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 7,433 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
11% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 261
3.75% more ownership
Funds ownership: 88.55% [Q1] → 92.3% (+3.75%) [Q2]
1% less capital invested
Capital invested by funds: $27B [Q1] → $26.7B (-$293M) [Q2]
7% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 92
3% less funds holding
Funds holding: 767 [Q1] → 743 (-24) [Q2]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q1] → 8 (-1) [Q2]
23% less call options, than puts
Call options by funds: $26.3M | Put options by funds: $34.1M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$199
4%
upside
Avg. target
$218
14%
upside
High target
$249
30%
upside
9 analyst ratings
2 positive
22%
7 neutral
78%
0 negative
0%
Scotiabank Nicholas Yulico | 18%upside $226 | Sector Perform Maintained | 14 Aug 2025 |
Mizuho Vikram Malhorta | 4%upside $199 | Neutral Downgraded | 14 Aug 2025 |
Morgan Stanley Adam Kramer | 17%upside $225 | Overweight Upgraded | 13 Aug 2025 |
Barclays Richard Hightower | 19%upside $228 | Equal-Weight Maintained | 12 Aug 2025 |
Evercore ISI Group Steve Sakwa | 10%upside $212 | In-Line Maintained | 12 Aug 2025 |
Financial journalist opinion
Based on 16 articles about AVB published over the past 30 days
Positive
Seeking Alpha
2 days ago
Powell Pivot Sparks REIT Rebound
U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.
Neutral
The Motley Fool
4 days ago
If You'd Invested $1,000 in AvalonBay Communities (AVB) 5 Years Ago, Here's How Much You'd Have Today
AvalonBay Communities (AVB -0.14%) is one of the country's largest landlords. It owns 315 apartment communities with over 97,000 units across major coastal cities and faster-growing markets in the Sun Belt.
Positive
Seeking Alpha
1 week ago
Buy The Dip: 2 REITs Getting Way Too Cheap
The REIT market has been highly volatile lately. The earnings season is leading to great opportunities to buy the dip. I highlight two of my favorite opportunities right now.
Positive
Seeking Alpha
1 week ago
Inflation Fails To Chill Fed Cut Momentum
U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.
Neutral
Zacks Investment Research
1 week ago
Can AvalonBay's Portfolio Strength Offset Development Setbacks?
AVB's prime-market portfolio and strong balance sheet support growth, but supply pressures and delayed development occupancies pose challenges.
Positive
Seeking Alpha
3 weeks ago
AvalonBay Communities: Buy The Dip
Earnings season volatility creates bargain opportunities; AVB's price drop offers a compelling entry for long-term dividend and value investors. AVB's resilient Q2 results, strong occupancy in established regions, and robust development pipeline support its long-term growth outlook. With shares trading below historical valuation, AVB presents a rare chance to buy a high-quality REIT at a discount with strong upside potential.
Negative
Seeking Alpha
3 weeks ago
AvalonBay: Concerning Demand Signs Weigh (Rating Downgrade)
AvalonBay's recent results highlight mixed performance, with expense control offset by weaker rent growth and rising bad debt concerns. Demand softness, especially from a weaker jobs market, is pressuring rent growth and occupancy, leading to cautious management guidance for the rest of 2024. Development delays are mostly one-time, but a larger pipeline may be an overhang given uncertain rental market demand.
Negative
Seeking Alpha
3 weeks ago
Behind The (Revised) Curve
U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.
Positive
The Motley Fool
3 weeks ago
AvalonBay (AVB) Q2 Core FFO Jumps 1.8%
AvalonBay (AVB) Q2 Core FFO Jumps 1.8%
Neutral
Seeking Alpha
3 weeks ago
AvalonBay Communities, Inc. (AVB) Q2 2025 Earnings Call Transcript
AvalonBay Communities, Inc. (NYSE:AVB ) Q2 2025 Earnings Conference Call July 31, 2025 1:00 PM ET Company Participants Benjamin W. Schall - President, CEO & Director Jason Reilley - Vice President of Investor Relations Kevin P.
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