Equity Lifestyle Properties (NYSE:ELS) Updates FY 2026 Earnings Guidance

Equity Lifestyle Properties (NYSE:ELS) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 3.120-3.220 for the period, compared to the consensus estimate of 2.490. The company issued revenue guidance of -. Equity Lifestyle Properties also updated its Q1 2026 guidance to 0.810-0.870 EPS.

Equity Lifestyle Properties Price Performance

Shares of ELS traded up $0.58 during trading hours on Thursday, reaching $62.50. 73,188 shares of the company traded hands, compared to its average volume of 1,626,278. The stock has a market capitalization of $12.11 billion, a PE ratio of 31.38, a price-to-earnings-growth ratio of 3.54 and a beta of 0.77. The stock has a fifty day simple moving average of $61.81 and a 200 day simple moving average of $61.30. Equity Lifestyle Properties has a fifty-two week low of $58.15 and a fifty-two week high of $70.35. The company has a quick ratio of 0.05, a current ratio of 0.05 and a debt-to-equity ratio of 0.27.

Equity Lifestyle Properties (NYSE:ELS) last issued its quarterly earnings results on Thursday, January 29th. The real estate investment trust reported $0.52 EPS for the quarter, missing analysts’ consensus estimates of $0.78 by ($0.26). Equity Lifestyle Properties had a return on equity of 20.99% and a net margin of 24.97%.The firm had revenue of $373.87 million for the quarter, compared to analysts’ expectations of $382.93 million. During the same quarter last year, the firm earned $0.76 earnings per share. The business’s quarterly revenue was up .4% compared to the same quarter last year. As a group, research analysts predict that Equity Lifestyle Properties will post 3.07 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equity Lifestyle Properties in a research report on Thursday, January 22nd. Truist Financial set a $66.00 price target on Equity Lifestyle Properties and gave the company a “hold” rating in a report on Tuesday, January 20th. UBS Group set a $67.00 price objective on shares of Equity Lifestyle Properties and gave the company a “buy” rating in a research note on Thursday, January 8th. Zacks Research cut shares of Equity Lifestyle Properties from a “hold” rating to a “strong sell” rating in a research report on Friday, January 23rd. Finally, Royal Bank Of Canada raised shares of Equity Lifestyle Properties from an “underperform” rating to an “outperform” rating and upped their price target for the stock from $66.00 to $70.00 in a research report on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Equity Lifestyle Properties currently has a consensus rating of “Moderate Buy” and a consensus target price of $69.14.

Equity Lifestyle Properties News Roundup

Here are the key news stories impacting Equity Lifestyle Properties this week:

• Positive Sentiment: Management raised guidance sharply — FY2026 EPS guidance of $3.120–$3.220 vs. Street ~$2.49, and Q1 2026 EPS guidance of $0.810–$0.870 vs. Street ~$0.66. Strong forward guidance suggests better cash flow and supports valuation upside.
• Positive Sentiment: Core operating metric beat: FFO of $0.79/share topped the Zacks consensus of $0.78 and improved year-over-year, signaling resilient rental fundamentals and supporting the guidance outlook. Equity Lifestyle Properties (ELS) Surpasses Q4 FFO and Revenue Estimates
• Positive Sentiment: Company announced its 22nd consecutive annual dividend increase, a shareholder-friendly move that typically supports REIT share prices and income-focused investor demand. ELS Reports Fourth Quarter Results (PR Newswire)
• Neutral Sentiment: Analyst write-ups provide deeper metric-level context (rent growth, occupancy, NOI drivers) that investors should review to judge sustainability of the upbeat guidance. Equity Lifestyle Properties (ELS) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: GAAP EPS missed materially: reported EPS $0.52 vs. consensus ~$0.78, and revenue $373.9M vs. ~$382.9M — these misses could pressure near-term sentiment and raise questions on one-time items or timing vs. the stronger forward view. Press Release / Q4 Report (PDF)

Hedge Funds Weigh In On Equity Lifestyle Properties

Hedge funds and other institutional investors have recently made changes to their positions in the business. Private Advisor Group LLC boosted its position in Equity Lifestyle Properties by 3.7% during the 3rd quarter. Private Advisor Group LLC now owns 4,948 shares of the real estate investment trust’s stock worth $300,000 after purchasing an additional 178 shares during the period. Wilmington Savings Fund Society FSB lifted its stake in shares of Equity Lifestyle Properties by 27.4% during the third quarter. Wilmington Savings Fund Society FSB now owns 1,250 shares of the real estate investment trust’s stock worth $76,000 after purchasing an additional 269 shares in the last quarter. United Capital Financial Advisors LLC lifted its stake in shares of Equity Lifestyle Properties by 6.9% during the third quarter. United Capital Financial Advisors LLC now owns 5,306 shares of the real estate investment trust’s stock worth $322,000 after purchasing an additional 342 shares in the last quarter. EP Wealth Advisors LLC boosted its position in shares of Equity Lifestyle Properties by 6.6% in the second quarter. EP Wealth Advisors LLC now owns 6,144 shares of the real estate investment trust’s stock worth $379,000 after buying an additional 378 shares during the period. Finally, Wiser Advisor Group LLC acquired a new stake in shares of Equity Lifestyle Properties in the third quarter valued at about $25,000. Institutional investors and hedge funds own 97.21% of the company’s stock.

About Equity Lifestyle Properties

Equity Lifestyle Properties, Inc (NYSE: ELS) is a publicly traded real estate investment trust specializing in the acquisition, development, ownership and operation of manufactured home communities and recreational vehicle resorts. The company’s portfolio includes more than 450 properties across the United States and Canada, serving over 200,000 residents and visitors. ELS organizes its operations into two primary segments: manufactured housing communities, which provide long-term housing solutions, and upscale RV and seasonal resorts designed for leisure travelers and seasonal patrons.

In its manufactured home division, ELS offers home-site leases combined with community amenities such as landscaped common areas, clubhouses, swimming pools and organized resident events.