AvalonBay Communities, Inc.

NYSE:AVB Lagerbericht

Marktkapitalisierung: US$26.7b

AvalonBay Communities Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 1/6

AvalonBay Communities verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 2.4%, während die Gewinne der Branche Residential REITs jährlich um gewachsen und zwar um 2.3%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 6.5%. Die Eigenkapitalrendite von AvalonBay Communities beträgt 9.8% und die Nettomargen betragen 37.2%.

Wichtige Informationen

2.42%

Wachstumsrate der Gewinne

1.96%

EPS-Wachstumsrate

Residential REITs Wachstum der Industrie11.06%
Wachstumsrate der Einnahmen6.51%
Eigenkapitalrendite9.80%
Netto-Marge37.20%
Letzte Ertragsaktualisierung31 Mar 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Narrativ-Update • Jun 04

AVB: Merger Synergies And Fair Yield Outlook Will Support Leasing Recovery

AvalonBay Communities' fair value estimate is modestly higher at about $194.83 from $193.55, reflecting analysts' updated price targets around the pending Equity Residential merger. Expected cost synergies, a discounted valuation and an improved profit margin profile are seen as partly offsetting only "just okay" macro conditions and a lower future P/E assumption.
Seeking Alpha • Apr 30

AvalonBay Communities Is Capitalizing On Valuation Gaps

Summary AvalonBay earns a Buy rating, capitalizing on persistent public-private valuation gaps in multifamily real estate. AVB’s aggressive share repurchases, funded by selling older assets, enhance earnings and streamline the portfolio for future growth. Development focus remains on high-quality, supply-constrained coastal markets, with new projects targeting stabilized yields of 6.5%-7%. Recent Q1 results outperformed expectations, with Core FFO of $2.83 and improving fundamentals as supply pressures begin to ease. Read the full article on Seeking Alpha
Narrativ-Update • Apr 26

AVB: 2026 Buybacks And Dividend Increases Will Support Leasing Recovery Potential

Narrative Update on AvalonBay Communities The analyst price target for AvalonBay Communities has shifted modestly lower, with the updated fair value moving from about $194.35 to $193.55 as analysts adjust models for near term earnings, sector wide residential REIT estimate changes, and softer occupancy commentary across U.S. multifamily markets. Analyst Commentary Recent research around AvalonBay Communities highlights a mix of caution on near term fundamentals and continued support for the longer term apartment REIT thesis.
Narrativ-Update • Apr 11

AVB: 2026 Coastal Apartments And Buybacks Will Support Q4 Leasing Recovery Potential

The updated analyst price target for AvalonBay Communities edges slightly lower to $194.35 from $195.05, as analysts factor in revised Q4 earnings and 2026 guidance assumptions, modestly higher discount rates, and sector wide adjustments to multifamily REIT estimates. Analyst Commentary Recent Street research on AvalonBay Communities clusters around updated models for Q4 results and 2026 guidance, with several firms adjusting price targets and ratings as they refresh sector views on multifamily REITs. Bullish Takeaways Bullish analysts maintaining Overweight views see room for value in apartments relative to other REIT categories, citing apartments, storage, and single family rentals as areas with stronger perceived upside into 2026 compared with segments such as cold storage and retail.
Narrativ-Update • Mar 28

AVB: 2026 Coastal Apartments And Buybacks Will Support Renewed Sector Upside

AvalonBay Communities' analyst fair value estimate has been nudged lower by about $1 to $195, as analysts factor in more moderate revenue growth, slightly higher discount rates, and broadly reduced sector price targets despite some upward revisions from a few firms. Analyst Commentary Recent Street research on AvalonBay Communities shows a split picture.
Narrativ-Update • Mar 13

AVB: 2026 Coastal Apartments And Buybacks May Support Renewed Sector Upside

AvalonBay Communities' analyst price targets have edged slightly lower, with our fair value estimate easing by about $2 to $196, as analysts trim growth and margin expectations and reset sector assumptions for U.S. multifamily REITs. Analyst Commentary Street research on AvalonBay Communities has recently centered on recalibrating price targets and expectations for the wider U.S. multifamily REIT sector, rather than on company specific surprises. Targets have generally shifted within a relatively tight band around the high US$190s, reflecting a mix of cautious and constructive views on valuation, execution, and sector level growth drivers.
Narrativ-Update • Feb 26

