AvalonBay Communities Crecimiento futuro

Future controles de criterios 0/6

Se prevé que los beneficios de AvalonBay Communities disminuyan en un 9% al año, mientras que se espera que sus ingresos anuales crezcan en un 4.4% al año. Se prevé que el BPA disminuya en un 8.2% por año. Se espera que la rentabilidad financiera sea de 6.8% en 3 años.

Información clave

-9.0%

Tasa de crecimiento de los beneficios

-8.24%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Residential REITs	-7.0%
Tasa de crecimiento de los ingresos	4.4%
Rentabilidad financiera futura	6.85%
Cobertura de analistas	Good
Última actualización	21 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

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

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • Mar 28

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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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.

Actualización de narrativa • 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

Seeking Alpha • May 02

AvalonBay: Encouraging Rent Trends Make Shares Attractive

Summary AvalonBay Communities' shares have underperformed due to higher rates and a slowdown in the rental market. The company's Q1 results exceeded expectations, as rental trends improved in the Northeast and Seattle, with even the Bay Area stabilizing. AVB is well-positioned for mid-single digit growth this year, with momentum in key markets and a strong pipeline of new projects that are renting at higher rates. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:AVB - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
Fecha	Ingresos	Beneficios	Flujo de caja libre	Flujo de caja operativo	Núm. de analistas medio
12/31/2028	3,372	817	N/A	1,844	3
12/31/2027	3,214	743	N/A	1,724	11
12/31/2026	3,100	762	N/A	1,616	12
3/31/2026	3,060	1,138	1,671	1,674	N/A
12/31/2025	3,041	1,049	1,668	1,671	N/A
9/30/2025	3,014	1,166	1,597	1,599	N/A
6/30/2025	2,981	1,158	1,605	1,609	N/A
3/31/2025	2,937	1,143	1,607	1,611	N/A
12/31/2024	2,913	1,080	1,603	1,608	N/A
9/30/2024	2,879	1,040	1,615	1,625	N/A
6/30/2024	2,844	840	1,597	1,610	N/A
3/31/2024	2,822	954	1,560	1,577	N/A
12/31/2023	2,776	927	1,541	1,560	N/A
9/30/2023	2,713	926	1,533	1,555	N/A
6/30/2023	2,723	1,249	1,508	1,524	N/A
3/31/2023	2,674	1,020	1,459	1,474	N/A
12/31/2022	2,609	1,135	1,408	1,422	N/A
9/30/2022	2,554	1,228	1,360	1,372	N/A
6/30/2022	2,432	813	1,261	1,275	N/A
3/31/2022	2,374	1,122	1,206	1,217	N/A
12/31/2021	2,333	1,002	1,193	1,203	N/A
9/30/2021	2,275	1,008	1,161	1,169	N/A
6/30/2021	2,261	1,077	1,143	1,159	N/A
3/31/2021	2,249	800	1,188	1,208	N/A
12/31/2020	2,303	826	1,191	1,220	N/A
9/30/2020	2,348	653	1,243	1,269	N/A
6/30/2020	2,365	784	1,297	1,313	N/A
3/31/2020	2,366	782	1,286	1,302	N/A
12/31/2019	2,327	784	N/A	1,322	N/A
9/30/2019	2,313	1,001	N/A	1,335	N/A
6/30/2019	2,300	914	N/A	1,314	N/A
3/31/2019	2,292	1,000	N/A	1,347	N/A
12/31/2018	2,289	972	N/A	1,301	N/A
9/30/2018	2,266	824	N/A	1,303	N/A
6/30/2018	2,260	870	N/A	1,306	N/A
3/31/2018	2,221	780	N/A	1,272	N/A
12/31/2017	2,189	874	N/A	1,256	N/A
9/30/2017	2,104	879	N/A	1,233	N/A
6/30/2017	2,048	997	N/A	1,183	N/A
3/31/2017	2,046	1,029	N/A	1,182	N/A
12/31/2016	2,052	1,031	N/A	1,160	N/A
9/30/2016	2,033	945	N/A	1,123	N/A
6/30/2016	2,013	795	N/A	1,118	N/A
3/31/2016	1,964	770	N/A	1,098	N/A
12/31/2015	1,895	740	N/A	1,075	N/A
9/30/2015	1,815	727	N/A	1,039	N/A
6/30/2015	1,880	762	N/A	969	N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que los beneficios de AVB disminuyan en los próximos 3 años (-9% al año).

Beneficios vs. Mercado: Se prevé que los beneficios de AVB disminuyan en los próximos 3 años (-9% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de AVB disminuyan en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (4.4% al año) de AVB crezcan más despacio que el mercado de US (11.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.4% al año) de AVB crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de AVB sea baja dentro de 3 años (6.8%).

Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

Datos	Última actualización (huso horario UTC)
Análisis de la empresa	2026/05/22 11:27
Precio de las acciones al final del día	2026/05/22 00:00
Beneficios	2026/03/31
Ingresos anuales	2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

Paquete	Datos	Marco temporal	Ejemplo Fuente EE.UU. ^*
Finanzas de la empresa	10 años	Cuenta de resultados Estado de tesorería Balance	Formulario SEC 10-K Formulario SEC 10-Q
Estimaciones del consenso de analistas	+3 años	Previsiones financieras Objetivos de precios de los analistas	Informes de análisis Blue Matrix
Precios de mercado	30 años	Precios de las acciones Dividendos, escisiones y acciones	Datos de mercado ICE Formulario S-1 de la SEC
Propiedad	10 años	Accionistas principales Información privilegiada	Formulario SEC 4 Formulario SEC 13D
Gestión	10 años	Equipo directivo Consejo de Administración	Formulario SEC 10-K Formulario SEC DEF 14A
Principales avances	10 años	Anuncios de empresas	Formulario SEC 8-K

^* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

AvalonBay Communities, Inc. está cubierta por 46 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

Analista	Institución
Jacob Kilstein	Argus Research Company
Andrew Babin	Baird
Ross Smotrich	Barclays

AvalonBay Communities Crecimiento futuro

Future controles de criterios 0/6

Información clave

Actualizaciones recientes sobre el crecimiento futuro

Avalonbay Communities, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026

Avalonbay Communities, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026

AvalonBay Communities, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025

Consensus EPS estimates increase by 11%

Avalonbay Communities, Inc. Revises Earnings Guidance for the Year 2025

Avalonbay Communities, Inc. Provides Earnings Guidance for Second Quarter of 2025; Reaffirms Earnings Guidance for Full Year 2025

Recent updates

Insufficient new directors

AvalonBay and Equity Residential Reveal $69 Billion Merger to Form Major US Apartment REIT

Equity Residential (NYSE:EQR) entered into definitive agreement to acquire AvalonBay Communities, Inc. (NYSE:AVB) in a merger of equals transaction for $26.6 billion.

AvalonBay Communities Is Capitalizing On Valuation Gaps

Avalonbay Communities, Inc. Provides Earnings Guidance for the Second Quarter and Full Year 2026

First quarter 2026 earnings: EPS exceeds analyst expectations

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

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

AvalonBay Communities, Inc. to Report Q1, 2026 Results on Apr 27, 2026

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

Upcoming dividend of US$1.78 per share

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

AvalonBay Communities, Inc., Annual General Meeting, May 20, 2026

AVB: 2026 Coastal Apartments And Buybacks May Support Measured Upside

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

Fourth quarter dividend of US$1.78 announced

Full year 2025 earnings: EPS exceeds analyst expectations

Avalonbay Communities, Inc. Provides Earnings Guidance for the First Quarter and Full Year 2026

AVB: Share Repurchases Will Support 2026 Coastal Apartment Turnaround Potential

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

AvalonBay Communities, Inc. to Report Q4, 2025 Results on Feb 04, 2026

Upcoming dividend of US$1.75 per share

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

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

Insufficient new directors

AVB: Share Repurchase Program Will Drive Returns Amid Sector Headwinds

Third quarter dividend of US$1.75 announced

AvalonBay Communities, Inc. Declares Fourth Quarter 2025 Dividend, Payable on January 15, 2026

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

AvalonBay Communities, Inc. Announces Appointment of Conor C. Flynn to Board of Directors

Third quarter 2025 earnings: EPS exceeds analyst expectations

AvalonBay Communities, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025

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

Undersupplied US Apartments Will Prosper Despite Regulatory And Market Risks

AvalonBay Communities, Inc. to Report Q3, 2025 Results on Oct 29, 2025

Second quarter dividend of US$1.75 announced

AvalonBay Communities, Inc. Declares Third Quarter 2025 Cash Dividend, Payable on October 15, 2025

Undersupplied US Apartments Will Prosper Despite Regulatory And Market Risks

Foulger-Pratt Companies, LLC partnered with Tryline Capital Management LLC and PCCP, LLC acquired 1,110 units Across three multifamily Communities in DC from AvalonBay Communities, Inc. (NYSE:AVB) for approximately $410 million.

Consensus EPS estimates increase by 11%

Second quarter 2025 earnings: EPS exceeds analyst expectations

Avalonbay Communities, Inc. Revises Earnings Guidance for the Year 2025

AvalonBay Communities, Inc. to Report Q2, 2025 Results on Jul 30, 2025

AvalonBay Communities, Inc.(NYSE:AVB) dropped from Russell 1000 Dynamic Index

Upcoming dividend of US$1.75 per share

Executive recently sold US$1.2m worth of stock

Executive VP notifies of intention to sell stock

First quarter dividend of US$1.75 announced

Avalonbay Communities, Inc. Declares Dividend for the Second Quarter of 2025, Payable July 15, 2025

First quarter 2025 earnings: EPS exceeds analyst expectations

AvalonBay Communities, Inc. (NYSE:AVB) completed the acquisition of Six properties comprising 1,844 apartment units located in Dallas, TX from Ledic Realty Management, LLC.

Avalonbay Communities, Inc. Provides Earnings Guidance for Second Quarter of 2025; Reaffirms Earnings Guidance for Full Year 2025

AvalonBay Communities: A Good Portfolio Anchor For A Turbulent Market

AvalonBay Communities, Inc. to Report Q1, 2025 Results on Apr 30, 2025

AvalonBay Communities, Inc. (NYSE:AVB) completed the acquisition of Three properties comprising 857 apartment units located in Austin, Texas from Ledic Realty Management, LLC.

Upcoming dividend of US$1.75 per share

New major risk - Financial position

AvalonBay Communities, Inc., Annual General Meeting, May 21, 2025

AvalonBay Communities: Buy And Sleep Tight

Fourth quarter dividend of US$1.75 announced

Full year 2024 earnings: EPS exceeds analyst expectations

AvalonBay Communities, Inc. Provides Earnings Guidance for the First Quarter and Full Year of 2025

AvalonBay Communities, Inc. to Report Q4, 2024 Results on Feb 05, 2025

Upcoming dividend of US$1.70 per share

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

Third quarter dividend of US$1.70 announced

Non-Executive Chairman recently sold US$6.2m worth of stock

AvalonBay Communities, Inc. Declares Cash Dividend for the Fourth Quarter of 2024, Payable on January 15, 2025

Non-Executive Chairman notifies of intention to sell stock