Douglas Emmett, Inc.

NYSE:DEI 株式レポート

時価総額：US$2.5b

Douglas Emmett 将来の成長

Future 基準チェック /06

Douglas Emmett利益と収益がそれぞれ年間33.6%と3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-2.5% 39.1%なると予測されています。

主要情報

33.6%

収益成長率

39.05%

EPS成長率

Office REITs 収益成長-1.8%
収益成長率3.0%
将来の株主資本利益率-2.52%
アナリストカバレッジ

Good

最終更新日14 Jun 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jun 17

Douglas Emmett: An Office REIT Able To Grow Leases, Not Profits Just Yet

Summary Douglas Emmett is rated a Hold due to high leverage and weak FFO trends despite strong leasing momentum. DEI's portfolio is concentrated in affluent Los Angeles and Honolulu markets, offering niche specialization but significant geographic risk. Dividend coverage remains solid with a 1.3x AFFO coverage and ~6% yield, but dividend growth and operating cash flow trends could be better. Valuation appears fair, with modest upside potential; technicals show recovery but not an extended confirmed bullish reversal. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 16

DEI: Medical Office Concentration And Muted Earnings Outlook Will Shape Returns

Analysts have nudged their average price target for Douglas Emmett higher to $14, citing updated conference takeaways and recent Q1 sector readthroughs that feed into slightly adjusted fair value, discount rate, growth, margin, and future P/E assumptions. Analyst Commentary Recent research updates around Douglas Emmett center on refreshed fair value work after sector conferences and Q1 readthroughs across U.S. real estate and REITs, with price targets and P/E assumptions being recalibrated rather than overhauled.
ナラティブの更新 • Jun 01

DEI: Medical Office Scale And Cautious Outlook Will Shape Future Returns

Analysts have nudged the updated fair value estimate for Douglas Emmett to $12.50, reflecting recent price target increases around $12 and refreshed assumptions on revenue growth, margins, and future P/E. Analyst Commentary Street research on Douglas Emmett has recently centered on modestly higher price targets and updated sector views following Q1 results across U.S. real estate and REITs. Bullish Takeaways Bullish analysts have raised price targets into the US$12 range, signaling that current trading levels are seen as broadly aligned with refreshed assumptions on revenue, margins, and P/E.
ナラティブの更新 • Apr 29

DEI: Medical Portfolio Expansion And Disciplined Buybacks Will Shape Future Returns

The analyst price target for Douglas Emmett has been reset slightly lower to $11.55, with recent Street research pointing to revised views on REIT valuation, earnings focus, and capital allocation as key drivers of the change. Analyst Commentary Recent Street research on Douglas Emmett reflects a mix of optimism and caution around valuation, earnings power, and capital allocation, with several firms adjusting price targets and reiterating more neutral ratings.
ナラティブの更新 • Apr 11

DEI: Higher Development Yields And Disciplined Buybacks Will Support Future Upside Potential

The analyst price target for Douglas Emmett has shifted modestly, with recent revisions such as Scotiabank moving to $11.50 from $12.50 and Citi to $10 from $12, as analysts factor in updated expectations for funds from operations, new office leasing trends, and the balance between buybacks, asset sales, and earnings growth. Analyst Commentary Recent Street research around Douglas Emmett centers on how management balances buybacks, asset sales, and earnings growth, along with shifting expectations for office leasing and funds from operations.
ナラティブの更新 • Mar 26

DEI: Higher Development Yields And Focused Buybacks Will Eventually Unlock Share Value

Analysts have trimmed their consolidated price target on Douglas Emmett to $11.75 from $12.05, reflecting recent sector wide REIT target resets and updated views on development yields, buybacks, and external growth. Analyst Commentary Recent Street research points to a more cautious stance on Douglas Emmett, with several price targets reset in a relatively tight band around the low to mid teens.
ナラティブの更新 • Mar 11

DEI: Softer Leasing And Focused Buybacks Will Eventually Unlock Share Value

Narrative Update on Douglas Emmett The updated analyst price target for Douglas Emmett has edged down from $12.25 to $12.05, as analysts factor in lower profit margin assumptions, a higher future P/E of 45.80, and recent sector wide target cuts tied to more cautious views on REIT earnings growth and capital deployment. Analyst Commentary Recent Street research on Douglas Emmett has centered on lower price targets, ongoing Neutral or equivalent ratings, and questions around how management allocates capital between buybacks, asset sales, and external growth.
新しいナラティブ • Mar 05

Future Coastal Multifamily Projects Will Drive A Stronger Long Term Outlook

Catalysts About Douglas Emmett Douglas Emmett is a REIT focused on owning and operating office and multifamily properties in supply constrained, high income coastal submarkets, primarily on the Westside of Los Angeles and in Honolulu. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 25

