American Homes 4 Rent (AMH)
Owns, develops, and manages single-family rental homes across U.S. growth regions.
Something off on this page? Send us feedback.
Owns, develops, and professionally manages single-family rental homes across several U.S. growth regions. Residential rents drive the business, while the internal AMH Development Program and third-party new-home purchases expand the portfolio within an integrated development, leasing, maintenance, and property-management platform.
Owns and professionally manages single-family rental homes, generating revenue from residential rents. Property operations span the Southeast, Midwest, Southwest, and Mountain West, with leasing, maintenance, and resident service handled through an integrated platform.
Adds purpose-built rental communities through the AMH Development Program and acquires additional new homes from third-party developers through the National Builder Program. This combines homebuilding, renovation, leasing, and property management within one operating model.
Depends on occupancy, rent collection, maintenance execution, property taxes, insurance, access to land and construction capacity, and capital-market funding. Institutional ownership of single-family homes is also subject to changing federal, state, and local policy.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI | Reiterate | Rating: —Target: $39 | Target: $37 |
| Sep 21, 2026 | Mizuho Securities | Target | Target: $35 | Target: $36 |
| Sep 17, 2026 | Scotiabank | Reiterate | Rating: —Target: $32 | Target: $31 |
| Aug 12, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $38.50 | Target: $38 |
| Aug 3, 2026 | RBC Capital | Reiterate | Rating: —Target: $35 | Target: $37 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $83.7M · Total debt $5.15B · Total assets $13.10B · Shareholders' equity $6.81B
- Revenue
- $470.1M
- Operating income
- $125.1M
- Net income
- $117.1M
HistoryDividendAnnual yield
| Institutions | ≥ 92.05% | 331.20M shares | |
|---|---|---|---|
| 491 holders · as of Jun 30, 2026 | |||
| Insiders | 5.97% | 21.47M shares | |
| 1 holder · as of Sep 11, 2026 | |||
| Strategic holders | 5.41% | 19.45M shares | |
| 1 holder · as of Feb 16, 2021 | |||
| Adds to | 103.43% | ||
359.82M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Institutional filings for AMH-H, AMH-H (100% of the company) are not on file here, so the institutional figure is a floor.
These groups come from separate filings that can overlap, so they add to 103.43%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.70% | 45.69M H | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.81% | 28.09M H | as of Jun 30, 2026 |
Norges BankInstitution | 6.14% | 22.08M H | as of Jun 30, 2026 |
Tamara Hughes Gustavson1,2Insiderdirector | 5.97% | 21.47M H | filed Sep 11, 2026 |
Principal Financial Group IncInstitution | 5.75% | 20.69M H | as of Jun 30, 2026 |
- Tamara Hughes Gustavson's transaction reports restate only vehicles that traded; the 2026 ownership statement (21.47M) is used instead.
- Tamara Hughes Gustavson reports a block also reported by FMR LLC; it is counted once, under FMR LLC.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Jack E. Corrigan | director | +8,000 | $21.49 |
| Sep 10, 2026 | Jack E. Corrigan | director | +1,000 | $21.60 |
| Aug 24, 2026 | Jack E. Corrigan | director | +5,800 | $22.42 |
| Aug 12, 2026 | Douglas N. Benham | director | +500 | $22.51 |
| Aug 11, 2026 | Douglas N. Benham | director | +3,500 | $23.23 |
- Invitation Homes
Closest public peer in institutional single-family rentals
- D.R. Horton
Competes for land, build-to-rent output, and housing demand
- Mid-America Apartment Communities
Sun Belt apartment alternative and residential developer
- Camden Property Trust
Apartment alternative in overlapping growth markets
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| American Homes 4 Rent | $31.38 | +0.43% | $11.22B | 24.8 | 40.9 | 6.0 | +2.8% |
| Invitation Homes | $27.18 | +0.35% | $16.09B | 24.8 | 36.4 | 5.6 | +9.7% |
| D.R. Horton | $143.30 | +2.91% | $38.95B | 13.3 | 12.9 | 1.2 | +0.0% |
| Mid-America Apartment Communities | $119.74 | +0.74% | $13.83B | 34.8 | 38.2 | 6.2 | +1.0% |
| Camden Property Trust | $99.79 | +0.98% | $9.93B | 32.8 | 105.3 | 6.3 | −0.9% |
| Median | 28.8 | 37.3 | 5.9 | +0.5% |