JPMorgan Chase & Co. Has $184.59 Million Position in Camden Property Trust $CPT
JPMorgan Chase & Co. reduced its stake in Camden Property Trust (CPT) by 7.5% in the third quarter, now holding 1,728,721 shares valued at $184.59 million. Despite missing quarterly EPS estimates, Camden Property Trust reported revenues slightly above expectations, increased its quarterly dividend to $1.06 per share, and approved a $600 million share buyback program. Institutional investors own 97.22% of the company's stock, and analysts currently give CPT a consensus "Hold" rating with a target price of $117.15.
UDR settles with tenants in racial, sexual harassment case
UDR, a Highlands, Colorado-based multifamily REIT, has settled a lawsuit filed by the District of Columbia Attorney General related to a racial and sexual harassment case at its Waterside Towers Apartments. The company will pay $50,000 to the District, provide monetary compensation to two harassed tenants, and implement mandatory fair housing training and new harassment policies. The lawsuit alleged UDR failed to protect tenants from a resident who was ultimately convicted of a hate crime, thereby violating the Fair Housing Act and the DC Human Rights Act.
American Homes 4 Rent: 2025 delivered sector-leading FFO growth, with 2026 guidance reflecting cautious optimism
American Homes 4 Rent (AMH) achieved sector-leading FFO per share growth of 5.4% in 2025, driven by new home deliveries and asset recycling. The company's 2026 guidance projects modest growth due to supply pressures in specific markets. Capital deployment will focus on development and opportunistic share buybacks.
Vanguard Group Inc. Lowers Holdings in Camden Property Trust $CPT
Vanguard Group Inc. reduced its stake in Camden Property Trust (NYSE:CPT) by 0.5% in the third quarter, while still holding over 17 million shares valued at approximately $1.82 billion. Camden Property Trust missed Q4 EPS estimates but approved a $600 million share buyback and increased its quarterly dividend. Insider selling also occurred, with officers selling shares worth nearly $6 million, reducing insider ownership to 1.80%.
Illinois Municipal Retirement Fund Sells 14,045 Shares of Camden Property Trust $CPT
The Illinois Municipal Retirement Fund significantly reduced its stake in Camden Property Trust (NYSE:CPT) by 69.4% in the third quarter, selling 14,045 shares and holding 6,201 shares valued at $662,000. Other institutional investors also adjusted their positions, and company insiders sold a total of 54,625 shares worth nearly $6 million over the last 90 days. Camden Property Trust reported mixed quarterly earnings, announced a $600 million share buyback program, and increased its quarterly dividend to $1.06 per share.
Gallagher, Camden Property CAO, sells $18k in CPT stock
Michael P. Gallagher, Chief Accounting Officer at Camden Property Trust (NYSE:CPT), sold 169 shares of common stock for $18,324 to cover liabilities from restricted share vesting. Following the sale, Gallagher directly owns 39,640 shares. The company, a real estate investment trust, offers a 3.9% dividend yield and is considered overvalued by InvestingPro's Fair Value analysis.
Baker Laurie, Camden Property Trust EVP, sells $235,007 in shares
Laurie Baker, Executive Vice President and Chief Operating Officer of Camden Property Trust (NYSE:CPT), sold 2,168 common shares for a total of $235,007 in two transactions on February 18, 2026. Following the sale, Baker directly owns 94,468 shares. The company has a market cap of $11.4 billion, a current dividend yield of 3.9%, and has maintained dividend payments for 34 consecutive years.
Baker Laurie, Camden Property Trust EVP, sells $235,007 in shares
Laurie Baker, EVP and COO of Camden Property Trust, sold 2,168 shares for $235,007 on February 18, 2026. This transaction follows the company's strong Q4 2025 earnings beat and a recent $600 million unsecured note offering. Despite the positive earnings, the stock has declined year-to-date and is considered overvalued by InvestingPro.
