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8 stories mentioning AMHUpdated 34d ago

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Sectors

Sector Update: Financial Stocks Rise Monday

Financial stocks advanced Monday with the NYSE Financial Index rising 1.1% and the State Street Financial Select Sector SPDR ETF (XLF) gaining 1.2%.The Philadelphia Housing Index climbed 0.8%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) rose 1.1%.Bitcoin (BTC-USD) fell 2% to $76,840, and the yield for 10-year US Treasuries was little changed at 4.60%.In economic news, US homebuilder confidence unexpectedly rose this month despite elevated mortgage rates, macro uncertainty and continued affordability challenges, data from the National Association of Home Builders and Wells Fargo showed.In sector news, President Donald Trump will swear Kevin Warsh in as Federal Reserve chair on Friday, Bloomberg reported.In corporate news, American Homes 4 Rent (AMH) shares climbed 4.2% after Raymond James upgraded the stock to outperform from market perform with a price target of $35.UWM (UWMC), which is pursuing its own bid for Two Harbors Investment (TWO), urged shareholders to vote against the rival CrossCountry Mortgage merger proposal at a special meeting scheduled for 10 a.m. Tuesday. UWM shares fell 2.5%, and Two Harbors shed 1.4%BlackRock (BLK) is considering a $5 billion to $10 billion investment in SpaceX's planned initial public offering, The Information reported. BlackRock shares added 0.5%.Citigroup (C) and BlackRock's HPS Investment Partners are launching a 15 billion euro ($17.48 billion) private capital program to expand access to private financing for corporate and sponsor-owned borrowers in the Europe, the Middle East and Africa. Citi shares fell 0.9%.

$AMH
Sectors

Sector Update: Financial

Financial stocks were advancing in late Monday afternoon trading, with the NYSE Financial Index rising 1% and the State Street Financial Select Sector SPDR ETF (XLF) ahead 1.3%.The Philadelphia Housing Index increased 0.9%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 1%.Bitcoin (BTC-USD) was declining 2% to $76,840, and the yield for 10-year US Treasuries was little changed at 4.60%.In corporate news, American Homes 4 Rent (AMH) shares climbed 3.6% after Raymond James upgraded the stock to outperform from market perform with a price target of $35 per share.

$AMH
Wire

American Homes 4 Rent Shares Rise After Raymond James Upgrade

American Homes 4 Rent (AMH) shares rose 2.9% in Monday trading after Raymond James upgraded the stock to outperform from market perform with a price target of $35 per share.Trading volume stood at over 2.7 million shares compared with a daily average of about 3.8 million.Price: $31.49, Change: $+0.88, Percent Change: +2.87%

$AMH
Research

Raymond James Upgrades American Homes 4 Rent to Outperform From Market Perform, $35 Price Target

American Homes 4 Rent (AMH) has an average rating of overweight and mean price target of $35.02, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$AMH
Wire

RBC Capital Adjusts American Homes 4 Rent Price Target to $35 From $34, Maintains Outperform Rating

American Homes 4 Rent (AMH) has an average rating of overweight and mean price target of $34.81, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $32.21, Change: $-0.21, Percent Change: -0.65%

$AMH
Research

Research Alert: CFRA Keeps Sell Opinion On Shares Of American Homes 4 Rent

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our $27 target using a forward P/FFO of 13.8x, factoring in lower FFO growth in 2026-2027. We keep our FFO estimates unchanged at $1.95 in 2026 and $2.05 in 2027 on projected revenue of $1.9B and $2.0B, respectively. AMH faces mounting operational headwinds from elevated housing supply and negative new lease spreads, compounded by heightened regulatory scrutiny that introduces material policy risk to the single-family rental business model. AMH has capital allocation focused on share repurchases, given the challenging acquisition environment, with $406.0M remaining authorization under new $500M program. Full-year FFO guidance maintained at 1.1%-4.3%, reflecting management's cautious outlook amid operational headwinds. Given same-store operating expense growth exceeding operating revenue growth, we are expecting cash NOI growth to remain near 1%-2% Y/Y in 2026. We believe economic uncertainty regarding U.S. job growth and affordability for single-family homes for rent present constraints on AMH growth.

$AMH
Research

Research Alert: American Homes 4 Rent Reports Mixed Results In Q1 2026

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AMH delivered Q4 2025 FFO of $0.47 per share, in line with consensus, while revenue of $455M missed estimates despite 4.2% growth driven by higher rental rates. Average occupancy declined 30 bps to 95.0% and blended lease rates of +2.8% decelerated from 3.6% in Q3, signaling weakening pricing power in a challenging rental market. Management significantly lowered 2026 core NOI growth guidance to just 1.0%-3.0%, down from beginning 2025 expectations, citing economic uncertainties. The trust maintains a strong balance sheet with $5.2B total debt, no maturities until 2028, and 8.5-year average maturity. AMH plans $500M-$600M in property acquisitions and $150M-$250M in development for 2026, while executing $115M in share repurchases. We view the disappointing guidance and slowing lease growth as signs of mounting operational headwinds, though the unencumbered balance sheet and disciplined capital allocation provide some stability in the near term.

$AMH
Research

Compass Point Initiates American Homes 4 Rent at Buy With $37.50 Price Target

American Homes 4 Rent (AMH) has an average rating of overweight and mean price target of $34.62, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$AMH

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