american homes 4 rent is focused on acquiring, renovating, leasing, and operating residential homes. as an industry leader in rental homes, we combine the benefits of a national organization, the ease of innovative leasing technologies, and the experience of talented local professionals to provide a superior residential rental experience.
Company profile
Ticker
AMH, AMH-PH, AMH-PG
Exchange
Website
CEO
David Singelyn
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
American Homes 4 Rent SFR, LLC • ARPI REIT, LLC • American Residential GP, LLC • American Homes 4 Rent, L.P. • American Homes 4 Rent Management Holdings, LLC • AH4R Management-AZ, LLC • AH4R Management-CO, LLC • AH4R Management-FL, LLC • AH4R Management-GA, LLC • AH4R Management-ID, LLC ...
IRS number
461229660
AMH stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
29 Mar 24
DEFA14A
Additional proxy soliciting materials
29 Mar 24
DEF 14A
Definitive proxy
29 Mar 24
8-K
March 2024 Investor Highlights
28 Feb 24
8-K
AMH Announces CEO Succession Plan AMH Announces Bryan Smith to Succeed David P. Singelyn as Chief Executive Officer
23 Feb 24
10-K
2023 FY
Annual report
23 Feb 24
8-K
AMH Reports Fourth Quarter and Full Year 2023 Financial and Operating Results 18% Increase in Quarterly Distribution
22 Feb 24
8-K
Entry into a Material Definitive Agreement
30 Jan 24
8-K
Other Events
24 Jan 24
8-K
November 2023 Investor Highlights
9 Nov 23
Transcripts
AMH
Earnings call transcript
2023 Q3
3 Nov 23
AMH
Earnings call transcript
2023 Q2
28 Jul 23
AMH
Earnings call transcript
2021 Q1
7 May 21
AMH
Earnings call transcript
2020 Q4
26 Feb 21
AMH
Earnings call transcript
2020 Q2
8 Aug 20
AMH
Earnings call transcript
2020 Q1
8 May 20
AMH
Earnings call transcript
2019 Q4
28 Feb 20
AMH
Earnings call transcript
2019 Q3
8 Nov 19
AMH
Earnings call transcript
2019 Q2
30 Jul 19
AMH
Earnings call transcript
2018 Q1
3 May 19
Latest ownership filings
4
Bryan Smith
12 Mar 24
144
Notice of proposed sale of securities
8 Mar 24
SC 13G/A
BlackRock Inc.
7 Mar 24
4
JACK E CORRIGAN
1 Mar 24
4
MATTHEW J HART
29 Feb 24
4
Brian Reitz
28 Feb 24
4
JACK E CORRIGAN
28 Feb 24
144
Notice of proposed sale of securities
27 Feb 24
144
Notice of proposed sale of securities
26 Feb 24
4
Christopher Lau
23 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 242.65 mm | 242.65 mm | 242.65 mm | 242.65 mm | 242.65 mm | 242.65 mm |
Cash burn (monthly) | 39.71 mm | 1.26 mm | 122.94 mm | 116.52 mm | (no burn) | (no burn) |
Cash used (since last report) | 264.77 mm | 8.38 mm | 819.74 mm | 776.95 mm | n/a | n/a |
Cash remaining | -22.13 mm | 234.27 mm | -577.09 mm | -534.30 mm | n/a | n/a |
Runway (months of cash) | -0.6 | 186.5 | -4.7 | -4.6 | n/a | n/a |
Institutional ownership, Q3 2023
82.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 372 |
Opened positions | 48 |
Closed positions | 34 |
Increased positions | 170 |
Reduced positions | 109 |
13F shares | Current |
---|---|
Total value | 10.06 tn |
Total shares | 301.12 mm |
Total puts | 1.90 k |
Total calls | 29.80 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 44.40 mm | $1.50 tn |
BLK Blackrock | 25.91 mm | $872.89 bn |
JPM JPMorgan Chase & Co. | 19.18 mm | $646.16 bn |
PFG Principal Financial Group Inc - Registered Shares | 16.93 mm | $570.51 bn |
STT State Street | 15.36 mm | $517.33 bn |
FMR | 8.11 mm | $273.27 bn |
T. Rowe Price | 7.87 mm | $264.88 bn |
Nuveen Asset Management | 7.35 mm | $247.78 bn |
CNS Cohen & Steers | 6.29 mm | $211.72 bn |
Citadel Advisors | 5.84 mm | $196.67 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
8 Mar 24 | Smith Bryan | Class A Common Shares | Sell | Dispose S | No | No | 36.767 | 50,000 | 1.84 mm | 125,580 |
8 Mar 24 | Smith Bryan | Class A Common Shares | Option exercise | Acquire M | No | No | 16.48 | 50,000 | 824.00 k | 175,580 |
8 Mar 24 | Smith Bryan | Employee Stock Option Class A Common Shares | Option exercise | Dispose M | No | No | 16.48 | 50,000 | 824.00 k | 0 |
1 Mar 24 | Jack E Corrigan | Series G Perpetual Preferred Shares | Buy | Acquire P | Yes | No | 24.191 | 1,000 | 24.19 k | 4,000 |
1 Mar 24 | Jack E Corrigan | Series G Perpetual Preferred Shares | Buy | Acquire P | Yes | No | 24.2 | 1,000 | 24.20 k | 6,000 |
1 Mar 24 | Jack E Corrigan | Series G Perpetual Preferred Shares | Buy | Acquire P | Yes | No | 24.188 | 1,000 | 24.19 k | 5,000 |
29 Feb 24 | Jack E Corrigan | Series G Perpetual Preferred Shares | Buy | Acquire P | Yes | No | 24.2 | 976 | 23.62 k | 3,000 |
28 Feb 24 | Jack E Corrigan | Series G Perpetual Preferred Shares | Buy | Acquire P | Yes | No | 24.1 | 24 | 578.40 | 2,024 |
28 Feb 24 | Jack E Corrigan | Series G Perpetual Preferred Shares | Buy | Acquire P | Yes | No | 24.1 | 1,000 | 24.10 k | 4,000 |
27 Feb 24 | Hart Matthew J | Class A Common Shares | Sell | Dispose S | No | No | 36.757 | 7,263 | 266.97 k | 41,336 |
News
American Homes 4 Rent Q4 2023 FFO $0.43 Beats $0.42 Estimate, Sales $408.66M Beat $407.35M Estimate
22 Feb 24
American Homes 4 Rent Announces Bryan Smith As CEO Effective Jan. 1, 2025
22 Feb 24
Earnings Scheduled For February 22, 2024
22 Feb 24
AMH Announces 18% Increase In Quarterly Distribution From $0.22 To $0.26 Per Share
21 Feb 24
What's in the Offing for Host Hotels (HST) in Q4 Earnings?
20 Feb 24