Overview
Single-family rental home developer's Q4 rents and other single-family property revenues increased 4.2% yr/yr
Company repurchased 4.7 mln shares in Q4 2025
Company raised quarterly dividend by 10% for Q1 2026
Outlook
AMH expects full-year 2026 Core FFO of $1.89 - $1.95
Company plans to deliver 1,700 - 2,100 homes in 2026
AMH anticipates 2026 Same-Home Core revenues growth of 1.25% - 3.25%
Result Drivers
RENTAL RATE INCREASE - Higher rental rates drove a 4.2% increase in rents and other single-family property revenues
NEW HOME DELIVERIES - Delivered 490 newly constructed homes, supporting growth strategy
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Rents & other single-family property Revenue
$455 mln
Q4 Core Same-Home Revenue
$351.6 mln
Q4 EPS
$0.33
Q4 Net Income
$123.8 mln
Q4 Core FFO
$199.3 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 11 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the residential reits peer group is "buy"
Wall Street's median 12-month price target for American Homes 4 Rent is $37.00, about 18% above its February 18 closing price of $31.36
The stock recently traded at 42 times the next 12-month earnings vs. a P/E of 42 three months ago
Press Release: ID:nPn39kNQXa
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
