AvalonBay Communities
About: AvalonBay Communities owns a portfolio of 289 apartment communities with over 87,000 units and is developing 17 additional properties with over 6,000 units. The company focuses on owning large, high-quality properties in major metropolitan areas of New England, New York/New Jersey, Washington, D.C., California, and the Pacific Northwest.
Employees: 3,039
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
57% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 63
50% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 9 (+3) [Q4]
5.82% more ownership
Funds ownership: 87.98% [Q3] → 93.81% (+5.82%) [Q4]
3% more funds holding
Funds holding: 723 [Q3] → 745 (+22) [Q4]
4% more capital invested
Capital invested by funds: $28.1B [Q3] → $29.4B (+$1.23B) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 264
36% less call options, than puts
Call options by funds: $16.6M | Put options by funds: $26.1M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$220
7%
upside
Avg. target
$235
14%
upside
High target
$265
29%
upside
6 analyst ratings
1 positive
17%
5 neutral
83%
0 negative
0%
Barclays Richard Hightower 55% 1-year accuracy 12 / 22 met price target | 10%upside $227 | Equal-Weight Maintained | 11 Apr 2025 |
BMO Capital John Kim 50% 1-year accuracy 7 / 14 met price target | 7%upside $220 | Market Perform Downgraded | 4 Apr 2025 |
Truist Securities Michael Lewis 47% 1-year accuracy 14 / 30 met price target | 12%upside $230 | Hold Maintained | 10 Mar 2025 |
Piper Sandler Alexander Goldfarb 38% 1-year accuracy 16 / 42 met price target | 29%upside $265 | Overweight Maintained | 11 Feb 2025 |
Evercore ISI Group Steve Sakwa 42% 1-year accuracy 19 / 45 met price target | 17%upside $240 | In-Line Maintained | 10 Feb 2025 |
Financial journalist opinion
Based on 10 articles about AVB published over the past 30 days
Positive
The Motley Fool
1 day ago
3 Brilliant Dividend Stocks to Buy Now and Hold for the Long Term
Few investors enjoy market uncertainty, so the current state of affairs on Wall Street is probably a little unsettling for you. Buying dividend stocks can help calm your nerves because you can focus on collecting dividend checks instead of price volatility.
Positive
Zacks Investment Research
1 day ago
What to Expect From AvalonBay Communities in Q1 Earnings?
AVB's Q1 results are likely to show the benefits of its diversified portfolio and technological initiatives despite elevated deliveries and high interest expenses.
Negative
Seeking Alpha
6 days ago
Powell On The Hot Seat
US equity markets steadied this past week while bond markets rallied as investors parsed a surprisingly solid slate of economic data and a decent start to corporate earnings season. Early week gains were pared following comments from Fed Chair Powell regarding the inflationary impact of tariffs and the reluctance of the Fed to step in to support markets. The hawkish comments sparked a series of blistering critiques by President Trump, accusing the Fed Chair of "playing politics" and posting that his "termination cannot come fast enough."
Neutral
The Motley Fool
1 week ago
1 Wall Street Analyst Says There's a Great Investment Hiding in Plain Sight. These 2 Dividend Stocks Are My Best Ideas for Investing in It.
The market is in a state of flux thanks to geopolitical issues around tariffs. There is a huge amount of uncertainty.
Positive
Zacks Investment Research
3 weeks ago
Can Residential REITs Bounce Back on Solid Demand in Early '25?
Residential REITs like AvalonBay, Equity Residential, and UDR are well-positioned to benefit from these improving fundamentals.
Neutral
Business Wire
3 weeks ago
AvalonBay Communities, Inc. Announces First Quarter 2025 Earnings Release Date
ARLINGTON, Va.--(BUSINESS WIRE)--AVALONBAY COMMUNITIES, INC. (NYSE: AVB) (the “Company”) will release its first quarter 2025 earnings on April 30, 2025 after the market close. The Company will hold a conference call on May 1, 2025 at 1:00 PM Eastern Time (ET) to discuss its first quarter 2025 results. Live Conference Call Details Domestic: (877) 407-9716 International: (201) 493-6779 Webcast: https://investors.avalonbay.com Details for the Replay of the Conference Call Domestic: (844) 512-292.
Positive
Seeking Alpha
3 weeks ago
2 REITs To Buy Before They Get Bought Out
REITs are priced at large discounts to their net asset values. This is leading to more and more M&A transactions. Some REITs are selling assets. Others are getting bought out entirely.
Negative
Seeking Alpha
3 weeks ago
Countdown To Tariff Day
Ahead of the April 2nd tariff unveiling, US equity markets were under renewed pressure this week on downbeat data showing a further dip in consumer confidence and hotter-than-expected PCE inflation. As a turbulent first quarter wraps up, the updated GDPNow - the Atlanta Fed's closely watched GDP tracking model - forecasts growth of -2.8% overall and -0.5% on a "gold-adjusted basis." Posting weekly declines for the seventh time in the past nine weeks, the S&P 500 finished lower by 1.5% - extending its drawdown to 9.3% from its record-highs.
Positive
Seeking Alpha
4 weeks ago
A Big Market Reversal Is Likely Coming In 2025
REITs have significantly underperformed in recent years. But a big market reversal is underway. REITs are now massively outperforming, and I expect this to continue.
Positive
Seeking Alpha
4 weeks ago
State Of REITs: The 'Dark Age' Is Over
While the S&P 500 and other major benchmarks entered "correction territory" this month for the first time since 2023, U.S. REITs have meaningfully outperformed the broader equity market since mid-January. The rebound follows a truly forgettable three-year period for REITs dating back to the start of the Fed's rate hiking cycle in which REITs have accumulated 40 percentage-points of underperformance. REITs remain as unloved as ever: The number of publicly listed REITs declined for a fourth-straight year in 2024. As an asset class, REITs are the single-largest "underweight" among institutional investors.
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