Mizuho Raises American Homes 4 Rent (AMH) Price Target to $36

Mizuho raises its price target for American Homes 4 Rent to $36.0, reflecting confidence in the company's outlook, a 15.20% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:31 PM EDT

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Mizuho raised its price target on American Homes 4 Rent ($AMH) to $36 from $35 on September 21, 2026, and rates the stock "Outperform".

Since the rating, $AMH is down 2.2% after 1 week and up 0.1% to date (from the $31.24 close on Sep 21, 2026).

AMH American Homes 4 Rent

$31.28 +1.20% year to date

Daily close · Oct 16, 2026

Key Points

Mizuho has raised its price target on American Homes 4 Rent to $36.0 from $35.0, maintaining an Outperform rating as of September 21, 2026.
The stock closed at $31.02, which is significantly below the new target, suggesting potential upside for investors.
Analysts currently have a consensus buy rating on the stock, with a mean target price of $37.11 from 22 opinions.

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Mizuho has upgraded its rating on American Homes 4 Rent (NYSE: AMH) to Outperform, increasing the price target to $36.0 from $35.0. This change reflects the firm's confidence in the company's future performance as of September 21, 2026.

The new target price is notable, especially as the stock closed at $31.02 on the previous trading day. This suggests that Mizuho sees significant potential for the stock to rise. The stock has been trading below its 52-week high of $35.07, indicating that it may be undervalued at this time.

Analyst rating track record

Mizuho vs. the S&P 500

YTD return -4.83% hypothetical

All-time return -4.83% S&P 500 +0.72%

vs. S&P 500 -5.55% behind the index

Hypothetical returns from Mizuho's disclosed trades, not real profit or advice. How we model this.

Other Institutional Activity in American Homes 4 Rent

BlackRock Inc. grew its holdings by 1,209,863 shares, ending with approximately 45.7 million shares worth about $1.42 billion. Principal Financial Group, Inc. added 1,753,662 shares, bringing its total to about 20.7 million shares valued at approximately $644.2 million. Meanwhile, Vanguard Portfolio Management LLC trimmed its stake by 599,508 shares, resulting in about 28.1 million shares valued at approximately $874.4 million.

American Homes 4 Rent Stock Up 0.7%

The shares of American Homes 4 Rent are currently trading well below the new target price of $36.0, which could indicate room for growth. The stock has fluctuated between a 52-week low of $27.22 and a high of $35.07, and it is currently above its 50-day moving average of $33.37, suggesting some recent positive momentum.

12-month forecast

$AMH price target

American Homes 4 Rent daily closes and this analyst's $36 target. Not advice.

Recent Earnings

In its last earnings report for the quarter ended June 30, 2026, American Homes 4 Rent reported revenue of approximately $1.88 billion, with a growth rate of 2.8%. The company posted earnings per share (EPS) of $1.26 and a net margin of 25.5%. The next earnings report is scheduled for October 28, 2026.

Dividend

American Homes 4 Rent pays an annual dividend of $1.32 per share, which gives it a yield of 4.26%. The company maintains a dividend payout ratio of 100%, reflecting its commitment to returning value to shareholders.

Insider Buying and Selling at American Homes 4 Rent

In recent insider transactions, Director David Goldberg bought 2,000 shares at an average price of $29.30 on March 3, 2026, totaling about $58,600. Another purchase by Goldberg on February 24, 2026, involved 2,000 shares at $29.17, worth approximately $58,340. Director Douglas N. Benham also purchased 2,000 shares on February 23, 2026, at a price of $29.15, totaling about $58,300. On the other hand, Officer Brian Reitz sold 7,000 shares on February 24, 2026, at an average price of $29.34, amounting to about $205,380.

Analysts Set New Price Targets

On the same day as Mizuho's upgrade, Evercore ISI Group also maintained an Outperform rating on American Homes 4 Rent, adjusting its target to $37.0 from $38.0. The consensus among analysts is a buy rating, with a mean target price of $37.11, reflecting positive sentiment about the company's outlook.

About American Homes 4 Rent

American Homes 4 Rent is a real estate investment trust (REIT) based in Las Vegas, NV. The company focuses on owning, operating, and developing single-family rental homes across the United States. As of June 30, 2026, it owned over 61,000 properties, primarily in the Southeast, Midwest, Southwest, and Mountain West regions.

Bottom Line

Investors should keep an eye on the upcoming earnings report on October 28, 2026, as it may provide further insight into the company's performance and growth potential. The recent upgrade from Mizuho and the backward-looking nature of the 13F filings remind investors that institutional positions can change rapidly, reflecting evolving market conditions.