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American Homes 4 Rent Common (AMH) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$31.89 +0.92% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $31.88

American Homes 4 Rent Common (AMH) carries a Roarable Rating of C (Hold) with 62/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

ROARABLE C β€’ HOLD / WATCH Cap $11.35B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AMH Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is AMH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, American Homes 4 Rent Common (NYSE: AMH) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $31.89 (+0.92% 1D, market cap $11.35B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 10/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, AMH ranks #328 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does AMH compare to GLPI and UDR in the Financials sector?
β–Ό

Within the Financials sector (Real Estate Investment Trusts), AMH carries a Roarable C (62/100 RQD), trailing P/E of 32.8x, gross margin of β€”, and ROIC of 3.8%. By comparison, GLPI (Gaming and Leisure Properties Inc.) holds a C+ grade (66/100 RQD, P/E N/A, ROIC 14.8%, cap $11.34B) and UDR (UDR Inc.) posts a C grade (63/100 RQD, P/E 30.1x, ROIC 7.3%, cap $11.41B). Among the 5-stock peer group, AGNC leads on earnings multiple (6.4x) while GLPI leads on capital efficiency (14.8% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AMH?
β–Ό

Per AMH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001562401), American Homes 4 Rent Common generated $5.56B in revenue (-1.0% YoY), $0 in net income, and $864.3M in free cash flow against $13.24B in total assets and $2.49B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $31.88 (-0.02%)🧬 Cannibal Buyback (-2.08% YoY Shares)βš™οΈ Cash Engine: 13/20 (C) β€’ 15.5% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 62/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.7% avg 90D alpha vs SPY β€’ 54.3% hit rate β€” wait for RQD β‰₯ 70 breakout).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERHOLD / WATCH β€’ C
025507510062
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw C Β· Rk C-
Cash (13)Whales (10)SEC (15)Macro (9)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+1.8% Base Target
$38 Bull$32 Base$25 Bear
πŸ“¬ FREE AMH RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for AMH)Realized 20D OHLCV Swing Band: Β±3.4%
Deterministic 5-Pillar Attribution (62/100 Composite)
πŸ” WHY AMH SCORES 62/100 (C) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (24% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 7/9

β–² #2 Bullish Driver: Insider Conviction & Share Dilution+15/20 pts (24% of score)

SEC Form 4 / 13F Thermometer: 75% Net Buy β€’ Cannibal Buyback (-2.08% YoY Shares)

β–Ό #1 Drag / Risk Factor: Macro Regime Fit9/20 pts (-11 pt drag)

Macro rate sensitivity & RSI-14 (53.5) create a -11 pt regime headwind

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
54
Grade C-$30.64+1% Next Q
Q2 (-2Q)
57
Grade C$30.94+0.8% Next Q
Q3 (-1Q)
59
Grade C$31.20+2.2% Next Q
Current
62
Grade C$31.89+0.7% Hist 90D Ξ±
Trajectory: C- (54) β†’ C (62)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

βš”οΈ Adversarial Opposing Case: Why the AMH Bull Thesis Could Fail

Gideon Ashmere Forensic Desk β†’

Even with a 62/100 (C) score, AMH faces multiple-compression risk if 32.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Sensitive to high interest rates and tighter Federal Reserve market liquidity.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) β€” any gross margin slip below 15.0% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($31.47) or 200D SMA ($31.61) invalidates the momentum regime and cuts Target Base ($32.46) toward Bear Floor ($25.32).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AMHβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œAMH Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 62%NO 38%Trade / Inspect Odds β†’
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

AMH Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (AMH)

No recent open-market Form 4 cluster sales or emergency dumps flagged on AMH. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (AMH Tape Review)

  • βœ“Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • βœ“Forensic Red-Light accounting & dilution traps to review on your watchlist
  • βœ“Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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AMH // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -0.28%πŸ“ HORIZONTAL RANGE
2026-11-03O $31.56H $31.89L $31.56C $31.89VOL 3.76M
RES: $35.40SUP: $29.58SMA50: $31.47SMA200: $31.61
$35.46$33.85$32.23$30.62$29.01RES $35.40SUP $29.58$31.892026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AMH Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ AMH Butterfly Map β†’ + Track AMH β†’
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
25.3%/yr Implied 5Y Growth

vs. -1.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on AMH today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for AMH. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AMH today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AMH)

