Mizuho Downgrades American Homes 4 Rent (NYSE:AMH) to Hold

American Homes 4 Rent (NYSE:AMH) was downgraded by stock analysts at Mizuho from a “strong-buy” rating to a “hold” rating in a report issued on Wednesday,Zacks.com reports.

AMH has been the topic of a number of other reports. Weiss Ratings reissued a “hold (c)” rating on shares of American Homes 4 Rent in a report on Wednesday, October 8th. UBS Group dropped their target price on shares of American Homes 4 Rent from $38.00 to $33.00 and set a “neutral” rating on the stock in a research note on Thursday. Scotiabank decreased their price target on shares of American Homes 4 Rent from $41.00 to $35.00 and set a “sector perform” rating for the company in a research note on Monday, November 10th. Wolfe Research raised shares of American Homes 4 Rent from a “peer perform” rating to an “outperform” rating and set a $38.00 price target on the stock in a report on Thursday, October 2nd. Finally, Barclays reduced their price objective on American Homes 4 Rent from $39.00 to $34.00 and set an “equal weight” rating for the company in a report on Tuesday, November 25th. Eight investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, American Homes 4 Rent currently has a consensus rating of “Moderate Buy” and a consensus price target of $37.67.

American Homes 4 Rent Price Performance

Shares of NYSE AMH opened at $31.69 on Wednesday. The company has a market capitalization of $11.76 billion, a PE ratio of 26.85, a PEG ratio of 2.77 and a beta of 0.79. The company has a quick ratio of 0.41, a current ratio of 0.41 and a debt-to-equity ratio of 0.62. The stock’s 50 day moving average price is $31.70 and its 200-day moving average price is $33.52. American Homes 4 Rent has a twelve month low of $28.84 and a twelve month high of $39.49.

American Homes 4 Rent (NYSE:AMH) last issued its quarterly earnings results on Wednesday, October 29th. The real estate investment trust reported $0.47 EPS for the quarter, topping analysts’ consensus estimates of $0.46 by $0.01. The business had revenue of $478.46 million for the quarter, compared to analyst estimates of $475.75 million. American Homes 4 Rent had a return on equity of 5.90% and a net margin of 24.70%.American Homes 4 Rent’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period last year, the company posted $0.44 earnings per share. American Homes 4 Rent has set its FY 2025 guidance at 1.860-1.88 EPS. On average, equities analysts anticipate that American Homes 4 Rent will post 1.85 EPS for the current year.

Insiders Place Their Bets

In related news, Director Jack E. Corrigan purchased 5,000 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The shares were purchased at an average cost of $22.96 per share, for a total transaction of $114,800.00. Following the completion of the transaction, the director directly owned 17,300 shares in the company, valued at approximately $397,208. This represents a 40.65% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Douglas N. Benham purchased 1,000 shares of the stock in a transaction dated Wednesday, November 19th. The stock was purchased at an average cost of $31.65 per share, for a total transaction of $31,650.00. Following the completion of the acquisition, the director owned 7,991 shares of the company’s stock, valued at approximately $252,915.15. This represents a 14.30% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 6.32% of the company’s stock.

Institutional Trading of American Homes 4 Rent

Hedge funds and other institutional investors have recently bought and sold shares of the company. Norges Bank bought a new position in American Homes 4 Rent in the 2nd quarter valued at $796,706,000. Lasalle Investment Management Securities LLC raised its position in shares of American Homes 4 Rent by 76.1% in the third quarter. Lasalle Investment Management Securities LLC now owns 2,888,809 shares of the real estate investment trust’s stock worth $96,053,000 after buying an additional 1,248,131 shares in the last quarter. Cbre Investment Management Listed Real Assets LLC boosted its stake in American Homes 4 Rent by 102.9% during the third quarter. Cbre Investment Management Listed Real Assets LLC now owns 2,372,586 shares of the real estate investment trust’s stock valued at $78,888,000 after buying an additional 1,203,093 shares during the period. Centersquare Investment Management LLC boosted its stake in American Homes 4 Rent by 25.9% during the third quarter. Centersquare Investment Management LLC now owns 5,271,280 shares of the real estate investment trust’s stock valued at $175,270,000 after buying an additional 1,082,972 shares during the period. Finally, First Trust Advisors LP grew its position in American Homes 4 Rent by 2,035.9% during the second quarter. First Trust Advisors LP now owns 1,129,609 shares of the real estate investment trust’s stock worth $40,745,000 after buying an additional 1,076,722 shares in the last quarter. Institutional investors own 91.87% of the company’s stock.

Key American Homes 4 Rent News

Here are the key news stories impacting American Homes 4 Rent this week:

• Positive Sentiment: Intraday strength and heavy trading — AMH is trading up on higher-than-average volume, which can reflect fresh buying interest and short-covering even as guidance and valuation remain under scrutiny. AMH Share Price
• Neutral Sentiment: Analyst price-target moves with neutral ratings — UBS cut its target from $38 to $33 and kept a “neutral” rating (still modest upside vs. current levels), and Mizuho reaffirmed “neutral” while trimming its target to $32. These actions reduce upside expectations but stop short of bearish ratings. Benzinga: UBS Benzinga: Mizuho
• Neutral Sentiment: Temporary LULD trading halt — an intra-day Limit Up/Limit Down pause occurred, a technical trading interruption that can increase volatility when resumed but has no direct fundamental implication. (Intra-day market data)
• Negative Sentiment: Policy risk from President Trump’s plan to block large institutional investors from buying single‑family homes — multiple reports and analyses say such a move would directly raise regulatory and business-model risk for single-family rental REITs like AMH, potentially reducing acquisition pipelines, growth prospects, and valuation multiples. This is the primary negative catalyst driving investor concern. Seeking Alpha: Trump’s Plan Increases AMH Risk Business Insider: Trump Ban

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.