Stock Pulse
American Homes 4 Rent (AMH) reported strong Q4 2024 earnings, exceeding revenue expectations at $436.59 million and meeting FFO per share estimates of $0.45 [1], [2]. Core FFO per share grew by 6.6% year-over-year, driven by same-home core revenue growth and development deliveries [3], [4]. The company projects 3.4% core FFO per share growth in 2025, focusing on development and internal growth due to unfavorable acquisition market conditions [3], [4]. While leasing momentum remains strong, concerns exist regarding modest rent growth projections and slightly elevated operating expenses [3]. AMH's management participated in the 2025 Citi Global Property CEO Conference [5], while insider transactions involving stock purchases and sales were also reported [6], [7].