Equity Lifestyle Properties
About: Equity Lifestyle Properties is a residential REIT that focuses on owning manufactured housing, residential vehicle communities, and marinas. The company currently has a portfolio of 452 properties across the U.S. with a higher concentration in the Sunbelt region with 38% of the company's properties located in Florida, 12% in Arizona, and 8% in California. Equity Lifestyle targets owning properties in attractive retirement destinations with over 70% of the company's properties either being age-restricted or having an average resident age over 55.
Employees: 3,800
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
78% more call options, than puts
Call options by funds: $746K | Put options by funds: $420K
33% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 52
25% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]
11% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 169
2% more funds holding
Funds holding: 479 [Q3] → 490 (+11) [Q4]
2.27% more ownership
Funds ownership: 97.37% [Q3] → 99.64% (+2.27%) [Q4]
2% less capital invested
Capital invested by funds: $13B [Q3] → $12.7B (-$271M) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$77
19%
upside
Avg. target
$79
21%
upside
High target
$80
23%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
BMO Capital Juan Sanabria 30% 1-year accuracy 3 / 10 met price target | 19%upside $77 | Outperform Maintained | 22 Apr 2025 |
Jefferies Peter Abramowitz 13% 1-year accuracy 2 / 16 met price target | 23%upside $80 | Buy Initiated | 8 Apr 2025 |
Financial journalist opinion
Based on 10 articles about ELS published over the past 30 days
Neutral
PRNewsWire
1 day ago
ELS Declares Second Quarter 2025 Dividend
CHICAGO , April 29, 2025 /PRNewswire/ -- On April 29, 2025, the Board of Directors (the "Board") of Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as "we," "us," and "our") declared a second quarter 2025 dividend of $0.515 per common share, representing, on an annualized basis, a dividend of $2.06 per common share. The dividend will be paid on July 11, 2025 to stockholders of record at the close of business on June 27, 2025.
Neutral
PRNewsWire
1 day ago
Equity LifeStyle Properties, Inc. Names Marguerite Nader as Vice Chairman and Promotes Patrick Waite to President
CHICAGO , April 29, 2025 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as the "Company," "we," "us," and "our") announced today that the Board of Directors (the "Board") has named Marguerite Nader as Vice Chairman of the Board and promoted Patrick Waite as President, both effective immediately. Ms. Nader will continue serving as Chief Executive Officer, and Mr.
Positive
Seeking Alpha
3 days ago
Tensions Ease Ahead Of Critical Week
US equity markets resumed their recovery this week from the "liberation day" plunge after the White House negotiated trade deals with several nations and indicated plans to ease China tariffs. Trimming its drawdown to around 10% from its mid-February highs, the S&P 500 rallied 4.6% this week - erasing an early-week dip with four-straight days of gains. After posting significant outperformance last week, real estate equities were among the laggards this week despite a solid start to REIT earnings season and a much-needed retreat in benchmark rates.
Positive
Seeking Alpha
4 days ago
6 Dividend Growth Stocks I'm Buying As The Trade War Hits Stalemate
Tariffs, especially on China, remain a significant risk, causing market uncertainty, potential shortages, inflation, and economic strain, despite the potential for reductions. Recession odds for 2025 have dipped but remain elevated due to lingering trade policy uncertainty and reduced business investment. I remain fully invested and am currently buying REITs, a blue-chip asset manager, market-leading utility, and high-quality tech stock, anticipating rate cuts and eventual market recovery.
Neutral
Seeking Alpha
1 week ago
Equity LifeStyle Properties, Inc. (ELS) Q1 2025 Earnings Call Transcript
Equity LifeStyle Properties, Inc. (NYSE:ELS ) Q1 2025 Earnings Conference Call April 22, 2025 11:00 AM ET Company Participants Marguerite Nader - President & Chief Executive Officer Patrick Waite - Executive Vice President & Chief Operating Officer Paul Seavey - Executive Vice President & Chief Financial Officer Conference Call Participants Cooper Clark - Wells Fargo Securities Eric Wolfe - Citigroup Jana Galan - Bank of America Securities Steve Sakwa - Evercore ISI Michael Goldsmith - UBS Wesley Golladay - Baird John Kim - BMO Capital Markets John Pawlowski - Green Street Peter Abramowitz - Jefferies Nicholas Joseph - Citigroup Operator Good day, everyone, and thank you all for joining us to discuss Equity Lifestyle Properties First Quarter 2025 Results. Our featured speakers today are Marguerite Nader, our President and CEO; Paul Seavey, our Executive Vice President and CFO; and Patrick Waite, our Executive Vice President and COO.
Positive
Zacks Investment Research
1 week ago
Equity Lifestyle Properties (ELS) Q1 FFO Meet Estimates
Equity Lifestyle Properties (ELS) came out with quarterly funds from operations (FFO) of $0.83 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $0.78 per share a year ago.
Neutral
PRNewsWire
1 week ago
ELS Reports First Quarter Results
Continued Strong Performance CHICAGO , April 21, 2025 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") today announced results for the quarter ended March 31, 2025. All per share results are reported on a fully diluted basis unless otherwise noted.
Neutral
PRNewsWire
2 weeks ago
Equity LifeStyle Properties, Inc. Announces First Quarter 2025 Earnings Release and Conference Call
CHICAGO , April 15, 2025 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE:ELS) (referred to herein as the "Company," "we," "us," and "our") announced today that the Company's first quarter 2025 earnings will be released on Monday, April 21, 2025 after market close. The Company's executive management team will host a conference call and audio webcast on Tuesday, April 22, 2025 at 11:00 a.m.
Positive
Investopedia
3 weeks ago
REITs Could Be Poised To Outperform Market in an Uncertain Economic Climate, UBS Says
Real estate investment trusts (REITs) have outperformed the broader market and could maintain their edge in an uncertain economic environment, UBS analysts said Wednesday.
Positive
Seeking Alpha
4 weeks ago
Equity LifeStyle Properties: Fairly Valued With A Secure Dividend
Shares of Equity LifeStyle Properties are rated a "hold" due to limited price upside and some negative impact from seasonal RV rentals. ELS's stable cash flows from annual contracts and diverse property portfolio provide insulation from economic variability, making it appealing amid market uncertainty. The company has a strong balance sheet with well-staggered debt, supporting ongoing dividend growth despite modest revenue and income growth projections for 2025.
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