American Homes 4 Rent AMH

30.64 (0.03) (0.10%) as of 25 Sep
Market cap
$11.0B
P/E
24.3×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 1.15
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 1 1 — 4 2 — 2 — — 3 1
Sell — — — — — — — — — — — —
Insider Ownership 8.60%

Capital & Financial Ratios

Market Cap 11,040.00
Revenue 1,875.58
Net Income 542.82
Free Cash Flow 1,494.61
Net Debt 4,872.42
Current Ratio 0.59
Debt/Equity 0.69
P/E ratio 24.32
P/S ratio 5.89
P/B ratio 1.48
Past 5Y EPS Growth 30.43%
This Y EPS Growth (7.74%)
Next Y EPS Growth (26.57%)
Next 5Y EPS Growth (15.31%)
in millions of $

Dividends

Payout Ratio 0.82
Annual Dividend Rate 0.88
Annual Dividend Yield 2.51%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 1.32
0.33
0.33
0.33
2025 1.20
0.30
0.30
0.30
0.30
2024 1.04
0.26
0.26
0.26
0.26
2023 0.88
0.22
0.22
0.22
0.22
2022 0.72
0.18
0.18
0.18
0.18
2021 0.40
0.10
0.10
0.10
0.10
2020 0.20
0.05
0.05
0.05
0.05
2019 0.20
0.05
0.05
0.05
0.05
2018 0.25
0.05
0.05
0.05
0.05
0.05
2017 0.20
0.05
0.05
0.05
0.05
2016 0.20
0.05
0.05
0.05
0.05
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 222 350 231 258
Receivables 43 48 43 45
Inventory — — — —
Other — — — —
265 399 274 303
2023 2024 2025 Q'26
Payables 574 522 437 512
ST’ Debt — — — —
Other — — — —
574 522 437 512
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 11.37% 9.55% 7.47%
Cash Flow 15.07% 12.76% 9.10%
Earnings 0.00% 38.79% 20.52%
Book Value 6.96% 3.56% 2.43%

Revenue

Mar Jun Sep Dec Year
’26 472 470 — — —
’25 459 458 478 455 1,850
’24 424 423 445 437 1,729
’23 398 396 422 409 1,624
’22 356 362 392 381 1,491
’21 313 314 340 338 1,304
’20 287 281 308 297 1,173
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Mar Jun Sep Dec Year
’26 203 293 — — —
’25 223 272 223 146 864
’24 202 274 234 102 812
’23 200 215 208 115 739
’22 159 220 218 69 666
’21 152 180 166 97 595
’20 126 153 148 47 474
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Mar Jun Sep Dec Year
’26 379 471 — — —
’25 331 378 322 323 1,353
’24 330 369 301 (232) 768
’23 350 307 241 164 1,062
’22 (101) 43 173 143 258
’21 82 (23) (199) (138) (277)
’20 82 136 (52) 164 329
in millions of $ · fiscal quarters ending in the months shown

EPS

Mar Jun Sep Dec Year
’26 0.35 0.31 — — —
’25 0.30 0.28 0.27 0.33 1.18
’24 0.30 0.25 0.20 0.33 1.08
’23 0.32 0.27 0.20 0.21 1.01
’22 0.16 0.16 0.14 0.25 0.71
’21 0.09 0.06 0.11 0.14 0.41
’20 0.07 0.05 0.07 0.09 0.28
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.8
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
13.16 20.10 18.39 19.33 17.50 28.63 29.31 28.79 33.75 30.11

