American Homes 4 Rent (AMH)

I plan to diversify my REIT-heavy portfolio by systematically allocating to four dividend-focused ETFs in 2026. US economic growth remains steady but subdued, while equity valuations are elevated, suggesting muted long-term returns. REITs appear attractively valued with fading headwinds, offering plausible outperformance as fundamentals improve and rate cuts loom.

Axa S.A. lifted its holdings in American Homes 4 Rent (NYSE: AMH) by 13.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 600,387 shares of the real estate investment trust's stock after acquiring an additional 72,040 shares during the

First Trust Advisors LP increased its stake in American Homes 4 Rent (NYSE: AMH) by 2,035.9% during the second quarter, according to its most recent filing with the SEC. The fund owned 1,129,609 shares of the real estate investment trust's stock after buying an additional 1,076,722 shares during the quarter. First Trust Advisors

U.S. equity markets climbed to the cusp of fresh record-highs as another soft slate of employment data and modest PCE inflation data helped solidify the case for another rate cut. ADP provided the most evident signs of cooling labor markets, posting job losses in three of the past six months and a cooldown in wage growth to four-year lows. The PCE report showed corresponding disinflation in discretionary services categories, offsetting modest upward pressures on goods prices, resulting in the first monthly deceleration in core inflation since April.

The Dividend Growth Trifecta—quality, yield, and growth—remains my core focus for portfolio construction in an expensive market. Industry leaders like Ares Management Corporation and Blackstone Inc. offer superior risk-adjusted returns; I prefer buying dips in top names over chasing value in lower-quality peers. Schwab U.S. Dividend Equity ETF™ is off my buy list due to sector reconstitution and dimmed double-digit dividend growth prospects, despite holding a large position.

American Homes 4 Rent shares are down 17% YTD despite robust business fundamentals and reaffirmed 2025 guidance. AMH expects 4% same-store NOI growth for 2025, supported by high resident retention and strong rental demand from affordability challenges in homeownership. At $31/share, AMH trades at its lowest valuation multiples since IPO, with a 6.3% implied cap rate and 15.7x FFO (2026e).

U.S. equity markets staged a broad rally in the holiday-shortened week, while benchmark interest rates dipped to the cusp of multi-year lows, as investors leaned into December rate cut expectations. Reports that Kevin Hassett- a close Trump ally- has emerged as the frontrunner to succeed Fed Chair Powell in 2026 further sharpened expectations for a more explicitly dovish policy approach. The "Hasset trade" revived appetite for long-duration and rate-sensitive equity sectors, as investors priced in a lower terminal-rate environment and a steeper path of 2026 policy accommodation.

B&I Capital AG lowered its holdings in American Homes 4 Rent (NYSE: AMH) by 2.1% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 205,540 shares of the real estate investment trust's stock after selling 4,400 shares during the quarter. American Homes 4

U.S. equity markets dipped in a volatile week, while benchmark interest rates pulled back from one-month highs, as renewed anxiety over stretched AI-driven valuations collided with mounting monetary policy uncertainty. Public commentary from Fed officials revealed an unusually fractured committee, with a divide that was deepened further by a mixed slate of employment data via the long-delayed September payrolls report. Payrolls data showed that the U.S. economy added 119k jobs in September- better than estimates- but prior months were revised lower and the unemployment rate rose to four-year highs.

A proposed 50-year mortgage and other government subsidies could improve housing affordability. This could have a major impact on various REIT property sectors. I discuss which REITs would benefit the most.

American Homes 4 Rent (NYSE: AMH - Get Free Report) has been assigned a consensus rating of "Moderate Buy" from the fifteen research firms that are presently covering the stock, MarketBeat.com reports. Seven equities research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company. The average

U.S. equity markets stumbled this week as unexpectedly hawkish Fed commentary clashed with fragile risk sentiment, muting investor relief over the deal to end the longest-ever government shutdown. December rate cut odds dipped below 50% after Fed officials firmly pushed back on rate-cut expectations, citing uneven inflation progress, pockets of financial-market froth, and the economic-data blackout. The S&P 500 finished flat, but hawkish commentary sparked renewed pressure on smaller-cap and rate-sensitive market segments, with the Mid-Cap 400 and Small-Cap 600 dipping 1%.

Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balanced mix of sectors. Two-thirds of the sector (67 REITs) raised their full-year FFO outlook—above the historical average of 65%. Notable winners included Industrial, Senior Housing, Data Center, Retail, and Billboard REITs.

U.S. equity markets stumbled this week as stretched tech valuations collided with weakening consumer and labor market data, while the economic drag and uncertainty from the ongoing government shutdown build. Now it's real? The shutdown has now halted fiscal flows into several sizable government benefits programs - a sudden onset of fiscal austerity that could have non-trivial disinflationary impacts. Snapping a three-week winning streak, the S&P 500 dipped 1.7%. REITs led as earnings season wrapped up with a handful of surprisingly solid reports from some unlikely leaders.

LAS VEGAS , Nov. 5, 2025 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced that the Board of Trustees declared a dividend of $0.30 per share on the Company's common shares for the fourth quarter of 2025. The distribution will be payable in cash on December 31, 2025 to shareholders of record on December 15, 2025.

U.S. equity markets posted mixed performance this week- while long-term yields jumped- after the Federal Reserve cut short-term rates for a second-straight meeting, but reigned in expectations for future cuts. Fed Chair Powell hawkishly pushed back on market expectations, saying that another cut in December was "far" from certain and highlighting "strongly differing views" within the committee. Market breadth was exceptionally narrow this past week as post-earnings gains from a handful of mega-cap technology stocks offset weekly declines from over 70% of the S&P 500 constituents.