Financials Rank #328 of 1097 βš”οΈ GLPI vs AMH Full Matrix β†’

1. Head-to-Head Financials Peer Comparison (AMH vs. GLPI, UDR, ELS, AGNC)

Industry: Real Estate Investment Trusts (172 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, American Homes 4 Rent Common (AMH) ranks #328 by composite RQD confidence (62/100, grade C) and #171 by equity capitalization ($11.35B). Within this direct 5-issuer industry benchmark cohort, AGNC leads on earnings valuation at 6.4x trailing P/E, while GLPI leads on capital efficiency and profitability with 14.8% ROIC and β€” gross margin. GLPI currently holds the highest overall quantitative score in the immediate peer group at 66/100 (C+) compared with AMH at 62/100 (C).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
AMH ACTIVE
American Homes 4 Rent Common
C 62/100 32.8x β€” 3.8% +0.92% $11.35B Benchmark Subject
GLPI
Gaming and Leisure Properties Inc.
C+ 66/100 β€” β€” 14.8% +0.92% $11.34B /glpi-vs-amh β†’
UDR
UDR Inc.
C 63/100 30.1x β€” 7.3% +1.10% $11.41B /udr-vs-amh β†’
ELS
Equity Lifestyle Properties Inc.
C 62/100 28.5x β€” 11.4% +2.41% $11.50B /els-vs-amh β†’
AGNC
AGNC Investment Corp.
D+ 52/100 6.4x β€” 2.9% +0.46% $11.02B /agnc-vs-amh β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2024–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001562401 β†—

In its most recent audited fiscal period (FY2025, filed 2025-12-31), American Homes 4 Rent Common (AMH) reported GAAP revenue of $5.56B (-1.0% vs. FY2024 revenue of $5.62B ) , GAAP net income of $0, operating cash flow of $864.3M, and free cash flow of $864.3M (+6.5% YoY). On the balance sheet, AMH closed FY2025 with $13.24B in total assets against $2.49B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 7/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $5.56B $0 $864.3M $864.3M $13.24B $2.49B
FY2024 (FY) 2024-12-31 $5.62B $0 $811.5M $811.5M $13.38B $2.49B

3. AMH Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AMH stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, American Homes 4 Rent Common (NYSE: AMH) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 62/100 at a spot price of $31.89 (+0.92% 1D, market cap $11.35B). Pillar breakdown: Fundamental Cash Engine 13/20, Institutional 13F & Options Flow 10/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 9/20, and Executive Insider Alignment 15/20. Across 1097 tracked Financials issuers, AMH ranks #328 in composite RQD confidence.

How does AMH compare to GLPI and UDR in the Financials sector?

Within the Financials sector (Real Estate Investment Trusts), AMH carries a Roarable C (62/100 RQD), trailing P/E of 32.8x, gross margin of β€”, and ROIC of 3.8%. By comparison, GLPI (Gaming and Leisure Properties Inc.) holds a C+ grade (66/100 RQD, P/E N/A, ROIC 14.8%, cap $11.34B) and UDR (UDR Inc.) posts a C grade (63/100 RQD, P/E 30.1x, ROIC 7.3%, cap $11.41B). Among the 5-stock peer group, AGNC leads on earnings multiple (6.4x) while GLPI leads on capital efficiency (14.8% ROIC).

What are the biggest fundamental strengths and SEC risk factors for AMH?

Per AMH's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001562401), American Homes 4 Rent Common generated $5.56B in revenue (-1.0% YoY), $0 in net income, and $864.3M in free cash flow against $13.24B in total assets and $2.49B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.

Where is AMH trading relative to its 50-day, 200-day, and 52-week technical levels?

AMH last traded at $31.89 (+0.92% on volume of 2,352,223 shares), positioning the stock +1.33% above its 50-day simple moving average ($31.47) and +0.89% above its 200-day simple moving average ($31.61). Across its 52-week range of $27.22 to $35.07, AMH sits at the 59.5% percentile with a 14-day RSI of 53.5 (NEUTRAL RANGE) and an implied next-earnings move of Β±3.4% ($30.81 to $32.97).

