Van Lanschot Kempen Investment Management N.V. Lowers Holdings in American Homes 4 Rent $AMH

Van Lanschot Kempen Investment Management N.V. lessened its stake in American Homes 4 Rent (NYSE:AMH) by 41.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 790,126 shares of the real estate investment trust’s stock after selling 550,654 shares during the quarter. Van Lanschot Kempen Investment Management N.V.’s holdings in American Homes 4 Rent were worth $25,363,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of AMH. Jones Financial Companies Lllp increased its holdings in American Homes 4 Rent by 1,103.6% in the 1st quarter. Jones Financial Companies Lllp now owns 13,047 shares of the real estate investment trust’s stock worth $493,000 after buying an additional 11,963 shares in the last quarter. Cetera Investment Advisers increased its holdings in American Homes 4 Rent by 3.3% in the 2nd quarter. Cetera Investment Advisers now owns 16,819 shares of the real estate investment trust’s stock worth $607,000 after buying an additional 537 shares in the last quarter. Walleye Capital LLC bought a new stake in American Homes 4 Rent in the 2nd quarter worth about $255,000. Jump Financial LLC bought a new stake in American Homes 4 Rent in the 2nd quarter worth about $413,000. Finally, Cerity Partners LLC increased its holdings in American Homes 4 Rent by 5.6% in the 2nd quarter. Cerity Partners LLC now owns 45,558 shares of the real estate investment trust’s stock worth $1,643,000 after buying an additional 2,401 shares in the last quarter. 91.87% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently commented on AMH. Mizuho reduced their price objective on American Homes 4 Rent from $32.00 to $29.00 and set a “neutral” rating for the company in a report on Friday, March 13th. Wells Fargo & Company lifted their price objective on American Homes 4 Rent from $34.00 to $36.00 and gave the stock an “overweight” rating in a report on Monday, June 1st. Wall Street Zen upgraded American Homes 4 Rent from a “sell” rating to a “hold” rating in a report on Saturday, May 9th. Citizens Jmp reduced their price objective on American Homes 4 Rent from $41.00 to $37.00 and set a “market outperform” rating for the company in a report on Monday, February 23rd. Finally, Scotiabank lifted their price objective on American Homes 4 Rent from $31.00 to $32.00 and gave the stock a “sector perform” rating in a report on Thursday, May 21st. Nine investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $35.08.

Insider Activity

In other news, Director Jack E. Corrigan purchased 2,041 shares of the business’s stock in a transaction on Monday, May 18th. The stock was acquired at an average cost of $23.53 per share, for a total transaction of $48,024.73. Following the purchase, the director directly owned 17,000 shares in the company, valued at $400,010. This trade represents a 13.64% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. In the last ninety days, insiders bought 5,000 shares of company stock worth $117,024. Insiders own 5.70% of the company’s stock.

American Homes 4 Rent Trading Up 0.8%

American Homes 4 Rent stock opened at $33.25 on Friday. The business has a 50-day simple moving average of $31.39 and a two-hundred day simple moving average of $30.92. The company has a market cap of $11.99 billion, a P/E ratio of 27.04, a P/E/G ratio of 4.44 and a beta of 0.81. American Homes 4 Rent has a 52-week low of $27.22 and a 52-week high of $37.06. The company has a quick ratio of 0.57, a current ratio of 0.57 and a debt-to-equity ratio of 0.67.

American Homes 4 Rent (NYSE:AMH) last released its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $0.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.18 by $0.30. The business had revenue of $472.02 million during the quarter, compared to the consensus estimate of $470.62 million. American Homes 4 Rent had a return on equity of 6.08% and a net margin of 25.27%.The business’s quarterly revenue was up 2.8% compared to the same quarter last year. During the same period in the previous year, the company posted $0.46 EPS. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. Analysts predict that American Homes 4 Rent will post 1.88 EPS for the current year.

American Homes 4 Rent Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th will be paid a dividend of $0.33 per share. This represents a $1.32 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date is Monday, June 15th. American Homes 4 Rent’s payout ratio is currently 107.32%.

American Homes 4 Rent Profile

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.