratio of 24.04, a price-to-earnings-growth ratio of 4.07 and a beta of 0.80. The firm has a 50-day moving average of $30.84 and a 200-day moving average of $31.97. American Homes 4 Rent has a one year low of $28.21 and a one year high of $39.49. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.63 and a quick ratio of 0.63.

American Homes 4 Rent (NYSE:AMH) last issued its 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). American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.93%. The firm had revenue of $402.93 million during the quarter, compared to the consensus estimate of $459.24 million. During the same period in the previous year, the company posted $0.45 earnings per share. The firm’s revenue for the quarter was up 4.2% compared to the same quarter last year. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. As a group, equities analysts forecast that American Homes 4 Rent will post 1.85 earnings per share for the current year.

American Homes 4 Rent Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 13th will be given a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a yield of 4.7%. 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 dividend payout ratio (DPR) is presently 101.69%.

Insider Activity at American Homes 4 Rent

In other American Homes 4 Rent news, Director David Goldberg bought 2,000 shares of American Homes 4 Rent stock in a transaction dated Tuesday, March 3rd. The stock was bought at an average cost of $29.30 per share, for a total transaction of $58,600.00. Following the purchase, the director owned 36,723 shares of the company’s stock, valued at $1,075,983.90. The trade was a 5.76% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Douglas N. Benham bought 1,200 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were acquired at an average cost of $24.20 per share, for a total transaction of $29,040.00. Following the completion of the acquisition, the director directly owned 44,717 shares in the company, valued at $1,082,151.40. The trade was a 2.76% increase in their position. The SEC filing for this purchase provides additional information. Insiders acquired 6,771 shares of company stock worth $183,684 in the last 90 days. Corporate insiders own 6.32% of the company’s stock.

Wall Street Analysts Forecast Growth

AMH has been the subject of several analyst reports. Morgan Stanley decreased their price objective on American Homes 4 Rent from $40.00 to $39.00 and set an “overweight” rating for the company in a report on Monday, March 9th. Raymond James Financial reiterated a “market perform” rating on shares of American Homes 4 Rent in a report on Friday, February 27th. Keefe, Bruyette & Woods reduced their price target on American Homes 4 Rent from $37.00 to $35.00 and set an “outperform” rating for the company in a research report on Wednesday, February 25th. Mizuho decreased their price target on American Homes 4 Rent from $32.00 to $29.00 and set a “neutral” rating for the company in a research note on Friday. Finally, JPMorgan Chase & Co. lowered their price target on American Homes 4 Rent from $38.00 to $37.00 and set a “neutral” rating on the stock in a research report on Monday, January 12th. Seven equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $35.53.

American Homes 4 Rent 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.