AvalonBay Communities (NYSE:AVB) Issues Q3 2025 Earnings Guidance

Key Points

• AvalonBay Communities has updated its Q3 2025 earnings guidance, projecting earnings per share (EPS) between 2.750 and 2.850, slightly below the consensus estimate of 2.849.
• The company's stock price has seen a recent drop, trading down $6.76 to $196.36, with a consensus rating of "Hold" and an average target price of $235.07 from analysts.
• AvalonBay also announced a quarterly dividend of $1.75, yielding 3.56%, reflecting a payout ratio of 87.17%.

AvalonBay Communities (NYSE:AVB - Get Free Report) updated its third quarter 2025 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.750-2.850 for the period, compared to the consensus estimate of 2.849. The company issued revenue guidance of -. AvalonBay Communities also updated its FY 2025 guidance to 11.190-11.590 EPS.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the company. Wall Street Zen cut AvalonBay Communities from a "hold" rating to a "sell" rating in a report on Sunday, June 29th. Barclays boosted their price target on AvalonBay Communities from $240.00 to $241.00 and gave the stock an "equal weight" rating in a research report on Tuesday, July 15th. UBS Group reduced their price target on AvalonBay Communities from $238.00 to $216.00 and set a "neutral" rating on the stock in a research report on Tuesday, July 15th. Morgan Stanley upped their target price on AvalonBay Communities from $226.00 to $228.00 and gave the company an "equal weight" rating in a research report on Thursday, May 15th. Finally, BMO Capital Markets lowered AvalonBay Communities from an "outperform" rating to a "market perform" rating and set a $220.00 price target on the stock. in a research report on Friday, April 4th. One equities research analyst has rated the stock with a sell rating, eight have issued a hold rating and seven have issued a buy rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus target price of $234.43.

AvalonBay Communities Stock Down 1.0%

AVB stock traded down $1.93 during mid-day trading on Friday, hitting $184.35. The stock had a trading volume of 1,833,601 shares, compared to its average volume of 804,064. The company has a current ratio of 0.51, a quick ratio of 0.51 and a debt-to-equity ratio of 0.70. The stock has a market capitalization of $26.25 billion, a price-to-earnings ratio of 22.70, a PEG ratio of 2.64 and a beta of 0.85. The company has a fifty day moving average of $203.19 and a 200 day moving average of $208.71. AvalonBay Communities has a 1-year low of $180.40 and a 1-year high of $239.29.

AvalonBay Communities (NYSE:AVB - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The real estate investment trust reported $2.82 EPS for the quarter, beating analysts' consensus estimates of $2.80 by $0.02. The business had revenue of $689.90 million for the quarter, compared to analyst estimates of $759.08 million. AvalonBay Communities had a return on equity of 9.76% and a net margin of 38.91%. During the same quarter in the prior year, the firm posted $2.77 EPS. On average, equities analysts expect that AvalonBay Communities will post 11.48 EPS for the current fiscal year.

AvalonBay Communities Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 15th. Shareholders of record on Monday, June 30th were given a $1.75 dividend. The ex-dividend date was Monday, June 30th. This represents a $7.00 dividend on an annualized basis and a dividend yield of 3.8%. AvalonBay Communities's dividend payout ratio (DPR) is currently 86.21%.

Insider Buying and Selling

In related news, CFO Kevin P. O'shea sold 6,000 shares of the firm's stock in a transaction on Monday, June 16th. The stock was sold at an average price of $207.57, for a total transaction of $1,245,420.00. Following the completion of the sale, the chief financial officer directly owned 22,782 shares of the company's stock, valued at $4,728,859.74. This trade represents a 20.85% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Edward M. Schulman sold 5,945 shares of the firm's stock in a transaction on Friday, June 13th. The shares were sold at an average price of $205.67, for a total value of $1,222,708.15. Following the sale, the executive vice president directly owned 17,617 shares of the company's stock, valued at $3,623,288.39. This represents a 25.23% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.45% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On AvalonBay Communities

A hedge fund recently raised its stake in AvalonBay Communities stock. Empowered Funds LLC increased its stake in shares of AvalonBay Communities, Inc. (NYSE:AVB - Free Report) by 5.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,723 shares of the real estate investment trust's stock after purchasing an additional 148 shares during the period. Empowered Funds LLC's holdings in AvalonBay Communities were worth $584,000 as of its most recent SEC filing. Institutional investors own 92.61% of the company's stock.

About AvalonBay Communities

AvalonBay Communities, Inc is a real estate investment trust, which engages in the development, acquisition, ownership, and operation of multifamily communities. It operates through the following segments: Same Store, Other Stabilized, and Development or Redevelopment. The Same Store segment refers to the operating communities that were owned and had stabilized occupancy.