AMH Table of Contents Summary Earnings Press Release 3 Select Non-GAAP Reconciliations – Core Net Operating Income 8 Fact Sheet 10 Financial Information Condensed Consolidated Statements of Operations 11 Funds from Operations 12 Core Net Operating Income – Total Portfolio 13 Same-Home Results 14 Condensed Consolidated Balance Sheets 17 Debt Summary 18 Capital Structure and Credit Metrics 19 Property and Other Information Top 20 Markets Summary 20 Property Additions and Dispositions 21 AMH Development Pipeli ...

In its upcoming report, American Homes 4 Rent (AMH) is predicted by Wall Street analysts to post quarterly earnings of $0.43 per share, reflecting an increase of 4.9% compared to the same period last year. Revenues are forecasted to be $414.34 million, representing a year-over-year increase of 4.2%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 0.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial project ...

3 Dividend Stocks Under $100 To Buy Now Foryoui3 / Shutterstock.com During these volatile economic and market times, investors are hunting greater stability more than ever before. One of the few things that has stayed the same in changing market cycles has been the dependable income stream that dividend stocks provide.Many companies pride themselves on their dividend track records, not daring to veer off course for fear of losing investor loyalty. While there’s always a risk a board of directors will lowe ...

Core Insights - AMH published its 2023 Sustainability Report, highlighting its commitment to responsible business practices and transparency in environmental impact, workplace quality, and resident well-being [1][3] Sustainability Initiatives - The company reduced greenhouse gas emissions intensity per home by 16% from the baseline in 2021 [2] - AMH generated 630 MWh of renewable energy through an expanded solar pilot program [2] - The average Home Energy Rating System (HERS®) score for newly built homes in 2023 was 59.5, which is an improvement of 2.4 points from the previous year [2] - The company achieved a top-quartile employee Net Promoter Score®, indicating a strong commitment to workplace quality [2] - AMH enhanced its cybersecurity measures to protect customer data privacy and security [2] - The average Google rating improved to 4.72 out of 5, reflecting a commitment to customer experience [2] Recognition and Awards - The publication of the sustainability report follows the recent LEED® Gold certification awarded to the company's corporate headquarters, recognizing its green building practices [3] - AMH has received multiple accolades, including being named one of Fortune's 2023 Best Workplaces in Real Estate™, a 2024 Great Place to Work®, and one of America's Most Responsible Companies 2024 [4] Company Overview - AMH is a leading integrated owner, operator, and developer of single-family rental homes, managing nearly 60,000 properties across various U.S. regions as of December 31, 2023 [4]

Core Insights - AMH has achieved LEED® Gold certification for its corporate headquarters in Las Vegas, highlighting its commitment to sustainable building practices [1][2] - The certification reflects the company's focus on health, well-being, and responsible environmental practices in its operations [2] Sustainability Initiatives - AMH's properties are designed to use 50% less energy than typical U.S. homes, evaluated through the Home Energy Rating System® program [2] - In 2023, AMH generated 630 MWh of renewable energy through its solar pilot program at select amenity centers and residences [2] - The company reported a 16% decrease in emissions intensity per occupied home in 2023 compared to the 2021 baseline, as part of its Greenhouse Gas Inventory Management Plan [2] Company Overview - AMH is a leading integrated owner, operator, and developer of single-family rental homes, focusing on simplifying the leasing experience [3] - As of December 31, 2023, AMH owned nearly 60,000 single-family properties across various regions in the United States [4]

airdone REIT Performance The REIT sector has had a rough start to 2024 with back-to-back months of negative total return. Equity REITs averaged a -0.81% total return in February and again underperformed the broader market. The NASDAQ (+6.2%), S&P 500 (+5.3%) and Dow Jones Industrial Average (+2.5%) all saw strong gains in February. The market cap weighted Vanguard Real Estate ETF (VNQ) outpaced the average REIT in February (+1.98% vs. -0.81%) and has seen smaller losses year to date (-3.18% vs. -6.33%). ...

