NYSE: AMH
American Homes 4 Rent
Real Estate · REIT - Residential
After hours: $31.71(0%) · as of 5:48 PM ET
Market Cap
$11.39B
52w High
$37.06
52w Low
$27.22
P/E
24.57
Volume
1.89M
Outstanding Shares
359.18M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 13.17% over the last year. Revenue grew 5.83% over the trailing twelve months. Operating margin moved from 50.89% to 24.99%. Free cash flow grew 20.94% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 24.99%. A decisive move in revenue — currently up 5.83% — would be the clearest signal to resolve the ambiguity.
Company profile
American Homes 4 Rent (AMH, listed on the NYSE) holds a leading position in the single-family rental housing market.
Valuation
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Standard profitability metrics can be misleading for financial/insurance companies. GAAP requires unrealized investment gains/losses in net income (affecting ROE), and margins are blended across diverse business segments.
Analyst consensus
20
Buy
16
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 30, 2026
Q3 FY26 · EPS est $0.18 · Revenue est $466.48M
View
Dividends
$1.26/shareQuarterlyDividend Achiever · 11yrSafeAMH pays a dividend with a 3.97% dividend yield, 11 consecutive years of growth, growing at 33.24% annually, covered 1.6× by free cash flow.
Dividend Yield
3.97%
Annual Div / Share
$1.26
5yr CAGR
+33.24%
Doubles every ~2.4yr
FCF Coverage
1.6×
Safe
Dividend Growth Rate
3yr CAGR
+16.35%
5yr CAGR
+33.24%
10yr CAGR
+20.21%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$3/mo
In 5 yrs
$6/mo
In 10 yrs
$10/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$40/yr $3/mo | $70/yr+76% $6/mo | $123/yr+211% $10/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 3.97% → 12.34% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
AMH has raised its dividend for 11 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 1.6× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 33.24% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.