AVB: 2026 Coastal Apartments And Buybacks May Support Measured Upside

The updated analyst price target for AvalonBay Communities has shifted modestly as mixed recent revisions, including several cuts of $2 to $7 alongside a smaller $1 increase, reflect analysts balancing slightly adjusted growth and margin assumptions with sector-wide views on apartments and broader REITs. Analyst Commentary Recent research on AvalonBay Communities points to a split view, with some analysts nudging targets higher and others trimming them. They are reassessing apartment REIT valuations, the 2026 outlook, and relative positioning versus other property types.
Narrativ-Update • Feb 12

AVB: 2026 Coastal Apartments And Capital Returns May Support Measured Upside

The updated analyst price target for AvalonBay Communities reflects a modest adjustment of about $1, as analysts balance mixed target moves across firms along with revised assumptions around discount rates, revenue growth, margins, and future P/E expectations. Analyst Commentary Recent research shows a split view on AvalonBay Communities, with some firms nudging price targets higher and others trimming them.
Narrativ-Update • Jan 27

AVB: Share Repurchases Will Support 2026 Coastal Apartment Turnaround Potential

Analysts have edged their blended price target for AvalonBay Communities slightly lower to about US$200 from roughly US$203, citing more cautious assumptions around discount rates, revenue growth, margins, and future P/E multiples following a series of modest target trims across recent REIT sector reviews. Analyst Commentary Recent research shows a mix of bullish and bearish views on AvalonBay Communities, with adjustments to price targets reflecting shifting expectations around fundamentals into 2026.
Narrativ-Update • Jan 11

AVB: Share Repurchases And 2026 REIT Turnaround Expectations Will Support Returns

Analysts have trimmed their price targets on AvalonBay Communities by a few dollars, with recent cuts to about $190 to $197 reflecting softer leasing trends and higher operating expenses, even as they continue to highlight the potential for REITs to benefit from improving macro conditions into 2026. Analyst Commentary Recent research updates on AvalonBay Communities point to a mixed setup, with modestly lower price targets clustered around the low to high $190s and a consistent message of Neutral or similar ratings.
Narrativ-Update • Dec 24

AVB: Share Repurchases Will Support Returns As Leasing Headwinds Eventually Ease

AvalonBay Communities' analyst price target has inched lower by approximately $0.40 to about $203.40, as analysts weigh faster than expected leasing spread deterioration, softer apartment fundamentals into 2026, and mixed operating expense performance against still constructive long term residential REIT trends. Analyst Commentary Analysts remain divided on AvalonBay Communities, balancing near term operational softness against a still constructive longer term outlook for residential REITs. Recent price target changes reflect this push and pull between execution risk and valuation support.
Narrativ-Update • Dec 10

AVB: Share Repurchase Program Will Support Returns Despite Softer Leasing Spreads

AvalonBay Communities' analyst price target has been nudged lower to about $204 from roughly $206, as analysts factor in faster than expected leasing spread deterioration, softer apartment fundamentals into 2026, modestly weaker margin and growth assumptions, and a slightly higher future earnings multiple. Analyst Commentary Recent Street research reflects a mixed but slightly more cautious stance on AvalonBay Communities, with pricing targets shifting both higher and lower as analysts recalibrate expectations for earnings growth and operating performance into 2026.
Narrativ-Update • Nov 26

AVB: Share Repurchase Program Will Drive Returns Amid Sector Headwinds

AvalonBay Communities' analyst price target has decreased by approximately $3.31 to $205.88, as analysts cite weaker-than-anticipated leasing spreads, rising operating expenses, and ongoing headwinds for the multifamily REIT sector. Analyst Commentary Recent analyst updates reflect a mix of cautious and optimistic sentiment surrounding AvalonBay Communities, with price targets both reduced and slightly raised in light of earnings performance and projected sector dynamics.
Narrativ-Update • Nov 11