Investment Landscape - The democratization of investing allows individuals to start investing with as little as $100, making stock market participation accessible to a broader audience [1] - Online discount brokerages and the elimination of transaction fees have made buying and selling stocks essentially free, including the ability to purchase fractional shares [1] Shopify (SHOP) - Shopify trades around $74 per share and focuses on providing a comprehensive solution for small and medium-sized businesses, particularly in e-commerce [3] - Despite a mixed reception for its fourth-quarter earnings, Shopify exceeded revenue and profit forecasts and provided strong guidance for the upcoming year [3][4] - Wall Street anticipates a 60% compounded annual growth rate in earnings for Shopify over the next five years, supported by nearly $1 billion in free cash flow [4] Palantir Technologies (PLTR) - Palantir offers an entry point into the artificial intelligence sector at approximately $26 per share, recognized as a leading pure-play AI stock [5] - The company has two platforms, Gotham and Foundry, and recently launched an Artificial Intelligence Platform that has received positive customer feedback [6] - A new $174 million military contract will enhance Palantir's growth prospects as it develops AI-driven solutions for the U.S. Army [6] American Homes 4 Rent (AMH) - American Homes 4 Rent, a real estate investment trust, owns over 59,000 houses with occupancy rates exceeding 95%, positioning itself as a major player in the housing market [7] - The company benefits from rising housing prices despite increasing mortgage interest rates, aligning with the preferences of younger generations who favor renting [7][8] - AMH stock trades at $36 per share and is expected to profit from the evolving housing landscape [8]

Investors closely monitor insider buys. But who are ‘insiders’?An insider is defined by Section 16 of the Security Exchange Act as an officer, director, 10% stockholder, or anyone who possesses information because of their relationship with the company.Of course, many strict rules apply to insiders. Notably, they have a longer holding period than most, a critical aspect investors should know.Several companies – Dominion Energy (D) , Carvana (CVNA) , Keurig Dr Pepper (KDP) , American Homes 4 Rent (AMH) , and ...

Core Viewpoint - American Homes 4 Rent (AMH) reported Q4 earnings that exceeded consensus estimates, but the company is still viewed as having a stretched valuation, leading to an upgrade to a bearish Hold rating from a Sell [2][11] Earnings Update - AMH's wholly-owned portfolio grew by approximately 0.4% quarter-over-quarter (QoQ), while the joint venture (JV) portfolio increased by about 1.4% [3] - Average monthly rents rose by approximately 1.2% QoQ, although occupancy slightly decreased [3] - Core revenues increased in line with average monthly rents, growing around 1.2% QoQ, while Same-Home (SH) core revenue remained virtually flat QoQ [4][5] Operational KPIs - Total homes owned and managed increased to 62,310, reflecting a 0.5% growth QoQ and a 1.3% increase year-over-year (YoY) [4] - The occupancy rate was reported at 95.0%, down from 95.8% YoY [4] - The average blended change in rent decreased to 5.7% from 8.0% YoY [4] Financial Performance - Funds from Operations (FFO), Core FFO, and Adjusted Funds from Operations (AFFO) per share improved significantly, with growth rates of approximately 5%, 4%, and 10% respectively [5] - The dividend was increased by about 18% to approximately $1.04 per annum, indicating a payout ratio of around 67% on Q4 AFFO [5] Guidance and Valuation - Guidance for 2024 indicates Core FFO per share between $1.70 and $1.76, aligning with previous sell-side forecasts [7] - The company trades at 21.3x 2024E Core FFO per share and 25.0x LTM AFFO, with a yield of approximately 2.8% following the dividend hike [8] - AMH's valuation is approximately 33% above its Net Asset Value (NAV) estimate, which is based on a 6% cap rate [9] Market Position and Strategy - AMH issued around 2.8 million shares in Q4 through its ATM program, capitalizing on its premium valuation [10] - The company is set to join the S&P 400 MidCap Index, which is expected to drive increased technical buying [10] - AMH's issuance of $600 million in "green bonds" at 5.5% is anticipated to lower its cost of debt, supporting its growth funding [10]

Group 1 - American Homes 4 Rent (NYSE: AMH) will replace Physicians Realty Trust (NYSE: DOC) in the S&P MidCap 400 effective prior to the opening of trading on March 1, 2024 [1] - Healthpeak Properties Inc. (NYSE: PEAK) is acquiring Physicians Realty Trust, with the deal expected to be completed soon pending final conditions [1] - Post-merger, Healthpeak Properties will change its ticker symbol from PEAK to DOC [1] Group 2 - The addition of American Homes 4 Rent to the S&P MidCap 400 will occur on March 1, 2024, while Physicians Realty Trust will be deleted from the index on the same date [1] - Both companies operate within the Real Estate sector [1]