US · Real Estate · REIT - Residential
EPS came in at 0.50 against a street estimate of 0.47 — a beat of 6.4%.
Analysts rate American Homes 4 Rent a buy (15 buy, 9 hold, 0 sell out of 24) with an average price target of $36.52.
CONFIDENT AMH raised FY26 core FFO guidance to $1.95/share (+4.3% YoY) after strong H1 execution: record lease-ups, 96% occupancy, 2.7% blended spreads, expense control to 2% growth. Development yields improving; dispositions tracking ahead. Consolidation opportunities emerging post-legislation. Q2 2026 Most markets showing occupancy pickup July vs. earlier; Midwest, Seattle, Boise, Salt Lake strong (96–97%). Atlanta, Tampa need work on rates/occupancy; supply reduction in Tampa encouraging. Phoenix, Phoenix underperforming but improving. Analysts probed near-term growth constraints (expense tailwinds fading, revenue deceleration H2, development guidance flat) and capital redeployment (buyback appetite, portfolio M&A timing). Management emphasized strategic throttling of development to match demand timing and consolidation optionality post-legislation; disclosed no material M&A targets b…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 12.70% |
| Vanguard Portfolio Management, LLC | 7.81% |
| NORGES BANK | 6.14% |
| Principal Financial Group Inc | 5.75% |
| State Street Corp | 4.34% |
| Vanguard Capital Management, LLC | 4.04% |
| FMR Inc | 2.68% |
| AQR Capital Management LLC | 2.16% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, revenue was $498,070 thousand, up from $478,464 thousand in the comparable 2025 per | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 rents and other single-family property revenues increased 4.1% year over year to $498.1 million. • Net income | 2026-11-04 |
| Reg FD disclosure · Q3 2026 AMERICAN HOMES 4 RENT - FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: September 9, 2026 • Company: American Homes 4 Rent (ticker: AMH) • Stock Ex | 2026-09-09 |
| Quarterly report · Q2 2026 AMERICAN HOMES 4 RENT (AMH) — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $13.1 billion (June 30, 2026) vs. $13.2 billion (December 31, 20 | 2026-07-31 |
| Results announced · Q3 2026 AMH Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net income attributable to common shareholders: $113.6 million ($0.31 per diluted share) for Q2 2026 | 2026-07-30 |
| Company announcement · Q2 2026 AMERICAN HOMES 4 RENT – FORM 8-K SUMMARY HEADLINE NUMBERS • Company established a new $1.0 billion "at the market" (ATM) offering program for Class | 2026-06-12 |
| Reg FD disclosure · Q2 2026 AMERICAN HOMES 4 RENT (AMH) - FORM 8-K SUMMARY May 28, 2026 --- HEADLINE NUMBERS • Company: American Homes 4 Rent (AMH) - single-family residential | 2026-05-28 |
| Shareholder vote results · Q2 2026 AMERICAN HOMES 4 RENT - SHAREHOLDER MEETING SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 14, 2026 in virtual-only format • Board s | 2026-05-18 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.33 / share ex-date Sep 15, 2026 · pay Sep 30, 2026 | 2026-09-15 |
| Dividend | $0.33 / share ex-date Jun 15, 2026 · pay Jun 30, 2026 | 2026-06-15 |
| Dividend | $0.33 / share ex-date Mar 13, 2026 · pay Mar 31, 2026 | 2026-03-13 |
| Dividend | $0.30 / share ex-date Dec 15, 2025 · pay Dec 31, 2025 | 2025-12-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for American Homes 4 Rent — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.