Highest-materiality recent filing
AMH files new S-3 shelf and $1.0B at-the-market equity program, replacing expiring facility
Up to $1.0B in Class A common shares may be sold through 11 sales agents and forward sellers via ATM offerings.
AMH Q1 net income up 16% to $127.8M; Core FFO $0.48; guidance unchanged
Rents & other revenue $472.0M (+2.8% YoY); net income $127.8M ($0.35 diluted) vs $110.0M ($0.30) prior year.
AMH Q4 net income $0.33/shr flat YoY; raises dividend 10% to $0.33; issues 2026 guidance
Q4 rents and other revenues $455.0M (+4.2% YoY); net income $123.8M ($0.33/shr) vs $123.2M ($0.33/shr).
AMH Q3 net income $99.7M, revenue up 7.5%; raises FY2025 Core FFO guidance
Q3 net income $99.7M ($0.27 diluted) vs $73.8M ($0.20) a year ago.
AMH Q2 net income $105.6M ($0.28/diluted), revenue +8.0% YoY; raises FY Core FFO guide to $1.86
Revenue $457.5M (+8.0% YoY); net income $105.6M ($0.28/diluted) vs $92.1M ($0.25) prior year.
American Homes 4 Rent closes $650M 4.950% Senior Notes due 2030
$650M aggregate principal of 4.950% Senior Notes due June 15, 2030 issued at 99.444% of par.
American Homes 4 Rent LP issues $650M of 4.950% Senior Notes due 2030
Principal amount $650M at 99.444% of par; coupon 4.950% due June 15, 2030.
AMH Q1 Core FFO $0.46/share (+6.6%); Same-Home NOI up 4.4%; S&P outlook positive
Net income $110M ($0.30/diluted) flat YoY; rents +8.4% to $459.3M.
AMH Q4 2024 net income $0.33/diluted share; raises dividend 15% to $0.30
Q4 rents and other revenues up 6.8% YoY to $436.6M; net income $123.2M ($0.33/diluted) vs $76.6M ($0.21) YoY.
AMH Q3 revenue +5.5%, acquires 1,700 SFR homes for $480M, raises FY Core FFO midpoint
Q3 net income $73.8M ($0.20 diluted EPS); Core FFO per share $0.44, up 6.3% YoY.
AMH Q2 rents up 7.1% to $423.5M; raises FY Core FFO guidance to $1.74-$1.78
Net income $92.1M ($0.25/diluted share) vs $98.0M ($0.27) in Q2 2023; decrease from lower gains on property sales.
American Homes 4 Rent closes $500M 5.5% senior notes due 2034
$500M aggregate principal of 5.500% Senior Notes due 2034 issued at 99.455% of par.
AMH Q1 revenue $423.6M (+6.5%), Core FFO $0.43 (+5.8%), same-home NOI +4.9%
Net income $109.3M ($0.30 diluted EPS) vs $117.5M ($0.32) a year ago; down on lower gains on property sales.
AMH CEO David Singelyn to retire Dec 31, 2024; COO Bryan Smith named successor
CEO David P. Singelyn to retire effective Dec 31, 2024; will serve as advisor through June 2025.
Q4 rents +7.3% to $408.7M; Core FFO $0.43/sh; dividend +18% to $0.26
Q4 rents and other revenues $408.7M (+7.3% YoY); net income $76.6M ($0.21/diluted) vs $87.5M ($0.25) on lower gains.
American Homes 4 Rent issues $600M of 5.500% Senior Notes due 2034
$600M aggregate principal of 5.500% Senior Notes due Feb 1, 2034 issued at 99.893% of par.
AMH Q3 Core FFO $0.41, raises FY23 guidance midpoint to $1.65
Rents & other revenue up 7.7% YoY to $421.7M; net income $0.20 diluted EPS vs $0.14.
AMH Q2 net income $98M, raises FY Core FFO guidance; announces $625M JV
Net income $98M ($0.27 diluted) vs $56.6M ($0.16) YoY; revenue +9.3% to $395.5M.
American Homes 4 Rent launches up to $1.0B ATM equity program
Agreement with 12 sales agents and 11 forward sellers/purchasers; shares sold at market or via forward contracts.
AMH Q1 2023 net income $117.5M ($0.32/sh), revenue up 11.7% to $397.7M
Net income $117.5M ($0.32 diluted EPS) vs $55.9M ($0.16) YoY.
AMH Q4 net income $87.5M, raises dividend 22%, expands JV with J.P. Morgan to $900M
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).
Q3 revenue up 15.3% to $391.6M; net income $50.7M ($0.14/diluted share) vs $36.9M ($0.11) year ago.
AMH Q2 Core FFO $0.38 (+16% YoY); raises Same-Home NOI growth outlook
Revenue $361.9M (+15.4% YoY); net income $56.6M ($0.16 diluted EPS) vs $20.1M.
Christopher C. Lau, the Company’s Chief Financial Officer, had been appointed to the elevated role of Senior Executive Vice President, effective immediately.
On February 22, 2024, American Homes 4 Rent (the “Company”) announced that David P. Singelyn, the Company’s Chief Executive Officer, had notified the Board of Trustees (the “Board”) of the Company of his intent to retire.
the Board had appointed Bryan Smith, the Company’s Chief Operating Officer, as the new Chief Executive Officer of the Company, effective upon Mr. Singelyn’s retirement
determined that Brian Reitz, Executive Vice President and Chief Accounting Officer of the Company, would perform the duties of the Company’s principal accounting officer.
On May 4, 2022, American Homes 4 Rent (the “Company”) announced that Jack Corrigan, Chief Investment Officer, will retire from the Company effective May 31, 2022.
Max materiality 0.80 · Median 0.55 · Most common event earnings