American Homes 4 Rent

AMH

$32.75

+0.12%

2026-09-04 11:41:19 EDT+$0.04

Bienes raíces

REIT - Residencial

NYSE

Negociación activa

American Homes 4 Rent (AMH, que cotiza en la Bolsa de Valores de Nueva York) mantiene una posición líder en el mercado ...

Evolución del precio de AMH

$32.75

+0.12%+$0.04

Máximo—

Mínimo—

Máx. 52s-6.6%

Vol. rel.—

Intervalo

Rango6.5h

Volumen—SMA5SMA10

—

American Homes 4 Rent (AMH), headquartered in Las Vegas, Nevada, is a leading internally managed real estate investment trust (REIT) focused on single-family rental housing. Founded in 2012 by B. Wayne Hughes, the company has grown to become one of the largest owners of single-family rental homes in the United ...American Homes 4 Rent (AMH), headquartered in Las Vegas, Nevada, is a leading internally managed real estate investment trust (REIT) focused on single-family rental housing. Founded in 2012 by B. Wayne Hughes, the company has grown to become one of the largest owners of single-family rental homes in the United States, with over 60,000 properties in 22 states. AMH's business model involves strategic acquisition, development, refurbishment, leasing, and ongoing management of high-quality rental homes. The company aims to provide superior quality, excellent value, and high tenant satisfaction. As of late 2024, AMH had a market capitalization of over $12 billion, with a strong financial profile including an enterprise value of approximately $17.5 billion. The company generates revenue primarily through rental income, with a gross profit margin of about 30.6% and a net profit margin of 25.5%. AMH has a price-to-earnings ratio of around 27.5 and offers a dividend yield of approximately 3.6%. Under the leadership of CEO Bryan Smith, who took over in January 2025, AMH continues to expand its portfolio and enhance its digital platform to improve tenant experience. The company employs approximately 1,730 people and is listed on the New York Stock Exchange. AMH's properties are designed to support a better quality of life, with many communities being newly built. The company also emphasizes operational efficiency, with a debt-to-equity ratio of 0.756 and a current ratio of 1.61, indicating solid liquidity. AMH faces competition from other SFR REITs but maintains a strong brand and market position. The company also focuses on sustainability and community building, aiming to elevate single-family living standards.ExpandirContraer

Fundación

2012

Empleados

1598

CEO

Bryan Smith

Nombre completo

American Homes 4 Rent

Sector

Bienes raíces

Industria

REIT - Residencial

ROE

6.85%

Capitalización

$11.78B

Ratio corriente

1.61

WACC

7.03%

ROIC

5.64%

Información de contacto

https://www.amh.com

805-413-5300

280 Pilot Road, Las Vegas, NV 89119-4012

Métricas clave de AMH

Instantánea

Último / TTM · 6 periodos

Capitalización

$11.78B

ROCE

3.8%

EV / EBITDA

14.07x

+0.4% YoY

Rendimiento FCF

7.9%

+1.6% YoY

Ciclo de conversión de efectivo

8.7d

Ratio corriente

1.61

Resumen rápido

TTM —

Positive CCC

Aspectos financieros de AMH

Tendencia de rentabilidad

Último / TTM · 6 periodos

Margen bruto

30.6%

Margen neto

25.5%

PER

25.99x

n/d

Deuda / capital

0.76

n/d

Ratio corriente

1.61

Rendimiento del dividendo

3.8%

Comprensión

TTM —

Estos ratios principales no muestran una presión relevante en el balance.

Calendario de AMH

Próximamente

15 sept 2026En 11 días
Fecha ex-dividendo
$1.26 por acción
30 sept 2026En 26 días
Pago de dividendo
$1.26 por acción
30 sept 2026En 26 días
Q3 FY2026 · Resultados estimados
BPA est. $0.19 · Ingresos $488.85M · 4 analistas
30 dic 2026
Q4 FY2026 · Resultados estimados
BPA est. $0.20 · Ingresos $473.82M · 4 analistas