Analyst estimates 2026–2028

Powerpack
Low Price
22.99 23.98 23.34 27.14 32.04 44.07 43.89 37.97 41.41 39.49
High Price
953 1,135 1,234 1,324 1,447 1,538 1,794 1,725 1,730 1,598
Employees
1 1 1 1 1 1 1 1 1 1
Revenue/Emp
879 960 1,073 1,132 1,173 1,304 1,491 1,624 1,729 1,850
Revenue
55.85% 55.77% 54.56% 54.00% 53.93% 54.98% 55.40% 55.48% 56.31% 56.83%
Gross Margin
10 76 112 156 155 211 310 432 468 513
EBT
1.19% 7.96% 10.48% 13.80% 13.20% 16.15% 20.80% 26.62% 27.08% 27.75%
EBT Margin
10 76 112 156 155 211 310 432 468 513
Net Income
314 309 329 337 351 382 438 469 488 514
Depreciation
3.76 3.63 3.65 3.78 3.82 4.02 4.27 4.48 4.70 4.99
Revenue/Sh
(0.14) (0.08) 0.08 0.29 0.28 0.42 0.72 1.01 1.08 1.18
Earnings/Sh
1.19 1.46 1.40 1.53 1.55 1.84 1.91 2.04 2.21 2.33
Cash Flow/Sh
(0.87) (2.99) (1.50) (0.66) (0.47) (2.69) (1.17) 0.89 (0.12) 1.32
Capex/Sh
0.32 (1.53) (0.10) 0.87 1.07 (0.85) 0.74 2.93 2.09 3.65
Free CF/Sh
21.10 22.24 20.34 20.10 21.11 20.78 20.54 21.14 21.36 20.81
Book Value/Sh
234 264 294 299 307 324 349 362 367 371
Shares
0.00 0.00 248.13 90.38 107.14 106.37 41.92 36.18 34.65 27.20
PE Ratio
5.53 5.91 5.43 6.93 7.85 10.84 6.97 8.15 7.95 6.43
PS Ratio
0.98 0.97 0.98 1.30 1.42 2.10 1.45 1.73 1.75 1.54
PB Ratio
8.57 8.30 7.88 9.29 10.02 13.67 9.86 10.76 10.65 9.06
EV/Sales
101.11 (19.72) (279.97) 40.48 35.76 (64.34) 56.91 16.45 23.98 12.39
EV/FCF
279 386 411 458 474 595 666 739 812 864
Op' Cash Flow
(204) (790) (441) (198) (146) (872) (407) 323 (44) 489
Capex
75 (404) (30) 260 329 (277) 258 1,062 768 1,353
FCF
91 (10) (15) (49) 8 (110) (219) (309) (123) (163)
Working Cap'
2,923 2,476 2,804 2,833 2,817 3,880 4,516 4,462 5,011 5,096
Total Debt
2,672 2,293 2,628 2,669 2,552 3,689 4,298 4,240 4,661 4,865
Net Debt
4,938 5,876 5,974 6,019 6,472 6,738 7,175 7,653 7,849 7,710
Sh' Equity
(0.45%) (0.26%) 0.27% 0.95% 0.91% 1.32% 2.17% 2.95% 3.06% 3.30%
ROA
1.11% 1.42% 1.58% 1.70% 1.60% 1.63% 1.64% 1.85% 1.96% 2.25%
ROIC
(0.76%) (0.41%) 0.40% 1.43% 1.36% 2.05% 3.61% 4.94% 5.14% 5.64%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026

American Homes 4 Rent (AMH) key facts

  • American Homes 4 Rent (AMH) is a Reit Residential company in the Real Estate sector, listed on the New York Stock Exchange.
  • American Homes 4 Rent’s revenue for fiscal 2025 (year ended December 2025) was $1.9 billion, up 7.03% from fiscal 2024.
  • As of September 25, 2026, AMH traded at $30.64, a market capitalization of $11.0 billion.
  • American Homes 4 Rent pays an annual dividend of $0.88 per share, a yield of 2.51%, with a payout ratio of 81.6%.
  • Return on equity was 5.64% and debt-to-equity 0.69.

Source: company filings (standardised) and stockrow calculations.

American Homes 4 Rent (AMH) Latest News

News by impact score

Fine-tune

7 Aug

3 transcript

American Homes 4 Rent discussed Q2 2026 financial results and company outlook in its earnings call. Quarterly earnings calls disclose results and guidance that typically influence near-term stock performance.

31 Jul

4

American Homes 4 Rent beat earnings expectations, launched a share buyback and raised guidance. Earnings beat, buyback and guidance increase represent major positive signals that typically drive meaningful stock gains and sentiment shift.

4

American Homes 4 Rent posted strong FFO growth for Q2 2026 and raised guidance. Strong FFO growth and raised guidance indicate materially improved operations and outlook that typically drive valuation and investor sentiment.

3 transcript

American Homes 4 Rent Q2 earnings call highlights revenue growth, occupancy rates, and operational metrics. Q2 earnings details directly shape near-term investor views and stock movement.

3 transcript

American Homes 4 Rent Q2 2026 earnings call covered financial results, operational updates, and forward guidance for the single-family rental company. Quarterly earnings call supplies updated metrics and outlook that can shift near-term stock sentiment and valuation.

30 Jul

3

American Homes 4 Rent (AMH) Q2 earnings are compared to analyst estimates across key financial metrics. Quarterly earnings versus estimates typically affect near-term stock price and sentiment without altering long-term strategy.

3

American Homes 4 Rent reported its second quarter 2026 financial and operating results. Quarterly earnings releases deliver core performance data that can shift near-term investor sentiment and valuation.

29 Jun

3

BMO Capital upgraded American Homes 4 Rent (AMH) to Outperform. Analyst upgrade may lift near-term investor sentiment and share price but leaves company operations and fundamentals unchanged.

14 Jun

3

American Homes 4 Rent and Essex Property Trust are compared to identify the stronger real estate stock purchase for 2026 based on performance factors and outlook. Comparative analysis against Essex Property Trust may shift near-term investor views on AMH without altering core operations.

6 Jun

3

Mixed Wall Street narratives are reframing American Homes 4 Rent (AMH) and shifting investor perceptions of its market position. Changing analyst views may moderately influence AMH investor sentiment and short-term stock movement.

22 May

3

American Homes 4 Rent valuation reviewed following analyst upgrade and dividend update. Analyst upgrade plus dividend update can moderately lift near-term investor sentiment and AMH share price.

