AMH

American Homes 4 Rent

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001562401
$33.29 +0.88% $12.0B
Insider Buying Cluster (4 insiders)18 New Institutional Positions32 Institutional Exits
Vol
Market Cap$12.0B
Cap SizeLarge Cap
Analyst ConsensusBuy (55%)
Inst. Holders50 funds
Inst. Value$5.3B
Inst. Activity18 buys / 32 sells
Insider Activity8B / 1S
Insider Net $$122.2K
Reddit Sentiment50° Neutral
SEC Reports7
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001562401·Prev Close $33.00

Recent Activity

Jun 12, 2026 SEC
American Homes 4 Rent replaced its expiring Form S-3 shelf registration statement with a new automatic shelf registratio
8-K — Impact 3/10
Jun 12, 2026 SEC
American Homes 4 Rent filed a prospectus supplement for an at-the-market (ATM) equity program to sell up to $1.0 billion
424B5 — Impact 5/10
Jun 5, 2026 Insider
GUSTAVSON TAMARA HUGHES acquired via exercise 10,000 shares
Director @ $21.57 ($215.7K)
May 27, 2026 short_volume
Short Volume: AMH — 57.0% short (0.3M / 0.6M)
Short: 322,152 | Exempt: 618 | TRF Vol: 565,607 | Short Ratio: 57.0% | Off-exchange volume (dark poo
May 18, 2026 Insider
CORRIGAN JACK E bought 89 shares
Director @ $23.50 ($2.1K)
May 15, 2026 Insider
CORRIGAN JACK E bought 1,311 shares
Director @ $23.40 ($30.7K)
Mar 27, 2026 SEC
American Homes 4 Rent has filed a definitive additional proxy statement (DEFA14A) related to a shareholder vote. The fil
DEFA14A — Impact 2/10
Inst.
Invesco Ltd. — TRIM
3,942,563 shares ($110.1M)

Price Targets

$35.32 +6.1% upside Buy
Current $33.29 Low $29.00 Median $35.50 High $40.00 22 analysts
$29.00 $40.00

Analyst Ratings

Hold55% buy · 29 analysts
6Strong Buy
10Buy
12Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 27, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 21, 2026 Scotiabank MAINTAIN Sector Perform → Sector Perform
May 19, 2026 UBS MAINTAIN Neutral → Neutral
May 18, 2026 Raymond James UPGRADE Market Perform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.15 $0.13 — $0.17 -48% YoY 4
Next Q $0.15 $0.13 — $0.17 -45% YoY 4
Current FY $0.71 ▲ +18.0% $0.57 — $0.79 -41% YoY 3
Next FY $0.66 ▼ -4.4% $0.61 — $0.71 -8% YoY 3

