Update shared on 18 Nov 2025
Equity LifeStyle Properties' analyst price target was lowered by $5.00 to $62.50. Analysts cite mixed second-quarter performance and updated industry checks to support the revised outlook.
Analyst Commentary
Following the recent reassessment of Equity LifeStyle Properties’ outlook, analysts offered a range of perspectives highlighting both positive and cautionary factors impacting the company's future valuation and performance.
Bullish Takeaways
- Recent industry checks indicate that long-term fundamentals for the manufactured housing sector remain intact, supporting steady demand and occupancy trends.
- Analysts note continued operational execution, with efficient expense management despite a challenging environment.
- Bullish analysts point to the company’s ability to maintain consistent revenue growth. This underscores resilient leasing dynamics across its property portfolio.
Bearish Takeaways
- Muted second-quarter performance led to modest downward revisions in estimates. This reflects near-term operational challenges.
- Some analysts caution that competitive pressures and price sensitivity among tenants may limit the company’s ability to enact further rent increases.
- There is uncertainty regarding the pace of recovery in certain regional markets, potentially impacting short-term growth projections and valuation targets.
What's in the News
- Equity LifeStyle Properties announced its earnings guidance for the fourth quarter ending September 30, 2025, with projected net income per common share between $0.49 and $0.55. Full year 2025 guidance is in the range of $1.96 to $2.06. (Key Developments)
- The company was removed from the FTSE All-World Index (USD) following recent index rebalancing. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Lowered by $5.00 to $62.50 after the recent outlook update.
- Discount Rate: Increased slightly from 7.01% to 7.07%, reflecting updated risk considerations.
- Revenue Growth: Projected to decrease modestly from 4.04% to 3.90% for the coming period.
- Net Profit Margin: Improved slightly, rising from 26.10% to 26.26%.
- Future P/E: Remained almost unchanged, moving fractionally from 38.66x to 38.64x.
Disclaimer
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