Insider Sell: Michael Gallagher Sells Shares of Camden Property Trust
Michael Gallagher, the Chief Accounting Officer of Camden Property Trust (CPT), sold 169 shares of the company on February 18, 2026. This transaction leaves him with 39,640 shares. The stock is currently trading at $108.43, and with a GF Value of $112.07, it is considered fairly valued.
Michael Gallagher Sells 169 Shares of Camden Property Trust (NYSE:CPT) Stock
Michael Gallagher, CAO of Camden Property Trust (NYSE:CPT), sold 169 shares of the company's stock on February 18th for a total of $18,324.67. This transaction reduced his stake by 0.42% to 39,640 shares. The sale follows Camden Property Trust's recent earnings report where it missed EPS estimates but announced a $600 million stock buyback program and increased its quarterly dividend.
Camden Property Trust Prices $600 Million 4.900% Notes Due 2036 to Refinance Debt
Camden Property Trust issued $600 million of 4.900% notes due in 2036, priced at 99.936%, to enhance liquidity and repay debt. The net proceeds of approximately $594 million will be used to refinance borrowings under its unsecured revolving credit facility and commercial paper program, as well as for general corporate purposes. The offering was led by BofA Securities, J.P. Morgan Securities, PNC Capital Markets, and U.S. Bancorp Investments.
Camden Property Trust prices $600 million in senior unsecured notes
Camden Property Trust announced the pricing of a $600 million offering of 10-year senior unsecured notes with a 4.900% coupon rate and a maturity date of February 28, 2036. The real estate investment trust expects to net approximately $594.0 million, which will be used to repay existing credit facilities and for general corporate purposes, including acquisitions and development. The company also recently reported strong Q4 2025 EPS despite a minor revenue miss.
Camden Property Trust prices $600 million in senior unsecured notes
Camden Property Trust has priced a $600 million offering of senior unsecured notes with a 4.900% coupon rate, maturing on February 28, 2036. The real estate investment trust plans to use the net proceeds of approximately $594.0 million to repay existing debt on its credit facility and commercial paper program, and for general corporate purposes including property acquisitions and development. This news follows a strong fourth-quarter 2025 earnings report where the company significantly beat EPS expectations.
Camden Property Trust Prices $600 Million Senior Unsecured Notes Offering
Camden Property Trust has priced a $600 million offering of 10-year senior unsecured notes at 99.936% of par value with a 4.900% coupon. The net proceeds of approximately $594 million will be used to reduce debt on its revolving credit facility and commercial paper program, enhancing financial flexibility. This offering is part of Camden's strategy to support operations and future growth, including expanding its portfolio of apartment homes.
Camden Property Trust Prices $600 Million 4.900% Senior Unsecured Notes Due 2036
Camden Property Trust announced the pricing of a $600 million offering of 4.900% senior unsecured notes due 2036. The company expects to use the net proceeds, approximately $594.0 million, to repay existing debt on its revolving credit facility and commercial paper program, as well as for general corporate purposes including property acquisitions and development. The notes are set to mature on February 28, 2036, with semiannual interest payments.
Camden Property Trust Prices $600 Million 4.900% Senior Unsecured Notes Due 2036
Camden Property Trust has priced a $600 million offering of 4.900% senior unsecured notes due 2036. The net proceeds of approximately $594.0 million will be used to repay existing debt on its credit facility and commercial paper program, and for general corporate purposes including property acquisitions and development. Settlement for the notes is scheduled for February 19, 2026.
Camden Property Trust Prices $600 Million 4.900% Senior Unsecured Notes Due 2036
Camden Property Trust announced the pricing of a $600 million offering of 4.900% senior unsecured notes due 2036. The net proceeds, approximately $594.0 million, will be used to repay portions of existing credit facilities and for general corporate purposes, including potential property acquisitions and development. Settlement is expected on February 19, 2026.
Camden Property Trust raises $600M to trim credit lines, fund property deals
Camden Property Trust (CPT) has priced a $600 million offering of 4.900% senior unsecured notes due 2036. The net proceeds, approximately $594.0 million, will be used to pay down existing credit facilities and for general corporate purposes, including potential property acquisitions and development. This financing move aims to manage debt and support the company's growth strategies.