Historial reciente

31 jul 2026
Q2 FY2026 · Resultados publicados
BPA $0.31 · Ingresos $470.10M
Ver documento
7 may 2026
Q1 FY2026 · Resultados publicados
BPA $0.35 · Ingresos $472.02M
Ver documento
20 feb 2026
FY2025 · Resultados anuales
BPA $1.18 · Ingresos $1.87B
Ver documento
30 oct 2025
Q3 FY2025 · Resultados publicados
BPA $0.27 · Ingresos $478.46M
Ver documento
1 ago 2025
Q2 FY2025 · Resultados publicados
BPA $0.28 · Ingresos $457.50M
Ver documento
2 may 2025
Q1 FY2025 · Resultados publicados
BPA $0.30 · Ingresos $459.28M
Ver documento

Estados financieros de AMH

Tendencia de 5 años (ingresos, beneficios, FCF)

Métrica	Último	InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.	TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).	$1.9B	+8.0%	-0.4%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.	$453.0M	+9.8%	-10.8%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.	+3.4%	-93.9%	+1573.0%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).	+24.2%	-52.1%	+6.1%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.	+24.3%	+1.7%	-10.4%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.	$746.1M	+8.2%	+75.6%
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.	+40.0%	+0.2%	+76.3%
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.	72.9%	+3.8%	+1.8%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.	62.90x	+6215.3%	+393.5%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.	$13.2B	-1.0%	-0.5%

Real vs estimado

A Dec 31Q Sep 30

Métrica	Anual (real vs estimado)	Sorpresa anual	Trimestral (real vs estimado)	Sorpresa trimestral
EPS Surprise	1.18 vs 1.02	+16.1%	0.31 vs 0.19	+65.1%
Revenue Surprise	$1.9B vs $1.9B	+0.7%	$470.1M vs $488.8M	-3.8%

Transacciones de insiders de AMH

Compras (A)

Since Aug 10, 2026

Ventas (D)

Since Aug 10, 2026

Acciones mensuales compradas/vendidas con tendencia del precio de cierre (fuente diaria compartida)

Resumen de trading de insiders

Fecha	Ejecutivo	Cargo	Valor	Lado	Acciones	Precio
Aug 24, 2026	CORRIGAN JACK E	director	Series G Perpetual Preferred Shares	A	1,000	$22.39
Aug 24, 2026	CORRIGAN JACK E	director	Series G Perpetual Preferred Shares	A	2,000	$22.43
Aug 24, 2026	CORRIGAN JACK E	director	Series G Perpetual Preferred Shares	A	1,800	$22.46
Aug 24, 2026	CORRIGAN JACK E	director	Series G Perpetual Preferred Shares	A	700	$22.39
Aug 24, 2026	CORRIGAN JACK E	director	Series G Perpetual Preferred Shares	A	100	$22.39

Transcripción de la llamada de resultados de AMH

1 segmentos de transcripción

Q2 2026

Ponente desconocido

Operator: Greetings, and welcome to the AMH's second quarter 2026 earnings conference call. At this time, all participants are in a listen-only mode. The question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. I will now turn the conference over to Nicholas Fromm, Vice President of Investor Relations. Thank you, Nick. You may begin. Nicholas Fromm: Good morning. Thank you for joining us for our second quarter 2026 earnings conference call. With me today are Bryan Smith, Chief Executive Officer, Chris Lau, Chief Financial Officer, and Lincoln Palmer, Chief Operating Officer. Please be advised that this call may include forward-looking statements. All statements other than statements of historical fact included in this conference call are forward-looking statements that are subject to a number of risks and uncertainties that could cause actual results to differ materially from those projected in these statements. These risks and other factors that could adversely affect our business and future results are described in our press releases and in our filings with the SEC. All forward-looking statements speak only as of today, July 31st, 2026. We assume no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law. A reconciliation of GAAP to non-GAAP financial measures is included in our earnings press release and supplemental information package. As a note, our operating and financial results, including GAAP and non-GAAP measures, are fully detailed in our earnings release and supplemental information package. You can find these documents as well as SEC reports and the audio webcast replay of this conference call on our website at www.amh.com. With that, I will turn the call over to our CEO, Bryan Smith. Bryan Smith: Welcome, everyone. Thank you for joining us today. Before we get into our results, I would like to briefly touch on the Road to Housing Act, which went into law last month following overwhelming bipartisan support. This law reflects a thoughtful approach by policymakers to address housing affordability and allows the industry to move forward with greater certainty. It recognizes the important role that single-family rentals play in the broader housing ecosystem and reinforces a number of aspects of our value proposition. First, it recognizes the role of new home construction in helping to address housing affordability. This highlights the importance of our in-house development program that continues to add newly built, high-quality homes across the country. Second, by grandfathering in existing single-family rental homes, the legislation acknowledges that professionally managed rental housing is a critical element of our country's housing landscape. Millions of …

