American Homes 4 Rent

American Homes 4 Rent

AMHยทNYSE

$32.58

+1.5%
Real EstateREIT - Residential

American Homes 4 Rent (NYSE: AMH) is a leader in the single-family home rental industry and American Homes 4 Rent is fast becoming a nationally recognized brand for rental homes, known for high-quality, good value and tenant satisfaction. We are an internally managed Maryland real estate investment trust, or REIT, focused on acquiring, developing, renovating, leasing, and operating attractive, single-family homes as rental properties. As of September 30, 2020, we owned 53,229 single-family properties in selected submarkets in 22 states.

At a Glance

Live Snapshot
Market Cap$11.73B
EPS1.1800
P/E Ratio27.61
Earnings Date07/30/2026
amh

American Homes 4 Rent Street Expectations Map

AMH ยท NYSE

Wall Street analysts project that AMH stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 34.77, with estimates ranging from a low of 32.00 to a high of 38.50.

Lowest Target
32.00
-1.77%
Consensus Target
34.77
6.74%
Highest Target
38.50
18.19%

The consensus 1-year price target stands at 34.77, with estimates ranging from a low of 32.00 to a high of 38.50.

Analyst Consensus Analysis

Upside Potential

+6.7%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

18.7% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

10.30x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

amh

American Homes 4 Rent Forward Estimates of Revenue

AMH ยท NYSE
Latest Revenue
1.87B
FY 2025
Avg Estimate
1.94B
FY 2026
Estimate Range
1.90B - 2.00B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.2%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

amh

American Homes 4 Rent Forward Estimates of Net Income

AMH ยท NYSE
Latest Net Income
452.97M
FY 2025
Avg Estimate
304.23M
FY 2026
Estimate Range
300.38M - 308.08M
Analyst Spread

Forward Growth Analysis

Projected Growth-32.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

amh

American Homes 4 Rent Forward Estimates of EPS

AMH ยท NYSE
Latest EPS
1.18
FY 2025
Avg Estimate
$0.82
FY 2026
Estimate Range
$0.82 - $0.84
Analyst Spread

Forward Growth Analysis

Projected Growth-30.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

amh

American Homes 4 Rent Forward Estimates of EBIT

AMH ยท NYSE
Latest EBIT
698.59M
FY 2025
Avg Estimate
412.77M
FY 2026
Estimate Range
404.31M - 425.47M
Analyst Spread

Forward Growth Analysis

Projected Growth-40.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

amh

American Homes 4 Rent Forward Estimates of EBITDA

AMH ยท NYSE
Latest EBITDA
1.20B
FY 2025
Avg Estimate
961.12M
FY 2026
Estimate Range
941.40M - 990.69M
Analyst Spread

Forward Growth Analysis

Projected Growth-20.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

amh

American Homes 4 Rent Forward Estimates of SG&A Expense

AMH ยท NYSE
Latest SG&A Expense
83.01M
FY 2025
Avg Estimate
89.56M
FY 2026
Estimate Range
87.72M - 92.32M
Analyst Spread

Forward Growth Analysis

Projected Growth+7.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

amh

American Homes 4 Rent Insider Positioning

AMH ยท NYSE

During the last 12 months, insiders have purchased $450K and sold $802K worth of AMH shares, resulting in $351K of net selling activity.

3 Months

Bought

2.4K

56.35K

Sold

0

0.00

Net Activity

+56K

+$56K

3-6 Months

Bought

11.4K

289.42K

Sold

0

0.00

Net Activity

+289K

+$289K

6-9 Months

Bought

1.0K

31.65K

Sold

23.3K

801.55K

Net Activity

-770K

-$770K

9-12 Months

Bought

2.5K

72.91K

Sold

0

0.00

Net Activity

+73K

+$73K

Top Buyers

1
CJE

Corrigan Jack E

Director

8.0K sharesโ€ข6 transactions

$185K

2
GD

Goldberg David

Director

4.0K sharesโ€ข2 transactions

$117K

3
BDN

Benham Douglas N

Director

3.8K sharesโ€ข3 transactions

$98K

4
WJ

Willoughby Jay

Director

1.5K sharesโ€ข1 transactions

$50K

Top Sellers

1
HMJ

Hart Matthew J

Director

23.3K sharesโ€ข1 transactions

$802K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $351K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.56:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$56K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

4 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.