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AMAMH

American Homes 4 Rent

Strong FundamentalsStrong FundamentalsRevenue growing 3% YoY at strong marginsRecent insider buyingQuiet on X (30 mentions/wk)
$AMH·$11B·REIT - Residential·Real Estate
$30.68+0.4%YTD-3.6%1Y-5.5%
Price updated 2h ago·X counts updated 2d ago
AMAMH
$AMHAmerican Homes 4 Rent
$30.68+0.39%30 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AMH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

30X posts · last 7 days
Sep 12Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $AMH's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AMH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Single-family-rental REIT with founder-family 21.47M share 13D filing after estate liquidation — coiling below its 200-day.

AMH is a quality SFR REIT with a specific ownership overhang from the Hughes estate liquidation now filed as a new 13D.

  • Tape: -3.8% YTD, -6.4% t12m; 44% of 52w range, -7.5% vs 50-day, -3.3% vs 200-day.
  • Tamara Hughes Gustavson filed new standalone 13D reflecting 21.47M shares from estate liquidation of co-founder B. Wayne Hughes.
  • Q2 EPS $0.31 vs $0.18 (+72.4%); four consecutive strong beats.
  • FY26 est $1.09 → FY27 $0.80 → FY28 $0.72 EPS (REIT-cadence normalization).
  • 27.7x P/E, 14.0x EV/EBITDA, 7.0% FCF yield, ROE 6.7%.
  • D/E 0.74, op margin 25%, gross margin 30%.
  • BofA Global Real Estate Conference participation; State Street cut holdings.
  • Beta 0.80; volume 2.07x average — the 13D distribution flow is showing up.

Watch 10/28 print for same-store rent trajectory and any commentary on Sun Belt operating conditions.

What to watch: 10/28 earnings, same-store rent, Sun Belt operating trends, and Tamara Hughes Gustavson selling behavior.

On the calendar: 2026-10-28

sentiment missing

Read the AI verdict on $AMH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

REIT owning and operating single-family rental homes nationally, positioned to benefit from persistent U.S. housing undersupply.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Residential sits in its cycle right now — and what that implies for $AMH.

REIT - Residential · Real Estate

Housing supply deficit — estimated 3–5M units shortfall in US — sustains above-trend rent growth for apartment REITs as existing-home sales remain suppressed by sub-3% pandemic mortgage lock-in. Sun Belt markets face new supply headwinds from 2022–2023 construction starts delivering in 2025–2026; coastal high-barrier markets see compressed vacancy with rent recovery outpacing inflation.

What this means for $AMH

Partial — REIT owning and operating single-family rental homes nationally, positioned to benefit from persistent U.S. housing undersupply.

Top industry ETF

$REZiShares Residential and Multisector Real Estate ETF
+8.0%YTD
+6.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
25.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
6.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 30, 2026$0.31$0.18+72.4%
Q1 2026May 6, 2026$0.35$0.18+98.5%
Q4 2025Feb 19, 2026$0.33$0.19+74.9%
Q3 2025Oct 29, 2025$0.27$0.19+45.2%
Next earningsWed, Oct 28·consensus EPS $0.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$472.0M+2.8%3.5%25.1%$0.35$179.8M
Q4 FY25$459.3M+5.2%4.6%25.2%$0.33$264.1M
Q3 FY25$478.5M+7.5%55.1%24.3%$0.27$166.7M
Q2 FY25$457.5M+8.0%57.5%25.4%$0.28$241.1M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.9B$1.9B – $1.9B$1.09$1.08 – $1.0910
FY27$2.0B$2.0B – $2.0B$0.80$0.79 – $0.819
FY28$2.1B$2.0B – $2.1B$0.72$0.63 – $0.785
FY29$2.1B$2.1B – $2.1B$0.86$0.84 – $0.882

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.43%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-7.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 329.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.805-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 11Jack E CorriganDirector8.0K sh$172KBuySep 10Jack E CorriganDirector1.0K sh$22KBuyAug 24Jack E CorriganDirector5.8K sh$130KBuyAug 12Douglas N BenhamDirector500 sh$11KBuyAug 11Douglas N BenhamDirector3.5K sh$81KBuyAug 10Jack E CorriganDirector5.0K sh$114KBuyMay 18Jack E CorriganDirector2.0K sh$48KBuyMay 15Jack E CorriganDirector1.4K sh$32KBuyMay 13Jack E CorriganDirector1.5K sh$35KBuyMay 12Jack E CorriganDirector6 sh$138
+ 10 other (9 awards · 1 exempt) in window