Equipo directivo de AMH

10 directivos

Nombre	Cargo	Remuneración	Género	Año de nacimiento	Estado
Bryan Smith	Chief Executive Officer & Trustee	USD 2,420,478	Male	1974	Active
Christopher C. Lau	Chief Financial Officer & Senior EVice President	USD 1,812,721	Male	1982	Active
Sara H. Vogt-Lowell	Chief Legal & Administrative Officer and Secretary	USD 1,427,280	Female	1975	Active
Philip Irby	Executive Vice President & Chief Technology Officer	—	Male	—	Active
Zackory Johnson	Executive Vice President & Chief Investment Officer	—	Male	—	Active
Lisa Phelps	Executive VP & Chief Human Resources Officer	—	Female	—	Active
Nicholas Fromm	Director of Investor Relations	—	—	—	Active
Lincoln Palmer	Executive Vice President & Chief Operating Officer	—	—	—	Active
Brian F. Reitz	Executive Vice President & Chief Accounting Officer	—	Male	1981	Active
Raymond F. Huning	Executive Vice President of Corporate Tax	—	Male	—	Active

Noticias recientes de AMH

Zacks Investment Research26/8/2026Neutral

Zacks Industry Outlook Essex Property, Equity LifeStyle and American Homes

Essex Property, Equity LifeStyle and American Homes have been highlighted in this Industry Outlook article.

Zacks Investment Research24/8/2026Neutral

3 Residential REITs Worth Considering as the Industry Recovers

ESS, ELS and AMH stand to benefit as apartment supply slows, occupancy stays strong and residential REIT fundamentals improve.

Defense World24/8/2026Neutral

Danske Bank A S Sells 35,145 Shares of American Homes 4 Rent $AMH

Danske Bank A S lowered its holdings in American Homes 4 Rent (NYSE: AMH) by 93.6% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,400 shares of the real estate investment trust's stock after selling 35,145 shares during the

Seeking Alpha23/8/2026Neutral

American Homes 4 Rent: Regulatory Clarity Creates A Compelling Buying Opportunity

American Homes 4 Rent is a Buy due to attractive valuation and regulatory clarity supporting scale advantages. AMH demonstrates strong Q2 occupancy at 96.1%, positive lease spreads, and disciplined expense growth, driving core FFO/share up 5.2% YoY. The ROAD to Housing Act limits new competitors, while AMH leverages its build-to-rent program and explores third-party management for capital-light growth.

Seeking Alpha21/8/2026Neutral

American Homes 4 Rent: Affordability Pressures Support Rental Demand

American Homes 4 Rent remains attractive despite regulatory headwinds, offering stable growth and a secure 3.8% dividend yield. New legislation restricts institutional SFR growth but grandfathers AMH's portfolio, enabling continued build-to-rent expansion and potential sector consolidation. AMH's Q2 results showed 2.7% same-property NOI growth, 96% occupancy, and raised FFO guidance to $1.93–1.97, supporting a positive long-term outlook.

Evolución del número de empleados de AMH

Actual

1,598

Cambio

-7.63%

Mínimo

1,538

Máximo

1,794

Presentaciones recientes

Fecha del informe	Empleados	Tipo de formulario	Fecha de presentación	Archivo SEC
31 dic 2025	1,598	10-K	20 feb 2026	Ver
31 dic 2024	1,730	10-K	21 feb 2025	Ver
31 dic 2023	1,725	10-K	23 feb 2024	Ver
31 dic 2022	1,794	10-K	24 feb 2023	Ver
31 dic 2021	1,538	10-K	25 feb 2022	Ver

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American Homes 4 Rent