Camden Property Trust Prices $600 Million 4.900% Senior Unsecured Notes Due 2036
Camden Property Trust has priced a $600 million offering of 4.900% senior unsecured notes due 2036. The notes were issued at 99.936% of par value, with net proceeds of approximately $594.0 million intended for debt repayment and general corporate purposes, including property acquisitions and development. Settlement is scheduled for February 19, 2026.
Camden Property Trust prices $600 million in senior unsecured notes
Camden Property Trust announced it has priced a $600 million offering of 10-year senior unsecured notes with a 4.900% coupon rate, maturing on February 28, 2036. The real estate investment trust expects to net approximately $594.0 million from the offering, which it plans to use to repay portions of its revolving credit facility and commercial paper program. The funds may also be allocated to general corporate purposes, including property acquisitions and development.
How Camden’s Dividend Hike, Impairment Charge, And New Buyback Plan At Camden Property Trust (CPT) Has Changed Its Investment Story
Camden Property Trust reported strong Q4 and full-year 2025 earnings, an impairment charge, and issued 2026 EPS guidance. The company also increased its quarterly dividend to US$1.06 per share and authorized a new US$600 million share repurchase program, signaling a focus on returning capital to shareholders. While these moves reinforce management's commitment to shareholders, investors should remain aware of potential risks from elevated new apartment supply in key Sun Belt markets.
A Look At Camden Property Trust (CPT) Valuation After Earnings Beat Buyback And Dividend Increase
Camden Property Trust (CPT) recently announced strong Q4 and full-year 2025 earnings, a new $600 million share repurchase plan, and increased dividends, leading to a 6.25% share price rise over 90 days. Despite this, Simply Wall St's analysis suggests CPT is undervalued by 5.8% with a fair value of $115.25 due to record apartment demand and improving affordability. However, the current P/E ratio of 29.3x is higher than industry averages, indicating potential risks if earnings soften.
ING Groep NV Sells 10,274 Shares of Camden Property Trust $CPT
ING Groep NV significantly reduced its stake in Camden Property Trust (NYSE:CPT) by 73.1% in the third quarter, selling 10,274 shares and holding 3,784 shares valued at $404,000. Other institutional investors have also adjusted their positions, while analysts generally maintain a "Hold" rating with a consensus price target of $117.15. The company recently increased its quarterly dividend and authorized a $600 million stock repurchase program.
ProShare Advisors LLC Purchases 13,096 Shares of Camden Property Trust $CPT
ProShare Advisors LLC increased its stake in Camden Property Trust (NYSE:CPT) by 59.4% in the third quarter, acquiring an additional 13,096 shares, bringing their total holdings to 35,133 shares valued at approximately $3.75 million. Other institutional investors also adjusted their positions in CPT. Separately, Camden Property Trust missed quarterly EPS expectations but exceeded revenue forecasts, while announcing a $600 million share buyback program and an increase in its quarterly dividend to $1.06 per share.
16,160 Shares in Camden Property Trust $CPT Purchased by Caprock Group LLC
Caprock Group LLC acquired a new stake of 16,160 shares in Camden Property Trust (NYSE:CPT) during the third quarter, valued at approximately $1.81 million. Other institutional investors also adjusted their holdings in CPT. Insiders, including a director and the CEO, sold a significant number of shares totaling over $5.7 million in recent transactions.
Camden Property Trust Balances Q4 Beat With Soft 2026 Outlook
Camden Property Trust (CPT) reported a solid Q4 2025 earnings beat but provided a soft outlook for 2026, citing factors like negative same-store NOI expectations, rising expenses, and regulatory impacts. Despite aggressive capital recycling and share repurchases, the company anticipates a decline in core FFO for 2026 due to reduced fee income and increased operating costs. Management expects market conditions to improve in the latter half of 2026 and beyond, driven by a reduction in new multifamily supply.
