DailyIQ
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AMH·American Homes 4 Rent Common Shares of Beneficial Interest

$31.14
+0.50 (+1.63%)
High
$31.27
Open
$31.09
Market Cap
10.99B
52W High
$35.07
Low
$30.83
P. Close
$31.14
P/E
22.96
52W Low
$27.21
Fwd P/E
45.31
DailyIQ Est.
$37.47
Inst. Ownership
48.5%
Short Interest
3.85%
Days to Cover
3.4
Div. Yield
4.21%
Next Ex-Div
~Dec 15
Div. Growth
5+ yrs
NewEarnings release, scored · filed Jul 30, 2026Guidance raised · tone +7.5 vs prior release · 72 lines scoredSee the breakdown
Technical Score (1D)
35
BEARISH
News Sentiment
29
BEARISH
On Oct 13, RBC Capital lowered its price target for American Homes 4 Rent from $37 to $35 while keeping an outperform rating. The adjustment was based on a reassessment of the company’s valuation relative to peers, citing modest earnings growth expectations and a competitive rental market. RBC maintained confidence in the company’s fundamentals, indicating that the rating remained unchanged. The target cut signals a slight negative outlook for the stock according to the firm. No other developments were reported for that date.
LOW TARGET
$31 -0.5%
2 analysts
MEAN TARGET
$37 +18.2%
18 analysts
HIGH TARGET
$42 +34.9%
11 analysts
PRICE RANGE
$31.00 - $42.00
SB / B / H / S / SS
6/11/12/1/1
DAILYIQ EST.
$37.47 (+20.3%)
Bought (1Y)
21,800 shares
$485K
Sold (1Y)
0 shares
$0
CORRIGAN JACK E-
Buy4,000 shares2026-09-11
CORRIGAN JACK E-
Buy3,000 shares2026-09-11
CORRIGAN JACK E-
Buy1,000 shares2026-09-11
CORRIGAN JACK E-
Buy1,000 shares2026-09-10
CORRIGAN JACK E-
Buy100 shares2026-08-24
78/ 100
Bullish
Overall: Bullish
✓Revenue growing year over year
✓Positive net margin
✓Positive operating cash flow
Net Margin
43.4%
Revenue CAGR
100.4%
Debt / Equity
0.72x
Return on Equity
7.3%

EPS

EstBeatMiss
$0.14$0.18$0.22$0.26$0.30Q3'25Q3'26
QtrEstActual+/−
Q3'26$0.16 - -
Q3'25$0.20$0.28+39.7%

Revenue

EstBeatMiss
$478M$478M$478M$478M$479MQ3'25Q3'26
QtrEstActual+/−
Q3'26$478M - -
Q3'25 - $478M -

Market Data

AMH Stock Snapshot

NEUTRAL35/100
$31.14+$0.50 (1.6%)
Market cap
10.99B
P/E ratio
23.0
Day range
$30.83 – $31.27
News sentiment
29/100 · Bearish
Analyst target
$36.80 (+18.2%)
Consensus
Hold · 31 analysts
52-week range+14.4% off low · -11.2% from high
$27.21$35.07
Price $31.14 DailyIQ Est. $37.47

Neither side has the upper hand on AMH right now, and its momentum ranks near the middle of DailyIQ's universe. The stock is liquid enough that positioning changes get absorbed without distorting the trend.

Behaviour On Record

What AMH's own history says about today's numbers

Realized volatility (21d)
15.1% 23rd pct
Below its peak
-29.7%
vs 200-day average
-3.2%
Up days (1y)
48%

American Homes 4 Rent Common Shares of Beneficial Interest is currently running 15.1% annualised volatility over the last 21 sessions. Measured against AMH's own 13 years of daily returns rather than a market-wide average, that is the 23rd percentile — unusually subdued by its own history, against a typical reading of 19.1%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

AMH is trading -29.7% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -16.7%, and the deepest was -38.2% in 2020. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.

Price sits -3.2% from its 200-day moving average. Against every other day in its history, that gap ranks at the 27th percentile — a narrower gap than it typically runs. Over the past year AMH closed higher on 48% of sessions, and it is currently 1 session into a rising streak.

On October specifically: over 14 years of records, AMH finished the month higher 6 of 14 times, with a median return of -1.0% and an average of -0.8%. Its strongest month historically has been April at +3.0% on average, its weakest September at -3.9%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: AMH has opened more than 2% away from the prior close in 111 of 3,267 sessions (3.4% of the time), with the largest gaps running +17.1% and -35.7%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

All figures computed from 3,268 daily closes between 2013-10-15 and 2026-10-14, split-adjusted, recomputed daily. Percentiles are against AMH's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of AMH's sector?

American Homes 4 Rent Common Shares of Beneficial Interest sits in the Real Estate sector, currently ranked 10th of 12 GICS sectors by relative-strength rotation score (improving).

Sector rank
#10 of 12
Sector state
Improving
Sector rotation score
27

Options Market

What is the options market pricing for AMH?

