{"schema_version":"secwatch.filing_event.v1","accession":"0001562401-23-000029","form_type":"8-K","ticker":"AMH","cik":"0001562401","company_name":"American Homes 4 Rent","filed_at":"2023-02-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.586197+00:00","generated_at":"2026-06-19T02:38:08.705102+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"AMH Q4 net income $87.5M, raises dividend 22%, expands JV with J.P. Morgan to $900M","bullets":["Q4 net income $87.5M ($0.25 diluted EPS) vs $48.1M ($0.14) YoY; full-year net income $250.8M ($0.71) vs $135.3M ($0.41).","Rents and other revenues Q4 $380.9M (+12.7% YoY); Same-Home Core NOI growth 5.7% YoY.","Raised quarterly dividend 22% to $0.22/share in Q1 2023.","Expanded JV with J.P. Morgan Asset Management to ~$900M for new rental home construction.","2023 guidance: Core FFO $1.58-$1.64 per share/unit; Same-Home Core NOI growth 3%-5%."],"urls":{"canonical":"https://secwatch.observer/filing/0001562401-23-000029","json":"https://secwatch.observer/filing/0001562401-23-000029.json","markdown":"https://secwatch.observer/filing/0001562401-23-000029.md","text":"https://secwatch.observer/filing/0001562401-23-000029.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1562401/000156240123000029/0001562401-23-000029-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1562401/000156240123000029/amh-20230223.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T02:38:08.705102+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2f0a2cb395b2439c5b6d68501ba392d86c734b0f","claim":"American Homes 4 Rent reported financial results for the quarter and year ended December 31, 2022.","evidence_excerpt":"On February 23, 2023 , American Homes 4 Rent (“AMH”) issued a press release announcing its financial results for the quarter and year ended December 31, 2022","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1562401/000156240123000029/0001562401-23-000029-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter and year ended December 31, 2022"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"6681d5af01d0f997aeafb875f7d27652723f9888","claim":"American Homes 4 Rent reported the year ended December 31, 2022 results: revenue $1.5 billion, net income $250.8 million, EPS $0.71 per diluted share.","evidence_excerpt":"portfolio, higher rental rates and lower uncollectible rents, as well as higher net gains on property sales. Rents and other single-family property revenues increased 14.3% to $1.5 billion for the year ended December 31, 2022, compared to $1.3 billion for the year ended December 31, 2021. Revenue growth was driven by an increase in our average occupied portfolio","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1562401/000156240123000029/0001562401-23-000029-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the year ended December 31, 2022"},{"label":"Revenue","value":"$1.5 billion"},{"label":"Net income","value":"$250.8 million"},{"label":"EPS","value":"$0.71 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"c86a6bec56b45ab11d352cfd93d4f8c8edf02098","claim":"American Homes 4 Rent reported the fourth quarter of 2022 results: revenue $380.9 million, net income $87.5 million, EPS $0.25 per diluted share.","evidence_excerpt":"and operating results for the quarter and full year ended December 31, 2022. Highlights • Rents and other single-family property revenues increased 12.7% year-over-year to $380.9 million for the fourth quarter of 2022. • Net income attributable to common shareholders totaled $87.5 million, or $0.25 per diluted share, for the fourth quarter of 2022, compared to","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1562401/000156240123000029/0001562401-23-000029-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fourth quarter of 2022"},{"label":"Revenue","value":"$380.9 million"},{"label":"Net income","value":"$87.5 million"},{"label":"EPS","value":"$0.25 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}