DEI: Softer Office Leasing And Buybacks Will Eventually Reward Patient Holders

The analyst price target for Douglas Emmett has been reduced by $0.90 to $12.25, as analysts factor in softer new office leasing trends, a lower profit margin assumption of 6.42%, and a higher future P/E of 39.46x that aligns with recent target cuts from $12 to $10 and from $14 to $11. Analyst Commentary Recent research updates frame Douglas Emmett as a company where expectations have been reset, with price targets clustered in a relatively narrow range and ratings generally held at Neutral.
新しいナラティブ • Feb 18

Office Leasing And Rent Controls Will Restrain Returns While Debt Costs Stay Elevated

Catalysts About Douglas Emmett Douglas Emmett is a real estate investment trust focused on owning and managing office and multifamily properties, primarily in Los Angeles and Honolulu. What are the underlying business or industry changes driving this perspective?
ナラティブの更新 • Feb 09

DEI: Slower Office Leasing Will Ultimately Set Up Future Value Recovery

The analyst price target for Douglas Emmett has been trimmed as analysts factor in slower new office leasing activity and recent target cuts from firms that now view the shares as value oriented but facing more tempered expectations. Analyst Commentary Bullish Takeaways Bullish analysts still see Douglas Emmett as a value oriented name within the REIT space, pointing to its inclusion among what they describe as their most attractive value stocks under coverage.
ナラティブの更新 • Jan 25

DEI: Office Leasing Headwinds Will Eventually Give Way To REIT Value Upside

Analysts trimmed their price targets for Douglas Emmett, with recent moves such as Wells Fargo cutting its target to US$15 from US$20 and Scotiabank adjusting to US$16 from US$18, citing a slower pace of new office leasing, while still highlighting value within the REIT sector. Analyst Commentary Bullish Takeaways Bullish analysts still flag Douglas Emmett as one of the more attractive value opportunities within their REIT coverage, even after trimming price targets.
ナラティブの更新 • Jan 11

DEI: Healthy REIT Fundamentals And Completed Buybacks Will Support Future Upside

Analysts have trimmed their price expectations for Douglas Emmett, reflected in a slightly lower fair value estimate that is aligned with recent Street target cuts to around $15 to $16, while still citing healthy sector operating conditions and perceived value in the shares. Analyst Commentary Recent Street commentary around Douglas Emmett points to a mixed but generally constructive view, with price targets reset closer to current trading levels while ratings remain supportive.
ナラティブの更新 • Dec 27

DEI: Resilient REIT Fundamentals Will Drive Future Upside Despite Higher Discount Rates

Analysts have trimmed their average price target for Douglas Emmett by approximately $0.27 as they factor in slightly higher discount rates, while still emphasizing resilient REIT operating conditions and the stock's continued appeal as a value opportunity. Analyst Commentary Recent Street commentary highlights a nuanced view of Douglas Emmett, with price targets edging lower but ratings and qualitative assessments remaining constructive on the company s long term prospects.
ナラティブの更新 • Dec 13

DEI: Capital Markets Execution Will Support Future Upside Despite Office Demand Concerns

Analysts have trimmed their price target on Douglas Emmett slightly, cutting fair value by about $0.18 per share, as modestly higher discount rate assumptions more than offset incremental improvements in projected revenue growth and capital markets execution. Analyst Commentary Bullish analysts continue to highlight Douglas Emmett's relative value within the REIT universe, noting that even with reduced targets, the implied upside remains attractive compared to peers.
ナラティブの更新 • Nov 29

DEI: Recent Market Activity Will Drive Resilience Despite Mixed Sector Outlook

Analysts have modestly reduced their price target for Douglas Emmett from $15.25 to $14.32, citing lowered growth and profit margin expectations. They also highlight stable operating conditions observed across the REIT sector.
ナラティブの更新 • Nov 15

DEI: Recent Capital Markets Activity Will Support Financial Flexibility Ahead

Analysts have revised their price target for Douglas Emmett downward from $16.86 to $15.25 per share. This change reflects recent sector results and evolving assumptions on growth and margins.
ナラティブの更新 • Oct 31

DEI: Capital Markets Activity Will Drive Renewed Confidence In 2025 Execution

Analysts have modestly increased their average price target for Douglas Emmett from $18 to $19 per share. They cited recent capital markets activity and refinements in outlook following second-quarter results.
ナラティブの更新 • Oct 17

Redevelopment And New Ventures Expected To Improve Occupancy And Earnings Stability

Analysts have updated their price targets for Douglas Emmett, with recent revisions reflecting both an increase by $1 and a decrease by $1. These changes incorporate new refinancing activities and sector-wide adjustments following Q2 results.
ナラティブの更新 • Oct 03

Redevelopment And New Ventures Expected To Improve Occupancy And Earnings Stability