MQS Management LLC Takes $1.01 Million Position in Camden Property Trust $CPT
MQS Management LLC initiated a new position in Camden Property Trust (NYSE:CPT) during Q3, purchasing 9,464 shares valued at approximately $1.01 million, making it their 10th largest holding. Institutional investors collectively own about 97.22% of the stock. Camden Property Trust also announced a $600 million share buyback and increased its quarterly dividend to $1.06, while reaffirming its FY2026 EPS guidance.
RBC Capital Maintains Camden Property Trust(CPT.US) With Hold Rating, Cuts Target Price to $108
RBC Capital analyst Brad Heffern has maintained a Hold rating on Camden Property Trust (CPT.US) but cut the target price from $109 to $108. Heffern has a 50.1% success rate and an average return of 9.2% over the past year, according to TipRanks data. The article mentions that TipRanks assesses analysts based on their successful ratings and average returns from virtual portfolios.
RBC Trims Price Target on Camden Property Trust to $108 From $109, Keeps Sector Perform Rating
RBC has lowered its price target for Camden Property Trust (CPT) to $108 from $109, while maintaining a "Sector Perform" rating on the stock. This adjustment comes amidst other analyst revisions, with Cantor Fitzgerald also adjusting its price target to $108 and Stifel to $118.50, and follows recent financial reports and dividend declarations from Camden Property Trust.
What Are Wall Street Analysts' Target Price for Camden Property Stock?
Camden Property Trust (CPT) has underperformed the broader market, with its shares declining 9.5% over the past year. Despite beating Q4 FFO expectations, revenue missed forecasts. Analysts maintain a "Moderate Buy" consensus, with a mean price target suggesting a 7.2% premium to current levels.
UBS Maintains Camden Property Trust(CPT.US) With Hold Rating, Raises Target Price to $108
UBS analyst Michael Goldsmith has reiterated a "hold" rating for Camden Property Trust (CPT.US) and increased the target price from $105 to $108. According to TipRanks, Goldsmith has a 60.5% success rate and a 4.0% average return over the past year. This report summarizes the analyst's current position and target for CPT.
What Are Wall Street Analysts' Target Price for Camden Property Stock?
Camden Property Trust (CPT) has underperformed the broader market and the Residential REIT ETF over the past year. Despite a Q4 FFO beat, the company missed revenue expectations. Analysts currently rate CPT stock as a "Moderate Buy," with a mean price target suggesting a 7.2% premium and some forecasts indicating a potential upside of up to 24.2%.
Camden Property Trust (NYSE:CPT) Q4 2025 Earnings Call Transcript
Camden Property Trust (CPT) held its Q4 2025 earnings call, discussing strong 2025 performance, exceeding guidance, and outlining its 2026 outlook amid market uncertainties. The company announced plans to sell its California properties to reinvest in Sunbelt markets and for share repurchases, projecting neutral impact on 2026 FFO from these strategic transactions. Executives also addressed challenges like new supply in some markets and regulatory changes affecting revenue, while expressing optimism for a rebound in rental growth in 2027.
Should Camden’s Sunbelt Shift, Buyback Plan, and Dividend Hike Require Action From Camden Property Trust (CPT) Investors?
Camden Property Trust recently reported strong Q4 and full-year 2025 results, alongside a US$600 million share repurchase authorization and an increased dividend. The company plans to reallocate capital from California assets to higher-demand Sunbelt markets, a strategy that will impact its long-term investment narrative. Investors should consider Camden's Sunbelt-focused portfolio, current valuations, and how effectively the company executes its capital recycling plans, especially given its weaker interest coverage compared to peers.
Here’s why Camden will exit California as it bets big on the Sun Belt
Camden Property Trust, a major apartment REIT, is selling its $1.5 billion California portfolio to reinvest in Sun Belt markets. The company cites California's challenging regulatory environment, including high political advocacy costs and restrictive tenant protection laws, as primary drivers for the exit. Executives expect to redeploy the capital into pro-growth, pro-business areas like Texas, Florida, and Nashville by midyear, aiming for higher returns and fewer regulatory hurdles.
