MDY's Underlying Holdings Imply 15% Gain Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 07 2025
0mins
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: 31.470
Low
39.00
Averages
41.29
High
45.00
Current: 31.470
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 Increases Quarterly Dividend by 10%
- Quarterly Dividend Increase: American Homes 4 Rent (AMH) has declared a quarterly dividend of $0.33 per share, marking a 10% increase from the previous $0.30, indicating the company's ongoing growth in cash flow and profitability.
- Yield Performance: The forward yield of 4.19% not only attracts income-seeking investors but also enhances the company's appeal in the Real Estate Investment Trust (REIT) market, positioning it favorably against competitors.
- Shareholder Return Plan: The dividend will be payable on March 31, with a record date of March 13 and an ex-dividend date also on March 13, ensuring shareholders receive timely returns and boosting investor confidence in the company.
- Market Reaction: Despite the positive dividend news, AMH and its competitor Invitation Homes were downgraded to Neutral by Mizuho amid discussions of a housing ban under the Trump administration, reflecting market sensitivity to policy risks.
See More
AMH Declares Q1 2026 Dividend Increase
- Dividend Increase: AMH's Board of Trustees declared a Q1 2026 dividend of $0.33 per share, marking a 10% increase from the previous $0.30, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Preferred Share Distributions: The company also announced quarterly distributions of $0.36719 per share on its 5.875% Series G and $0.39063 per share on its 6.250% Series H preferred shares, further bolstering investor confidence.
- Payment Schedule: All dividends will be payable on March 31, 2026, with a record date of March 13, 2026, ensuring timely returns for shareholders and demonstrating the company's focus on shareholder interests.
- Company Overview: As a leading single-family rental home operator, AMH owned over 61,000 properties across various U.S. regions as of September 30, 2025, showcasing its strong market position and growth potential in the real estate sector.
See More
AMH Announces 10% Dividend Increase for Q1 2026
- Dividend Increase: AMH's Board of Trustees declared a Q1 2026 dividend of $0.33 per share, marking a 10% increase from the previous $0.30, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Preferred Share Distribution: The company also announced quarterly distributions of $0.36719 per share on its 5.875% Series G and $0.39063 per share on its 6.250% Series H preferred shares, further bolstering investor confidence.
- Cash Payment Timeline: All dividends are set to be paid on March 31, 2026, to shareholders of record on March 13, 2026, ensuring timely returns for shareholders and demonstrating the company's focus on shareholder interests.
- Company Overview: As of September 30, 2025, AMH owned over 61,000 single-family rental properties across various U.S. regions, positioning itself as a leading REIT that provides stable investment returns through its sustained growth and market presence.
See More
AMH Announces Tax Treatment for 2025 Cash Distributions
- Cash Distribution Classification: AMH has announced the tax treatment of its 2025 cash distributions, with ordinary dividend income comprising 70.17%, indicating the company's robust cash flow and shareholder return capabilities, which enhances investor confidence.
- Qualified Dividend Income: The proportion of qualified dividend income ranges from 0.88% to 1.58% across the quarters of 2025, reflecting the company's transparency in tax compliance, which helps attract more long-term investors.
- Capital Gain Distributions: Capital gain distributions range from 28.95% to 51.85% in 2025, with 100% derived from dispositions of U.S. real property interests, showcasing the company's strong performance and profitability in the real estate market.
- Tax Advisory Recommendation: AMH encourages shareholders to consult with tax advisors regarding the specific tax treatment of these distributions, demonstrating the company's commitment to shareholder interests and compliance.
See More
AMH REVEALS TAX IMPLICATIONS FOR 2025 DISTRIBUTIONS
- Announcement of Treatment: AMH has announced a treatment plan for 2025 distributions.
- Focus on Future Planning: The announcement emphasizes strategic planning for upcoming distributions.
See More
AMH (NYSE: AMH) to Release Q4 and Full Year 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: AMH plans to release its Q4 and full year 2025 financial and operating results on February 19, 2026, after market close, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will host a conference call on February 20, 2026, at 12:00 p.m. Eastern Time to review financial results and conduct a Q&A session, aiming to enhance interaction and trust with investors.
- Company Scale and Achievements: As of September 30, 2025, AMH owned over 61,000 single-family rental properties across the Southeast, Midwest, Southwest, and Mountain West regions of the U.S., reflecting its market leadership and growth potential.
- Industry Recognition: AMH has been named a 2025 Great Place to Work® and one of the Most Trustworthy Companies in America, which not only enhances its brand image but may also attract more investor interest in its long-term growth.
