MDY's Underlying Holdings Imply 15% Gain Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 07 2025
0mins
Should l Buy AMH?
Source: NASDAQ.COM
ETF Analysis: The SPDR S&P MIDCAP 400 ETF Trust (MDY) has an implied analyst target price of $658.45, indicating a potential upside of 15.02% from its current trading price of $572.45.
Individual Holdings Performance: Notable underlying holdings such as American Homes 4 Rent, Crocs Inc, and Under Armour Inc show significant upside potential based on analyst targets, raising questions about the accuracy and optimism of these projections.
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Analyst Views on AMH
Wall Street analysts forecast AMH stock price to rise
12 Analyst Rating
8 Buy
4 Hold
0 Sell
Moderate Buy
Current: 27.540
Low
39.00
Averages
41.29
High
45.00
Current: 27.540
Low
39.00
Averages
41.29
High
45.00
About AMH
American Homes 4 Rent is an internally managed Maryland real estate investment trust (REIT). The Company’s primary objective is to generate risk-adjusted returns for its shareholders through dividends and capital appreciation by acquiring, developing, renovating, leasing and managing single-family homes as rental properties. It owns 59,332 single-family properties in select submarkets of metropolitan statistical areas in 21 states. The Company is also focused on developing built-for-rental homes through its internal AMH Development Program. In addition, it also acquires newly constructed homes from third-party developers through its National Builder Program. Its operations are dependent upon its resident portal and property management platforms, including marketing, leasing, vendor communications, finance, intracompany communications, resident portal and property management platforms, which include certain automated processes that require access to telecommunications or the Internet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
American Homes 4 Rent Shares Enter Oversold Territory
- Oversold Signal: American Homes 4 Rent (AMH) has an RSI of 26.4, indicating that after significant selling pressure, the stock may be nearing a bottom, prompting investors to consider buying opportunities.
- Price Fluctuation: AMH shares hit a low of $27.275, with the current trading price at $27.38, close to its 52-week low of $27.215, reflecting a bearish market sentiment.
- Market Comparison: Compared to the S&P 500 ETF (SPY) with an RSI of 28.8, AMH's oversold condition is more pronounced, potentially attracting investors looking for a rebound.
- Historical Performance: With a 52-week high of $39.49, AMH's current price is significantly below this level, indicating weakened market confidence and possibly setting the stage for future recovery opportunities.
See More
American Homes 4 Rent Director Buys Shares, Signaling Confidence
- Insider Buying Signal: David Goldberg, Director of American Homes 4 Rent, purchased 2,000 shares at $29.30 each on March 3, totaling $58,600, indicating strong confidence in the company's future performance, which may attract other investors' attention.
- Market Trading Dynamics: On Thursday, AMH shares traded as low as $28.61, 2.4% cheaper than Goldberg's purchase price, providing an opportunity for bargain hunters, despite the stock being down about 0.6% on the day.
- Price Volatility Analysis: AMH's 52-week low is $28.58 and high is $39.49, with the current trading price at $28.62, indicating the stock is hovering at a low level, potentially attracting more investors looking for value opportunities.
- Dividend Yield: AMH currently pays an annualized dividend of $1.32 per share, yielding approximately 4.6%, with the next ex-dividend date on March 13, 2026, demonstrating the company's commitment to returning value to shareholders, which may enhance investor confidence.
See More
Institutional Investors Shift to Selling Single-Family Homes
- Market Selling Trend: Research from Parcl Labs indicates that institutional investors now represent 22.8% of new for-sale listings in major cities, highlighting a significant shift in the housing market dynamics.
- Invitation Homes Performance: In its Q4 2025 earnings report, Invitation Homes sold 315 existing homes while acquiring 2,410 newly constructed homes, reflecting its proactive strategy to adapt to changing market conditions.
- Policy Impact: President Trump's executive order restricting large institutional investors from purchasing single-family homes aims to enhance housing affordability, which is expected to have profound implications for market structure.
