American Homes 4 Rent(US:AMH) Financial Modeling Prep·2025-12-20 01:00Core Insights - American Homes 4 Rent (AMH) is a real estate investment trust (REIT) focused on acquiring, developing, and managing single-family homes as rental properties, aiming to provide quality rental homes in desirable neighborhoods across the U.S. [1] - Eric Wolfe from Wolfe Research has set a price target of $34.50 for AMH, indicating a potential increase of approximately 10.08% from its current trading price of $31.34 [1][6] Institutional Investment - Institutional investors are increasingly interested in AMH, with Axa S.A. raising its stake by 13.6%, now holding 600,387 shares valued at $21.7 million, representing about 0.16% of the company [2] - First Trust Advisors LP has significantly increased its holdings in AMH by over 2,000% during the second quarter, now owning 1,129,609 shares valued at approximately $40.7 million, which is about 0.30% of the company [3] Financial Performance - Despite a 17% decline in share price year-to-date, AMH maintains strong business fundamentals and has reaffirmed its guidance for 2025, anticipating a 4% growth in same-store net operating income (NOI) driven by high resident retention and robust rental demand [4][6] - AMH is currently trading at $31 per share, its lowest valuation multiples since its IPO, with a market capitalization of approximately $11.59 billion and a trading volume of 1,782,127 shares [5]