American Homes 4 Rent (AMH) Q4 2025 Earnings Call Transcript

American Homes 4 Rent (AMH) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 20, 2026

AMH Reports Fourth Quarter and Full Year 2025 Financial and Operating Results

10% Increase in Quarterly Distribution LAS VEGAS, Feb. 19, 2026 /PRNewswire/ -- AMH (NYSE: AMH) (the "Company"), a leading large-scale integrated owner, operator and developer of single-family rental homes, today announced its financial and operating results for the quarter and full year ended December 31, 2025. Highlights Rents and other single-family property revenues increased 4.2% year-over-year to $455.0 million for the fourth quarter of 2025.

PRNewsWire • Feb 19, 2026

American Homes 4 Rent (AMH) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Although the revenue and EPS for American Homes 4 Rent (AMH) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Feb 20, 2026

American Homes 4 Rent (AMH) Matches Q4 FFO Estimates

American Homes 4 Rent (AMH) came out with quarterly funds from operations (FFO) of $0.47 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.45 per share a year ago.

Zacks Investment Research • Feb 19, 2026

Unveiling American Homes 4 Rent (AMH) Q4 Outlook: Wall Street Estimates for Key Metrics

Get a deeper insight into the potential performance of American Homes 4 Rent (AMH) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Zacks Investment Research • Feb 16, 2026

Undisruptable: How Dividend Stocks Became Market Leaders - And Why That Scares Me

Dividend stocks and defensive sectors have dramatically outperformed as investors flee AI-vulnerable and AI-spending industries, but valuations now appear stretched. Consumer staples and energy sectors trade at historically high forward P/E multiples, often exceeding the S&P 500, despite lower long-term earnings growth prospects. Materials and industrials have also become extended, with valuations reflecting significant future earnings already priced in, especially given AI infrastructure spending.

Seeking Alpha • Feb 14, 2026

I Wouldn't Want To Retire Without The 3 Most Undervalued Income Machines

Three income powerhouses are trading at very compelling valuations right now. Each offers attractive income with substantial upside potential. Here's why I'm overweighting them while the market is still giving them away at a discount.

Seeking Alpha • Feb 13, 2026

AMH Announces 10% Increase in Quarterly Distribution

LAS VEGAS, Feb. 12, 2026 /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 $0.33 per share on the Company's common shares for the first quarter of 2026. This represents an increase of 10 percent versus the prior quarterly dividend rate of $0.30 per share.

PRNewsWire • Feb 13, 2026

36 U.S. REITs Expected To Raise Dividends In Q1 2026

Thirty-six publicly traded US real estate investment trusts are projected to increase dividend payouts in the first quarter, according to S&P Global Market Intelligence forecasts. The remaining 100 public REITs included in the analysis are predicted to maintain their dividend payout over the quarter. Two manufactured home REITs and two communication REITs are expected to raise their dividends within the first quarter, accounting for roughly 66.7% of both sectors.

Seeking Alpha • Feb 10, 2026

Revenge Of The Dividend Stocks

Dividend stocks have sharply outperformed AI-related tech stocks since November 2025, reversing a multi-year trend. I see the rally in dividend ETFs like SCHD as overextended, prompting a pause in new purchases despite recent gains. AI is likely to benefit users more than makers, with sectors like banks, energy, and consumer staples positioned as early winners.

Seeking Alpha • Feb 7, 2026