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.2B
VANGUARD PORTFOLIO MANAGEMENT LLC$800.9M
STATE STREET CORP$452.8M
VANGUARD CAPITAL MANAGEMENT LLC$408.4M
FMR LLC$259.4M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026GUSTAVSON TAMARAM$215.7K
May 18, 2026CORRIGAN JACKBUY$2.1K
May 15, 2026CORRIGAN JACKBUY$30.7K
May 14, 2026Kerrick MichelleA$0.00
May 14, 2026Webb WinifredA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
50 institutional holders with $5.3B total value (190,651,921 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net selling activity: 32 institutions trimmed/exited vs 18 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.44,478,541$1.2B23.3%
2VANGUARD PORTFOLIO MANAGEMENT LLC28,684,978$800.9M15.0%
3STATE STREET CORP16,218,219$452.8M8.5%
4VANGUARD CAPITAL MANAGEMENT LLC14,626,232$408.4M7.7%
5FMR LLC9,290,625$259.4M4.9%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,090,967$142.1M2.7%
7DIMENSIONAL FUND ADVISORS LP4,911,265$137.1M2.6%
8DUFF & PHELPS INVESTMENT MANAGEMENT CO4,576,997$127.8M2.4%
9GOLDMAN SACHS GROUP INC4,127,029$115.2M2.2%
10BANK OF MONTREAL /CAN/4,010,765$112.0M2.1%
11Invesco Ltd.3,942,563$110.1M2.1%TRIM -36.0%
12Nuveen, LLC3,774,043$105.4M2.0%
13ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3,544,892$99.0M1.9%ADD +83.1%
14CI INVESTMENTS INC.2,959,426$82.6M1.5%
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,610,155$78.4M1.5%
16Sumitomo Mitsui Trust Group, Inc.2,228,492$62.2M1.2%
17VANGUARD FIDUCIARY TRUST CO2,027,702$56.6M1.1%
18DEUTSCHE BANK AG\1,953,231$54.5M1.0%
19Legal & General Group Plc1,953,176$54.5M1.0%
20Russell Investments Group, Ltd.1,783,412$49.8M0.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM6,161,6463,942,563-36.0%$110.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD1,935,9583,544,892+83.1%$99.0M2026-Q1
MORGAN STANLEYTRIM2,432,6891,743,176-28.3%$48.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD952,3171,609,254+69.0%$44.9M2026-Q1
BNP Paribas Asset Management Holding S.A.ADD1,046,3801,580,638+51.1%$44.1M2026-Q1
Clearbridge Investments, LLCTRIM2,486,5421,577,239-36.6%$44.0M2026-Q1
Holocene Advisors, LPDOUBLED576,1501,357,801+135.7%$37.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEW1,113,598$31.1M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED176,6391,007,393+470.3%$28.1M2026-Q1
Woodline Partners LPNEW1,000,958$27.9M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM1,360,857930,410-31.6%$26.0M2026-Q1
APG Asset Management US Inc.NEW820,421$23.1M2026-Q1
SEI INVESTMENTS COTRIM1,352,802663,755-50.9%$18.5M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEW418,062$11.7M2026-Q1
Neuberger Berman Group LLCDOUBLED193,988415,286+114.1%$11.6M2026-Q1
NATIXISDOUBLED80,907382,128+372.3%$10.7M2026-Q1
AmundiTRIM857,906331,163-61.4%$9.2M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECDOUBLED93,379273,727+193.1%$7.6M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.TRIM586,412266,227-54.6%$7.4M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD167,057257,700+54.3%$7.2M2026-Q1
JANUS HENDERSON GROUP PLCNEAR_EXIT1,749,424232,037-86.7%$6.5M2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM295,287219,595-25.6%$6.1M2026-Q1
Horizon Investments, LLCADD74,053125,475+69.4%$3.5M2026-Q1
BAMCO INC /NY/TRIM212,37993,977-55.8%$2.6M2026-Q1
Sumitomo Mitsui DS Asset Management Company, LtdTRIM111,92674,943-33.0%$2.1M2026-Q1
14 unique insiders with 27 transactions. Net insider value: $122.2K ($327.6K bought, $205.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026GUSTAVSON TAMARA HUGHESDirectorEXERCISE10,000$21.57$215.7K
May 18, 2026CORRIGAN JACK EDirectorBUY89$23.50$2.1K
May 15, 2026CORRIGAN JACK EDirectorBUY1,311$23.40$30.7K
May 14, 2026Kerrick Michelle C.DirectorAWARD5,421
May 14, 2026Webb Winifred MarkusDirectorAWARD5,421
May 14, 2026SWANN LYNN CDirectorAWARD5,421
May 14, 2026HART MATTHEW JDirectorAWARD7,016
May 14, 2026Willoughby JayDirectorAWARD5,421
May 14, 2026BENHAM DOUGLAS NDirectorAWARD5,421
May 14, 2026GUSTAVSON TAMARA HUGHESDirectorAWARD5,421
May 14, 2026ZAIST MATTHEW RDirectorAWARD5,421
Mar 19, 2026Lau ChristopherCFO and Sr. EVPGIFT1,075
Mar 3, 2026Goldberg DavidDirectorBUY2,000$29.30$58.6K
Mar 2, 2026BENHAM DOUGLAS NDirectorBUY1,200$24.20$29.0K
Feb 25, 2026BENHAM DOUGLAS NDirectorBUY1,571$24.00$37.7K
Feb 24, 2026Reitz BrianChief Accounting OfficerSELL7,000$29.34$205.4K
Feb 24, 2026Goldberg DavidDirectorBUY2,000$29.17$58.3K
Feb 23, 2026BENHAM DOUGLAS NDirectorBUY2,000$29.15$58.3K
Feb 23, 2026CORRIGAN JACK EDirectorBUY2,300$22.97$52.8K
Feb 7, 2026Smith BryanChief Executive OfficerD21,612$30.84$666.5K
Feb 7, 2026Smith BryanChief Executive OfficerAWARD47,687
Feb 7, 2026Lau ChristopherCFO and Sr. EVPD27,946$30.84$861.9K
Feb 7, 2026Lau ChristopherCFO and Sr. EVPAWARD47,687
Feb 7, 2026Vogt-Lowell Sara H.CAO & CLOD14,928$30.84$460.4K
Feb 7, 2026Vogt-Lowell Sara H.CAO & CLOAWARD25,474
Feb 7, 2026Reitz BrianChief Accounting OfficerD1,634$30.84$50.4K
Feb 7, 2026Reitz BrianChief Accounting OfficerAWARD3,179

