American Homes 4 Rent
About: American Homes 4 Rent is a real estate investment trust focused on acquiring, operating, and leasing single-family homes as rental properties throughout the United States. The company's real estate portfolio is largely comprised of single-family properties in urban markets in the Southern and Midwestern regions of the U.S. American Homes 4 Rent's land holdings also represent a sizable percentage of its total assets in terms of value. The company derives the vast majority of its income in the form of rental revenue from single-family properties through short-term or annual leases. The firm's geographical markets include Dallas, Texas; Indianapolis, Indiana; Atlanta, Georgia; and Charlotte, North Carolina in terms of the number of properties in each.
Employees: 1,730
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
260% more call options, than puts
Call options by funds: $4.24M | Put options by funds: $1.18M
5% more capital invested
Capital invested by funds: $11.7B [Q3] → $12.3B (+$595M) [Q4]
3.67% more ownership
Funds ownership: 83.59% [Q3] → 87.27% (+3.67%) [Q4]
4% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 56
2% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 157
2% less funds holding
Funds holding: 440 [Q3] → 433 (-7) [Q4]
29% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 5 (-2) [Q4]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$37
5%
upside
Avg. target
$39
10%
upside
High target
$41
16%
upside
9 analyst ratings
5 positive
56%
4 neutral
44%
0 negative
0%
Mizuho Haendel St. Juste 63% 1-year accuracy 10 / 16 met price target | 5%upside $37 | Outperform Maintained | 13 Mar 2025 |
Barclays Richard Hightower 52% 1-year accuracy 11 / 21 met price target | 7%upside $38 | Equal-Weight Maintained | 12 Mar 2025 |
Citizens Capital Markets Aaron Hecht 49% 1-year accuracy 23 / 47 met price target | 16%upside $41 | Market Outperform Reiterated | 25 Feb 2025 |
RBC Capital Brad Heffern 57% 1-year accuracy 21 / 37 met price target | 10%upside $39 | Outperform Maintained | 24 Feb 2025 |
Morgan Stanley Adam Kramer 100% 1-year accuracy 3 / 3 met price target | 13%upside $40 | Overweight Upgraded | 24 Jan 2025 |
Financial journalist opinion
Based on 16 articles about AMH published over the past 30 days
Negative
Seeking Alpha
22 hours ago
Fed Looms As Sentiment Dims
US equity markets remained under pressure this week as encouraging inflation data and a deal to avoid a government shutdown were offset by further tariff escalations and weak sentiment data. Markets struggled to agree on how the FOMC will interpret the latest economic data, with recent "hard data" showing encouraging trends while "softer" survey data has painted a far-bleaker outlook. Following its worst week in six months, the S&P 500 finished lower by another 2.3% this week - its fourth-straight week of declines - which dragged the index into "correction territory."
Negative
Seeking Alpha
5 days ago
Losers Of REIT Earnings Season
In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commercial Mortgage REITs were the "biggest loser" of REIT earnings season after results showed ongoing problems in the office space and a significant deterioration in multifamily bridge loan performance. Results from Hotel REITs were also disappointing given the record-levels of travel demand, as margin pressures from higher labor costs have taken a sizable bite out of bottom-line profitability.
Negative
Seeking Alpha
1 week ago
Tariff Turbulence
US equity markets tumbled this week - suffering its worst week in six months - as disappointing employment reports and fast-shifting tariff policy failed to improve skittish investor sentiment. Reminiscent of Fed Chair Powell's infamous August 2022 "some pain ahead" speech, the Trump Administration warned of a "little disturbance" and a necessary "detox period" for the U.S. economy. Softer-than-expected employment data this week fueled doubts that sweeping overhauls to trade policy and fiscal spending can be accomplished without risking a recession.