9 May

4

American Homes 4 Rent released Q1 earnings call highlights, covering financial results, occupancy rates, revenue growth, and outlook amid housing market dynamics. Q1 earnings highlights reveal financial performance and strategic updates that significantly shape AMH's trajectory and investor sentiment.

7 May

4 transcript

American Homes 4 Rent (AMH) released the transcript of its Q1 2026 earnings call. Quarterly earnings transcripts reveal financial results, guidance, and strategy updates that significantly influence AMH's market performance and investor sentiment.

6 May

4

American Homes 4 Rent (AMH) Q1 earnings key metrics compared to Wall Street estimates. Q1 earnings comparisons to Wall Street estimates can significantly sway investor sentiment and AMH's stock trajectory.

4

American Homes 4 Rent (AMH) reported first quarter 2026 financial and operating results. Quarterly financial and operating results disclosure significantly influences AMH's stock performance, investor sentiment, and future trajectory.

25 Mar

4

American Homes 4 Rent (AMH) investment story shifts amid emerging risks impacting future performance. Emerging risks threaten to significantly alter AMH's investment trajectory and market sentiment.

23 Mar

3

American Homes 4 Rent (AMH), a leading single-family rental REIT, trades at a steep discount to its net asset value amid surging housing demand, high occupancy rates, and robust rent growth, positioning it as an overlooked bargain for investors in a tight housing market. Undervaluation thesis and favorable rental market dynamics could moderately enhance AMH's investor sentiment and financial outlook.

16 Mar

4

A housing bill aimed at curbing corporate purchases of single-family homes includes a massive loophole exempting publicly traded REITs like American Homes 4 Rent, allowing them to continue bulk acquisitions unchecked; critics call it big enough to 'drive a Mack Truck through,' preserving AMH's business model amid investor backlash. The loophole shields AMH from new regulatory restrictions on single-family home purchases, enabling sustained portfolio growth and bolstering long-term market performance.

4

Trump proposes banning institutional investors from buying single-family homes to curb housing shortages, but a loophole in a housing bill would exempt single-family rental REITs like American Homes 4 Rent, potentially allowing them to continue acquisitions unabated. Proposed ban threatens AMH's home-buying strategy central to its rental empire, but bill loophole offers significant protection against regulatory disruption.

4 Mar

3

Analysts express cautious views on American Homes 4 Rent (AMH) amid softening rental trends. Softening rental trends directly pressure AMH's core revenue model, influencing financial performance and market sentiment.

28 Feb

4

American Homes 4 Rent beat earnings expectations, announced a share buyback plan, and hiked its dividend, prompting a valuation review amid positive market reaction. Earnings beat combined with buyback plan and dividend hike represent major capital return strategies boosting shareholder value and market performance.

24 Feb

4

American Homes 4 Rent (AMH) reports 2025 core FFO growth of 5.4% and $439 million net income. Strong core FFO growth and substantial net income boost AMH's financial performance and investor sentiment significantly.

23 Feb

4

Rising regulatory questions are shifting the narrative on American Homes 4 Rent (AMH), prompting investor concerns over potential operational and compliance challenges. Regulatory scrutiny introduces significant risks to AMH's operations, compliance costs, and market perception.

22 Feb

4

American Homes 4 Rent released Q4 earnings call highlights, covering financial performance, operational updates, occupancy rates, revenue growth, and forward guidance amid rental market dynamics. Q4 earnings highlights disclose key financial metrics, strategic initiatives, and outlook that significantly influence AMH's market performance and investor sentiment.

20 Feb

4

American Homes 4 Rent (AMH) reported strong FFO growth in Q4 2025 earnings call highlights amid market challenges. Strong FFO growth highlights significant financial strength boosting AMH's trajectory and investor sentiment.

4

American Homes 4 Rent released Q4 2025 earnings call summary highlighting financial results, occupancy rates, revenue growth, and forward guidance. Q4 earnings call reveals key financial metrics and outlook directly shaping AMH's valuation and investor sentiment.

19 Feb

4

American Homes 4 Rent (AMH) released Q4 earnings, comparing key metrics like revenue, EPS, and occupancy rates to Wall Street estimates, highlighting beats or misses in core performance indicators. Q4 earnings metrics versus analyst estimates directly impact AMH's stock price, investor confidence, and future valuation trajectory.

4

American Homes 4 Rent released Q4 earnings snapshot highlighting key financial metrics for the quarter. Q4 earnings snapshots reveal financial performance and guidance that significantly affect stock price and investor outlook.

4

American Homes 4 Rent (AMH) reported fourth quarter and full year 2025 financial and operating results. Earnings reports directly shape investor sentiment and stock trajectory through revealed financial health and guidance.

12 Feb

3

American Homes 4 Rent (AMH) has announced a 10% increase in its quarterly distribution, reflecting the company's commitment to returning value to shareholders. This increase is part of AMH's ongoing strategy to enhance its financial performance and attract investor interest. The new distribution rate is expected to positively influence market sentiment towards the company. The distribution increase is likely to enhance investor sentiment and financial performance, but its overall impact is expected to be limited.

stockrow.com/AMH · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com