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 455 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 7,323 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
1,845% more call options, than puts
Call options by funds: $1.17M | Put options by funds: $60K
64% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 45
15% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 181
5% more funds holding
Funds holding: 492 [Q4 2024] → 516 (+24) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 5 (+0) [Q1 2025]
4% less capital invested
Capital invested by funds: $12.7B [Q4 2024] → $12.1B (-$559M) [Q1 2025]
4.59% less ownership
Funds ownership: 99.72% [Q4 2024] → 95.13% (-4.59%) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$66
13%
upside
Avg. target
$68
17%
upside
High target
$72
23%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Truist Securities Anthony Hau | 16%upside $68 | Buy Maintained | 30 Jul 2025 |
Barclays Anthony Powell | 14%upside $67 | Overweight Upgraded | 29 Jul 2025 |
Wells Fargo James Feldman | 19%upside $70 | Overweight Maintained | 24 Jul 2025 |
RBC Capital Brad Heffern | 13%upside $66 | Sector Perform Maintained | 23 Jul 2025 |
Compass Point Merrill Ross | 23%upside $72 | Buy Upgraded | 22 Jul 2025 |
Financial journalist opinion
Based on 16 articles about ELS published over the past 30 days
Positive
Seeking Alpha
10 hours ago
My Favorite Retirement Combo: A Grower And A Gusher I Actually Like
Dividends are a powerful tool for building wealth and achieving financial independence, as highlighted by Rockefeller and Buffett. Most Americans, especially median and low-income earners, face a significant retirement savings gap and risk relying solely on Social Security. Chasing the highest-yielding dividend stocks can lead to poor investment outcomes, including dividend cuts and capital losses.
Neutral
PRNewsWire
23 hours ago
ELS Declares Third Quarter 2025 Dividend
CHICAGO , July 29, 2025 /PRNewswire/ -- On July 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 third 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 October 10, 2025 to stockholders of record at the close of business on September 26, 2025.
Neutral
Seeking Alpha
3 days ago
Fed Looms Over Mid-Summer Rally
U.S. equity markets rallied to fresh record-highs this week as investors cheered upbeat corporate earnings results and several major trade deals ahead of a frenetic week of potentially narrative-shifting catalysts. Months of tariff bemoaning and general pessimism have surrendered of late to some mid-summer optimism, but a barrage of obstacles loom, including a Fed that is ever-eager to play spoiler. Notching record-highs in four of the past five weeks, the S&P 500 rallied another 1.5% this week, advancing in all five trading sessions.
Positive
Seeking Alpha
4 days ago
5 Stocks I'm Buying As Retail Investors Take Over The Market
Retail-driven meme stock mania is back, echoing 2021's irrational exuberance, with surges in fundamentally weak, heavily shorted stocks. Market leadership is shifting from the "Magnificent 7" to the "Fabulous 5" AI giants, driven by proprietary technology and AI infrastructure advantages. Despite market optimism, I remain concerned about persistent tariffs, which threaten corporate margins and are largely ignored by investors.
Positive
Seeking Alpha
1 week ago
Equity Lifestyle: A Fantastic Real Estate Business At A Reasonable Price
ELS shares are undervalued, trading at the low end of their historical range despite resilient operational results and a strong business model. The company benefits from structural barriers to new supply, high tenant switching costs, and demographic tailwinds, supporting long-term pricing power. Current valuation offers 9-14% annualized return potential over five years, with a 3.3% yield and strong dividend growth prospects.
Positive
Seeking Alpha
1 week ago
Equity LifeStyle Properties Q2 Review: Sluggish Growth But Stable Core Business
I maintain my 'hold' rating on Equity LifeStyle Properties, as its stable, recurring revenue and secure dividend are offset by weak seasonal demand and a lack of near-term catalysts. Q2 results were in-line, with solid core property income and impressive insurance cost reductions, but transient and home sales segments remain under pressure. ELS's balance sheet is strong, leverage is down, and the 3.3% dividend yield is safe, supporting long-term income growth for patient investors.
Neutral
Seeking Alpha
1 week ago
Equity LifeStyle Properties, Inc. (ELS) Q2 2025 Earnings Call Transcript
Equity LifeStyle Properties, Inc. (NYSE:ELS ) Q2 2025 Earnings Conference Call July 22, 2025 11:00 AM ET Company Participants Marguerite M. Nader - CEO & Non-Independent Vice Chairman Patrick Waite - President & COO Paul Seavey - Executive VP & CFO Conference Call Participants Bradley Barrett Heffern - RBC Capital Markets, Research Division David Segall - Green Street Advisors, LLC, Research Division Eric Jon Wolfe - Citigroup Inc., Research Division James Colin Feldman - Wells Fargo Securities, LLC, Research Division Jana Galan - BofA Securities, Research Division Jason Adam Wayne - Barclays Bank PLC, Research Division John P.
Positive
Zacks Investment Research
1 week ago
Equity Lifestyle Properties (ELS) Reports Q2 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Equity Lifestyle Properties (ELS) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 week ago
Equity Lifestyle Properties (ELS) Q2 FFO Match Estimates
Equity Lifestyle Properties (ELS) came out with quarterly funds from operations (FFO) of $0.69 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.66 per share a year ago.
Neutral
PRNewsWire
1 week ago
ELS Reports Second Quarter Results
Continued Strong Performance CHICAGO , July 21, 2025 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") today announced results for the quarter and six months ended June 30, 2025. All per share results are reported on a fully diluted basis unless otherwise noted.
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