Market Cap
$10.9B
AMH
American Homes 4 Rent
$30.26 ▼ -0.88%
Prev close $30.53Market cap$10.9B
ConsensusHold
12-mo target$37.11 (+22.6%)
▲ Bullish
Analyst conviction 6/10
Insider Buying Cluster (2 insiders)33 New Institutional Positions17 Institutional Exits Real Estate
Snapshot
The big-picture read on AMH right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (59%)
Inst. Holders
50 funds
Inst. Value
$9.1B
Inst. Activity
33 buys / 17 sells
Insider Activity
$936.9K buy / $205.4K sell
Insider Net $
$731.5K
Social Sentiment
50° Neutral
SEC Reports
11
Price chart 30d -7.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 23, 2026 short_volume
Short Volume: AMH — 58.3% short (0.6M / 1.0M)
Short: 566,340 | Exempt: 10 | TRF Vol: 971,759 | Short Ratio: 58.3% | Off-exchange volume (dark pool
Sep 11, 2026 Insider
CORRIGAN JACK E bought 3,000 shares
Director @ $21.47 ($64.4K)
Sep 11, 2026 Insider
CORRIGAN JACK E bought 4,000 shares
Director @ $21.50 ($86.0K)
Sep 11, 2026 Insider
Aug 5, 2026 SEC CORRIGAN JACK E bought 1,000 shares
Director @ $21.55 ($21.5K)
A federal district court adopted a magistrate judge's recommendation to grant American Homes 4 Rent's motion to dismiss
COURT-RULING — Impact 1/10
Aug 3, 2026 Event
Aug 2, 2026 SEC Woods v. American Homes 4 Rent
Court ruling (tnmd) — Docket: 3:24-cv-01450
Five institutional asset managers added $14.2M net to AMH positions in Q2 2026, led by Strs Ohio (+$6.0M) and Commonweal
INST-CLUSTER — Impact 5/10
AMH reported Q2 2026 results with revenue of $470.1M (+2.8% YoY) and Core FFO per share of $0.49 (+4.3% YoY), slightly a
PRESS-RELEASE — Impact 5/10
Analyst ratings buy % -3.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
59% rate it Buy or better · 29 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 21, 2026 | Mizuho | UPGRADE | Outperform | 52% |
| Sep 17, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Aug 19, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 12, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 10, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Aug 3, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 12 | 0 | 0 | 59% | |
| Aug 1, 2026 | 6 | 11 | 11 | 1 | 0 | 59% | |
| Jul 1, 2026 | 6 | 11 | 11 | 1 | 0 | 59% | |
| Jun 1, 2026 | 6 | 10 | 12 | 1 | 0 | 55% | |
| May 1, 2026 | 6 | 10 | 12 | 1 | 0 | 55% | |
| Apr 1, 2026 | 5 | 10 | 12 | 1 | 0 | 54% | |
| Mar 1, 2026 | 5 | 10 | 12 | 1 | 0 | 54% | |
| Feb 1, 2026 | 5 | 10 | 12 | 1 | 0 | 54% |
Price targets
Where 22 covering analysts think AMH trades over the next 12 months.
$37.11 +22.6% upside Strong Buy
Current$30.26 Low$31.00 Median$38.00 High$42.00 22 analysts
$31.00$42.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 4 bullish, 1 bearish, 0 mixed, 6 neutral · avg impact 3.6/10.
