Zacks Research Issues Negative Estimate for AVB Earnings

AvalonBay Communities, Inc. (NYSE:AVB) – Zacks Research reduced their Q4 2025 earnings estimates for shares of AvalonBay Communities in a research note issued on Tuesday, December 17th. Zacks Research analyst R. Department now anticipates that the real estate investment trust will earn $2.90 per share for the quarter, down from their prior forecast of $2.92. The consensus estimate for AvalonBay Communities’ current full-year earnings is $11.03 per share. Zacks Research also issued estimates for AvalonBay Communities’ Q2 2026 earnings at $3.01 EPS, Q3 2026 earnings at $3.03 EPS and FY2026 earnings at $12.06 EPS.

Other research analysts have also recently issued research reports about the company. Royal Bank of Canada reduced their target price on AvalonBay Communities from $234.00 to $233.00 and set a “sector perform” rating on the stock in a report on Wednesday, November 6th. Deutsche Bank Aktiengesellschaft lifted their price objective on AvalonBay Communities from $206.00 to $249.00 and gave the company a “buy” rating in a research note on Tuesday, September 10th. Barclays started coverage on shares of AvalonBay Communities in a research report on Tuesday, December 17th. They set an “equal weight” rating and a $243.00 target price for the company. Wells Fargo & Company lifted their price target on shares of AvalonBay Communities from $222.00 to $244.00 and gave the company an “overweight” rating in a research report on Monday, August 26th. Finally, Zelman & Associates raised shares of AvalonBay Communities to a “hold” rating in a research report on Thursday, September 5th. Eleven analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $231.33.

AvalonBay Communities Stock Up 2.3 %

Shares of NYSE AVB opened at $222.17 on Friday. The stock has a market capitalization of $31.60 billion, a PE ratio of 30.39, a P/E/G ratio of 3.30 and a beta of 0.98. The company has a quick ratio of 1.64, a current ratio of 1.64 and a debt-to-equity ratio of 0.70. The firm has a fifty day moving average of $227.60 and a 200-day moving average of $218.46. AvalonBay Communities has a 52-week low of $169.37 and a 52-week high of $239.29.

AvalonBay Communities (NYSE:AVB) last released its earnings results on Monday, November 4th. The real estate investment trust reported $2.61 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.71 by ($0.10). The company had revenue of $734.31 million during the quarter, compared to analysts’ expectations of $731.67 million. AvalonBay Communities had a net margin of 36.20% and a return on equity of 8.84%. During the same quarter in the previous year, the firm posted $2.66 earnings per share.

Hedge Funds Weigh In On AvalonBay Communities

A number of institutional investors have recently made changes to their positions in AVB. RPg Family Wealth Advisory LLC bought a new stake in shares of AvalonBay Communities in the 3rd quarter worth about $26,000. Brooklyn Investment Group acquired a new position in shares of AvalonBay Communities in the 3rd quarter worth approximately $39,000. Mather Group LLC. boosted its holdings in AvalonBay Communities by 38.6% in the third quarter. Mather Group LLC. now owns 201 shares of the real estate investment trust’s stock worth $45,000 after purchasing an additional 56 shares during the period. Prospera Private Wealth LLC acquired a new position in shares of AvalonBay Communities in the 3rd quarter valued at about $51,000. Finally, Whittier Trust Co. of Nevada Inc. grew its position in shares of AvalonBay Communities by 731.4% during the 2nd quarter. Whittier Trust Co. of Nevada Inc. now owns 291 shares of the real estate investment trust’s stock valued at $60,000 after buying an additional 256 shares during the last quarter. 92.61% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at AvalonBay Communities

In related news, Director Timothy J. Naughton sold 2,261 shares of the stock in a transaction dated Monday, November 11th. The stock was sold at an average price of $233.78, for a total value of $528,576.58. Following the completion of the transaction, the director now owns 111,436 shares of the company’s stock, valued at approximately $26,051,508.08. This represents a 1.99 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Corporate insiders own 0.42% of the company’s stock.

AvalonBay Communities Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 15th. Stockholders of record on Tuesday, December 31st will be paid a dividend of $1.70 per share. The ex-dividend date is Tuesday, December 31st. This represents a $6.80 annualized dividend and a dividend yield of 3.06%. AvalonBay Communities’s dividend payout ratio is presently 93.02%.

About AvalonBay Communities

As of December 31, 2023, the Company owned or held a direct or indirect ownership interest in 299 apartment communities containing 90,669 apartment homes in 12 states and the District of Columbia, of which 18 communities were under development. The Company is an equity REIT in the business of developing, redeveloping, acquiring and managing apartment communities in leading metropolitan areas in New England, the New York/New Jersey Metro area, the Mid-Atlantic, the Pacific Northwest, and Northern and Southern California, as well as in the Company's expansion regions of Raleigh-Durham and Charlotte, North Carolina, Southeast Florida, Dallas and Austin, Texas, and Denver, Colorado.