Equity Lifestyle Properties (NYSE:ELS) Updates Q1 2026 Earnings Guidance

Equity Lifestyle Properties (NYSE:ELS) issued an update on its first quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 0.810-0.870 for the period, compared to the consensus earnings per share estimate of 0.660. The company issued revenue guidance of -. Equity Lifestyle Properties also updated its FY 2026 guidance to 3.120-3.220 EPS.

Equity Lifestyle Properties Stock Performance

Shares of NYSE ELS traded down $1.04 during midday trading on Wednesday, reaching $61.86. 1,594,513 shares of the company were exchanged, compared to its average volume of 1,507,420. The stock has a market cap of $11.99 billion, a P/E ratio of 31.09, a PEG ratio of 3.54 and a beta of 0.77. Equity Lifestyle Properties has a 1 year low of $58.15 and a 1 year high of $70.35. The stock has a fifty day simple moving average of $61.81 and a 200 day simple moving average of $61.30. The company has a current ratio of 0.05, a quick ratio of 0.05 and a debt-to-equity ratio of 0.27.

Equity Lifestyle Properties (NYSE:ELS) last issued its earnings results on Wednesday, January 28th. The real estate investment trust reported $0.79 earnings per share for the quarter, beating the consensus estimate of $0.78 by $0.01. Equity Lifestyle Properties had a net margin of 24.97% and a return on equity of 20.99%. During the same period in the prior year, the business earned $0.76 EPS. The company’s revenue was up .4% compared to the same quarter last year. Equity Lifestyle Properties has set its Q1 2026 guidance at 0.810-0.870 EPS and its FY 2026 guidance at 3.120-3.220 EPS. On average, research analysts forecast that Equity Lifestyle Properties will post 3.07 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ELS has been the subject of several analyst reports. Truist Financial set a $66.00 target price on Equity Lifestyle Properties and gave the company a “hold” rating in a research note on Tuesday, January 20th. Zacks Research downgraded shares of Equity Lifestyle Properties from a “hold” rating to a “strong sell” rating in a research note on Friday, January 23rd. Barclays reissued an “overweight” rating and issued a $68.00 target price on shares of Equity Lifestyle Properties in a research report on Tuesday, January 13th. Wall Street Zen lowered shares of Equity Lifestyle Properties from a “hold” rating to a “sell” rating in a research report on Saturday. Finally, Wells Fargo & Company cut their price target on shares of Equity Lifestyle Properties from $70.00 to $68.00 and set an “overweight” rating on the stock in a research note on Thursday, October 30th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Equity Lifestyle Properties currently has an average rating of “Moderate Buy” and a consensus price target of $69.14.

More Equity Lifestyle Properties News

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $3.120–$3.220, well above the prior consensus (~$2.49). This is a meaningful upside to street expectations and signals stronger-than-expected earnings power for the year. ELS Reports Fourth Quarter Results
• Positive Sentiment: Q1‑2026 guidance was also raised to $0.810–$0.870 vs. consensus ~ $0.66, giving near-term visibility to earnings strength. ELS Reports Fourth Quarter Results
• Positive Sentiment: Q4 results: FFO/EPS of $0.79 beat consensus $0.78 and improved from $0.76 year‑ago; revenue was slightly higher (+0.4% YoY). The beat supports the raised guidance. Equity Lifestyle Properties (ELS) Surpasses Q4 FFO and Revenue Estimates
• Positive Sentiment: Company announced its 22nd consecutive annual dividend increase, supporting income-oriented investors and REIT valuation support. ELS Reports Fourth Quarter Results
• Neutral Sentiment: Analyst/metric deep dives are available to help parse occupancy, rent growth and other operating KPIs behind the headline numbers — useful for assessing sustainability of guidance. Equity Lifestyle Properties (ELS) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Top-line growth was modest (revenue +0.4% YoY), which may temper enthusiasm if investors expected stronger rent/occupancy momentum. Press Release PDF
• Negative Sentiment: Shares are down amid the market session — potential drivers include short‑term profit taking, interest‑rate/REIT sector pressure, and a valuation that remains elevated (P/E ~31). Investors may be weighing guidance vs. macro/interest‑rate risk. MarketBeat ELS Quote

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of ELS. Wiser Advisor Group LLC bought a new stake in shares of Equity Lifestyle Properties in the 3rd quarter worth about $25,000. Caitong International Asset Management Co. Ltd lifted its position in shares of Equity Lifestyle Properties by 943.8% during the third quarter. Caitong International Asset Management Co. Ltd now owns 501 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 453 shares during the last quarter. Fulcrum Asset Management LLP acquired a new position in Equity Lifestyle Properties in the third quarter worth about $34,000. Wilmington Savings Fund Society FSB increased its holdings in Equity Lifestyle Properties by 27.4% in the third quarter. Wilmington Savings Fund Society FSB now owns 1,250 shares of the real estate investment trust’s stock valued at $76,000 after buying an additional 269 shares during the last quarter. Finally, Polymer Capital Management HK LTD acquired a new stake in Equity Lifestyle Properties during the third quarter valued at approximately $205,000. Institutional investors and hedge funds own 97.21% of the company’s stock.

Equity Lifestyle Properties Company Profile

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.