AVB: Upcoming $2.9 Billion Development Pipeline Will Drive Future Upside

AvalonBay Communities' analyst price target has been revised downward from $216.48 to $209.19. Analysts point to weakening leasing spreads, higher operating expenses, and tempered earnings outlooks amid challenging sector fundamentals.
Narrativ-Update • Oct 28

Upper-Tier Apartment Developments Will Shape Returns Amid Sector Rotation Risks

AvalonBay Communities’ analyst price target saw a slight decrease of $0.95 to $216.48 as analysts weighed recent upgrades and downgrades, along with updated earnings growth expectations and ongoing development activity. Analyst Commentary Recent analyst activity for AvalonBay Communities has shown a range of perspectives, reflecting both optimism and caution regarding the company's outlook and market performance.
Narrativ-Update • Oct 13

Undersupplied US Apartments Will Prosper Despite Regulatory And Market Risks

AvalonBay Communities' analyst price target has been modestly reduced from $219.65 to $217.43 per share. This change reflects analysts' tempered expectations for profit margins and revenue growth following recent sector reviews.
Narrativ-Update • Sep 05

Undersupplied US Apartments Will Prosper Despite Regulatory And Market Risks

Analysts maintain a positive outlook on AvalonBay’s robust growth pipeline, favorable market positioning, and prospective sector rotation benefits, but given valuation now aligns with peers after recent underperformance, the consensus price target remains unchanged at $219.65. Analyst Commentary Increased confidence in AvalonBay’s “best in class” earnings growth, supported by a significant $2.9B development pipeline expected to contribute meaningfully to future results.
Seeking Alpha • Apr 28

AvalonBay Communities: A Good Portfolio Anchor For A Turbulent Market

Summary AvalonBay is well-positioned to weather economic uncertainty, with a strong balance sheet, broad diversification, and operating in a resilient industry. The company benefits from competitive advantages like scale and standardized processes, leading to higher yields and significant development experience. AvalonBay's financials are robust, with strong credit ratings, and a solid dividend yield, supported by strategic portfolio optimization. While tariffs and higher unemployment pose risks, AvalonBay's strong balance sheet and expertise enable it to capitalize on market opportunities during downturns. Read the full article on Seeking Alpha
Seeking Alpha • Feb 09

AvalonBay Communities: Buy And Sleep Tight

Summary AvalonBay Communities offers "sleep well at night" qualities through a strong balance sheet and strategic focus on suburban markets with limited new supply. AVB's operational efficiencies and robust development pipeline, supported by pre-funded equity, position it for sustained growth and attractive deal terms. The stock's forward P/FFO of 19.3 is below its historical average, making it reasonably attractive despite not being a deep bargain. With a 3.1% dividend yield, strong credit ratings, and very safe leverage, AVB is ideal for conservative income investors seeking potential for steady total returns. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

AvalonBay Stock: 6 Reasons Why I'm Skeptical Of The Price

Summary We are currently maintaining our hold recommendation for AvalonBay. Our fair value estimate for the stock ranges from $210.36 to $219.73. AVB offers a potential total return of 5.26% as compared to 5.17% for their fixed-income instrument. The 9 bps premium for the equity is insufficient compensation in our view. In evaluating the apartment REIT sector dividend yield as compared to single-A corporate bond effective yield, we also see signs that the sector may be overvalued. The spread between the apartment sector cap rates and the US 10-year Treasury paints a similar picture that the stock does not offer a margin of safety. Finally, our view is also corroborated by their forward equity issuance activity and closed transactions in Q3. Read the full article on Seeking Alpha
Seeking Alpha • Sep 24

AvalonBay: Balanced Hold Despite Potential Cap Rate Reductions

Summary AvalonBay's stock dropped significantly during the rate hike cycle but soared when rate cut expectations began in November. Strong occupancy rates and rising net operating income highlight AvalonBay's robust performance, supported by macro trends like delayed family formation and cheaper rent versus mortgage payments. With the stock price being just 11% away from all-time highs, the dividend yield is considerably lower than its history, making the stock a hold. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

