AMH

American Homes 4 Rent

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001562401
$33.27 +1.06% $11.9B
Insider Buying Cluster (4 insiders)
Vol
Market Cap$11.9B
Cap SizeLarge Cap
Analyst ConsensusBuy (55%)
Inst. Holders8 funds
Inst. Value$2.7B
Inst. Activity1 buys / 1 sells
Insider Activity8B / 1S
Insider Net $$122.2K
Reddit Sentiment50° Neutral
SEC Reports4
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001562401·Prev Close $32.92

Recent Activity

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)
May 14, 2026 Insider
Kerrick Michelle C. sold 5,421 shares
Director @ $0.00 ($0.00)
Mar 9, 2026 SEC
Director David Goldberg purchased 2,000 shares of American Homes 4 Rent (AMH) in the open market for $58,600, signaling
CLUSTER — Impact 3/10
Feb 27, 2026 SEC
Over the past seven days, insiders at American Homes 4 Rent (AMH) showed mixed activity: three insiders purchased shares
CLUSTER — Impact 3/10
Feb 26, 2026 SEC
Three insiders at American Homes 4 Rent (AMH) purchased shares in the open market over a two-day window, totaling approx
CLUSTER — Impact 5/10
Inst.
NORGES BANK — NEW
22,139,313 shares ($710.7M)

Price Targets

$35.27 +6.0% upside Buy
Current $33.27 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 $0.68 $0.61 — $0.76 -4% YoY 4

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.4B
NORGES BANK$710.7MNEW
FMR LLC$293.0M
CHARLES SCHWAB INVESTMENT MANAGEMENT$153.6MNEW
MORGAN STANLEY$78.1M

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026CORRIGAN JACKBUY$2.1K
May 15, 2026CORRIGAN JACKBUY$30.7K
May 14, 2026Kerrick MichelleA$0.00
May 14, 2026Webb WinifredA$0.00
May 14, 2026SWANN LYNNA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
1 mentions 0 bullish 0 bearish
8 institutional holders with $2.7B total value (84,909,554 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, FMR.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC44,716,980$1.4B52.7%
2NORGES BANK22,139,313$710.7M26.1%NEW
3FMR LLC9,127,008$293.0M10.7%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,785,435$153.6M5.6%NEW
5MORGAN STANLEY2,432,689$78.1M2.9%
6BANK OF AMERICA CORP /DE/952,317$30.6M1.1%
7RENAISSANCE TECHNOLOGIES LLC484,229$15.5M0.6%TRIM -46.7%
8WELLS FARGO & COMPANY/MN271,583$8.7M0.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW22,139,313$710.7M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM908,029484,229-46.7%$15.5M2025-Q4
NORGES BANKEXIT22,087,7720-100.0%$0.002025-Q3
NORGES BANKNEW22,087,772$796.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW748,729$27.0M2025-Q2
CITADEL ADVISORS LLCTRIM75,20043,600-42.0%$1.6M2025-Q1
NORGES BANKEXIT21,967,3760-100.0%$0.002025-Q1
UBS Group AGADD845,9231,510,488+78.6%$56.5M2024-Q4
CITADEL ADVISORS LLCNEAR_EXIT822,00275,200-90.9%$2.8M2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT130,0290-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW4,224,013$162.2M2024-Q3
14 unique insiders with 9 transactions. Net insider value: $122.2K ($327.6K bought, $205.4K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026CORRIGAN JACK EDirectorBUY89$23.50$2.1K
May 15, 2026CORRIGAN JACK EDirectorBUY1,311$23.40$30.7K
May 14, 2026Kerrick Michelle C.DirectorA5,421$0.00$0.00
May 14, 2026Webb Winifred MarkusDirectorA5,421$0.00$0.00
May 14, 2026SWANN LYNN CDirectorA5,421$0.00$0.00
May 14, 2026HART MATTHEW JDirectorA7,016$0.00$0.00
May 14, 2026Willoughby JayDirectorA5,421$0.00$0.00
May 14, 2026BENHAM DOUGLAS NDirectorA5,421$0.00$0.00
May 14, 2026GUSTAVSON TAMARA HUGHESDirectorA5,421$0.00$0.00
May 14, 2026ZAIST MATTHEW RDirectorA5,421$0.00$0.00
Mar 19, 2026Lau ChristopherCFO and Sr. EVPG1,075$0.00$0.00
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 OfficerA47,687$0.00$0.00
Feb 7, 2026Lau ChristopherCFO and Sr. EVPD27,946$30.84$861.9K
Feb 7, 2026Lau ChristopherCFO and Sr. EVPA47,687$0.00$0.00
Feb 7, 2026Vogt-Lowell Sara H.CAO & CLOD14,928$30.84$460.4K
Feb 7, 2026Vogt-Lowell Sara H.CAO & CLOA25,474$0.00$0.00
Feb 7, 2026Reitz BrianChief Accounting OfficerD1,634$30.84$50.4K
Feb 7, 2026Reitz BrianChief Accounting OfficerA3,179$0.00$0.00

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

$35.27 mean target +6.0% upside Buy (2.17)
$29.00 Low $40.00 High
MetricValue
Current Price$33.27
Target Low$29.00
Target Mean$35.27
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 1.8% 4
Next Q
2026-09-30
$0.15 $0.13 $0.17 -44.7% 0↑ 1↓ $0.5B 1.7% 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
$0.68 $0.61 $0.76 -4.1% 0↑ 1↓ $2.0B 3.7% 4

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: 2 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
Dec 15, 2025 Keefe, Bruyette & Woods UPGRADE Market Perform Outperform

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 2mo 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 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
earnings_calendar
AMH Q1 2026 Earnings After Market Close — 2026-05-06
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 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)
Apr 21, 2026
short_volume
Short Volume: AMH — 55.4% short (0.3M / 0.6M)
Short: 341,437 | Exempt: 924 | TRF Vol: 616,089 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)