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

American Homes 4 Rent (NYSE:AMH) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 1.890-1.950 for the period, compared to the consensus estimate of 1.920. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on AMH. Mizuho lowered 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 report on Friday, March 13th. JPMorgan Chase & Co. lowered their price target on American Homes 4 Rent from $38.00 to $37.00 and set a “neutral” rating for the company in a research report on Monday, January 12th. UBS Group lowered their price target on American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating for the company in a research report on Thursday, January 8th. Keefe, Bruyette & Woods lowered 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. Finally, Compass Point began coverage on American Homes 4 Rent in a research report on Tuesday, April 28th. They issued a “buy” rating and a $37.50 price target for the company. Eight research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, American Homes 4 Rent presently has an average rating of “Hold” and an average target price of $35.39.

American Homes 4 Rent Stock Performance

Shares of American Homes 4 Rent stock traded up $0.15 during trading hours on Wednesday, hitting $32.43. 3,895,649 shares of the company’s stock traded hands, compared to its average volume of 3,992,696. American Homes 4 Rent has a 12-month low of $27.22 and a 12-month high of $39.07. The stock has a market capitalization of $11.80 billion, a price-to-earnings ratio of 27.48, a PEG ratio of 4.61 and a beta of 0.82. The company has a fifty day simple moving average of $29.46 and a 200-day simple moving average of $30.92. 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 announced its earnings results on Wednesday, May 6th. The real estate investment trust reported $0.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.30. American Homes 4 Rent had a return on equity of 5.93% and a net margin of 24.48%.American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Equities research analysts anticipate that American Homes 4 Rent will post 1.92 EPS for the current fiscal year.

American Homes 4 Rent Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th were given a dividend of $0.33 per share. The ex-dividend date of this dividend was Friday, March 13th. This represents a $1.32 annualized dividend and a dividend yield of 4.1%. This is a boost from American Homes 4 Rent’s previous quarterly dividend of $0.30. American Homes 4 Rent’s payout ratio is 111.86%.

Insider Buying and Selling at American Homes 4 Rent

In other American Homes 4 Rent news, Director David Goldberg bought 2,000 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was purchased at an average cost of $29.30 per share, with a total value of $58,600.00. Following the transaction, the director directly owned 36,723 shares in the company, valued at $1,075,983.90. This trade represents a 5.76% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Douglas N. Benham bought 1,200 shares of the firm’s stock in a transaction dated Monday, March 2nd. The shares were acquired at an average cost of $24.20 per share, with a total value of $29,040.00. Following the completion of the transaction, the director owned 44,717 shares in the company, valued at approximately $1,082,151.40. The trade was a 2.76% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have bought 6,771 shares of company stock valued at $183,684. Insiders own 5.70% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in AMH. Wilmington Savings Fund Society FSB grew its stake in shares of American Homes 4 Rent by 10,728.6% during the 3rd 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 during the period. Parallel Advisors LLC grew its stake in shares of American Homes 4 Rent by 84.8% during the 3rd quarter. Parallel Advisors LLC now owns 963 shares of the real estate investment trust’s stock worth $32,000 after acquiring an additional 442 shares during the period. Prosperity Bancshares Inc bought a new position in shares of American Homes 4 Rent during the 4th quarter worth $35,000. CIBC Private Wealth Group LLC grew its stake in shares of 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 worth $44,000 after acquiring an additional 1,307 shares during the period. Finally, Caitong International Asset Management Co. Ltd bought a new position in shares of American Homes 4 Rent during the 3rd quarter worth $50,000. Institutional investors own 91.87% of the company’s stock.

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.