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American Homes 4 Rent Stock: price and insider trades · United States
2 insiders bought €460k of shares over the last 90 days, the latest filed 14 Sept 2026.
American Homes 4 Rent: what insiders have been doing
American Homes 4 Rent, founded in 2012, is a Real Estate company based in Agoura Hills, United States. Its directors and officers file their transactions with SEC (Form 4). In the past year (18 October 2025 to 18 October 2026), 46 filings came from 8 insiders.
Purchases and sales both appear in the filings: 25 purchases (3 insiders, €780k) and 1 sale (1 insider, €174k). The net balance comes to €606k on the buying side. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. The buyers include 3 senior executives. The largest single trade was a sale of €174k by Reitz Brian, published on 26 February 2026.
Within a 30-day window, 20 purchases overlapped with buying by a second insider. A cluster is several different insiders buying the same stock within a short window, a pattern studied more closely than a single purchase. The last insider purchase was made public on 14 September 2026, 34 days ago. The median gap between a trade and its publication by SEC (Form 4) is 2 days. For comparison, the SEC allows two business days to file a Form 4.
Compared with its exchange (5,812 companies, median 19 filings), a count of 46 filings is above the norm. Looking back to 2016, when coverage begins, insiders filed 56 purchases and 22 sales.
Other companies in the same sector with recent insider buying flagged by our signals: Agree Realty Corp and Simon Property Group Inc /DE/. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
273
Thresholds
n/a
Buy Volume
€11M
56 ops. · all time
Sell Volume
€10M
22 ops. · all time
Who traded when
BuySaleJack E. Corrigan19 buys5 sales
Douglas N. Benham9 buys
Brian Reitz2 sales
David Goldberg2 buys
Bryan Smith1 sale
Jay Willoughby1 buy
Since the insiders bought
- -3.6%Entry US$23.50 · Close at T+30 US$22.66
- -4.2%Entry US$23.46 · Close at T+30 US$22.48
- +3.9%Entry US$29.52 · Close 13 Oct 2026 US$30.67
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate American Homes 4 Rent Buy (bullish), based on 22 analysts. Average price target: US$37.11.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 9,600 of 24,148 companies
56.7
score / 100
Value53
Quality60
FCF yld5.8%
Earn yld3.5%
EV/EBITDA14.9x
ROE7.1%
Gross mgn57%
Net mgn24%
Debt/EBITDA4.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$30.85
Analyst consensus
22 analystsBuy
US$31.00Target US$37.11(+20%)US$42.00
Income statement
RevenueUS$1.9B
Gross profitUS$1.1B57% margin
EBITDAUS$1.2B65% margin
Net incomeUS$453M25.5% margin
Valuation
PER (trailing)24.5x
PER (forward)45.6x
P/Book1.6x
Beta0.79
Balance sheet & cash
Market capUS$12.6B
Total debtUS$5.1B
Free Cash FlowUS$746.1M
Debt / Equity69%
Profitability & ownership
ROE7.1%
ROA2.2%
% insiders7.9%
% institutions93.3%
Last declaration on 14 September 2026
Declarations273 total
1,000 shares@ US$21.600.3% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000014:0
Canonical exit: 9 Dec 2026 (T+90)
1,000 shares@ US$21.54850.3% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000014:1
Canonical exit: 10 Dec 2026 (T+90)
3,000 shares@ US$21.470.8% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000014:2
Canonical exit: 10 Dec 2026 (T+90)
4,000 shares@ US$21.501.1% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000014:3
Canonical exit: 10 Dec 2026 (T+90)
1,000 shares@ US$22.3850.3% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000012:0
Canonical exit: 22 Nov 2026 (T+90)
200 shares@ US$22.350.1% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000012:4
Canonical exit: 22 Nov 2026 (T+90)
700 shares@ US$22.390.2% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000012:1
Canonical exit: 22 Nov 2026 (T+90)
1,800 shares@ US$22.460.5% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000012:2
Canonical exit: 22 Nov 2026 (T+90)
2,000 shares@ US$22.4260.6% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000012:3
Canonical exit: 22 Nov 2026 (T+90)
100 shares@ US$22.3850.0% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000012:6
Canonical exit: 22 Nov 2026 (T+90)
1,500 shares@ US$22.601.8% of flowSeries G Perpetual Preferred SharesSEC:0001275331-26-000012:0
Canonical exit: 9 Nov 2026 (T+90)
2,000 shares@ US$23.702.5% of flowSeries H Perpetual Preferred SharesSEC:0001275331-26-000012:1
