American Homes 4 Rent

American Homes 4 Rent reported Q1 2026 EPS of $0.35 versus an expected $0.18, substantially beating estimates. Revenue was $472 million, Core FFO was $0.48, and net income attributable to common shareholders was $128 million. The company closed 539 new homes, confirmed its full-year guidance, and saw a slight uptick in after-hours trading. » More on de.investing.com

American Homes 4 Rent reported Q1 2026 EPS of $0.35 versus expected $0.18 and revenue of $472 million (forecast $471.54 million). Same-Home Core NOI rose 3.7% and the company completed 539 homes in the quarter. The stock rose 1.73% after hours; management confirms a positive outlook with expected EPS of $0.16 to $0.19 for upcoming quarters. » More on de.investing.com

Shares of American Homes 4 Rent fell to a new 52-week low of $28.84, down 16.63% over the past year. The dividend yield is 4.47% and the dividend has been raised for five consecutive years; the P/E ratio is 25.28. For Q4 2025 the company reported adjusted EPS of $0.33, beating estimates, while revenue of $454.99m was slightly below expectations. RBC and Citizens lowered their price targets (RBC: 38→35, Citizens: 41→37) but maintained positive ratings, citing occupancy and regulatory risks. » More on de.investing.com

CEO Bryan Smith presented strong 2025 numbers and a cautiously optimistic outlook for 2026 at the Citi real estate conference. AMH reported FFO growth of over 5% for 2025, a same-home occupancy rate of around 95% and lease renewals in the mid-3% range. The company completed repurchases of over $265 million, received a new $500 million repurchase authorization, plans sales of $400–600 million and expects completion of about 1,900 new homes in 2026. Risks from regulatory developments and ongoing supply pressure were emphasized; 2026 is expected to bring 2.7% FFO growth and roughly 2% same-home core NOI. » More on de.investing.com

The stock of American Homes 4 Rent hit a 52-week low of $28.84; market capitalization is around $12 billion and the share price has fallen 18.08% over 12 months. The REIT offers a dividend yield of 4.49% and, according to the analysis, has raised its dividend five years in a row. In Q4 2025 the company beat EPS expectations with $0.33 (expected $0.20) but slightly missed revenue at $454.99 million. RBC and Citizens cut their price targets but maintained positive ratings, citing weaknesses in occupancy and regulatory uncertainties, leaving the outlook mixed. » More on de.investing.com