Positive
Seeking Alpha
1 week ago
54 Upcoming Dividend Increases, Including A King
This week features the largest list of dividend increases ever, with 50 companies, including Coca-Cola extending its 63-year streak with a 5.2% increase. My strategy focuses on companies with consistent dividend growth and outperforming benchmarks, using data from the "U.S. Dividend Champions" spreadsheet and NASDAQ. I recommend the Schwab U.S. Dividend Equity ETF for broad U.S. equity exposure and the Cohen & Steers REIT & Preferred Income Fund for REITs.
Positive
Seeking Alpha
2 weeks ago
7 Stocks I'm Buying As The U.S. Economy Starts To Crack
I emphasize the importance of nonpartisan economic and investment analysis, highlighting how political biases can distort market expectations and investment decisions. Medicaid cuts would likely have little impact on skilled nursing facility REITs, and the current selloff presents a buying opportunity for CareTrust REIT. Single-family rental REITs face challenges from high home prices and mortgage rates, but offer quality rental homes and professional management.
Neutral
PRNewsWire
2 weeks ago
AMH to Participate in 2025 Citi Global Property CEO Conference
LAS VEGAS , Feb. 28, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that members of the Company's management team will participate in a roundtable discussion at the 2025 Citi Global Property CEO Conference on Tuesday, March 4, 2025 at 11:00 a.m. Eastern Time.
Negative
Seeking Alpha
3 weeks ago
Bad Vibes, Positive Results
US equity markets slumped this week - while benchmark interest rates tumbled to two-month lows - after downbeat economic data and cautious corporate commentary sparked concern over slowing economic growth. Compounded by some unsettling COVID-related headlines late in the week, investors adopted a more "risk off" position after consumer and business survey data picked up a sudden negative sentiment shift. After notching a pair of record-highs early in the week, a two-day tumble sent the S&P 500 lower by 1.6% on the week. Small-Caps and Mid-Caps both dipped over 3%.
Positive
Seeking Alpha
3 weeks ago
8 Stocks I'm Buying Amid A Market Rotation Toward Dividend Stocks
The market is rotating towards non-tech dividend stocks, with dividend ETFs outperforming the Magnificent 7 so far this year. Elon Musk's DOGE initiative is more political theater than a serious effort, in my opinion, to reduce government waste, with exaggerated savings claims. Key economic metrics to monitor include housing starts, the Dallas Fed Weekly Economic Index, the Conference Board Coincident Index, total employment, and industrial production.
Neutral
Seeking Alpha
3 weeks ago
American Homes 4 Rent (AMH) Q4 2024 Earnings Call Transcript
American Homes 4 Rent (NYSE:AMH ) Q4 2024 Earnings Conference Call February 21, 2025 12:00 PM ET Company Participants Nicholas Fromm - Director, IR Bryan Smith - CEO Chris Lau - CFO Lincoln Palmer - Chief Operating Officer Conference Call Participants Juan Sanabria - BMO Eric Wolfe - Citi Jamie Feldman - Wells Fargo Steve Sakwa - Evercore ISI Jeffrey Spector - Bank of America Haendel St. Juste - Mizuho Securities Rich Hightower - Barclays John Pawlowski - Green Street Adam Kramer - Morgan Stanley Julien Blouin - Goldman Sachs Daniel Tricarico - Scotiabank Linda Tsai - Jefferies Austin Wurschmidt - KeyBanc Capital Markets Michael Goldsmith - UBS Brad Heffern - RBC Capital Markets Omotayo Okusanya - Deutsche Bank Jesse Lederman - Zelman & Associates Operator Greetings, and welcome to the AMH Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Positive
Seeking Alpha
3 weeks ago
American Homes 4 Rent: Preferred Shares Offer Better Value As NOI Growth Moderates
American Homes 4 Rent is a residential REIT focused on single-family rental homes, with the largest exposure to Atlanta, Charlotte, and Dallas-Fort Worth markets. The company delivered very strong Core FFO growth in 2024, driven by robust NOI dynamics. Looking ahead to 2025, NOI growth is set to moderate to about 3% but remains very healthy for a residential REIT.
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