Mid-America Apartment Communities, Inc. $MAA Shares Sold by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking trimmed its stake in Mid‑America Apartment Communities by 33.7% in Q4, selling 30,396 shares and leaving 59,853 shares worth about $8.31 million (≈0.05% ownership).
• MAA reported a strong quarterly EPS beat of $2.13 vs. $0.83 consensus, set Q2 2026 guidance of 2.000–2.120 EPS and FY2026 of 8.370–8.690, and pays a $1.53 quarterly dividend (annualized $6.12, 4.8% yield) despite a high payout ratio of 185.45%.
• Institutional investors dominate ownership at 93.6% with large recent moves (e.g., Viking Global’s new ~$369.6M position and UBS AM’s 621% increase to ~1.21M shares), while analyst consensus is a “Hold” with a $148.44 average target.

Mitsubishi UFJ Trust & Banking Corp trimmed its holdings in Mid-America Apartment Communities, Inc. (NYSE:MAA - Free Report) by 33.7% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 59,853 shares of the real estate investment trust's stock after selling 30,396 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.05% of Mid-America Apartment Communities worth $8,314,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Viking Global Investors LP acquired a new position in shares of Mid-America Apartment Communities in the 3rd quarter valued at $369,597,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Mid-America Apartment Communities by 621.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,208,081 shares of the real estate investment trust's stock worth $168,805,000 after purchasing an additional 1,040,525 shares during the last quarter. Balyasny Asset Management L.P. acquired a new stake in shares of Mid-America Apartment Communities during the 2nd quarter worth about $54,314,000. UBS Group AG raised its holdings in Mid-America Apartment Communities by 65.7% in the 3rd quarter. UBS Group AG now owns 712,167 shares of the real estate investment trust's stock valued at $99,511,000 after buying an additional 282,278 shares during the period. Finally, Teacher Retirement System of Texas raised its holdings in Mid-America Apartment Communities by 1,766.5% in the 4th quarter. Teacher Retirement System of Texas now owns 286,189 shares of the real estate investment trust's stock valued at $39,755,000 after buying an additional 270,856 shares during the period. Hedge funds and other institutional investors own 93.60% of the company's stock.

Mid-America Apartment Communities Stock Down 0.4%

Shares of NYSE:MAA opened at $128.65 on Friday. The firm has a market capitalization of $15.04 billion, a PE ratio of 38.98 and a beta of 0.77. Mid-America Apartment Communities, Inc. has a 1 year low of $120.30 and a 1 year high of $169.00. The company has a debt-to-equity ratio of 0.99, a current ratio of 0.13 and a quick ratio of 0.10. The firm's 50-day moving average is $127.39 and its two-hundred day moving average is $131.56.

Mid-America Apartment Communities (NYSE:MAA - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The real estate investment trust reported $2.13 EPS for the quarter, beating the consensus estimate of $0.83 by $1.30. The business had revenue of $553.73 million during the quarter, compared to analyst estimates of $555.75 million. Mid-America Apartment Communities had a net margin of 17.60% and a return on equity of 6.61%. The business's revenue for the quarter was up .8% compared to the same quarter last year. During the same quarter last year, the firm posted $2.20 earnings per share. Mid-America Apartment Communities has set its Q2 2026 guidance at 2.000-2.120 EPS and its FY 2026 guidance at 8.370-8.690 EPS. Analysts predict that Mid-America Apartment Communities, Inc. will post 8.53 EPS for the current year.

Mid-America Apartment Communities Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Wednesday, April 15th were paid a $1.53 dividend. The ex-dividend date was Wednesday, April 15th. This represents a $6.12 annualized dividend and a dividend yield of 4.8%. Mid-America Apartment Communities's payout ratio is 185.45%.

Insider Activity at Mid-America Apartment Communities

In other news, EVP Amber Fairbanks sold 711 shares of the company's stock in a transaction on Monday, April 6th. The stock was sold at an average price of $124.73, for a total transaction of $88,683.03. Following the sale, the executive vice president owned 4,471 shares of the company's stock, valued at approximately $557,667.83. This represents a 13.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,039 shares of company stock valued at $129,594 in the last three months. Insiders own 0.60% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Truist Financial lowered their target price on shares of Mid-America Apartment Communities from $142.00 to $136.00 and set a "buy" rating for the company in a research note on Tuesday, March 31st. Wall Street Zen raised shares of Mid-America Apartment Communities from a "strong sell" rating to a "sell" rating in a research note on Sunday, April 12th. KeyCorp lowered their price objective on shares of Mid-America Apartment Communities from $170.00 to $155.00 and set an "overweight" rating for the company in a research report on Wednesday, February 11th. Wells Fargo & Company dropped their target price on shares of Mid-America Apartment Communities from $150.00 to $140.00 and set an "overweight" rating for the company in a report on Thursday, April 23rd. Finally, Cantor Fitzgerald boosted their target price on Mid-America Apartment Communities from $137.00 to $141.00 and gave the company a "neutral" rating in a research report on Monday, February 9th. Eight analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Mid-America Apartment Communities currently has an average rating of "Hold" and a consensus target price of $148.44.

About Mid-America Apartment Communities

Mid-America Apartment Communities, Inc NYSE: MAA is a publicly traded real estate investment trust (REIT) specializing in the acquisition, development, redevelopment and operation of multifamily residential properties. The company focuses on high-barrier-to-entry apartment communities, offering a mix of one-, two- and three-bedroom homes designed to meet the needs of diverse renter demographics. Its integrated business model encompasses property management, leasing, maintenance and customer service, providing residents with a comprehensive living experience under one ownership platform.

MAA's portfolio comprises more than 100 communities and over 40,000 apartment homes across key Sun Belt markets.

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