American Homes 4 Rent
American Homes 4 Rent is classified under Real Estate / Real Estate Investment Trusts and appears not currently profitable on the latest normalized snapshot.
Business. American Homes 4 Rent (NYSE: AMH) is a residential real estate investment trust (REIT) that generates revenue primarily through rental income. The company is classified within the Residential REITs industry and operates in the broader Real Estate sector. Specific details regarding its operating segments and geographic mix are not provided in the available data. The firm is publicly listed on the New York Stock Exchange under the ticker symbol AMH.
Analyst recommendations
25 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
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Upcoming catalysts
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- Company
- EarningsQ3 2026 earnings (expected)2026-10-28 · estimated
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressLisa McClain — American Homes 4 Rent Common2025-10-31 · Republican · MI · Sale · $1,001 - $15,000
- CongressLisa McClain — American Homes 4 Rent Common2025-10-30 · Republican · MI · Purchase · $1,001 - $15,000
- CongressLisa McClain — American Homes 4 Rent Common2025-10-30 · Republican · MI · Sale · $1,001 - $15,000
- CongressLisa McClain — American Homes 4 Rent Common2025-09-25 · Republican · MI · Purchase · $1,001 - $15,000
Pre-earnings brief
American Homes 4 Rent (AMH) is currently undergoing its first formal analysis, meaning there is no prior baseline to compute material changes in its operational or financial metrics. Consequently, the most significant recent activity centers on a major holder change involving investor ID 587, which was detected in late June 2026. This signal represents a substantial modification in share ownership, marking a notable shift in the company's investor base despite the absence of broader material change data. The holder change involves a dramatic swing in share count for investor ID 587 as of March 31, 2026. One detection recorded a reduction from 20,897 shares to just 64 shares, while a separate, conflicting detection recorded an increase from 64 shares to 20,897 shares. Both events were flagged with "major" severity, indicating that the magnitude of the transaction—whether a near-total exit or a significant accumulation—was substantial enough to trigger high-priority alerts in the monitoring system. This volatility in a single holder's position is particularly relevant given AMH's current profile. The company is tracked by 33 top holders, yet it currently has zero associated analysts, officers, or index memberships in the available data. The lack of analyst coverage and index inclusion suggests that AMH may be a less scrutinized or niche holding, making movements by individual large investors like ID 587 more visible and potentially impactful on the stock's liquidity and perception. The significance of this holder change lies in its isolation; without cross-source signals or sagas to provide context, the event stands alone as the primary indicator of recent activity. For investors, this highlights the importance of monitoring specific holder filings for AMH, as the absence of broader market commentary means that shifts in major shareholder positions may be the leading signal of changing sentiment or strategic realignment within the company's ownership structure.
Signals & dispatch
Composite-score breakdown
Synthesis
American Homes 4 Rent (NYSE: AMH) is a residential real estate investment trust (REIT) that generates revenue primarily through rental income. The company is classified within the Residential REITs industry and operates in the broader Real Estate sector. Specific details regarding its operating segments and geographic mix are not provided in the available data. The firm is publicly listed on the New York Stock Exchange under the ticker symbol AMH.
American Homes 4 Rent (AMH) is currently classified as Equity REITs within Real Estate Investment Trusts (Real Estate). Classification confidence: 0.78 (rule-based classification). Capital structure on the latest snapshot: total assets 13,121,098,000 USD, total equity 6,807,579,000, short-term debt 0, long-term debt 0. Net cash position is approximately 83,670,000 USD. Self-calculated market cap is 12,043,385,786 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 0, gross profit 0, operating income 0, net income 0. Risk profile from automated assessment: liquidity risk low, dilution risk medium. Flags: Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] pre_earnings_window: pre_earnings_window fired on AMH — reason=Pre-earnings freshness window T-1 for AMH Q2 2026 (confirmed via sec_filed); urgency=high; watcher=pre_earnings_window; days_out=0; source_id=sec_filed:9b600150-8f66-4927-9486-6794d7389915:Q2 2026; date_basis=sec_8k_forward; date_source=sec_filed; offset_days=1; report_date=2026-07-31; period_label=Q2 2026; window_label=T-1; confirmed_basis=filed; contributing_watchers=pre_earnings_window (source=pre_earnings_window; url=pew:Q2 2026:T-1). Additional context: pre_earnings_window: reason=Pre-earnings freshness window T-1 for AMH Q2 2026 (confirmed via sec_filed); urgency=high; watcher=pre_earnings_window; days_out=0; source_id=sec_filed:9b600150-8f66-4927-9486-6794d7389915:Q2 2026; date_basis=sec_8k_forward; date_source=sec_filed; offset_days=1; report_date=2026-07-31; period_label=Q2 2026; window_label=T-1; confirmed_basis=filed; contributing_watchers=pre_earnings_window.