Mid-America Apartment Communities (NYSE:MAA) Price Target Raised to $141.00
Cantor Fitzgerald recently increased its price target for Mid-America Apartment Communities (NYSE:MAA) to $141.00, maintaining a "neutral" rating, while the analyst consensus remains a "Hold" with an average target of $154.63. Despite missing quarterly EPS expectations, MAA’s revenue was in line, and the company provided FY2026 guidance. Institutional ownership is high, with significant recent purchases, though insider net sales have been small.
Cantor Fitzgerald Raises Camden Property Trust (NYSE:CPT) Price Target to $108.00
Cantor Fitzgerald increased its price target for Camden Property Trust (NYSE:CPT) to $108 from $105, maintaining a "neutral" rating despite the company missing Q4 EPS estimates. Camden Property Trust reported revenue slightly above estimates and issued Q1 and full-year 2026 guidance, alongside authorizing a $600 million share repurchase program, signaling management's belief in the stock's undervaluation. Other analysts have a consensus "Hold" rating with an average target price of $117.26 for the REIT.
Should Camden’s Sunbelt Shift, Buyback Plan, and Dividend Hike Require Action From Camden Property Trust (CPT) Investors?
Camden Property Trust (CPT) recently announced a US$600 million share repurchase authorization and an increased dividend, following a strong fourth quarter and full year 2025 results. The company plans to reposition its portfolio by selling California assets and investing in higher-demand Sunbelt markets. While these moves signal confidence and may support share price in the short term, investors should consider the implications of Camden's Sunbelt-focused capital redeployment and the potential impact of weaker interest coverage on its investment narrative.
Analysts Offer Insights on Real Estate Companies: Alpine Income Property Trust Inc (PINE) and Camden Property (CPT)
Analysts from Stifel Nicolaus and Piper Sandler have provided insights into two real estate companies: Alpine Income Property Trust Inc (PINE) and Camden Property (CPT). Stifel Nicolaus maintained a Buy rating for PINE with a $20.50 price target, while Piper Sandler gave CPT a Hold rating with a $108.00 price target. Both companies have an analyst consensus of "Moderate Buy" according to TipRanks data.
Allianz Asset Management GmbH Has $17.76 Million Stock Holdings in Camden Property Trust $CPT
Allianz Asset Management GmbH increased its stake in Camden Property Trust (NYSE:CPT) by 7.8% in the third quarter, bringing its total holdings to 166,280 shares valued at $17.76 million. Other hedge funds also adjusted their positions in CPT, which is 97.22% owned by institutional investors. Recent news for Camden Property Trust includes a Q4 FFO beat, a dividend increase to $1.06, and a $600 million share repurchase program, though GAAP EPS missed estimates and analysts have provided mixed ratings with a consensus "Hold" and average price target of $117.09.
Did AvalonBay’s Higher Dividend and New Projects Just Shift AvalonBay Communities' (AVB) Investment Narrative?
AvalonBay Communities recently reported Q4 and full-year 2025 results, increasing its dividend by 1.7% to US$1.78 per share and announcing US$1.65 billion in new projects targeting yields above its funding cost. While revenue saw a slight increase in 2025, earnings softened, and 2026 EPS guidance anticipates a decline. The company's investment narrative is shifting towards income and disciplined capital allocation rather than rapid growth, with the higher dividend and expanded development pipeline potentially acting as catalysts despite a recent share price decline and an outlook of slower expected earnings.
Analysts Offer Insights on Real Estate Companies: Alpine Income Property Trust Inc (PINE) and Camden Property (CPT)
Analysts from Stifel Nicolaus and Piper Sandler have provided insights on two real estate companies: Alpine Income Property Trust Inc (PINE) and Camden Property (CPT). Stifel Nicolaus maintained a Buy rating on PINE with a $20.50 price target, while Piper Sandler maintained a Hold rating on CPT with a $108.00 price target. Both companies currently hold a Moderate Buy consensus among analysts, with slight upsides from their current trading levels.