- Build-to-Rent Transition: Invitation Homes' acquisition of ResiBuilt Homes, which delivers about 1,000 new rental homes annually, underscores the company's strategic focus on high-growth markets and expanding its rental housing supply.
See More
AMH to Participate in 2026 Citi Global Property CEO Conference
- Management Participation: AMH's management team will participate in the Citi Global Property CEO Conference on March 3, 2026, showcasing the company's leadership in the single-family rental market, which is expected to attract investor interest.
- Webcast Arrangement: The conference will feature a live audio webcast available on AMH's website, allowing investors to gain real-time insights into the company's strategies, with replays accessible until March 17, 2026, enhancing information transparency.
- Company Background: As of December 31, 2025, AMH owned over 61,000 single-family rental properties across the Southeast, Midwest, Southwest, and Mountain West regions of the U.S., demonstrating its strong market presence.
- Industry Recognition: AMH has been recognized as a 2025 Great Place to Work and one of the Most Trustworthy Companies in America, reflecting its strong reputation and employee satisfaction, which helps attract more investors and clients.
See More
American Homes 4 Rent Q4 2025 Earnings Call Insights
- Strategic Positioning: CEO Bryan Smith emphasized AMH's critical role in housing affordability discussions, noting that over 5,000 households left AMH rentals to purchase homes in 2025, indicating a shift in market demand and its impact on the company's operations.
- Financial Performance: AMH reported a core FFO of $1.87 per share for 2025, reflecting a 5.4% year-over-year growth, while the fourth quarter net income reached $123.8 million, demonstrating the company's robust execution amid challenging conditions.
- Future Outlook: CFO Christopher Lau provided initial guidance for 2026, expecting core FFO per share between $1.89 and $1.95, reflecting a cautious approach as the company navigates ongoing supply pressures and potential regulatory changes.
- Share Repurchase Plans: AMH fully utilized its $265 million share repurchase authorization, buying back 8.4 million shares, and the Board has approved a new $500 million repurchase plan, indicating confidence in the company's stock value.
See More
American Homes 4 Rent Provides 2026 Outlook and Q4 Results
- Stable Financial Performance: American Homes 4 Rent reported a Q4 FFO of $0.47, aligning with market expectations, which indicates the company's resilience and profitability in the current economic climate.
- Revenue Growth Trend: The company anticipates a 2.5% growth in same-home core revenues for 2026, with single-family rents and other revenues reaching $455 million, a 4.1% increase from last year, reflecting sustained market demand.
- Capital Plan and Investment: The outlook for 2026 includes a strategic investment of $400 to $600 million from recycled capital to support internal development projects, demonstrating a prudent investment strategy aimed at fostering long-term growth amid current capital market conditions.
- Share Repurchase Implementation: The company has executed $115 million in share repurchases in January 2026, which is expected to enhance earnings per share and shareholder value, reflecting confidence in its future financial health.
See More
American Homes 4 Rent Shares Enter Oversold Territory
- Oversold Signal: American Homes 4 Rent (AMH) has an RSI of 26.4, indicating that after significant selling pressure, the stock may be nearing a bottom, prompting investors to consider buying opportunities.
- Price Fluctuation: AMH shares hit a low of $27.275, with the current trading price at $27.38, close to its 52-week low of $27.215, reflecting a bearish market sentiment.
- Market Comparison: Compared to the S&P 500 ETF (SPY) with an RSI of 28.8, AMH's oversold condition is more pronounced, potentially attracting investors looking for a rebound.
- Historical Performance: With a 52-week high of $39.49, AMH's current price is significantly below this level, indicating weakened market confidence and possibly setting the stage for future recovery opportunities.
See More
American Homes 4 Rent Director Buys Shares, Signaling Confidence
- Insider Buying Signal: David Goldberg, Director of American Homes 4 Rent, purchased 2,000 shares at $29.30 each on March 3, totaling $58,600, indicating strong confidence in the company's future performance, which may attract other investors' attention.
- Market Trading Dynamics: On Thursday, AMH shares traded as low as $28.61, 2.4% cheaper than Goldberg's purchase price, providing an opportunity for bargain hunters, despite the stock being down about 0.6% on the day.