American Homes 4 Rent (AMH) is currently undergoing its first formal analysis, meaning there is no prior baseline to compute material changes in its operational or financial metrics. Consequently, the most significant recent activity centers on a major holder change involving investor ID 587, which was detected in late June 2026. This signal represents a substantial modification in share ownership, marking a notable shift in the company's investor base despite the absence of broader material change data. The holder change involves a dramatic swing in share count for investor ID 587 as of March 31, 2026. One detection recorded a reduction from 20,897 shares to just 64 shares, while a separate, conflicting detection recorded an increase from 64 shares to 20,897 shares. Both events were flagged with "major" severity, indicating that the magnitude of the transaction—whether a near-total exit or a significant accumulation—was substantial enough to trigger high-priority alerts in the monitoring system. This volatility in a single holder's position is particularly relevant given AMH's current profile. The company is tracked by 33 top holders, yet it currently has zero associated analysts, officers, or index memberships in the available data. The lack of analyst coverage and index inclusion suggests that AMH may be a less scrutinized or niche holding, making movements by individual large investors like ID 587 more visible and potentially impactful on the stock's liquidity and perception. The significance of this holder change lies in its isolation; without cross-source signals or sagas to provide context, the event stands alone as the primary indicator of recent activity. For investors, this highlights the importance of monitoring specific holder filings for AMH, as the absence of broader market commentary means that shifts in major shareholder positions may be the leading signal of changing sentiment or strategic realignment within the company's ownership structure.
- Debt to equity is about 0.0x.
- [TRIGGER] pre_earnings_window: pre_earnings_window fired on AMH — reason=Pre-earnings freshness window T-1 for AMH Q2 2026 (confirmed via sec_filed); urgency=high; watcher=pre_earnings_window; days_out=0; source_id=sec_filed:9b600150-8f66-4927-9486-6794d7389915:Q2 2026; date_basis=sec_8k_forward; date_source=sec_filed; offset_days=1; report_date=2026-07-31; period_label=Q2 2026; window_label=T-1; confirmed_basis=filed; contributing_watchers=pre_earnings_window (source=pre_earnings_window; url=pew:Q2 2026:T-1)
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- AMH contributes all net proceeds from its various equity offerings to the Operating Partnership.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,79 |
| Revenue | —no estimate | —no estimate | 1,9B USD |
| Operating income | —no estimate | —no estimate | 489,7M USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Source documents mention dilution or offering risk.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Stock Option (right to buy) → Class A Common SharesDisposed 10 000 @ $21,57exercise · 2026-06-05
Actions
Ask Handelsavisen
- Market data
- Regulatory filings
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Reference data
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Enterprise Valuemarket_cap - net_cash
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- American Homes 4 Rent company facts · 2026-08-01
- American Homes 4 Rent 10-Q 2026-07-31 · 2026-08-01
- American Homes 4 Rent 10-Q 2026-05-07 · 2026-08-01
- American Homes 4 Rent 10-K 2026-02-20 · 2026-08-01
- American Homes 4 Rent 10-Q 2025-10-30 · 2026-08-01
- pre_earnings_window fired on AMH · 2026-08-01
- American Homes 4 Rent Market data — analyst estimates · 2026-08-01
- American Homes 4 Rent Market data — ESG · 2026-08-01
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,28 %$529M
- Investment Managers · as of 2026-03-310,06 %$134M
- Investment Managers · as of 2026-03-310,05 %$99M
- Investment Managers · as of 2024-12-310,04 %$151M
- Investment Managers · as of 2024-06-300,03 %$1 517M
- Investment Managers · as of 2026-03-310,03 %$137M
- Institutional Investor · as of 2026-03-310,03 %$78M
- Investment Managers · as of 2026-03-310,03 %$37M
- Investment Managers · as of 2026-03-310,02 %$141M
- Investment Managers · as of 2026-03-310,02 %$142M
- Investment Managers · as of 2025-12-310,02 %$1 435M
- Investment Managers · as of 2026-03-310,02 %$0M
- Funds · as of 2026-03-310,02 %$110M
- Investment Managers · as of 2026-03-310,02 %$453M
