American Homes 4 Rent (AMH · NYSE)
AMH · MARKET VIEW
Market view · as of Oct 12, 2026
Price (last ~year)
American Homes 4 Rent (AMH, $30.85) has beaten estimates in each of its last four quarters, most recently reporting $0.49 versus $0.47 expected for the quarter ended June 30, though the stock is down 9.2% over three months. TTM revenue stands at $1.88B with 2.8% YoY growth and 10.6% earnings growth, while the company carries $5.15B in total debt at 5.3x EBITDA against $83.7M in cash. Quarterly revenue has been roughly flat, ticking down from $478.5M in Q3 2025 to $470.1M in the latest quarter, and EBITDA fell to $251.9M from $337.4M the prior quarter. Institutional activity includes new positions from the Ohio Public Employees Retirement System (498,120 shares, ~$16.7M) and Adelante Capital Management (846,202 shares, ~$28.36M), while the Estate of B. Wayne Hughes has distributed its entire 21.47M-share Class A stake.
Valuation
- Market cap
- $12.65B
- P/E
- 24.29
- PEG
- 29.82
- P/B
- 1.635
- P/S
- 6.74
- EV/EBITDA
- 13.04
- Beta
- 0.79
- Analyst target
- $37.11
Quality & returns
- Gross margin
- 56.6%
- Operating margin
- 25.9%
- Profit margin
- 25.5%
- ROE
- 7.1%
- ROA
- 2.2%
Price movement
- Last
- $30.85
- 1-month
- -1.0%
- 3-month
- -9.2%
- RSI (14)
- 44
- vs SMA200
- -0.7%
- 52-wk position
- 52.8% -10.5% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-06-30 | $470.1M | $125.1M | $117.1M | $251.9M |
| 2026-03-31 | $472.0M | $118.3M | $131.3M | $337.4M |
| 2025-12-31 | $459.3M | $115.9M | $127.3M | $315.3M |
| 2025-09-30 | $478.5M | $116.3M | $102.9M | $291.7M |
Recent news
- Neutral Bluerock Homes Trust declares $0.125 quarterly dividend for Q3 2026 payable October 5 · 2026-09-16
- Neutral Estate exits as 21.47M AMH shares are reported by one holder (NYSE: AMH) · 2026-09-16
- Somewhat-Bullish New affordable two-story homes launched in Anderson, SC, with online buying option from mid $200s · 2026-09-16
- Neutral DiamondRock Hospitality to report Q3 2026 resul... · 2026-09-16
- Bullish Public Employees Retirement System of Ohio Makes New Investment in American Homes 4 Rent $AMH · 2026-08-30
- Bullish Adelante Capital Management LLC Invests $28.36 Million in American Homes 4 Rent $AMH · 2026-08-27
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)