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AvalonBay Communities, Inc.NYSE:AVB Aktierapport

Marknadsvärde US$26.3b
Aktiekurs
US$185.65
US$193.55
4.1% undervärderad intrinsisk rabatt
1Y-6.3%
7D2.7%
1D
Portföljens värde
Utsikt

AvalonBay Communities, Inc.

NYSE:AVB Aktierapport

Börsvärde: US$26.3b

AVB Community Fair Values

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AvalonBay Communities, Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för AvalonBay Communities
Historiska aktiekurser
Aktuell aktiekursUS$185.65
52 veckors högstaUS$209.86
52 veckors lägstaUS$160.10
Beta0.80
1 månads förändring8.37%
3 månaders förändring4.65%
1 års förändring-6.25%
3 års förändring8.11%
5 års förändring-10.29%
Förändring sedan börsintroduktionen789.34%

Senaste nyheter och uppdateringar

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

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
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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

Aktieägarnas avkastning

AVBUS Residential REITsUS Marknad
7D2.7%4.0%1.0%
1Y-6.3%-5.5%28.7%

Avkastning vs industri: AVB matchade US Residential REITs branschen som gav -5.5 % under det senaste året.

Avkastning vs Marknaden: AVB presterade sämre än US marknaden som gav 28.7 % under det senaste året.

Prisvolatilitet

Is AVB's price volatile compared to industry and market?
AVB volatility
AVB Average Weekly Movement2.9%
Residential REITs Industry Average Movement2.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: AVB har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: AVB s veckovolatilitet ( 3% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
19783,026Ben Schallwww.avaloncommunities.com

AvalonBay Communities, Inc, en medlem av S&P 500, är en REIT. Bolaget utvecklar, omutvecklar, förvärvar och förvaltar bostadsområden i ledande storstadsområden i New England, New York/New Jersey, Mid-Atlantic, Pacific Northwest, norra och södra Kalifornien, samt i bolagets expansionsregioner Raleigh-Durham och Charlotte, North Carolina, sydöstra Florida, Dallas och Austin, Texas, och Denver, Colorado. Per den 31 december 2025 ägde eller hade bolaget ett direkt eller indirekt ägarintresse i 320 samhällen med 98.694 lägenheter i 11 stater och District of Columbia, varav 24 samhällen var under utveckling.

AvalonBay Communities, Inc. Sammanfattning av grunderna

Hur förhåller sig AvalonBay Communities:s resultat och omsättning till dess börsvärde?
AVB grundläggande statistik
BörsvärdeUS$26.28b
Vinst(TTM)US$1.14b
Intäkter(TTM)US$3.06b
23.1x
P/E-förhållande
8.6x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
AVB resultaträkning (TTM)
IntäkterUS$3.06b
Kostnad för intäkterUS$1.14b
BruttovinstUS$1.92b
Övriga kostnaderUS$781.22m
IntäkterUS$1.14b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)8.03
Bruttomarginal62.73%
Nettovinstmarginal37.20%
Skuld/egenkapitalförhållande79.9%

Hur har AVB utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.8%
Aktuell utdelningsavkastning
62%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 12:01
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

AvalonBay Communities, Inc. bevakas av 46 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jacob KilsteinArgus Research Company
Andrew BabinBaird
Ross SmotrichBarclays