Update shared on 31 Oct 2025
Analysts have moderately lowered their price targets on Camden Property Trust, citing modestly reduced assumptions for profit margin and revenue growth. This has led to an average downward adjustment of several dollars per share as national job growth softens and sector-wide valuations reset.
Analyst Commentary
Recent analyst updates reflect a mix of optimism and caution regarding Camden Property Trust's valuation, growth prospects, and sector positioning. The following summarizes the key takeaways from current Street research:
Bullish Takeaways- Bullish analysts highlight improving fundamentals in the Sunbelt region, with supply levels falling and market conditions supporting a constructive outlook for multi-family assets.
- The company remains a top pick among apartment real estate investment trusts, thanks to its solid year-to-date performance and attractive relative valuation compared to historic averages.
- There is consensus that the current sector-wide selloff and underperformance have created rare buying opportunities, with Camden trading at a discount to its historical next-12-months FFO multiples.
- Upgrades to a Buy rating reflect confidence in Camden's ability to deliver on its forward earnings potential, especially as sector conditions set a foundation for recovery.
- Bearish analysts express caution as national job growth continues to slow. As a result, they have modestly lowered price targets and adjusted profit margin expectations downward.
- Recent periods have seen apartment REITs, including Camden, underperform broader REIT subsectors. This has challenged momentum and sentiment among investors.
- Revisions to financial forecasts include slightly reduced funds from operations estimates, reflecting execution risk as external macro conditions soften.
- There are concerns that after recent earnings adjustments, projected 2026 performance may not fully offset near-term headwinds in revenue and sector multiples.
Valuation Changes
- Fair Value: Remains unchanged at $120.90 per share. This reflects stability in analysts' intrinsic value assessment.
- Discount Rate: Decreased slightly from 7.15% to 7.14%. This suggests marginally lower risk or cost of capital assumptions.
- Revenue Growth: Revised down modestly from 4.25% to 4.25%. This indicates slightly tempered expectations for top-line expansion.
- Net Profit Margin: Lowered marginally from 11.06% to 11.05%. This highlights cautious adjustments to anticipated profitability.
- Future P/E: Risen marginally from 80.85x to 80.94x. This reflects a minor increase in expected price-to-earnings multiples moving forward.
Disclaimer
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