AvalonBay Communities (NYSE:AVB) Updates FY 2026 Earnings Guidance

AvalonBay Communities (NYSE:AVB) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 11.000-11.500 for the period, compared to the consensus earnings per share estimate of 7.710. The company issued revenue guidance of -. AvalonBay Communities also updated its Q1 2026 guidance to 2.730-2.830 EPS.

AvalonBay Communities Stock Up 1.9%

NYSE:AVB traded up $3.37 on Wednesday, hitting $177.66. 1,404,148 shares of the company’s stock traded hands, compared to its average volume of 1,230,712. The firm has a 50-day moving average price of $179.59 and a 200-day moving average price of $185.26. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 0.72. The company has a market cap of $25.16 billion, a PE ratio of 21.69, a price-to-earnings-growth ratio of 3.00 and a beta of 0.76. AvalonBay Communities has a 1 year low of $166.73 and a 1 year high of $230.21.

AvalonBay Communities (NYSE:AVB) last released its quarterly earnings data on Wednesday, February 4th. The real estate investment trust reported $2.85 earnings per share for the quarter, meeting the consensus estimate of $2.85. AvalonBay Communities had a net margin of 38.78% and a return on equity of 9.72%. AvalonBay Communities has set its FY 2026 guidance at 11.000-11.500 EPS and its Q1 2026 guidance at 2.730-2.830 EPS. Equities analysts anticipate that AvalonBay Communities will post 11.48 EPS for the current fiscal year.

AvalonBay Communities Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were paid a dividend of $1.75 per share. The ex-dividend date was Wednesday, December 31st. This represents a $7.00 annualized dividend and a yield of 3.9%. AvalonBay Communities’s dividend payout ratio is presently 85.47%.

Analyst Ratings Changes

AVB has been the subject of several recent research reports. Scotiabank cut their price target on AvalonBay Communities from $215.00 to $193.00 and set a “sector perform” rating for the company in a report on Tuesday, November 4th. Evercore ISI reissued an “in-line” rating and issued a $214.00 target price on shares of AvalonBay Communities in a report on Monday, November 3rd. UBS Group decreased their price target on AvalonBay Communities from $192.00 to $191.00 and set a “neutral” rating on the stock in a research note on Thursday, January 8th. Morgan Stanley lowered their price target on AvalonBay Communities from $225.00 to $222.50 and set an “overweight” rating on the stock in a research report on Thursday, November 13th. Finally, Barclays upped their target price on shares of AvalonBay Communities from $216.00 to $217.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Six equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $203.50.

Hedge Funds Weigh In On AvalonBay Communities

Hedge funds have recently added to or reduced their stakes in the stock. State Street Corp increased its holdings in AvalonBay Communities by 1.0% during the 3rd quarter. State Street Corp now owns 9,537,966 shares of the real estate investment trust’s stock worth $1,858,788,000 after purchasing an additional 92,467 shares in the last quarter. Northern Trust Corp lifted its position in AvalonBay Communities by 3.5% during the 3rd quarter. Northern Trust Corp now owns 2,982,468 shares of the real estate investment trust’s stock worth $576,123,000 after buying an additional 100,212 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of AvalonBay Communities by 76.0% in the 3rd quarter. Bank of America Corp DE now owns 2,355,838 shares of the real estate investment trust’s stock valued at $455,077,000 after acquiring an additional 1,017,286 shares in the last quarter. UBS Group AG increased its position in shares of AvalonBay Communities by 42.6% in the third quarter. UBS Group AG now owns 732,814 shares of the real estate investment trust’s stock valued at $141,558,000 after acquiring an additional 218,789 shares during the last quarter. Finally, CANADA LIFE ASSURANCE Co raised its holdings in AvalonBay Communities by 4.8% during the third quarter. CANADA LIFE ASSURANCE Co now owns 426,070 shares of the real estate investment trust’s stock worth $82,458,000 after acquiring an additional 19,578 shares in the last quarter. Institutional investors and hedge funds own 92.61% of the company’s stock.

About AvalonBay Communities

AvalonBay Communities, Inc (NYSE: AVB) is a publicly traded real estate investment trust (REIT) that owns, develops, redevelops and manages multifamily residential properties. The company focuses on professionally managed apartment communities, offering a range of rental housing options and related resident services. As a REIT, AvalonBay’s core activities center on the acquisition and development of apartment assets and the ongoing operations and leasing of those communities.

AvalonBay’s operating activities include ground-up development, strategic redevelopment of existing properties, property and asset management, and on-site leasing and resident services.