What is Zacks Research's Estimate for AVB Q1 Earnings?

Key Points

• Zacks Research raised its Q1 2026 earnings per share estimate for AvalonBay Communities to $2.94, slightly up from the previous forecast of $2.93, with a consensus full-year earnings estimate of $11.48 per share.
• AvalonBay's stock has seen analysts issue mixed reviews, with price targets ranging from a low of $213 to a high of $241, leading to a consensus rating of "Hold."
• The company declared a quarterly dividend of $1.75, which represents a yield of 3.56%, demonstrating a high dividend payout ratio of 87.17%.

AvalonBay Communities, Inc. (NYSE:AVB - Free Report) - Equities research analysts at Zacks Research raised their Q1 2026 earnings per share estimates for shares of AvalonBay Communities in a research note issued to investors on Tuesday, July 29th. Zacks Research analyst R. Department now expects that the real estate investment trust will post earnings per share of $2.94 for the quarter, up from their prior estimate of $2.93. The consensus estimate for AvalonBay Communities' current full-year earnings is $11.48 per share. Zacks Research also issued estimates for AvalonBay Communities' Q4 2026 earnings at $3.14 EPS and FY2026 earnings at $11.99 EPS.

Several other research firms have also recently commented on AVB. JPMorgan Chase & Co. cut their price target on AvalonBay Communities from $251.00 to $249.00 and set an "overweight" rating on the stock in a research note on Tuesday, June 17th. BMO Capital Markets lowered shares of AvalonBay Communities from an "outperform" rating to a "market perform" rating and set a $220.00 price objective on the stock. in a research note on Friday, April 4th. Morgan Stanley increased their target price on AvalonBay Communities from $226.00 to $228.00 and gave the stock an "equal weight" rating in a research report on Thursday, May 15th. UBS Group dropped their price target on shares of AvalonBay Communities from $238.00 to $216.00 and set a "neutral" rating on the stock in a research note on Tuesday, July 15th. Finally, Barclays raised their price objective on shares of AvalonBay Communities from $240.00 to $241.00 and gave the company an "equal weight" rating in a research note on Tuesday, July 15th. Nine analysts have rated the stock with a hold rating and seven have assigned a buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average price target of $234.43.

AvalonBay Communities Stock Down 1.0%

AvalonBay Communities stock traded down $1.93 during midday trading on Thursday, hitting $184.35. 1,833,601 shares of the company were exchanged, compared to its average volume of 670,314. The company's fifty day moving average price is $202.91 and its 200-day moving average price is $208.48. AvalonBay Communities has a fifty-two week low of $180.40 and a fifty-two week high of $239.29. The company has a debt-to-equity ratio of 0.71, a current ratio of 0.51 and a quick ratio of 0.51. The company has a market cap of $26.25 billion, a PE ratio of 22.70, a price-to-earnings-growth ratio of 2.48 and a beta of 0.86.

AvalonBay Communities (NYSE:AVB - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The real estate investment trust reported $2.82 earnings per share for the quarter, beating the consensus estimate 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 9.70% and a net margin of 38.91%. During the same period in the previous year, the company posted $2.77 EPS.

AvalonBay Communities Dividend Announcement

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

Insider Buying and Selling at AvalonBay Communities

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the company. Blair William & Co. IL boosted its position in shares of AvalonBay Communities by 4.5% during the 4th quarter. Blair William & Co. IL now owns 9,161 shares of the real estate investment trust's stock valued at $2,015,000 after acquiring an additional 393 shares during the last quarter. O Shaughnessy Asset Management LLC raised its position in AvalonBay Communities by 31.2% during the 4th quarter. O Shaughnessy Asset Management LLC now owns 14,998 shares of the real estate investment trust's stock valued at $3,299,000 after purchasing an additional 3,564 shares during the last quarter. Franklin Resources Inc. raised its holdings in AvalonBay Communities by 5.2% in the 4th quarter. Franklin Resources Inc. now owns 223,353 shares of the real estate investment trust's stock worth $49,131,000 after purchasing an additional 11,015 shares in the last quarter. HighPoint Advisor Group LLC raised its position in shares of AvalonBay Communities by 4.4% in the 4th quarter. HighPoint Advisor Group LLC now owns 1,980 shares of the real estate investment trust's stock worth $434,000 after acquiring an additional 84 shares in the last quarter. Finally, Geode Capital Management LLC increased its stake in shares of AvalonBay Communities by 3.0% in the 4th quarter. Geode Capital Management LLC now owns 3,693,457 shares of the real estate investment trust's stock worth $810,470,000 after acquiring an additional 107,655 shares in the last quarter. Institutional investors own 92.61% of the company's stock.

AvalonBay Communities Company Profile

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.