NEUTRALCOURT-RULING1/10
A federal district court adopted a magistrate judge's recommendation to grant American Homes 4 Rent'
Aug 5, 2026
BULLISHINST-CLUSTER5/10
Five institutional asset managers added $14.2M net to AMH positions in Q2 2026, led by Strs Ohio (+$
Aug 2, 2026
BULLISHPRESS-RELEASE5/10
AMH reported Q2 2026 results with revenue of $470.1M (+2.8% YoY) and Core FFO per share of $0.49 (+4
Jul 30, 2026
NEUTRALPRESS-RELEASE2/10
AMH issued a press release announcing the dates of its second quarter 2026 earnings release and conf
Jul 10, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
short_volume
Short Volume: AMH — 58.3% short (0.6M / 1.0M)
Short: 566,340 | Exempt: 10 | TRF Vol: 971,759 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: AMH — 56.2% short (0.4M / 0.8M)
Short: 449,408 | Exempt: 827 | TRF Vol: 799,669 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: AMH — 57.4% short (0.5M / 0.9M)
Short: 526,460 | Exempt: 73 | TRF Vol: 917,002 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: AMH — 66.6% short (0.6M / 0.9M)
Short: 587,204 | Exempt: 0 | TRF Vol: 881,378 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: AMH — 63.7% short (0.9M / 1.5M)
Short: 933,706 | Exempt: 561 | TRF Vol: 1,465,620 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.16 | $0.14–$0.17 | -43.9% | +1.4% | 1↑ 1↓ | $0.5B | 4 |
| Next Q | $0.17 | $0.16–$0.18 | -50.9% | -0.7% | 1↑ 2↓ | $0.5B | 4 |
| Current FY | $0.82 | $0.55–$1.02 | -32.4% | +15.4% | 2↑ 1↓ | $1.9B | 3 |
| Next FY | $0.68 | $0.65–$0.69 | -17.9% | +2.6% | 1↑ 2↓ | $2.0B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.156 | — |
| 7d ago | $0.158 | -0.002 |
| 30d ago | $0.154 | +0.002 |
| 60d ago | $0.154 | +0.002 |
| 90d ago | $0.154 | +0.002 |
Institutional ownership
Which big funds own AMH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.1B total value (270,390,410 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, NORGES. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 45,690,102 | $1.5B | 16.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 28,085,068 | $941.4M | 10.4% | — |
| NORGES BANK | 22,081,035 | $740.2M | 8.2% | NEW |
| PRINCIPAL FINANCIAL GROUP INC | 20,691,697 | $693.6M | 7.6% | — |
| STATE STREET CORP | 15,624,386 | $523.7M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,538,143 | $487.3M | 5.4% | — |
| FMR LLC | 9,639,014 | $323.1M | 3.6% | — |
| AQR CAPITAL MANAGEMENT LLC | 7,766,128 | $260.3M | 2.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 7,501,635 | $251.5M | 2.8% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6,122,232 | $205.2M | 2.3% | ADD +72.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 22,081,035 | — | $740.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 3,544,892 | 6,122,232 | +72.7% | $205.2M |
| Nuveen, LLC | ADD | 3,774,043 | 5,111,728 | +35.4% | $171.3M |
| NORTHERN TRUST CORP | ADD | 3,390,893 | 4,875,334 | +43.8% | $163.4M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | TRIM | 5,969,032 | 4,390,840 | -26.4% | $147.2M |
| MILLENNIUM MANAGEMENT LLC | ADD | 2,740,570 | 3,663,308 | +33.7% | $122.8M |
| Quantinno Capital Management LP | ADD | 1,358,273 | 1,945,221 | +43.2% | $65.2M |
| UBS Group AG | TRIM | 5,032,699 | 1,722,204 | -65.8% | $57.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 2,610,155 | 1,166,232 | -55.3% | $42.4M |
| Gotham Asset Management, LLC | ADD | 674,678 | 1,257,631 | +86.4% | $42.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net $731.5K — $936.9K bought, $205.4K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | CORRIGAN JACK E | Director | BUY | 3,000 | $21.47 | $64.4K |
| Sep 11, 2026 | CORRIGAN JACK E | Director | BUY | 4,000 | $21.50 | $86.0K |
| Sep 11, 2026 | CORRIGAN JACK E | Director | BUY | 1,000 | $21.55 | $21.5K |
| Sep 10, 2026 | CORRIGAN JACK E | Director | BUY | 1,000 | $21.60 | $21.6K |
| Aug 24, 2026 | CORRIGAN JACK E | Director | BUY | 1,800 | $22.46 | $40.4K |
| Aug 24, 2026 | CORRIGAN JACK E | Director | BUY | 2,000 | $22.43 | $44.9K |
| Aug 24, 2026 | CORRIGAN JACK E | Director | BUY | 700 | $22.39 | $15.7K |
| Aug 24, 2026 | CORRIGAN JACK E | Director | BUY | 200 | $22.35 | $4.5K |
| Aug 24, 2026 | CORRIGAN JACK E | Director | BUY | 1,000 | $22.39 | $22.4K |
| Aug 24, 2026 | CORRIGAN JACK E | Director | BUY | 100 | $22.39 | $2.2K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AMH.
Shares short
11,598,362
Settlement Sep 15, 2026
Change vs prior
+7.2%
Semi-monthly cycle
Days to cover
4.9
At avg daily volume
Of shares outstanding
≈3.2%
Estimate — not % of float
All AMH filing & press-release reports (11)
- COURT-RULING reportAug 5, 2026
- INST-CLUSTER reportAug 2, 2026
- PRESS-RELEASE reportJul 30, 2026
- PRESS-RELEASE reportJul 10, 2026
- 8-K reportJun 12, 2026
- 424B5 reportJun 12, 2026
- DEFA14A reportMar 27, 2026
- CLUSTER reportMar 9, 2026
- CLUSTER reportFeb 27, 2026
- CLUSTER reportFeb 26, 2026
- CLUSTER reportFeb 25, 2026