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 7,296 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
30% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 71
13% more repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 255
1% more funds holding
Funds holding: 749 [Q4 2024] → 755 (+6) [Q1 2025]
5.61% less ownership
Funds ownership: 93.96% [Q4 2024] → 88.35% (-5.61%) [Q1 2025]
8% less capital invested
Capital invested by funds: $29.4B [Q4 2024] → $27B (-$2.43B) [Q1 2025]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 8 (-1) [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
3%
upside
Avg. target
$230
12%
upside
High target
$255
24%
upside
7 analyst ratings
2 positive
29%
5 neutral
71%
0 negative
0%
Scotiabank Nicholas Yulico | 14%upside $236 | Sector Perform Maintained | 13 Jun 2025 |
Mizuho Vikram Malhotra | 3%upside $213 | Outperform Maintained | 23 May 2025 |
Morgan Stanley Adam Kramer | 11%upside $228 | Equal-Weight Maintained | 15 May 2025 |
Barclays Richard Hightower | 16%upside $240 | Equal-Weight Maintained | 9 May 2025 |
RBC Capital Brad Heffern | 7%upside $220 | Sector Perform Maintained | 8 May 2025 |
Financial journalist opinion
Based on 6 articles about AVB published over the past 30 days
Positive
Seeking Alpha
6 days 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 week 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 week 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
3 weeks 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
3 weeks 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
3 weeks 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.
Neutral
Seeking Alpha
1 month ago
1 REIT To Sell And 1 New REIT Opportunity To Buy
The REIT market recovery has been very uneven. Some have doubled in value while others were left behind. This is leading to some interesting capital recycling opportunities.
Neutral
Seeking Alpha
1 month ago
Trade Talks, Fed Hawks, Market Balks
US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and labor market risks. Meanwhile, White House officials headed to Switzerland to begin high-level trade talks with China, which follows the announcement of the first major post-Liberation Day trade deal with the United Kingdom. Following its best two-week stretch since late 2022, the S&P 500 slipped 0.4% this week - extending its drawdown to around 8% from its mid-February record highs.
Neutral
Seeking Alpha
1 month ago
Market Reversal: REITs Beating Tech In 2025
Tech stocks have been very rewarding in the last few years. REITs, on the other hand, have been very poor investments. But things are changing, and REITs are now beating Tech. Here's why.
Positive
The Motley Fool
1 month ago
2 Under-the-Radar Dividend Stocks With Market-Beating Potential
Although the stock market has rebounded significantly from its lows, there are still some excellent bargains to be found by patient long-term investors. That's especially true when it comes to dividend stocks, as the persistent high-interest rate environment and uncertainty surrounding the Federal Reserve's future policy moves have created a headwind for income-focused investments.
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