CallsPuts

For American Homes 4 Rent Common Shares of Beneficial Interest's nearest expiry (2026-10-16, 1 days out), open interest is put-heavy, a defensive/bearish tilt (put/call ratio of 120.25), with at-the-money implied volatility around 96.5%. The options market is pricing roughly a ±4.6% move by that expiry — a range of about $29.71–$32.55.

Put/call ratio (2026-10-16)
120.25
ATM implied volatility
96.5%
Total open interest
485
Expected move by 2026-10-16
±4.6% ($29.71–$32.55)

Analyst Rating Changes

Are analysts turning bullish or bearish on AMH?

Barclays most recently reiterated its rating on American Homes 4 Rent Common Shares of Beneficial Interest to Equal-Weight on Oct 14, 2026 with a price target of $35 (from $36). Over the last 90 days, coverage has run 1 upgrade against 0 downgrades, a net bullish lean.

Latest action
Barclays — Equal-Weight
90-day upgrades
1
90-day downgrades
0
Net rating momentum
+1
DateFirmActionRatingPrice target
Oct 14, 2026BarclaysMaintainedEqual-Weight$36 → $35
Oct 13, 2026RBC CapitalMaintainedOutperform$37 → $35
Oct 12, 2026UBSMaintainedNeutral$35 → $32
Sep 21, 2026Evercore ISI GroupMaintainedOutperform$38 → $37
Sep 21, 2026MizuhoUpgradeNeutral → Outperform$35 → $36
Sep 17, 2026ScotiabankMaintainedSector Perform$33 → $31
Aug 19, 2026JP MorganMaintainedNeutral$35 → $38
Aug 12, 2026Morgan StanleyMaintainedOverweight$39 → $38
Aug 10, 2026Wells FargoMaintainedOverweight$36 → $38
Aug 5, 2026Keefe, Bruyette & WoodsMaintainedOutperform$36 → $38
Aug 3, 2026RBC CapitalMaintainedOutperform$36 → $37
Jul 14, 2026BarclaysMaintainedEqual-Weight$32 → $36

Earnings Release, Scored

What did American Homes 4 Rent Common Shares of Beneficial Interest's latest earnings release say?

Filed Jul 30, 2026 · SEC Form 8-K, Exhibit 99

Guidance raised
Tone81.6/ 100+7.5 vs prior release
Hedging words0.18per 100 words-0.06 vs prior release
Tone, last 2 releasesScale 50–87

Most important lines

  1. 1

    Raised Full Year 2026 Core FFO attributable to common share and unit holders guidance midpoint by $0.03 per share and unit to $1.95, representing anticipated full year growth of 4.3% over prior year.

    Guidance raised
  2. 2

    As a result, we have raised our full-year Core FFO per share guidance by three cents to $1.95 at the midpoint,” stated Bryan Smith, AMH’s Chief Executive Officer.

    Guidance raisedNew this quarter
  3. 3

    Increased benefit from better-than-expected disposition volumes and timing, as well as incremental share repurchases.

    Guidance raisedNew this quarter

ETF holders

ETFs holding AMH

News Sentiment Analysis

Sentiment gathered from recent headlines

29/100
Strong NegativeNeutralStrong Positive
BEARISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles
What did this article say?
RBC Capital lowered its price target for American Homes 4 Rent from $37 to $35 while maintaining an outperform rating. The downgrade reflects a reassessment of the company’s valuation relative to peers. The firm cited modest earnings growth expectations and a competitive rental market as reasons for the adjustment. The target cut signals a slight negative outlook for the stock. The rating remains unchanged, indicating confidence in the company’s fundamentals.
What did this article say?
UBS analyst Michael Goldsmith downgraded American Homes 4 Rent to a neutral stance and reduced the price target from $35 to $32. The revision reflects concerns over the company’s valuation and potential market headwinds. The downgrade signals a modest negative outlook for the stock, suggesting investors may reassess the upside potential.
What did this article say?
On October 8, 2026, AMH announced that its third‑quarter 2026 financial results would be released on November 4, 2026, after the market close, and that a conference call to discuss the results would take place on November 5, 2026, at 12:00 p.m. Eastern Time. The company provided the dates to allow investors and analysts to prepare for the upcoming earnings presentation. No guidance or performance updates were disclosed in the announcement, and the information is routine for a publicly traded REIT.
What did this article say?
American Homes 4 Rent (AMH) fell 8.7% over the past four weeks, but technical analysis indicates the stock is now oversold. Analysts have largely agreed to raise earnings estimates, suggesting the company may outperform prior expectations. The combination of a potential technical turnaround and improved earnings outlook points to a positive shift for AMH.
What did this article say?
Evercore ISI Group’s analyst Steve Sakwa has downgraded his outlook on American Homes 4 Rent to an Outperform rating while trimming the price target from $38 to $37. The move reflects a reassessment of the company’s valuation relative to peers and a more cautious view on future rental growth. The downgrade does not indicate a fundamental change in business fundamentals but suggests a modest headwind for the stock’s valuation trajectory.
What did this article say?
Mizuho has upgraded American Homes 4 Rent (AMH) from neutral to outperform, reflecting stronger confidence in the company’s rental portfolio and earnings outlook. The brokerage lifted its price target to $36 from $35, indicating a modest upside expectation. This upgrade signals a positive reassessment of AMH’s growth prospects and may influence investor sentiment and trading activity.
What did this article say?
Macerich (AMH) was upgraded by analysts in a recent Benzinga report, joining a group of peers that received higher ratings and price targets. The upgrade reflects a bullish view on AMH’s real‑estate portfolio and expected rent growth. The move signals confidence in the company’s ability to generate stable cash flows and support future dividend growth.
What did this article say?
Mizuho’s analyst Haendel St. Juste has upgraded American Homes 4 Rent from Neutral to Outperform, lifting the price target to $36 from $35. The upgrade signals a more bullish view on AMH’s rental portfolio and growth prospects, reflecting confidence in the company’s ability to generate stable cash flows and benefit from the ongoing demand for rental housing.
What did this article say?
Scotiabank analyst Nicholas Yulico has trimmed American Homes 4 Rent’s price target from $33 to $31 while maintaining a Sector Perform rating. The downgrade reflects concerns over the company’s ability to sustain growth amid rising interest rates and tighter rental demand. The move may weigh on investor sentiment and could pressure AMH’s share price in the short term.
What did this article say?
During the Bank of America Global Real Estate Conference, AMH CFO Christopher Lau emphasized robust leasing activity and operational execution, noting a modest $0.03 increase to the company’s guidance. The presentation underscored continued tenant demand and efficient portfolio management, reinforcing the firm’s positive trajectory. While the guidance bump is modest, it signals confidence in future performance and may support a slight upward revision of expectations.

