AvalonBay Communities, Inc.

NYSE:AVB Voorraadrapport

Marktkapitalisatie: US$27.5b

AvalonBay Communities Dividenden en inkoop

Dividend criteriumcontroles 5/6

AvalonBay Communities is een dividendbetalend bedrijf met een huidig rendement van 3.7% dat ruimschoots wordt gedekt door de winst.

Belangrijke informatie

3.7%

Dividendrendement

2.2%

Terugkoop Rendement

Totaal aandeelhoudersrendement5.9%
Toekomstig dividendrendement4.0%
Dividendgroei2.9%
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio62%

Recente updates van dividend en inkoop

Recent updates

Analyse-artikel Jun 19

AvalonBay Communities (AVB) Stock Could Be 9% Undervalued After Recent Share Price Weakness

AvalonBay Communities (AVB) has drawn fresh attention after recent share price pressure, with the stock down 4.2% over the past month but still up 9.9% over the past 3 months. See our latest analysis for AvalonBay Communities. Zooming out, AvalonBay Communities has seen its short term share price momentum fade recently, with the 7 day share price return down 3.8% and the 1 year total shareholder return down 10.8%. This suggests investors are reassessing both growth prospects and risk. If you...
Narratiefupdate 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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: Het dividend per aandeel van AVB is de afgelopen 10 jaar stabiel gebleven.

Groeiend dividend: De dividendbetalingen van AVB zijn de afgelopen 10 jaar gestegen.


Dividendrendement versus markt

AvalonBay Communities Dividendrendement versus markt
Hoe verhoudt AVB dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (AVB)3.7%
Markt onderkant 25% (US)1.3%
Markt Top 25% (US)4.1%
Gemiddelde industrie (Residential REITs)4.3%
Analist prognose (AVB) (tot 3 jaar)4.0%

Opmerkelijk dividend: Het dividend van AVB ( 3.7% ) is hoger dan dat van de onderste 25% van de dividendbetalers op de US markt ( 1.34% ).

Hoog dividend: Het dividend AVB ( 3.7% ) is laag vergeleken met de top 25% van dividendbetalers in de US markt ( 4.08% ).


Winstuitkering aan aandeelhouders

Verdiendekking: Met zijn redelijke payout ratio ( 61.8% ) worden de dividendbetalingen van AVB gedekt door de winst.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: Met zijn redelijke cash payout ratio ( 60.9% ) worden de dividendbetalingen van AVB gedekt door kasstromen.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/20 21:19
Aandelenkoers aan het einde van de dag2026/07/17 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

AvalonBay Communities, Inc. wordt gevolgd door 45 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Jacob KilsteinArgus Research Company
Andrew BabinBaird
Richard HightowerBarclays