See More
American Homes 4 Rent Increases Quarterly Dividend by 10%
- Quarterly Dividend Increase: American Homes 4 Rent (AMH) has declared a quarterly dividend of $0.33 per share, marking a 10% increase from the previous $0.30, indicating the company's ongoing growth in cash flow and profitability.
- Yield Performance: The forward yield of 4.19% not only attracts income-seeking investors but also enhances the company's appeal in the Real Estate Investment Trust (REIT) market, positioning it favorably against competitors.
- Shareholder Return Plan: The dividend will be payable on March 31, with a record date of March 13 and an ex-dividend date also on March 13, ensuring shareholders receive timely returns and boosting investor confidence in the company.
- Market Reaction: Despite the positive dividend news, AMH and its competitor Invitation Homes were downgraded to Neutral by Mizuho amid discussions of a housing ban under the Trump administration, reflecting market sensitivity to policy risks.
See More
AMH Declares Q1 2026 Dividend Increase
- Dividend Increase: AMH's Board of Trustees declared a Q1 2026 dividend of $0.33 per share, marking a 10% increase from the previous $0.30, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Preferred Share Distributions: The company also announced quarterly distributions of $0.36719 per share on its 5.875% Series G and $0.39063 per share on its 6.250% Series H preferred shares, further bolstering investor confidence.
- Payment Schedule: All dividends will be payable on March 31, 2026, with a record date of March 13, 2026, ensuring timely returns for shareholders and demonstrating the company's focus on shareholder interests.
- Company Overview: As a leading single-family rental home operator, AMH owned over 61,000 properties across various U.S. regions as of September 30, 2025, showcasing its strong market position and growth potential in the real estate sector.
See More
AMH Announces 10% Dividend Increase for Q1 2026
- Dividend Increase: AMH's Board of Trustees declared a Q1 2026 dividend of $0.33 per share, marking a 10% increase from the previous $0.30, reflecting the company's ongoing profitability and commitment to shareholder returns.
- Preferred Share Distribution: The company also announced quarterly distributions of $0.36719 per share on its 5.875% Series G and $0.39063 per share on its 6.250% Series H preferred shares, further bolstering investor confidence.
- Cash Payment Timeline: All dividends are set to be paid on March 31, 2026, to shareholders of record on March 13, 2026, ensuring timely returns for shareholders and demonstrating the company's focus on shareholder interests.
- Company Overview: As of September 30, 2025, AMH owned over 61,000 single-family rental properties across various U.S. regions, positioning itself as a leading REIT that provides stable investment returns through its sustained growth and market presence.
See More
AMH Announces Tax Treatment for 2025 Cash Distributions
- Cash Distribution Classification: AMH has announced the tax treatment of its 2025 cash distributions, with ordinary dividend income comprising 70.17%, indicating the company's robust cash flow and shareholder return capabilities, which enhances investor confidence.
- Qualified Dividend Income: The proportion of qualified dividend income ranges from 0.88% to 1.58% across the quarters of 2025, reflecting the company's transparency in tax compliance, which helps attract more long-term investors.
- Capital Gain Distributions: Capital gain distributions range from 28.95% to 51.85% in 2025, with 100% derived from dispositions of U.S. real property interests, showcasing the company's strong performance and profitability in the real estate market.
- Tax Advisory Recommendation: AMH encourages shareholders to consult with tax advisors regarding the specific tax treatment of these distributions, demonstrating the company's commitment to shareholder interests and compliance.
See More
AMH REVEALS TAX IMPLICATIONS FOR 2025 DISTRIBUTIONS
- Announcement of Treatment: AMH has announced a treatment plan for 2025 distributions.
- Focus on Future Planning: The announcement emphasizes strategic planning for upcoming distributions.
See More
AMH (NYSE: AMH) to Release Q4 and Full Year 2025 Financial Results on February 19, 2026
- Earnings Release Schedule: AMH plans to release its Q4 and full year 2025 financial and operating results on February 19, 2026, after market close, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will host a conference call on February 20, 2026, at 12:00 p.m. Eastern Time to review financial results and conduct a Q&A session, aiming to enhance interaction and trust with investors.
- Company Scale and Achievements: As of September 30, 2025, AMH owned over 61,000 single-family rental properties across the Southeast, Midwest, Southwest, and Mountain West regions of the U.S., reflecting its market leadership and growth potential.
- Industry Recognition: AMH has been named a 2025 Great Place to Work® and one of the Most Trustworthy Companies in America, which not only enhances its brand image but may also attract more investor interest in its long-term growth.
See More