See when $AMH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

SC 13DActivist position (5%+)Sep 11SC 13D
AI summary

Tamara Hughes Gustavson, a board member and daughter of AMH co-founder B. Wayne Hughes, filed a new standalone Schedule 13D reflecting direct ownership of approximately 21.47 million American Homes 4 Rent shares (5.98%). The filing was necessitated by the dissolution of her prior reporting group with her late father following his death and the distribution of his estate's shares. No new purchases were disclosed; the filing reflects inherited and distributed shares. Gustavson remains a significant long-term holder and sitting director.

SC 13D/AActivist amendmentSep 11SC 13D/A
AI summary

This SC 13D/A amendment for American Homes 4 Rent confirms the final distribution of shares from the estate of B. Wayne Hughes, AMH's co-founder. Following the estate's liquidation, Tamara Hughes Gustavson is now the sole Schedule 13D filer, holding approximately 21.47 million shares (5.98%). The former group reporting arrangement has been terminated, closing the chapter on estate-related major ownership changes at AMH.

8-KPress release / Reg FDSep 98-K — Item 7.01: Press release / Reg FD
AI summary

American Homes 4 Rent filed an 8-K on September 9, 2026, furnishing investor presentation materials under Item 7.01 (Reg FD Disclosure) in connection with a September 2026 investor conference. The materials update investors on the company's portfolio performance and business strategy as a single-family rental REIT. The information is furnished rather than filed and is not subject to Section 18 Exchange Act liability.

424B5Prospectus supplement (offering)Jun 12424B5
AI summary

American Homes 4 Rent established a new $1,000,000,000 at-the-market (ATM) offering program for its Class A common shares of beneficial interest, with Morgan Stanley, BofA Securities, BTIG, Citigroup, Jefferies, JPMorgan, Mizuho, Raymond James, Regions, Scotia Capital, and Wells Fargo as Sales Agents; the program also allows forward sale agreements. This large ATM program is a primary capital-raising tool for this REIT's continued single-family home acquisition strategy; the forward sale structure allows flexible settlement timing.

S-3ASRAuto-shelf registrationJun 12S-3ASR
AI summary

American Homes 4 Rent (Maryland REIT) and American Homes 4 Rent L.P. (Delaware operating partnership) filed an automatic shelf registration statement on June 12, 2026, replacing their expiring prior shelf. Large accelerated filer; routine shelf registration enabling the companion $1B ATM program and any future securities offerings.

8-KPress release / Reg FDMay 288-K — Item 7.01: Press release / Reg FD
AI summary

American Homes 4 Rent (AMH) furnished an investor presentation titled "Investor Highlights–May 2026" to its Investor Relations website on May 28, 2026, constituting a disclosure under Regulation FD. The furnishing ensures broad public availability of materials used in investor meetings. No financial results or material non-public information was deemed to require exchange filing; this is a routine informational submission. The presentation covers AMH's single-family rental portfolio positioning and business highlights as of May 2026.

8-KShareholder voteMay 188-K — Item 5.07: Shareholder vote
AI summary

American Homes 4 Rent held its 2026 Annual Meeting of Shareholders on May 14, 2026 (conducted virtually), electing 10 trustees to the Board. Matthew Hart received 347,039,615 votes in favor and 9,872,112 against, with 957,206 abstentions and 16,971,360 broker non-votes. Trustee David Goldberg retired from the Board, and the Board size was fixed at ten following his departure. Full vote tallies for all 10 trustee elections and other meeting proposals are included in the filing; all nominees were successfully elected.

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

American Homes 4 Rent (AMH) Loses 8.7% in 4 Weeks, Here's Why a Trend Reversal May be Around the Cornerzacks.com·2d agoState Street Corp Cuts Stock Holdings in American Homes 4 Rent $AMHdefenseworld.net·6d agoThe REIT Conundrumseekingalpha.com·10d agoAmerican Homes 4 Rent (AMH) Presents at BofA NY Global Real Estate Conference 2026 Transcriptseekingalpha.com·13d agoAMH to Participate in BofA Securities 2026 Global Real Estate Conferenceprnewswire.com·20d ago

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Voices on X · last 7 days

No standout posts about $AMH on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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