Wolfe Research has upgraded American Homes 4 Rent (AMH) to Outperform from Peer Perform, effective October 1, 2025. This change reflects a more optimistic view on the company's prospects, potentially indicating improved fundamentals or better-than-expected business performance.
American Homes 4 Rent is a real estate investment trust headquartered in Las Vegas, Nevada. The firm manages a portfolio of 61,000 single-family rental properties across the Southeast, Midwest, Southwest, and Mountain West regions of the United States. The company's primary objective is to generate risk-adjusted returns for shareholders through dividends and capital appreciation.
As of November 8, 2025, American Homes 4 Rent has a market capitalisation of $11.7 billion, a price-to-earnings ratio of 27.49, and a dividend yield of 379.9%. The company reported strong earnings performance in recent quarters, with Q3 2025 earnings per share (EPS) of $0.27, surpassing estimates by 68.1%. Upcoming earnings are scheduled for July 29, 2026, with an EPS estimate of $0.19 and revenue expectations of $480.3 million.
Analyst ratings provide insights based on research and financial models, but they should be considered alongside company fundamentals, competitive positioning, and broader industry trends. The current analyst consensus for American Homes 4 Rent stands at 5 Strong Buy, 11 Buy, and 12 Hold, reflecting a general positive outlook.
Such decisions reflect the dynamic nature of analyst sentiment, which can shift as new information emerges.