- Institutional Investor · as of 2022-09-300,02 %$0M
- Investment Managers · as of 2026-03-310,02 %$115M
- Institutional Investor · as of 2026-03-310,01 %$78M
- Institutional Investor · as of 2026-03-310,01 %$259M
- Investment Managers · as of 2026-03-310,01 %$211M
- Investment Managers · as of 2026-03-310,01 %$95M
- Investment Managers · as of 2026-03-310,01 %$15M
- Investment Managers · as of 2026-03-310,01 %$18M
- Brokerage Firms · as of 2026-03-310,00 %$23M
- Institutional Investor · as of 2026-03-310,00 %$16M
- Investment Managers · as of 2026-03-310,00 %$14M
- Institutional Investor · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$49M
- Investment Managers · as of 2026-03-310,00 %$1M
- Brokerage Firms · as of 2026-03-310,00 %$3M
- Investment Managers · as of 2026-03-310,00 %$2M
- Investment Managers · as of 2026-03-310,00 %$1M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
Insider activity
- Director · Class A Common SharesOther 10 000 @ $23,38$234K · 2026-06-05
- Director · Class A Common SharesOther 10 000 @ $21,57$216K · 2026-06-05
- Director · Class A Common SharesOther 10 000 @ $19,40$194K · 2026-06-05
- Director · Series G Perpetual Preferred SharesBought 89 @ $23,50$2K · 2026-05-18
- Director · Series G Perpetual Preferred SharesBought 1 952 @ $23,53$46K · 2026-05-18
- Director · Series G Perpetual Preferred SharesBought 48 @ $23,40$1K · 2026-05-15
- Director · Series G Perpetual Preferred SharesBought 1 311 @ $23,40$31K · 2026-05-15
- Director · Class A Common SharesOther 5 421 · 2026-05-14
- Director · Class A Common SharesOther 5 421 · 2026-05-14
- Director · Class A Common SharesOther 5 421 · 2026-05-14
- Director · Class A Common SharesOther 5 421 · 2026-05-14
- Director · Class A Common SharesOther 5 421 · 2026-05-14
- Director · Class A Common SharesOther 5 421 · 2026-05-14
- Director · Class A Common SharesOther 5 421 · 2026-05-14
- Director · Class A Common SharesOther 7 016 · 2026-05-14
- Director · Class A Common SharesOther 5 421 · 2026-05-14
- Director · Series G Perpetual Preferred SharesBought 1 000 @ $23,25$23K · 2026-05-13
- Director · Series G Perpetual Preferred SharesBought 94 @ $23,25$2K · 2026-05-13
- Director · Series G Perpetual Preferred SharesBought 400 @ $23,25$9K · 2026-05-13
- Director · Series G Perpetual Preferred SharesBought 100 @ $23,25$2K · 2026-05-13
- Director · Series G Perpetual Preferred SharesBought 6 @ $23,00$138 · 2026-05-12
- CFO and Sr. EVP · Class A Common SharesOther 1 075 · 2026-03-19
- Director · Class A Common SharesBought 2 000 @ $29,30$59K · 2026-03-03
- Director · Series H Perpetual Preferred SharesBought 1 200 @ $24,20$29K · 2026-03-02
- Director · Series H Perpetual Preferred SharesBought 1 571 @ $24,00$38K · 2026-02-25
Short positioning
Geographic breakdown
Intel & risk
no material change vs prior analysis (walked 17 fields; 4 schema-expansion field(s) excluded)
- Narrative— → —medium
- Conclusion— → —medium
- Key takeaways— → —medium
Evidence & claims
From filings & derived data- Debt-to-equity (FY 2025-12-31): 0.79xDerived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -1.8%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 6.5%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 1.7%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 9.3%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 9.3%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): -45.6%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): -1.0%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 0.0%Derived (calculated)
- Operating cash flow (annual): USD 864.33MSEC XBRL filing
- Shareholders' equity (annual): USD 7.03BSEC XBRL filing
- Total assets (annual): USD 13.24BSEC XBRL filing
- Long-term debt (annual): USD 5.1BSEC XBRL filing
- Interest expense (annual): USD 185.2MSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES 1SEC XBRL filing
- Total liabilities (annual): USD 5.53BSEC XBRL filing
- Cash & equivalents (annual): USD 108.52MSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES 1SEC XBRL filing
- Debt-to-equity (FY 2024-12-31): 0.77xDerived (calculated)
- EPS (diluted) (YoY) (2024-12-31 vs 2023-12-31): 6.9%Derived (calculated)
- Shareholders' equity (YoY) (2024-12-31 vs 2023-12-31): 2.8%Derived (calculated)
- Cash & equivalents (YoY) (2024-12-31 vs 2023-12-31): 235.8%Derived (calculated)
- Operating cash flow (YoY) (2024-12-31 vs 2023-12-31): 9.9%Derived (calculated)
- EPS (basic) (YoY) (2024-12-31 vs 2023-12-31): 6.9%Derived (calculated)