Update shared on05 Sep 2025
Analysts cite improving Sunbelt fundamentals, attractive valuations, and Camden’s relative outperformance despite sector headwinds and cautious near-term FFO outlooks, resulting in the consensus price target remaining unchanged at $122.90.
Analyst Commentary
- Bullish analysts cite improving fundamentals in Sunbelt markets, with supply trending lower and stabilizing demand for multi-family properties.
- The sector’s underperformance has resulted in more attractive valuations, with the FFO multiple now nearly a standard deviation below its 10-year average.
- Some analysts have selectively raised or maintained Buy ratings due to Camden's relative outperformance and conviction in long-term fundamentals despite short-term headwinds.
- Price targets are being modestly reduced in response to slightly lower FFO estimates and concerns over faster-than-expected national job growth deceleration.
- Negative sentiment and sector-wide selloffs have led to rare discounts compared to other REITs, prompting a more constructive outlook among previously bearish analysts.
What's in the News
- No shares repurchased from April 1, 2025 to June 30, 2025; the share buyback program has completed a total of 4,817,861 shares repurchased for $280.46 million.
- Q3 2025 diluted EPS guidance set at $1.01 to $1.05; full-year 2025 diluted EPS guidance at $2.33 to $2.43.
- Full-year 2025 revenue same property growth guidance is 0.50% to 1.50%.
Valuation Changes
Summary of Valuation Changes for Camden Property Trust
- The Consensus Analyst Price Target remained effectively unchanged, at $122.90.
- The Future P/E for Camden Property Trust remained effectively unchanged, moving only marginally from 80.77x to 80.05x.
- The Discount Rate for Camden Property Trust remained effectively unchanged, moving only marginally from 7.11% to 7.12%.
Disclaimer
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