Canonical exit: 9 Nov 2026 (T+90)
500 shares@ US$22.510.6% of flowSeries G Perpetual Preferred SharesSEC:0001275331-26-000012:2
Canonical exit: 10 Nov 2026 (T+90)
1,000 shares@ US$22.700.3% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000010:0
Canonical exit: 8 Nov 2026 (T+90)
2,000 shares@ US$22.850.6% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000010:1
Canonical exit: 8 Nov 2026 (T+90)
2,000 shares@ US$22.790.6% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000010:2
Canonical exit: 8 Nov 2026 (T+90)
10,000 shares@ US$21.572.4% of flowClass A Common SharesSEC:0001322750-26-000007:0
10,000 shares@ US$23.382.6% of flowClass A Common SharesSEC:0001322750-26-000007:1
10,000 shares@ US$19.402.1% of flowClass A Common SharesSEC:0001322750-26-000007:2
6 shares@ US$23.000.0% of flowSeries G Perpetual Preferred SharesSEC:0001227454-26-000005:0
Canonical exit: 10 Aug 2026 (T+90)
1,075 shares0Class A Common SharesSEC:0001699226-26-000008:0
2,000 shares@ US$29.3038.2% of flowClass A Common SharesSEC:0001582654-26-000006:0
Canonical exit: 1 Jun 2026 (T+90)
1,200 shares@ US$24.201.5% of flowSeries H Perpetual Preferred SharesSEC:0001275331-26-000007:0
Canonical exit: 31 May 2026 (T+90)
1,571 shares@ US$24.002.0% of flowSeries H Perpetual Preferred SharesSEC:0001275331-26-000004:0
Canonical exit: 26 May 2026 (T+90)
7,000 shares@ US$29.3415.5% of flowClass A Common SharesSEC:0001928114-26-000008:0
25 of 273 declarations
About American Homes 4 Rent
American Homes 4 Rent (NYSE: AMH) is a leading U.S. residential real estate platform focused on the ownership, development, renovation, leasing, and professional management of single-family rental homes. The company is based in Las Vegas, Nevada, and was built in the early 2010s around an institutional-scale rental housing model. Its operating partnership was formed in 2012, and the business has since evolved into one of the largest publicly traded single-family rental operators in the United States.
AMH’s core portfolio exceeds 61,000 single-family properties across the Southeast, Midwest, Southwest, and Mountain West regions of the United States. This footprint gives the company broad geographic diversification and exposure to markets where household formation, population growth, and housing affordability constraints continue to support rental demand. The company also operates under the AMH Living and American Homes 4 Rent brands in certain states. In practical terms, AMH serves residents seeking a professionally managed alternative to traditional apartment living, with purpose-built homes that typically offer more space, privacy, and suburban-style amenities.
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From a business-model perspective, AMH stands out because it is not just a landlord; it is also a developer and operator. That integrated approach allows the company to source land, build homes, lease them, manage resident experience, and recycle capital across the portfolio. This vertical integration can support better asset quality, operational control, and long-term value creation. The company is also recognized as a major U.S. build-to-rent homebuilder, which makes it a meaningful participant in the supply side of the housing market, not merely a passive owner of existing stock.
The competitive backdrop is favorable for a scaled platform with national reach. Demand for single-family rentals has been supported by affordability pressures in homeownership, mobility preferences, and the structural shortage of housing in many U.S. markets. AMH’s large scale, brand recognition, and development pipeline provide advantages in sourcing, operations, and portfolio growth.
Recent company updates reinforce a disciplined growth and capital-allocation strategy. In 2025, AMH priced $650 million of senior notes due 2030 to refinance debt and fund general corporate purposes, including acquisitions and development. In February 2026, the company reported full-year 2025 results showing revenue growth, continued portfolio occupancy strength, a 10% increase in the quarterly distribution, and ongoing share repurchases. For French-speaking investors, AMH offers a listed real-estate exposure on the NYSE in the United States with a clear thematic angle: professionally managed single-family rental housing and build-to-rent supply growth.
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