AvalonBay Communities
About: AvalonBay Communities owns a portfolio of 290 apartment communities with over 88,000 units and is developing 19 additional properties with over 6,500 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 7,312 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
31% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 71
12% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 257
1% more funds holding
Funds holding: 749 [Q4 2024] → 760 (+11) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 9 (+0) [Q1 2025]
5.54% less ownership
Funds ownership: 93.96% [Q4 2024] → 88.42% (-5.54%) [Q1 2025]
8% less capital invested
Capital invested by funds: $29.4B [Q4 2024] → $27B (-$2.41B) [Q1 2025]
61% less call options, than puts
Call options by funds: $18.4M | Put options by funds: $47.5M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$213
6%
upside
Avg. target
$234
16%
upside
High target
$255
26%
upside
7 analyst ratings
3 positive
43%
4 neutral
57%
0 negative
0%
JP Morgan Anthony Paolone | 23%upside $249 | Overweight Maintained | 17 Jun 2025 |
Scotiabank Nicholas Yulico | 17%upside $236 | Sector Perform Maintained | 13 Jun 2025 |
Mizuho Vikram Malhotra | 6%upside $213 | Outperform Maintained | 23 May 2025 |
Morgan Stanley Adam Kramer | 13%upside $228 | Equal-Weight Maintained | 15 May 2025 |
Barclays Richard Hightower | 19%upside $240 | Equal-Weight Maintained | 9 May 2025 |
Financial journalist opinion
Based on 4 articles about AVB published over the past 30 days
Positive
Zacks Investment Research
14 hours ago
How Are Residential REITs Positioned in Q2 as Demand Stays Resilient?
Apartment demand surges in Q2, boosting occupancy and stability for residential REITs like AVB, EQR, ESS and UDR.
Neutral
Business Wire
1 day ago
AvalonBay Communities, Inc. Announces Second Quarter 2025 Earnings Release Date
ARLINGTON, Va.--(BUSINESS WIRE)--AVALONBAY COMMUNITIES, INC. (NYSE: AVB) (the “Company”) will release its second quarter 2025 earnings on July 30, 2025 after the market close. The Company will hold a conference call on July 31, 2025 at 1:00 PM Eastern Time (ET) to discuss its second 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-.
Positive
Seeking Alpha
5 days ago
REITs Score Key Tax Bill Wins
U.S. equity markets closed the Independence Day week at record highs after Congress approved the GOP's sweeping tax cut and spending megabill, while employment data indicated "Goldilocks" labor market trends. The Big Beautiful Bill extends and enhances key elements of the 2017 tax cuts and boosts State and Local Tax ("SALT") deductions, while overhauling eligibility requirements for government benefits programs. The real estate and homebuilding industry scored some key "wins" in the legislation, which made permanent the 20% QBI deduction for REIT dividend income and relaxed some REIT tax rules.
Negative
Seeking Alpha
1 week ago
Can Landlords Survive Mamdani's Rent Freeze?
Broader adoption of rent control could significantly affect REITs by capping rent growth, disincentivizing maintenance capex, and reducing new development. The true impact of rent control on REIT performance is complex, with both positive and negative ripple effects, and cannot be easily predicted. I believe future apartment REIT returns will hinge more on company fundamentals and valuation than on political/regulatory environments.
Positive
Seeking Alpha
1 month ago
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.
Positive
Zacks Investment Research
1 month ago
AvalonBay's Revenue Rise in April and May Surpasses Projection
AVB beats revenue forecasts with stronger rents, high occupancy and gains from digital transformation and portfolio shifts.
Neutral
Business Wire
1 month ago
AvalonBay Communities, Inc. Announces Participation in Nareit's REITweek Conference, Provides Second Quarter 2025 Operating Update, and Publishes Updated Investor Presentation
ARLINGTON, Va.--(BUSINESS WIRE)--AVALONBAY COMMUNITIES, INC. (NYSE: AVB) (the “Company”) announced today that the Company will be participating in Nareit's REITweek Conference from June 2 – 5, 2025. During this event, management may discuss the Company's current operating environment and trends; development, redevelopment, disposition and acquisition activity; portfolio strategy and other business and financial matters affecting the Company. The Company provided the following Same Store Residen.
Positive
Zacks Investment Research
1 month ago
Here's Why it Is Wise to Retain AvalonBay Stock in Your Portfolio Now
AVB is set to gain from high-quality assets in premium markets, technological enhancements and a healthy balance sheet. High unit supply raises concerns.
Neutral
Business Wire
1 month ago
AvalonBay Communities, Inc. Declares Second Quarter 2025 Dividends
ARLINGTON, Va.--(BUSINESS WIRE)--AvalonBay Communities, Inc. (NYSE: AVB) (the “Company”) announced today that its Board of Directors declared a cash dividend on the Company's Common Stock (par value $0.01 per share) for the second quarter of 2025. The Common Stock dividend is $1.75 per share and is payable July 15, 2025, to all Common Stockholders of Record as of June 30, 2025. About AvalonBay Communities, Inc. AvalonBay Communities, Inc., a member of the S&P 500, is an equity REIT that dev.
Positive
Seeking Alpha
1 month ago
AvalonBay Vs. Equity Residential: One Has Clearer Growth Catalysts
AvalonBay Communities and Equity Residential are two of the biggest names in the U.S. apartment REIT space, each offering a different approach to urban rental exposure. AvalonBay has shown stronger FFO growth and a more balanced market mix, giving it a leg up in terms of long-term potential. Equity Residential, while solid and income-focused, is still feeling the weight of slower rent recovery in some of its core markets.
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