Inside the research

American Homes 4 Rent

AMH Research profile · latest available data

Price overview

$30.64

▼ -0.03 (-0.1%)

52w hi$34.45
52w lo$26.83
Vol5.21M
As of25 Sep 2026

The Verdict

Hold

Our score -0.46

Short-0.49
Medium-0.43
Long-0.44

computed 2026-09-27

Key fundamentals

American Homes 4 Rent

Real Estate · REIT - Residential

Market cap$12.56B
Enterprise value$16.76B
Trailing P/E24.32x
Forward P/E45.31x
EV / EBITDA17.23x
P / S (ttm)6.70x
Profit margin25.5%
Return on equity7.1%
Revenue growth+2.8%
Earnings growth+10.6%
Debt / equity68.85

Layer Breakdown

LayerRawContribution
Fundamental+0.10
Sector-0.04
Technical-0.06
Earnings+0.00
Sentiment-0.59

macro × 1.00 · 2026-09-27

Business overview

American Homes 4 Rent is a leading large-scale integrated owner, operator and developer of single-family rental homes. We're an internally managed Maryland real estate investment trust (REIT) focused on developing, renovating, leasing and managing homes as rental properties. As of June 30, 2026, we owned over 61,000 single-family properties in the Southeast, Midwest, Southwest and Mountain West regions of the United States. American Homes 4 Rent was established on October 19, 2012 and incorporated in Maryland and is based in Las Vegas, United States.

United States · www.amh.com

Risk Metrics

Beta vs SPX0.38
Corr SPX0.29
Annual vol20.9%
Annual ret-10.7%
Sharpe-0.51
Max DD-31.5%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$34.67
High / Low$40.00 / $29.00
Median$35.00
Analysts21
Strong Buy5
Buy7
Hold12
Sell0
Strong Sell0

Recent rating actions

2026-05-08RBC Capital→ Outperform
2026-05-07Evercore ISI Group→ Outperform
2026-04-28Compass Point→ Buy
2026-04-27Barclays→ Equal-Weight
2026-03-20Deutsche Bank→ Hold
2026-03-13Mizuho→ Neutral

Material Events

DateEvent8-K
2026-07-30Earnings Release, Exhibitsread
2026-06-12Other Material Event, Exhibitsread
2026-05-28Reg FD Disclosure, Exhibitsread
2026-05-18Shareholder Voteread
2026-05-06Earnings Release, Exhibitsread
2026-02-27Reg FD Disclosure, Exhibitsread
2026-02-19Earnings Release, Exhibitsread
2025-12-03Reg FD Disclosure, Exhibitsread
2025-10-29Earnings Release, Exhibitsread
2025-09-03Reg FD Disclosure, Exhibitsread
2025-07-31Earnings Release, Exhibitsread
2025-05-29Reg FD Disclosure, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-12BENHAM DOUGLAS NBuy500$11.26K
2026-08-11BENHAM DOUGLAS NBuy2.00K$47.40K
2026-08-11BENHAM DOUGLAS NBuy1.50K$33.90K
2026-08-10CORRIGAN JACK EBuy1.00K$22.70K
2026-08-10CORRIGAN JACK EBuy2.00K$45.70K
2026-06-05GUSTAVSON TAMARA HUGHESOption exercise10.00K$215.70K
2026-05-14SWANN LYNN CGrant5.42K—
2026-05-14Webb Winifred MarkusGrant5.42K—
2026-05-14ZAIST MATTHEW RGrant5.42K—
2026-05-14GUSTAVSON TAMARA HUGHESGrant5.42K—

Flow & Concentration

Insider 180d net$160.96K
Insider buys / sells5 / 0
Insider biasNeutral
13F holders8
Top-5 share97.3%
HHI2,658 (concentrated)

Top Holders

HolderValueShares
State Street Corp$523.73M15.62M
Fidelity / FMR LLC$323.10M9.64M
AQR Capital Management$260.32M7.77M
Millennium Management$122.79M3.66M
Capital Research / Capital World$57.73M1.72M
Renaissance Technologies$18.54M553.13K
Citadel Advisors$16.86M503.02K
T. Rowe Price Group$190.33K5.68M

As of 2026-06-30

Dividends

Yield (TTM)2.06%
$ / share (TTM)$0.63
5y CAGR+43.1%

Annual dividend per share

2021$0.40
2022$0.72
2023$0.88
2024$1.04
2025$1.20
2026$0.33

SEC Filings

DateFormDoc
2026-08-134view
2026-08-124view
2026-07-3110-Qview
2026-07-308-Kview
2026-06-12424B5view
2026-06-128-Kview
2026-06-094view
2026-05-288-Kview
2026-05-184view
2026-05-184view
2026-05-184view
2026-05-184view
2026-05-184view
2026-05-184view
2026-05-184view

The Long Run

FY 2013–2025 · 13 years

LineLatestCAGRTrend
Revenue$1.14B+0.0%
Cash from ops$738.69M+46.5%

Indices

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$30.66$30.74$30.33$30.645.21M
Sep 24$30.98$31.08$30.50$30.675.95M
Sep 23$31.19$31.33$30.87$30.933.02M
Sep 22$31.32$31.47$31.22$31.282.41M
Sep 21$31.21$31.46$31.13$31.243.03M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →