$AMH

American Homes 4 Rent (AMH) reported Q2 2026 Core FFO of $0.49 per share, up 5.2%, on revenue of $470.1 million, up 2.8%. The company raised full-year 2026 Core FFO guidance midpoint to $1.95. Same-home occupancy was 96.0%, and it repurchased 4.1 million shares for $123 million.

American Homes Q2 Core FFO, Revenue Rise; Ups Guidance Published on 07/30/2026 at 04:46 pm EDT | Market Closed - Other stock markets | 5-day change | 1st Jan Change | || | 33.21 USD | -1.48% | +0.30% | +3.46% | | Jul. 30 | American Homes Q2 Core FFO, Revenue Rise; Ups Guidance | MT | | Jul. 30 | (AMH) American Homes 4 Rent Now Expects Full Year 2026 CFFO Per Share Range $1.93 - $1.97, vs.

Scotiabank raised its price target for American Homes 4 Rent (NYSE:AMH) from $32.00 to $33.00 and reiterated a “sector perform” rating, according to a Thursday report cited by Benzinga. The target implies 3.05% upside from AMH’s prior close. AMH last traded at $32.02 and reported Q1 EPS of $0.48 on $472.02M revenue.

American Homes 4 Rent (AMH) director Jay Willoughby was granted 5,421 Class A restricted share units as non-management trustee compensation. These units were awarded at no cash cost and will vest fully on the earlier of one year from the grant date or the next annual meeting of shareholders. This transaction increases Willoughby's direct holdings to 33,476 Class A common shares, aligning his compensation with the company's performance and his continued service.

American Homes 4 Rent director Lynn C. Swann was awarded 5,421 restricted share units as non-management trustee compensation on May 14, 2026. These units, which have no cash exercise price, will vest fully on the earlier of one year from the grant date or the next annual shareholders' meeting. Following this grant, Swann directly holds 41,331 Class A Common Shares, reflecting a compensation-related increase in his equity ownership.

American Homes 4 Rent (NYSE: AMH) director Douglas N. Benham was granted 5,421 restricted share units as non-management trustee compensation. These units will vest in full on the earlier of one year from the grant date or the next annual meeting of shareholders. Following this grant, Benham directly holds 39,648 Class A common shares and indirectly holds 7,991 shares through an IRA.

American Homes 4 Rent (NYSE: AMH) director Matthew J. Hart was granted 7,016 restricted Class A common shares on May 14, 2026, as non-management trustee compensation. These shares were granted at no cash cost and will vest in full on the earlier of one year from the grant date or the next annual meeting of shareholders. Following this award, Hart directly holds 68,018 Class A shares, reflecting routine board-related equity compensation.

Morgan Stanley has lowered its price target for American Homes 4 Rent (NYSE:AMH) to $39.00 from $40.00, while maintaining an "overweight" rating. This adjustment comes after the REIT missed its recent quarterly earnings and revenue estimates. Despite the target reduction and mixed analyst sentiment, insiders have shown confidence by purchasing additional shares.

Citizens Jmp has reiterated a "Market Outperform" rating for American Homes 4 Rent (AMH) with a $41.00 price target, suggesting a 29% upside. While analysts are mixed, the company recently surpassed quarterly earnings estimates and increased its FY2025 guidance. Insider transactions show directors acquiring shares, indicating confidence in the real estate investment trust.

Analyst downgrades for American Homes 4 Rent (AMH) have prompted a re-evaluation of its stock valuation. Despite a mixed longer-term performance, AMH is currently trading at $32.36, which is considered undervalued by some analysts with a consensus price target of $40.45, based on expectations of future growth and cash flow analysis. Investors are encouraged to consider the underlying assumptions for this valuation and potential risks due to softer single-family rental demand.