NYSE · AMH
American Homes 4 Rent
Real Estate · REIT - Residential
$31.24▲ 0.71% ($0.22)today
As of 4:00 PM ET
Market cap
$11.22B
P/E
23.67
EPS (TTM)
$1.32
Next earnings
Oct 28, 2026
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 6.3% over the last year. Revenue grew 4.53% over the trailing twelve months. Operating margin moved from 44.35% to 25.3%. Free cash flow grew 32.81% 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 25.3%. A decisive move in revenue — currently up 4.53% — would be the clearest signal to resolve the ambiguity.
Performance
Return analysis
Company profile
American Homes 4 Rent (AMH, listed on the NYSE) holds a leading position in the single-family rental housing market.
Market multiples
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
22
Buy
14
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
Oct 28, 2026
Q4 FY26 · EPS est $0.18 · Revenue est $488.64M
View
Dividends
$1.29/shareQuarterlyDividend Achiever · 12yrSafeAMH pays a dividend with a 4.13% dividend yield, 12 consecutive years of growth, growing at 29.81% annually, covered 1.6× by free cash flow.
Dividend Yield
4.13%
Annual Div / Share
$1.29
5yr CAGR
+29.81%
Doubles every ~2.7yr
FCF Coverage
1.6×
Safe
Dividend Growth Rate
3yr CAGR
+15.37%
5yr CAGR
+29.81%
10yr CAGR
+20.49%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$3/mo
In 5 yrs
$6/mo
In 10 yrs
$11/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$41/yr $3/mo | $73/yr+76% $6/mo | $128/yr+211% $11/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 4.13% → 12.83% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
AMH has raised its dividend for 12 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 29.81% 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.