A Slow Slowdown
US equity markets rallied to their highest levels since February after a critical slate of employment data showed lukewarm labor market conditions in May, with only minimal tariff-related impacts. Benchmark interest rates jumped to near-four-month highs as hotter-than-expected wage growth metrics fueled doubts on the prospects for meaningful Federal Reserve easing this year. Meanwhile, investors weighed questions about the fate of the "Big Beautiful Bill" amid fierce challenges from Elon Musk, alongside signs of thawing in the tariff stalemate with China.
Our Top 10 High-Growth Dividend Stocks -- May 2025
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate quantitatively and qualitatively, and select the top ten names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, suitable for investors in the accumulation phase.
American Homes 4 Rent: Solid Results Are Likely To Continue
American Homes 4 Rent delivered a solid 9% total return over the past year, supported by favorable macro fundamentals and strong Q1 financial performance. AMH's Q1 results showed a 6.6% increase in FFO, 8% rise in rental revenue, and 9% growth in EBITDA, with expanding margins. The single-family rental market remains robust due to high home prices and interest rates, with AMH achieving high occupancy and strong lease growth.
Goldman Sachs Says Bet on Sun Belt REITs: 3 Top Picks Pay Large, Dependable Dividends
REITs, or real estate investment trusts, own, operate, or finance income-producing real estate.
American Homes 4 Rent (AMH) Q1 2025 Earnings Conference Call Transcript
American Homes 4 Rent (NYSE:AMH ) Q1 2025 Earnings Conference Call May 2, 2025 12:00 PM ET Company Participants Nicholas Fromm - Director of IR Bryan Smith - CEO Chris Lau - CFO Lincoln Palmer - COO Conference Call Participants Jamie Feldman - Wells Fargo Steve Sakwa - Evercore ISI Haendel St. Juste - Mizuho Securities Nick Joseph - Citi Adam Kramer - Morgan Stanley Jeff Spector - Bank of America Rich Hightower - Barclays David Segall - Green Street Brad Heffern - RBC Capital Markets Daniel Tricarico - Scotiabank Michael Goldsmith - UBS Jesse Lederman - Zelman & Associates Austin Wurschmidt - KeyBanc Capital Markets Linda Tsai - Jefferies Omotayo Okusanya - Deutsche Bank Operator Greetings, and welcome to the AMH First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
American Homes 4 Rent (AMH) Reports Q1 Earnings: What Key Metrics Have to Say
The headline numbers for American Homes 4 Rent (AMH) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
American Homes 4 Rent (AMH) Surpasses Q1 FFO and Revenue Estimates
American Homes 4 Rent (AMH) came out with quarterly funds from operations (FFO) of $0.46 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to FFO of $0.43 per share a year ago.
Are You Looking for a High-Growth Dividend Stock?
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does American Homes 4 Rent (AMH) have what it takes?
7 Quality Dividend Stocks I'm Buying As Tariff Risks Remain
The 90-day tariff pause offers short-term relief, but long-term trade uncertainty and recession risks persist, making it critical to stay vigilant and strategic. Despite market volatility, now is the time to deploy cash into high-quality, dividend-paying stocks rather than raising cash. Focus on buying opportunities in dividend growth stocks, while being cautious with REITs like ARE and REXR due to trade war impacts.
Disparate Property Supply In Tampa Creates Selective Opportunity
Tampa's strong job and population growth make it a prime real estate location, but supply and demand dynamics are crucial for investment decisions. The high housing supply in Tampa has led to a temporary downturn in home prices, while limited retail space has driven up retail rents. Other property sectors have limited supply and much stronger outlooks within Tampa.
American Homes 4 Rent (AMH) Q4 2024 Earnings Call Transcript
American Homes 4 Rent (NYSE:AMH ) Q4 2024 Earnings Conference Call February 21, 2025 12:00 PM ET Company Participants Nicholas Fromm - Director, IR Bryan Smith - CEO Chris Lau - CFO Lincoln Palmer - Chief Operating Officer Conference Call Participants Juan Sanabria - BMO Eric Wolfe - Citi Jamie Feldman - Wells Fargo Steve Sakwa - Evercore ISI Jeffrey Spector - Bank of America Haendel St. Juste - Mizuho Securities Rich Hightower - Barclays John Pawlowski - Green Street Adam Kramer - Morgan Stanley Julien Blouin - Goldman Sachs Daniel Tricarico - Scotiabank Linda Tsai - Jefferies Austin Wurschmidt - KeyBanc Capital Markets Michael Goldsmith - UBS Brad Heffern - RBC Capital Markets Omotayo Okusanya - Deutsche Bank Jesse Lederman - Zelman & Associates Operator Greetings, and welcome to the AMH Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
American Homes 4 Rent: Preferred Shares Offer Better Value As NOI Growth Moderates
American Homes 4 Rent is a residential REIT focused on single-family rental homes, with the largest exposure to Atlanta, Charlotte, and Dallas-Fort Worth markets. The company delivered very strong Core FFO growth in 2024, driven by robust NOI dynamics. Looking ahead to 2025, NOI growth is set to moderate to about 3% but remains very healthy for a residential REIT.