AvalonBay: Limited Upside And Overvalued

Summary AvalonBay owns and manages residential properties, with a focus on the West and East Coast markets. It has low leverage, strong liquidity, and a track record of good past performance. However, the current valuation and the decelerating rental rate growth create an opportunity risk for investors. With a relatively low dividend yield, income investors should also look elsewhere for dividend stock opportunities. That being said, if the price level decreases, this may become a good REIT to hold, so adding AVB to watchlist is a good idea. Read the full article on Seeking Alpha
Seeking Alpha • Jun 28

AvalonBay: No Margin Of Safety At The Current Price

Summary AvalonBay's NOI growth has been decelerating. They are increasing their exposure to the Sunbelt region to position their portfolio for continued growth. For the business, AvalonBay has the scale, expertise and access to lower cost of debt which should continue to buoy their business in both current and expansion markets. As an investment, AvalonBay's net asset value per share estimate is $178.29, indicating shares are overvalued. There are well reasoned studies that suggest buying REITs at a premium to NAVPS can lead to underperformance. For investors looking for a margin of safety, it may be worthwhile to wait for a better entry. Read the full article on Seeking Alpha

Aufschlüsselung der Einnahmen und Ausgaben

Wie AvalonBay Communities Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.

Gewinn- und Umsatzhistorie

NYSE:AVB Einnahmen, Ausgaben und Erträge (USD Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 263,0601,138730
31 Dec 253,0411,049730
30 Sep 253,0141,166730
30 Jun 252,9811,158730
31 Mar 252,9371,143730
31 Dec 242,9131,080750
30 Sep 242,8791,040760
30 Jun 242,844840770
31 Mar 242,822954760
31 Dec 232,776927770
30 Sep 232,713926820
30 Jun 232,7231,249800
31 Mar 232,6741,020830
31 Dec 222,6091,135800
30 Sep 222,5541,228730
30 Jun 222,432813720
31 Mar 222,3741,122690
31 Dec 212,3331,002700
30 Sep 212,2751,008690
30 Jun 212,2611,077660
31 Mar 212,249800620
31 Dec 202,303826580
30 Sep 202,348653640
30 Jun 202,365784630
31 Mar 202,366782670
31 Dec 192,327784670
30 Sep 192,3131,001620
30 Jun 192,300914640
31 Mar 192,2921,000610
31 Dec 182,289972610
30 Sep 182,266824570
30 Jun 182,260870530
31 Mar 182,221780520
31 Dec 172,189874540
30 Sep 172,104879490
30 Jun 172,048997500
31 Mar 172,0461,029480
31 Dec 162,0521,031460
30 Sep 162,033945470
30 Jun 162,013795450
31 Mar 161,964770440
31 Dec 151,895740430
30 Sep 151,815727440
30 Jun 151,880762450

Qualität der Erträge: AVB hat einen großen einmalig Gewinn von $467.3M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.

Wachsende Gewinnspanne: AVBDie aktuellen Gewinnspannen (37.2%) sind niedriger als im letzten Jahr (38.9%).

Analyse von freiem Cashflow und Gewinn

Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: AVBIn den letzten 5 Jahren sind die Gewinne von 2.4% jährlich gestiegen.

Beschleunigtes Wachstum: AVBDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.

Erträge im Vergleich zur Industrie: AVB hatte im vergangenen Jahr ein negatives Gewinnwachstum (-0.4%), was einen Vergleich mit dem Branchendurchschnitt Residential REITs (5.2%) erschwert.

Eigenkapitalrendite

Hohe Eigenkapitalrendite: AVBDie Eigenkapitalrendite des Unternehmens (9.8%) wird als niedrig angesehen.

Kapitalrendite

Rendite auf das eingesetzte Kapital

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/15 20:23
Aktienkurs zum Tagesende2026/06/12 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

AvalonBay Communities, Inc. wird von 44 Analysten beobachtet. 12 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jacob KilsteinArgus Research Company
Andrew BabinBaird
Ross SmotrichBarclays