AMH

Raises Full Year 2026 Guidance LAS VEGAS, Nov. 4, 2026 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter ended September 30, 2026. Highlights Rents and other single-family property revenues increased 4.1% year-over-year to $498.1 million for the third quarter of 2026.

We're at the halfway point of another surprisingly strong REIT earnings season, with property fundamentals continuing to improve despite a materially tougher interest rate and capital market backdrop. Among 52 equity REITs providing full-year FFO guidance, 44 raised their outlooks (85%), six maintained guidance, and just two lowered (4%) their FFO outlook. REITs have significantly outperformed during earnings season, with the Equity REIT Index gaining nearly 4% during this stretch versus a -3% decline for the S&P 500.

Fewer new apartments are hitting the market just as tenants stop moving out, but not every landlord enters 2027 with the same cushion between its rental cash flow and its dividend obligation.

A new federal rule threatens penalties that could dwarf the price of any single home purchase, and the two biggest single-family landlords in America just watched their stocks climb on the day it dropped.

Rate Shock: REITs enter earnings season on their back foot amid a renewed surge in long-term rates, facing a materially different cost-of-capital and financing environment than just three months ago. The rate surge is again stressing highly leveraged borrowers, particularly across private markets. Public REITs are better positioned, but remain exposed through refinancing, tenant credit, and equity valuations. Higher rates have brought an important silver lining: years of expensive capital are finally curbing construction, with shrinking pipelines beginning to support occupancy, rents, and landlord pricing power.

Berkshire Hathaway has aggressively accumulated Lennar shares, betting on its management, national scale, and asset-light transition. Lennar's relationship with Millrose Properties, now a significant buyer of completed Lennar homes, raises governance and incentive concerns as MRP shifts from land-banking to rental properties. Millrose's pivot to acquiring and renting completed homes introduces lower yields (~5% NOI vs. 8.5% land-banking) and higher operational risks, prompting a Sell rating on MRP.

LAS VEGAS, Oct. 8, 2026 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Company will release its third quarter 2026 financial and operating results on Wednesday, November 4, 2026, after the market closes. The Company will host a conference call on Thursday, November 5, 2026, at 12:00 p.m.

American Homes 4 Rent (AMH) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.

American Homes 4 Rent (AMH) Presents at BofA NY Global Real Estate Conference 2026 Transcript

LAS VEGAS, Sept. 9, 2026 /PRNewswire/ -- AMH (NYSE: AMH), a leading large-scale integrated owner, operator, and developer of single-family rental homes, today announced that members of the Company's management team will participate in a roundtable discussion at the BofA Securities 2026 Global Real Estate Conference on Wednesday, September 16, 2026 at 11:05 a.m.