Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

American Homes 4 Rent
Next earnings Jul 29, 2026 (after close) · consensus $0.17 EPS, $460M rev
Last earnings +0.5% on 2026-05-06
High-quality single-family rental REIT with 94% occupancy and low leverage, but softening rent growth at a full price.
Sources: SEC EDGAR (CIK 0001562401, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:45:40 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~36% above fair value) leave little margin of safety — a wait-and-see.
American Homes 4 Rent is a well-run single-family rental REIT, owning 61,479 homes across 24 states (plus 3,785 in joint ventures), internally managed on a proprietary platform. The operating fundamentals are solid: 94.4% average occupancy, average realized rent of $2,318/month, and a +2.5% blended change in rent on renewals and re-leases in FY2025. Net income grew 9.7% to $513M and diluted EPS rose 9.3% to $1.18, continuing a steady multi-year climb (net income up from $211M in FY2021 to $513M in FY2025). Operating cash flow of $864M (up 6.5%) comfortably funds the $446M dividend, which grew 16.4%.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | — | — | — | — | — |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $211M | $310M | $432M | $468M | $513M |
| Diluted EPS | $0.41 | $0.71 | $1.01 | $1.08 | $1.18 |
| Net margin | — | — | — | — | — |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
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