Direct Sub-Reports: AMH RQD Cockpit AMH 12M Forecast AMH Earnings & Move AMH Dividends & DRIP AMH Insiders & 13F AMH Whale Options AMH Profit Sankey AMH News & Why
ROARABLE RATING BRIEF β€’ RQD 62/100 (C) βœ“ SEC XBRL & RQD VERIFIED

AMH β€” American Homes 4 Rent Common: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

American Homes 4 Rent Common (AMH) earns a live Roarable RQD composite score of 62/100, corresponding to a C letter grade (Roarable Hold) at a spot price of $31.89 (+0.92% 1D, market capitalization $11.35B).

  • Fundamental Cash Engine (13/20): Anchored by return on invested capital (ROIC) of 3.8%, gross margin of β€”, operating margin of 13.9%, and free cash flow yield of 6.36%.
  • Whale 13F & Options Flow (10/20) + Insider Conviction (15/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (9/20) + Forensic Balance Sheet (15/20): Incorporates a 0.92x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 7/9, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

American Homes 4 Rent Common (AMH) is listed on the NYSE and classified in the Financials sector, Real Estate Investment Trusts industry..3B.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), American Homes 4 Rent Common (AMH) reported $5.56B in annual revenue (up from $5.62B in FY2024, -1.0% YoY) and $0 in GAAP net income. Over the multi-year SEC filing window from FY2024 ($5.62B revenue, $0 net income) through FY2025, AMH scaled operating cash flow to $864.3M and free cash flow to $864.3M, backed by $13.24B in total assets against $2.49B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • πŸ‚ Primary Bull Case (C β€’ RQD 62/100): Company leadership has skin in the game with net positive insider conviction. Clean SEC annual filing review with no major hidden accounting time-bombs. With Fundamental Cash Engine at 13/20 and Institutional Whale Flow at 10/20, sustained execution supports upside toward the upper end of the $27.22 – $35.07 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh 32.8x trailing P/E and 24.0x EV/EBITDA against 13.9% operating margins and a 0.92x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Real Estate Investment Trusts (Financials), AMH carries a macro regime beta of 0.92 and gross margin of β€”.

  • Key Question #1: Can AMH sustain or expand its 13.9% operating margin and 3.8% ROIC against Real Estate Investment Trusts peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $5.56B and free cash flow of $864.3M, how will capital allocation balance growth reinvestment against $2.49B in total debt?
  • Key Question #3: How sensitive is AMH's 30.5x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 0.92x)?

AMH Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for American Homes 4 Rent Common (AMH) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to AMH Debate Forum (3) ↓
🟑 MARKET WIRE SeekingAlpha β€’ 2d ago
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The Fed held rates steady following September's hike, with two dissenters favoring another increase. Check out the market update here.

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AMH Bull vs. Bear Conversation Board β€” What's Your Call at $31.89?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AMH 🐻 33% BEARISH CONVICTION
1. Pick Your Side on AMH:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
CA CashFlowKing RQD DEBATE OPENER β€’ FCF Compounder Hunter πŸ‚ BULLISH 🎯 Target: $38.55 (+22.0%)
πŸ“Œ Pinned Debate

Balance sheet and insider signals are relatively supportive, with an Altman Z-Score of 2.5, a Piotroski F-Score of 7/9, and a 15/20 ins

Picked up a starter position in AMH in my $100K Virtual Cash book at $31.60. Balance sheet and insider signals are relatively supportive, with an Altman Z-Score of 2.5, a Piotroski F-Score of 7/9, and a 15/20 insider conviction pillar.. Trading inside a $27.22–$35.07 52-week range with 6.36% FCF yield gives solid downside support if Real Estate Investment Trusts multiples expand this quarter.

SectorRotator πŸ‚ BULL

@FadeTheHype Fair point on 32.8x trailing P/E, but you're ignoring the forward operating leverage in Real Estate Investment Trusts. If gross margin (0.0%) holds, EPS grows into the multiple faster than bears think.

FA FadeTheHype RQD DEBATE OPENER β€’ Contrarian Tape Reader 🐻 BEARISH 🎯 Target: $25.60 (-19.0%)
Spot @ $31.60

A trailing P/E of 32.8 and EV/EBITDA of 24 sit against a 3.8% ROIC and a macro regime fit pillar scoring only 9/20.

Here is the bear case nobody on the bull side wants to address on AMH: A trailing P/E of 32.8 and EV/EBITDA of 24 sit against a 3.8% ROIC and a macro regime fit pillar scoring only 9/20.. At 32.8x trailing P/E, even a small guidance miss in Real Estate Investment Trusts triggers a 12-15% air pocket.

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