American Homes 4 Rent Class A (AMH)

In the past six months, AMH's stock has been influenced by several events. Strong Q2 and Q3 2025 earnings reports showed revenue and net income increases, leading to raised full-year guidance. The company announced quarterly dividend distributions and raised $650 million through a bond issuance. Analyst ratings were adjusted, with some upgrades and downgrades. Director Douglas N. Benham increased his position by acquiring 1,000 shares of AMH stock. As of November 17, 2025, the share price was $31.91, representing a decline of 14.77% over the past year.

Demand for American Homes 4 Rent's single-family rental homes exhibits seasonality. The company gears up for the standard seasonal curve in demand. Management has indicated that they are seeing less turnover than typical during the move out season. AMH strategically shifts lease expirations to align with peak leasing seasons. Despite seasonal variations, overall demand remains strong due to housing shortages and affordability challenges.

American Homes 4 Rent (AMH) is a real estate investment trust (REIT) specializing in single-family rental homes. Founded in 2012, AMH acquires, renovates, leases, and manages properties in the U.S., operating within the Build-to-Rent (BTR) sector. The company's core business includes single-family rental homes and build-to-rent communities. AMH owns and operates over 59,000 single-family rental homes across 22 states, focusing on high-demand suburban neighborhoods. Revenue is generated through rental income and ancillary services.

American Homes 4 Rent has a substantial geographic footprint, with a portfolio of over 59,000 homes spanning the Northwest, Southwest, Midwest, and Southeast regions of the United States. As of December 31, 2019, the company owned 52,552 homes in 22 states. Its largest concentrations of properties are in Florida, Texas, North Carolina, and Georgia, which together account for almost half of its portfolio. Other significant markets include Atlanta, Dallas-Fort Worth, Charlotte, Phoenix, Nashville, Indianapolis, Houston, Jacksonville, Tampa, and Raleigh. The company's strategy focuses on expanding its portfolio in high-growth markets.

American Homes 4 Rent aims to be known for high-quality rental homes and resident satisfaction, emphasizing well-maintained properties and technology-enhanced services. However, online discussions reveal mixed experiences, with some tenants reporting positive experiences and others expressing concerns about maintenance response times, rent increases, and neighborhood impact. Some believe that large institutional landlords like AMH contribute to rising housing costs.

American Homes 4 Rent's ownership is dispersed among institutional and individual investors. Institutional investors hold approximately 91.87% of the company's stock, with major holders including Vanguard Group Inc. and BlackRock, Inc. Public companies and individual investors own approximately 23.20% to 27.12% of the stock. Insiders own approximately 6.01% to 6.19% of the company's stock.