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (55% buy). Based on 29 analysts: 6 strong buy, 10 buy, 12 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$35.32 mean target +6.1% upside Buy (2.17)
$29.00 Low $40.00 High
MetricValue
Current Price$33.29
Target Low$29.00
Target Mean$35.32
Target Median$35.50
Target High$40.00
# Analysts22
RecommendationBuy (2.17)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.15 $0.13 $0.17 -47.6% 0↑ 1↓ $0.5B 1.9% 4
Next Q
2026-09-30
$0.15 $0.13 $0.17 -44.7% 0↑ 1↓ $0.5B 1.8% 4
Current FY
2026-12-31
$0.71 $0.57 $0.79 -41.4% +18.0% 0↑ 1↓ $1.9B 2.4% 3
Next FY
2027-12-31
$0.66 $0.61 $0.71 -7.6% -4.4% 0↑ 1↓ $2.0B 3.8% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.153
7d ago$0.150+0.003
30d ago$0.000+0.153
60d ago$0.158-0.005
90d ago$0.156-0.004
16 analyst firms have rated this stock: 1 upgrades, 3 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 27, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 21, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
May 19, 2026 UBS MAINTAIN Neutral Neutral
May 18, 2026 Raymond James UPGRADE Market Perform Outperform
May 12, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 8, 2026 RBC Capital MAINTAIN Outperform Outperform
May 7, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 28, 2026 Compass Point INITIATE Buy
Apr 27, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 20, 2026 Deutsche Bank MAINTAIN Hold Hold
Mar 13, 2026 Mizuho MAINTAIN Neutral Neutral
Mar 9, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 6, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 4, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Mar 2, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 27, 2026 Raymond James DOWNGRADE Outperform Market Perform
Feb 25, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Feb 23, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 23, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 23, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Jan 21, 2026 Citizens REITERATE Market Outperform Market Outperform
Jan 14, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Jan 13, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 12, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 9, 2026 BMO Capital DOWNGRADE Outperform Market Perform
Jan 8, 2026 UBS MAINTAIN Neutral Neutral
Jan 8, 2026 Mizuho DOWNGRADE Outperform Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026610121055%
May 1, 2026610121055%
Apr 1, 2026510121054%
Mar 1, 2026510121054%
Feb 1, 2026510121054%
Jan 1, 2026512110061%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 12, 2026144° Neutral001

Recent Reddit Threads

r/stocks Neutral 3mo ago
21st Century ROAD to Housing Act - Buy the AMH/INVH dip
▲ 1 💬 0 ⚡ 0.5
May 27, 2026
short_volume
Short Volume: AMH — 57.0% short (0.3M / 0.6M)
Short: 322,152 | Exempt: 618 | TRF Vol: 565,607 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: AMH — 58.8% short (0.3M / 0.5M)
Short: 308,053 | Exempt: 15 | TRF Vol: 523,890 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: AMH — 4.1M shares, 60,952 trades
Week starting 2026-05-18. Total ATS volume: 4,050,738 shares across 60,952 trades.
May 11, 2026
dark_pool
Dark Pool: AMH — 5.9M shares, 81,863 trades
Week starting 2026-05-11. Total ATS volume: 5,926,191 shares across 81,863 trades.
May 8, 2026
short_volume
Short Volume: AMH — 60.8% short (0.7M / 1.1M)
Short: 665,628 | Exempt: 253 | TRF Vol: 1,095,161 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: AMH — 55.1% short (0.6M / 1.2M)
Short: 648,146 | Exempt: 0 | TRF Vol: 1,175,509 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
AMH Q1 2026 Earnings After Market Close — 2026-05-06
May 4, 2026
short_volume
Short Volume: AMH — 61.2% short (0.9M / 1.5M)
Short: 910,382 | Exempt: 1,090 | TRF Vol: 1,487,669 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: AMH — 4.9M shares, 69,066 trades
Week starting 2026-05-04. Total ATS volume: 4,865,477 shares across 69,066 trades.
May 1, 2026
short_volume
Short Volume: AMH — 61.9% short (0.4M / 0.7M)
Short: 433,936 | Exempt: 3 | TRF Vol: 701,258 | Short Ratio: 61.9% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: AMH — 65.7% short (0.7M / 1.0M)
Short: 679,360 | Exempt: 11 | TRF Vol: 1,033,610 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: AMH — 3.7M shares, 56,425 trades
Week starting 2026-04-27. Total ATS volume: 3,739,945 shares across 56,425 trades.
Apr 24, 2026
short_interest
FTD: AMH — 16,866 shares ($0.5M) failed to deliver
Settlement: 20260424, Price: $30.61, FTD Value: $516,268.26, AMERICAN HOMES 4 RENT
Apr 23, 2026
short_volume
Short Volume: AMH — 60.8% short (0.5M / 0.8M)
Short: 477,761 | Exempt: 0 | TRF Vol: 786,101 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: AMH — 55.6% short (0.3M / 0.6M)
Short: 348,277 | Exempt: 1,500 | TRF Vol: 626,142 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)