Camden Property Trust (CPT) Q4 FFO Loss Challenges Bullish Narrative On Earnings Quality
Camden Property Trust (CPT) reported Q4 2025 revenue of US$415.4 million and basic EPS of US$1.45, with full-year revenue at US$1.6 billion. A significant Q4 Funds From Operations loss of US$555.3 million and a US$248.0 million one-off gain for the year raise questions about the quality and sustainability of its reported 135.9% earnings growth. Analysts forecast a 42.5% annual earnings decline over the next three years despite modest revenue growth, largely due to rising costs and financing pressures.
Stifel Maintains Camden Property Trust(CPT.US) With Buy Rating, Cuts Target Price to $118.5
Stifel analyst Simon Yarmak has reiterated a "Buy" rating for Camden Property Trust (CPT.US) but slightly decreased the target price from $120.5 to $118.5. This decision is based on Yarmak's past performance, which shows a 59.1% success rate and a 10.2% average return over the last year, according to TipRanks data. The article emphasizes that this information is for informational purposes only and does not constitute investment advice.
Camden Property Trust Q4 2025 slides: FFO beats guidance as major portfolio shift looms
Camden Property Trust (NYSE:CPT) reported Q4 2025 Core FFO of $1.73 per share, surpassing guidance, despite mixed market conditions. The company announced a strategic plan to sell 11 California properties worth $1.5 billion to $2.0 billion to redeploy capital into other markets and share repurchases. For 2026, Camden projects a slight decline in Core FFO to $6.75 per share, driven by decreased fee income and higher overhead, while focusing on Sun Belt markets for long-term growth.
Camden Property Trust Q4 2025 Earnings Call Highlights
Camden Property Trust reported strong Q4 2025 core FFO of $1.73 per share, surpassing guidance due to significant revenue growth from its third-party construction business. The company plans a strategic sale of California properties valued between $1.5 billion and $2 billion, reinvesting 60% of proceeds into high-demand Sunbelt markets. Despite a projected 2% market rent growth, Austin and Denver show slight revenue declines, and management acknowledged regulatory risks, particularly Colorado's House Bill 25-1090.
Camden Property Trust Q4 2025 slides: FFO beats guidance as major portfolio shift looms
Camden Property Trust (NYSE:CPT) reported Q4 2025 Core FFO of $1.73 per share, exceeding guidance, and announced plans to sell 11 California properties worth $1.5 billion to $2.0 billion. The proceeds will be reinvested into 1031 exchanges and share repurchases, with the company anticipating a modest decline in 2026 Core FFO to $6.75 per share due to decreased fee income and higher expenses. This strategic portfolio shift aims to leverage stronger performance prospects in Sun Belt markets amidst a challenging multifamily market.
Earnings call transcript: Camden Property Q4 2025 earnings beat expectations
Camden Property Trust (CPT) reported strong Q4 2025 earnings, with EPS significantly beating expectations at $1.44 against a forecast of $0.35, despite a slight revenue miss. The company is strategically reallocating assets, including a major sale of its California properties, to focus on high-growth Sun Belt markets and anticipates approximately 2% market rent growth in 2026. Management expressed confidence in future growth, citing peaking new supply and robust resident financial health, while also addressing challenges like regulatory changes and development costs.
Earnings call transcript: Equity Residential Q4 2025 sees EPS beat, stock rises
Equity Residential (EQR) reported a significant EPS beat in Q4 2025, with earnings of $1 per share against a forecast of $0.38, leading to a 2.5% stock price increase. Despite revenue slightly missing expectations, the company maintained high occupancy and expects continued growth in 2026, driven by lower competitive supply and strategic capital allocation including stock buybacks. Executives highlighted strong performance in New York and San Francisco, and plans to leverage AI for operational efficiencies.
Stifel Adjusts Price Target on Camden Property Trust to $118.50 From $120.50, Maintains Buy Rating
Stifel has adjusted its price target for Camden Property Trust (CPT) to $118.50, down from $120.50, while reaffirming its Buy rating on the stock. This news follows a recent report on February 5th indicating Camden Property Trust's forecast for full-year core funds from operations to be below estimates, alongside a decline in lease rates, despite a rise in Q4 FFO and revenue and a dividend increase.