Technical Analysis

Real-time indicators across multiple timeframes

35
BEARISH
Momentum rank against about 1,000 stocks and ETFs for this timeframe.
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Institutional & Hedge Fund Ownership
25 tracked managers · $5.70B combined position · 14 adding, 10 trimming, 1 unchanged (latest 13F filings)
ManagerTrendShares Held% of Co.Position ValueFiled
BlackRock, Inc.▲ Buy45,690,10212.73%$1.53B2026-08-07
Vanguard Group Inc▲ Buy44,716,98012.46%$1.44B2026-01-29
Norges Bank▼ Sell22,081,0356.15%$740.16M2026-08-12
FMR LLC (Fidelity)▲ Buy9,639,0142.69%$323.10M2026-08-13
AQR Capital Management LLC▲ Buy7,766,1282.16%$260.32M2026-08-14
Geode Capital Management, LLC▼ Sell7,501,6352.09%$251.51M2026-08-12
JPMorgan Chase & Co▼ Sell5,497,0121.53%$187.32M2026-08-12
Northern Trust Corp▲ Buy4,875,3341.36%$163.42M2026-08-13
Goldman Sachs Group Inc▼ Sell3,897,1161.09%$130.63M2026-08-14
Invesco Ltd.▼ Sell3,765,3291.05%$126.21M2026-08-14
Millennium Management LLC▲ Buy3,663,3081.02%$122.79M2026-08-14
Morgan Stanley▲ Buy1,959,4820.55%$65.68M2026-08-13
D. E. Shaw & Co., Inc.▲ Buy1,667,8350.46%$55.91M2026-08-14
Bank of America Corp▼ Sell1,597,4130.45%$53.55M2026-08-14
Gotham Asset Management, LLC▲ Buy1,257,6310.35%$42.16M2026-08-14
Wellington Management Group LLP▲ Buy928,3330.26%$31.12M2026-08-14
Apollo Management Holdings, L.P.• Hold924,0700.26%$30.97M2026-08-14
Wells Fargo & Company▼ Sell699,3690.19%$23.44M2026-08-14
Artisan Partners Limited Partnership▲ New619,5220.17%$20.77M2026-08-13
Prudential Financial Inc▲ Buy596,2380.17%$19.99M2026-08-12
Citigroup Inc▼ Sell580,1030.16%$19.45M2026-08-03
Renaissance Technologies LLC▲ Buy553,1290.15%$18.54M2026-08-13
Point72 Asset Management, L.P.▲ Buy532,8210.15%$17.86M2026-08-14
Citadel Advisors LLC▼ Sell478,9200.13%$16.05M2026-09-02
AllianceBernstein L.P.▼ Sell477,9820.13%$13.35M2026-08-14
Q2 2026 flow:9.56M sh bought ($320.40M)1.98M sh sold ($66.59M)net +7.58M sh (+$253.81M)
Congressional Trading Activity
5 disclosed trades · ~$40.0K est. traded value · 3 buys, 2 sells
MemberChamberStateTypeAmountTradedFiled
Lisa McClainHouseMI09▲ Buy$1K - $15K2025-10-302025-11-21
Lisa McClainHouseMI09▼ Sell$1K - $15K2025-10-302025-11-21
Lisa McClainHouseMI09▲ Buy$1K - $15K2025-09-252025-10-22
Ritchie John TorresHouseNY15▼ Sell$1K - $15K2025-07-112025-08-20
Ritchie John TorresHouseNY15▲ Buy$1K - $15K2024-09-262025-08-20