Dimensional Fund Advisors LP Increases Stock Position in Equity Residential $EQR

Key Points

• Dimensional Fund Advisors increased its stake in Equity Residential by 3.4% in Q3 to 5,199,635 shares, representing about 1.37% of the company and valued at roughly $336.6 million.
• Equity Residential has a $23.8 billion market cap, reported a slight quarterly EPS miss ($1.03 vs. $1.04), and issued FY2026 guidance of $4.020–$4.140 per share (analysts forecast ~3.98 EPS).
• The REIT pays a $2.77 annual dividend (a 4.4% yield) but carries a high payout ratio (~94.5%), while insiders have sold shares recently (10,058 shares worth ~$655k in the last three months).

Dimensional Fund Advisors LP lifted its holdings in shares of Equity Residential (NYSE:EQR - Free Report) by 3.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,199,635 shares of the real estate investment trust's stock after purchasing an additional 173,002 shares during the period. Dimensional Fund Advisors LP owned about 1.37% of Equity Residential worth $336,564,000 as of its most recent SEC filing.

Several other institutional investors have also recently modified their holdings of EQR. Insigneo Advisory Services LLC increased its position in Equity Residential by 7.5% during the third quarter. Insigneo Advisory Services LLC now owns 3,378 shares of the real estate investment trust's stock worth $219,000 after buying an additional 237 shares in the last quarter. Victory Capital Management Inc. boosted its stake in shares of Equity Residential by 3.3% during the third quarter. Victory Capital Management Inc. now owns 272,632 shares of the real estate investment trust's stock valued at $17,647,000 after acquiring an additional 8,699 shares during the last quarter. CI Investments Inc. increased its position in Equity Residential by 0.6% during the 3rd quarter. CI Investments Inc. now owns 37,510 shares of the real estate investment trust's stock worth $2,428,000 after purchasing an additional 211 shares in the last quarter. Kingsview Wealth Management LLC raised its stake in Equity Residential by 14.4% in the 3rd quarter. Kingsview Wealth Management LLC now owns 3,456 shares of the real estate investment trust's stock valued at $224,000 after purchasing an additional 436 shares during the last quarter. Finally, Lasalle Investment Management Securities LLC lifted its holdings in Equity Residential by 1.5% in the 3rd quarter. Lasalle Investment Management Securities LLC now owns 1,173,086 shares of the real estate investment trust's stock valued at $75,934,000 after purchasing an additional 16,919 shares in the last quarter. 92.68% of the stock is currently owned by institutional investors and hedge funds.

Equity Residential Stock Up 0.4%

Shares of NYSE:EQR opened at $63.04 on Friday. The stock has a 50-day simple moving average of $62.56 and a 200-day simple moving average of $62.57. The stock has a market capitalization of $23.80 billion, a P/E ratio of 21.52, a PEG ratio of 4.72 and a beta of 0.75. Equity Residential has a 1 year low of $58.38 and a 1 year high of $73.16. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.31 and a current ratio of 0.31.

Equity Residential (NYSE:EQR - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $1.03 EPS for the quarter, missing the consensus estimate of $1.04 by ($0.01). Equity Residential had a net margin of 36.20% and a return on equity of 9.98%. The business had revenue of $781.91 million during the quarter, compared to analysts' expectations of $786.35 million. During the same quarter in the previous year, the business posted $1.00 EPS. The company's quarterly revenue was up 2.0% on a year-over-year basis. Equity Residential has set its Q1 2026 guidance at 0.940-0.980 EPS and its FY 2026 guidance at 4.020-4.140 EPS. Equities analysts forecast that Equity Residential will post 3.98 earnings per share for the current year.

Equity Residential Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Friday, January 2nd were issued a $0.6925 dividend. This represents a $2.77 annualized dividend and a yield of 4.4%. The ex-dividend date was Friday, January 2nd. Equity Residential's dividend payout ratio is currently 94.54%.

Insider Activity at Equity Residential

In other Equity Residential news, EVP Catherine Carraway sold 656 shares of the firm's stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $65.13, for a total value of $42,725.28. Following the transaction, the executive vice president directly owned 18,339 shares of the company's stock, valued at $1,194,419.07. This trade represents a 3.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Robert Garechana sold 3,637 shares of the firm's stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $65.13, for a total value of $236,877.81. Following the completion of the transaction, the executive vice president directly owned 18,740 shares in the company, valued at $1,220,536.20. This trade represents a 16.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 10,058 shares of company stock worth $655,078. Corporate insiders own 1.10% of the company's stock.

Wall Street Analysts Forecast Growth

EQR has been the subject of a number of recent research reports. Cantor Fitzgerald lifted their price target on shares of Equity Residential from $61.00 to $64.00 and gave the stock a "neutral" rating in a report on Monday, February 9th. BNP Paribas Exane lifted their target price on shares of Equity Residential from $66.00 to $68.00 and gave the stock a "neutral" rating in a research note on Tuesday. The Goldman Sachs Group increased their price target on Equity Residential from $69.00 to $71.00 and gave the stock a "neutral" rating in a research note on Thursday, February 12th. Barclays reissued an "overweight" rating and issued a $78.00 price target on shares of Equity Residential in a research note on Tuesday, January 13th. Finally, Stifel Nicolaus set a $78.50 price objective on shares of Equity Residential in a research note on Friday, February 6th. Six analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Equity Residential currently has a consensus rating of "Hold" and an average price target of $69.74.

Equity Residential Company Profile

Equity Residential NYSE: EQR is a publicly traded real estate investment trust that acquires, develops, owns and operates rental apartment properties. Headquartered in Chicago, the company focuses on delivering professionally managed, market-rate apartment homes and related services to renters. Its operations cover a range of property types, including high-rise and mid-rise assets, with amenities and on-site management designed to support resident retention and occupancy.

The company's core activities include property acquisitions, development and redevelopment, leasing, and day-to-day property management.

Want to see what other hedge funds are holding EQR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Equity Residential (NYSE:EQR - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.