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TickerTalks›$AMH
AMAMH

American Homes 4 Rent

Strong FundamentalsStrong FundamentalsRevenue growing 3% YoY at strong margins2 insiders buyingQuiet on X (13 mentions/wk)
$AMH·$12B·REIT - Residential·Real Estate
$34.08-0.5%YTD+8.4%1Y-1.5%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 3 posts2026-08-10: 2 posts2026-08-11: 0 posts2026-08-12: 1 posts2026-08-13: 6 posts2026-08-14: 1 posts13+11%
Price updated 15h ago·X counts updated 14h ago
AMAMH
$AMHAmerican Homes 4 Rent
$34.08-0.50%13 posts+11%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AMH, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-13

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

The largest publicly-traded single-family-rental REIT — Q2 blew past consensus by 72% and a director just added to the position on Aug 10.

American Homes 4 Rent is a Maryland-headquartered REIT owning ~60,000+ single-family rental homes across 20+ U.S. states — the pure-play way to own the institutional single-family-rental thesis. Q2 showed the earnings power is intact even as broader housing narrative stays mixed.

  • Q2 EPS came in at $0.31 versus consensus $0.18 (72% beat) and Q1 was $0.35 versus $0.18 (99% beat) — the pattern of massive EPS beats across four consecutive quarters says the guide is set very conservatively and the underlying same-home rent-growth plus occupancy trends are running better than analyst models.
  • Director Jack Corrigan added 5,000 shares on Aug 10 at what appears to be an option-exercise price of ~$22.80 (P-Purchase filing type) — small but a fresh insider positive signal in a name where insider activity is otherwise quiet.
  • Trades at 27x TTM earnings with 7% FCF yield, 7% ROE, and beta of 0.8 — a defensive residential REIT priced at a modest premium to book with a real cash-flow yield in a sector where most peers trade tighter.
  • The tape sits at 77% of 52-week range with essentially flat position versus both moving averages — waiting-for-catalyst positioning, and volume is 0.84x average, meaning the recent Q2 beat has been absorbed without a directional break.

What extends the move: Oct 28 Q3 earnings continuing the beat pattern plus any commentary that single-family rent growth is sustaining above 3-4% year over year — that would defend the multiple and take the stock through prior highs. What would invalidate the coiling call: any Fed cut cycle that meaningfully revives buyer-side demand for single-family homes (that shifts rent-growth pricing dynamic against SFR REITs), or a big rent-cap regulatory push in Texas or Georgia (major AMH markets).

What to watch: Oct 28 Q3 earnings — same-home rent growth trajectory and occupancy commentary. Also monitor Fed rate-cut probability (a cutting cycle revives single-family buyer demand and shifts rent-pricing dynamics) and any state-level rent-cap legislation in Texas, Georgia, and the Carolinas.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict + X sentiment for $AMH

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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

No material change from last week — the combined leadership team announcement this week is a concrete execution milestone for the deal creating the US's largest apartment REIT by units.

What this means for $AMH

Partial — REIT owning and operating single-family rental homes nationally, positioned to benefit from persistent U.S. housing undersupply; partial earnings exposure to reit - residential demand dynamics through its product portfolio.

Top industry ETF

$REZiShares Residential and Multisector Real Estate ETF
+15.9%YTD
+17.2%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$0.47$0.22+113.9%
Q3 2025Oct 29, 2025$0.47$0.46+2.2%
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$0.88$0.88 – $0.8910
FY27$2.0B$1.9B – $2.0B$0.79$0.78 – $0.8010
FY28$2.1B$2.0B – $2.1B$0.70$0.62 – $0.775
FY29$2.1B$2.0B – $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.0.9×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.79%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.+1.8%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.+7.9%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 today0.6% 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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

BuyAug 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$138BuyMar 3David GoldbergDirector2.0K sh$59KBuyMar 2Douglas N BenhamDirector1.2K sh$29KBuyFeb 25Douglas N BenhamDirector1.6K sh$38K
1–10 of 14
+ 11 other (9 awards · 1 exempt · 1 gift) 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
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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

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.

8-KPress release / Reg FDFeb 278-K — Item 7.01: Press release / Reg FD
+ 13 other (3 earnings 8-Ks · 3 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

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

Bank of America Corp DE Has $44.93 Million Stock Position in American Homes 4 Rent $AMHdefenseworld.net·2d agoInvest Like The Grave Dancer: 4 REITs Sam Zell Might Buy Todayseekingalpha.com·6d agoCalifornia State Teachers Retirement System Has $10.92 Million Stock Position in American Homes 4 Rent $AMHdefenseworld.net·11d agoAmerican Homes 4 Rent (AMH) Q2 2026 Earnings Call Transcriptseekingalpha.com·15d agoAmerican Homes 4 Rent Q2 Earnings Call Highlightsmarketbeat.com·15d ago

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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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