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Update shared on29 Jul 2025

Fair value Decreased 10%
AnalystConsensusTarget's Fair Value
US$40.83
14.8% undervalued intrinsic discount
14 Aug
US$34.78
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1Y
-9.1%
7D
1.0%

A lower analyst price target for American Homes 4 Rent reflects a notable decline in its future P/E ratio despite a slight improvement in net profit margin, resulting in a revised fair value of $40.92.


What's in the News


  • American Homes 4 Rent dropped from the Russell 1000 Dynamic Index.
  • The company repurchased 0 shares from January 1 to March 31, 2025; total buybacks since 2015 stand at 11,653,421 shares (5.26%) for $188.2 million.
  • Reaffirmed 2025 guidance: Core revenues growth of 2.50%–4.50%, Core NOI growth of 2.25%–4.25%.

Valuation Changes


Summary of Valuation Changes for American Homes 4 Rent

  • The Consensus Analyst Price Target has fallen from $45.40 to $40.92.
  • The Future P/E for American Homes 4 Rent has significantly fallen from 67.52x to 58.19x.
  • The Net Profit Margin for American Homes 4 Rent has risen slightly from 14.51% to 15.18%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.