AvalonBay Communities, Inc.

NYSE:AVB Rapport sur les actions

Capitalisation boursière : US$25.6b

AvalonBay Communities Dividendes et rachats

Dividende contrôle des critères 5/6

AvalonBay Communities est une société versant des dividendes avec un rendement actuel de 4.02% qui est bien couvert par les bénéfices. La prochaine date de paiement est le 15th July, 2026 avec une date ex-dividende de 30th June, 2026.

Informations clés

4.0%

Rendement du dividende

2.4%

Rendement des rachats

Rendement total pour l'actionnaire6.4%
Rendement futur des dividendes4.3%
Croissance des dividendes3.0%
Prochaine date de paiement du dividende15 Jul 26
Date ex-dividende30 Jun 26
Dividende par actionn/a
Ratio de distribution62%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour du récit 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
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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

Versement prochain du dividende

Aujourd'huiJun 18 2026Date ex-dividendeJun 30 2026Date de paiement du dividendeJul 15 202615 days à partir de Ex DividendeAchetez dans le prochain 11 days pour recevoir le dividende à venir

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Les dividendes par action de AVB sont restés stables au cours des 10 dernières années.

Dividende croissant: Les paiements de dividendes de AVB ont augmenté au cours des 10 dernières années.


Rendement des dividendes par rapport au marché

AvalonBay Communities Rendement des dividendes par rapport au marché
Comment le rendement du dividende de AVB se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (AVB)4.0%
25% du marché (US)1.4%
25% du marché (US)4.3%
Moyenne du secteur (Residential REITs)4.5%
Analyste prévisionnel (AVB) (jusqu'à 3 ans)4.3%

Dividende notable: Le dividende de AVB ( 4.02% ) est supérieur à celui des 25 % des payeurs de dividendes les plus faibles du marché US ( 1.4% ).

Dividende élevé: Le dividende de AVB ( 4.02% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.29% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: Grâce à son ratio de distribution raisonnable (61.8%), les dividendes versés par AVB sont couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son cash payout ratio raisonnable (60.8%), les paiements de dividendes de AVB sont couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/18 22:05
Cours de l'action en fin de journée2026/06/18 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

AvalonBay Communities, Inc. est couverte par 44 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jacob KilsteinArgus Research Company
Andrew BabinBaird
Ross SmotrichBarclays