Lasalle Investment Management Securities LLC Acquires 1,248,131 Shares of American Homes 4 Rent $AMH

Lasalle Investment Management Securities LLC raised its holdings in American Homes 4 Rent (NYSE:AMH) by 76.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 2,888,809 shares of the real estate investment trust’s stock after acquiring an additional 1,248,131 shares during the quarter. American Homes 4 Rent makes up about 3.8% of Lasalle Investment Management Securities LLC’s portfolio, making the stock its 7th largest holding. Lasalle Investment Management Securities LLC owned about 0.78% of American Homes 4 Rent worth $96,053,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of American Homes 4 Rent by 0.6% in the third quarter. Vanguard Group Inc. now owns 44,715,728 shares of the real estate investment trust’s stock worth $1,486,798,000 after purchasing an additional 246,713 shares during the last quarter. Norges Bank bought a new stake in shares of American Homes 4 Rent in the 2nd quarter valued at about $796,706,000. Geode Capital Management LLC increased its stake in shares of American Homes 4 Rent by 0.4% in the second quarter. Geode Capital Management LLC now owns 6,964,813 shares of the real estate investment trust’s stock valued at $250,566,000 after buying an additional 31,179 shares during the period. Centersquare Investment Management LLC increased its stake in shares of American Homes 4 Rent by 25.9% in the third quarter. Centersquare Investment Management LLC now owns 5,271,280 shares of the real estate investment trust’s stock valued at $175,270,000 after buying an additional 1,082,972 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its position in shares of American Homes 4 Rent by 1.3% during the second quarter. Charles Schwab Investment Management Inc. now owns 4,421,478 shares of the real estate investment trust’s stock worth $159,483,000 after acquiring an additional 54,618 shares during the last quarter. Institutional investors own 91.87% of the company’s stock.

Key Headlines Impacting American Homes 4 Rent

Here are the key news stories impacting American Homes 4 Rent this week:

• Positive Sentiment: Two company directors bought stock (David Goldberg: 2,000 shares at $29.17; Douglas Benham: 1,571 shares at $24.00). Insider purchases can signal management confidence and helped limit downside. Insider Filing – Goldberg Insider Filing – Benham
• Positive Sentiment: The company recently raised its quarterly dividend to $0.33 (annualized $1.32), increasing yield and supporting income-focused holders. This raises cash return but note the payout ratio is elevated. MarketBeat AMH Profile
• Neutral Sentiment: AMH management will speak at the 2026 Citi Global Property CEO Conference (March 3). Investor access and messaging could help sentiment if management provides reassuring updates. PR Newswire
• Neutral Sentiment: Raymond James reaffirmed a “market perform” rating, signaling no near-term upside from that shop but also not adding immediate selling pressure. Benzinga note
• Negative Sentiment: Keefe, Bruyette & Woods cut its price target to $35.00, reducing upside expectations and contributing to weaker analyst sentiment. American Banking News
• Negative Sentiment: AMH recently hit a one-year low after analyst downgrades and negative notes from some research providers — a sign pressure from the sell-side is weighing on the stock. American Banking News – 1-Year Low
• Negative Sentiment: Last reported quarter (Feb. 19) showed EPS and revenue misses versus consensus and guidance that implies modest growth; these operational misses remain the principal fundamental headwind. MarketBeat – Earnings Summary

American Homes 4 Rent Stock Performance

Shares of AMH opened at $30.01 on Friday. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.63 and a quick ratio of 0.41. The stock has a 50-day moving average of $31.33 and a 200-day moving average of $32.36. The company has a market cap of $10.92 billion, a PE ratio of 25.43, a P/E/G ratio of 4.28 and a beta of 0.80. American Homes 4 Rent has a one year low of $28.84 and a one year high of $39.49.

American Homes 4 Rent (NYSE:AMH) last announced its quarterly earnings results on Thursday, February 19th. The real estate investment trust reported $0.33 EPS for the quarter, missing analysts’ consensus estimates of $0.47 by ($0.14). American Homes 4 Rent had a net margin of 24.48% and a return on equity of 5.93%. The business had revenue of $402.93 million for the quarter, compared to the consensus estimate of $459.24 million. During the same quarter last year, the firm posted $0.45 EPS. The business’s revenue for the quarter was up 4.2% compared to the same quarter last year. American Homes 4 Rent has set its FY 2026 guidance at 1.890-1.950 EPS. On average, equities research analysts predict that American Homes 4 Rent will post 1.85 EPS for the current fiscal year.

American Homes 4 Rent Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be issued a $0.33 dividend. This is an increase from American Homes 4 Rent’s previous quarterly dividend of $0.30. This represents a $1.32 annualized dividend and a dividend yield of 4.4%. The ex-dividend date is Friday, March 13th. American Homes 4 Rent’s dividend payout ratio is currently 101.69%.

Insider Activity at American Homes 4 Rent

In other news, Director David Goldberg purchased 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were acquired at an average cost of $29.17 per share, for a total transaction of $58,340.00. Following the completion of the acquisition, the director owned 34,723 shares in the company, valued at $1,012,869.91. This trade represents a 6.11% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Douglas N. Benham acquired 1,571 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was purchased at an average price of $24.00 per share, with a total value of $37,704.00. Following the purchase, the director owned 43,517 shares in the company, valued at approximately $1,044,408. The trade was a 3.75% increase in their position. The SEC filing for this purchase provides additional information. Insiders have bought 8,571 shares of company stock valued at $210,844 over the last ninety days. Corporate insiders own 6.32% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on AMH. Wells Fargo & Company decreased their target price on shares of American Homes 4 Rent from $38.00 to $37.00 and set an “overweight” rating for the company in a research report on Tuesday, November 25th. Citizens Jmp reduced their price objective on shares of American Homes 4 Rent from $41.00 to $37.00 and set a “market outperform” rating on the stock in a research note on Monday, February 23rd. Royal Bank Of Canada lowered their target price on shares of American Homes 4 Rent from $38.00 to $35.00 and set an “outperform” rating for the company in a research note on Monday, February 23rd. Barclays cut their price target on shares of American Homes 4 Rent from $34.00 to $33.00 and set an “equal weight” rating on the stock in a research report on Tuesday, January 13th. Finally, Raymond James Financial reissued a “market perform” rating on shares of American Homes 4 Rent in a research report on Friday. Seven equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $36.69.

About American Homes 4 Rent

American Homes 4 Rent (NYSE: AMH) is a publicly traded real estate investment trust (REIT) specializing in the acquisition, development and management of single-family rental homes. Since its initial public offering in April 2013, the company has focused on building a large-scale, professionally managed portfolio of homes designed to meet the needs of today’s renters. Its business model emphasizes the acquisition of well-located properties coupled with consistent, in-house property management to drive occupancy and long-term value.

As of the most recent reporting, American Homes 4 Rent owns and operates tens of thousands of homes across the United States, with concentration in key Sun Belt and high-growth markets.