earnings
confidence high
sentiment positive
materiality 0.75
AMH Q4 net income $0.33/shr flat YoY; raises dividend 10% to $0.33; issues 2026 guidance
American Homes 4 Rent
2025-FY EPS reported
$1.18
- Q4 rents and other revenues $455.0M (+4.2% YoY); net income $123.8M ($0.33/shr) vs $123.2M ($0.33/shr).
- Q4 Core FFO $0.47/shr (+4.1% YoY); Same-Home Core NOI +3.5% to $235.1M.
- Board approved new $500M Class A and $250M preferred share repurchase program.
- FY2026 Core FFO guidance $1.89-$1.95/shr; Same-Home Core NOI growth 1%-3%, development deliveries 1,300-1,500 homes.
- Quarterly dividend raised 10% to $0.33/shr for Q1 2026.