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 7,425 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
56% more first-time investments, than exits
New positions opened: 98 | 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: 724 [Q3] → 745 (+21) [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: 272 | 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
5%
upside
Avg. target
$235
12%
upside
High target
$265
26%
upside
6 analyst ratings
1 positive
17%
5 neutral
83%
0 negative
0%
Barclays Richard Hightower 48% 1-year accuracy 11 / 23 met price target | 8%upside $227 | Equal-Weight Maintained | 11 Apr 2025 |
BMO Capital John Kim 50% 1-year accuracy 7 / 14 met price target | 5%upside $220 | Market Perform Downgraded | 4 Apr 2025 |
Truist Securities Michael Lewis 43% 1-year accuracy 13 / 30 met price target | 10%upside $230 | Hold Maintained | 10 Mar 2025 |
Piper Sandler Alexander Goldfarb 30% 1-year accuracy 12 / 40 met price target | 26%upside $265 | Overweight Maintained | 11 Feb 2025 |
Evercore ISI Group Steve Sakwa 40% 1-year accuracy 18 / 45 met price target | 14%upside $240 | In-Line Maintained | 10 Feb 2025 |
Financial journalist opinion
Based on 10 articles about AVB published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Seeking Clues to AvalonBay (AVB) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
Beyond analysts' top -and-bottom-line estimates for AvalonBay (AVB), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Negative
Seeking Alpha
1 day ago
With Costs Rising, AvalonBay Communities Faces Growth Challenges
AvalonBay Communities is a large REIT with a focus on apartment buildings, recently expanding into the Sunbelt area, but faces challenges from high interest rates and inflation. Despite a strong balance sheet and reasonable debt levels, AvalonBay's earnings are pressured by rising expenses, resulting in a lower dividend yield compared to sector peers. The ongoing tariff war and increased construction costs pose significant risks to AvalonBay's growth plans, potentially leading to higher debt levels.
Neutral
Seeking Alpha
2 days ago
AvalonBay Communities: A Good Portfolio Anchor For A Turbulent Market
AvalonBay is well-positioned to weather economic uncertainty, with a strong balance sheet, broad diversification, and operating in a resilient industry. The company benefits from competitive advantages like scale and standardized processes, leading to higher yields and significant development experience. AvalonBay's financials are robust, with strong credit ratings, and a solid dividend yield, supported by strategic portfolio optimization.
Positive
The Motley Fool
5 days 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
6 days 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
1 week 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
2 weeks 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.
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