Analysts have adjusted their fair value estimate for Douglas Emmett downward from $21.66 to $16.86. This revision is attributed to shifts in capital markets activity, sector-wide assumptions following recent earnings, and updated projections for growth and profitability.
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新しいナラティブ • Mar 21

Redevelopment And New Ventures Expected To Improve Occupancy And Earnings Stability

Redevelopment and acquisitions at key locations are anticipated to enhance occupancy and revenue growth, improving net margins and income stability.
Seeking Alpha • Mar 16

Douglas Emmett: A Buy As Long As The U.S. Avoids Recession

Summary Douglas Emmett is an office REIT with a growing multifamily portfolio focused on California and Hawaii. The REIT's FFO in 2024 was impacted by weak office fundamentals, while the significance of multifamily for NOI increased. The continued office downturn will continue to weigh on FFO in 2025, with expiring interest rate hedges having an outsized effect this year as well. Looking ahead, the company's debt is at a 50% floating rate, indicating limited headwinds from higher interest expenses in 2026-2027. Key risks to consider include a potential U.S. recession, high leverage, and idiosyncratic risks related to California and Hawaii. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Douglas Emmett: Attractively Valued Before Fed Policy Normalization (Rating Upgrade)

Summary Douglas Emmett is an office REIT with 20% multifamily exposure exclusively focused on California and Hawaii. Performance so far in 2024 has been in line with the Vanguard Real Estate Index Fund ETF, with the shares delivering a circa 12.7% total return. I expect the REIT to outperform going forward thanks to a 9.5x FFO multiple and a market-implied cap rate between 7% and 8.9%, depending on the cash flow measure used. The company will also benefit from Fed rate cuts thanks to a 58% debt portion in the capital structure, with 31% of all debt floating rate. Risks include potential recession impacts on office demand and slower-than-expected Fed rate cuts, which could increase interest expenses as 20% of debt is fixed with expiring interest rate swaps. Read the full article on Seeking Alpha
Seeking Alpha • May 21

Douglas Emmett: Good Residential Performance Is Swamped By Office Market Realities

Summary Douglas Emmett is an office REIT focused on California and Hawaii, with 20% of annual rent coming from multifamily properties. Operational performance is very polarized, with an 80.8% leased rate for offices but 98.9% for residential. The majority of the company's interest rate swaps will expire in the next two years, straining cash generation for shareholders. Net debt accounts for 60% of enterprise value, with only 25% of all debt fixed at circa 3% until 2026-2027. The market implied cap rate stands at about 8.1%. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:DEI - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,0729N/AN/A3
12/31/20271,044-26N/AN/A7
12/31/20261,015-31N/AN/A6
3/31/20261,003-28371371N/A
12/31/20251,00415387387N/A
9/30/20251,00021398398N/A
6/30/20251,00136392392N/A
3/31/202599653402402N/A
12/31/202498922409409N/A
9/30/2024965-17429429N/A
6/30/2024970-35416416N/A
3/31/2024977-53421421N/A
12/31/2023986-44427427N/A
9/30/20231,01321447447N/A
6/30/20231,01157483483N/A
3/31/20231,00589503503N/A
12/31/202299196497497N/A
9/30/202297591489489N/A
6/30/202295986481481N/A
3/31/202293778461461N/A
12/31/202191564447447N/A
9/30/202189263403403N/A
6/30/202187048405405N/A
3/31/202185334392392N/A
12/31/202088850420420N/A
9/30/2020922309467467N/A
6/30/2020944328478478N/A
3/31/2020970360491491N/A
12/31/2019944362N/A470N/A
9/30/2019927110N/A460N/A
6/30/2019911118N/A445N/A
3/31/2019900116N/A448N/A
12/31/2018888116N/A433N/A
9/30/2018870119N/A426N/A
6/30/2018855114N/A420N/A
3/31/2018835103N/A413N/A
12/31/201781894N/A403N/A
9/30/201780484N/A382N/A
6/30/201778990N/A371N/A
3/31/201777789N/A357N/A
12/31/201675085N/A339N/A
9/30/201671879N/A331N/A
6/30/201668560N/A302N/A
3/31/201665755N/A288N/A
12/31/201564358N/A271N/A
9/30/201563155N/A258N/A
6/30/201561950N/A256N/A

アナリストによる今後の成長予測

収入対貯蓄率: DEI今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: DEI今後 3 年間、利益が出ない状態が続くと予測されています。

高成長収益: DEI今後 3 年間、利益が出ない状態が続くと予測されています。

収益対市場: DEIの収益 ( 3% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: DEIの収益 ( 3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DEI 3 年以内に赤字になると予測されています。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/17 19:13
終値2026/06/17 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Douglas Emmett, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
David RodgersBaird
Ross SmotrichBarclays
John KimBMO Capital Markets Equity Research