- Price Volatility Analysis: AMH's 52-week low is $28.58 and high is $39.49, with the current trading price at $28.62, indicating the stock is hovering at a low level, potentially attracting more investors looking for value opportunities.
- Dividend Yield: AMH currently pays an annualized dividend of $1.32 per share, yielding approximately 4.6%, with the next ex-dividend date on March 13, 2026, demonstrating the company's commitment to returning value to shareholders, which may enhance investor confidence.
See More
Institutional Investors Shift to Selling Single-Family Homes
- Market Selling Trend: Research from Parcl Labs indicates that institutional investors now represent 22.8% of new for-sale listings in major cities, highlighting a significant shift in the housing market dynamics.
- Invitation Homes Performance: In its Q4 2025 earnings report, Invitation Homes sold 315 existing homes while acquiring 2,410 newly constructed homes, reflecting its proactive strategy to adapt to changing market conditions.
- Policy Impact: President Trump's executive order restricting large institutional investors from purchasing single-family homes aims to enhance housing affordability, which is expected to have profound implications for market structure.
- Build-to-Rent Transition: Invitation Homes' acquisition of ResiBuilt Homes, which delivers about 1,000 new rental homes annually, underscores the company's strategic focus on high-growth markets and expanding its rental housing supply.
See More
AMH to Participate in 2026 Citi Global Property CEO Conference
- Management Participation: AMH's management team will participate in the Citi Global Property CEO Conference on March 3, 2026, showcasing the company's leadership in the single-family rental market, which is expected to attract investor interest.
- Webcast Arrangement: The conference will feature a live audio webcast available on AMH's website, allowing investors to gain real-time insights into the company's strategies, with replays accessible until March 17, 2026, enhancing information transparency.
- Company Background: As of December 31, 2025, AMH owned over 61,000 single-family rental properties across the Southeast, Midwest, Southwest, and Mountain West regions of the U.S., demonstrating its strong market presence.
- Industry Recognition: AMH has been recognized as a 2025 Great Place to Work and one of the Most Trustworthy Companies in America, reflecting its strong reputation and employee satisfaction, which helps attract more investors and clients.
See More
American Homes 4 Rent Q4 2025 Earnings Call Insights
- Strategic Positioning: CEO Bryan Smith emphasized AMH's critical role in housing affordability discussions, noting that over 5,000 households left AMH rentals to purchase homes in 2025, indicating a shift in market demand and its impact on the company's operations.
- Financial Performance: AMH reported a core FFO of $1.87 per share for 2025, reflecting a 5.4% year-over-year growth, while the fourth quarter net income reached $123.8 million, demonstrating the company's robust execution amid challenging conditions.
- Future Outlook: CFO Christopher Lau provided initial guidance for 2026, expecting core FFO per share between $1.89 and $1.95, reflecting a cautious approach as the company navigates ongoing supply pressures and potential regulatory changes.
- Share Repurchase Plans: AMH fully utilized its $265 million share repurchase authorization, buying back 8.4 million shares, and the Board has approved a new $500 million repurchase plan, indicating confidence in the company's stock value.
See More
American Homes 4 Rent Provides 2026 Outlook and Q4 Results
- Stable Financial Performance: American Homes 4 Rent reported a Q4 FFO of $0.47, aligning with market expectations, which indicates the company's resilience and profitability in the current economic climate.
- Revenue Growth Trend: The company anticipates a 2.5% growth in same-home core revenues for 2026, with single-family rents and other revenues reaching $455 million, a 4.1% increase from last year, reflecting sustained market demand.
- Capital Plan and Investment: The outlook for 2026 includes a strategic investment of $400 to $600 million from recycled capital to support internal development projects, demonstrating a prudent investment strategy aimed at fostering long-term growth amid current capital market conditions.
- Share Repurchase Implementation: The company has executed $115 million in share repurchases in January 2026, which is expected to enhance earnings per share and shareholder value, reflecting confidence in its future financial health.
See More
