Alberta Investment Management Corp Buys 57,300 Shares of Equity Lifestyle Properties, Inc. $ELS
Alberta Investment Management Corp significantly boosted its stake in Equity Lifestyle Properties (ELS) by 311.4%, acquiring an additional 57,300 shares to own a total of 75,700 shares valued at $4.595 million. The real estate investment trust recently increased its quarterly dividend to $0.5425, translating to a 3.2% yield. Analysts generally rate ELS as a "Moderate Buy" with an average price target of $70.27.
Truist Financial Maintains Equity Lifestyle Properties Inc(ELS.US) With Hold Rating, Announces Target Price $69
Truist Financial analyst Anthony Hau has maintained a "Hold" rating on Equity Lifestyle Properties Inc (ELS.US) and set a target price of $69. According to TipRanks data, the analyst has a 60.4% success rate and an average return of 5.1% over the past year. TipRanks provides independent analysis data reflecting the performance of financial analysts' recommendations.
Truist Financial Raises Equity Lifestyle Properties (NYSE:ELS) Price Target to $69.00
Truist Financial has increased its price target for Equity Lifestyle Properties (NYSE:ELS) to $69.00 from $66.00, reiterating a "hold" rating, suggesting a 2.76% upside. Despite this, other analysts have varied ratings, ranging from "strong sell" to "overweight," resulting in a consensus "Moderate Buy" rating with an average target price of $70.42. Institutional investors hold a significant 97.21% of the company's stock, with major funds like Vanguard and Price T. Rowe increasing their positions.
Equity Lifestyle Properties, Inc. (NYSE:ELS) Given Average Rating of "Moderate Buy" by Brokerages
Equity Lifestyle Properties (NYSE:ELS) has received an average "Moderate Buy" rating from 14 brokerages, with an average 12-month price target of $70.19. The company recently increased its quarterly dividend to $0.5425 per share, representing an annualized yield of 3.2%, though its payout ratio is high at 102.49%. Institutional investors own approximately 97.2% of the stock, and several hedge funds have adjusted their positions in ELS.
Caprock Group LLC Takes $40.20 Million Position in Equity Lifestyle Properties, Inc. $ELS
Caprock Group LLC has acquired a significant new stake in Equity Lifestyle Properties, Inc. (NYSE:ELS) during the third quarter, purchasing 666,743 shares valued at approximately $40.20 million. This investment makes Equity Lifestyle Properties the 18th largest holding for Caprock Group, representing about 1.0% of their total holdings. Other institutional investors have also adjusted their positions in ELS, and the company recently increased its quarterly dividend.
Equity LifeStyle Properties sets 2026 executive bonus plan, declares quarterly dividend
Equity LifeStyle Properties (ELS) has announced its 2026 Executive Bonus Plan, linking executive bonuses to performance targets including operational goals and strategic initiatives. Concurrently, the Q1 2026 dividend of $0.5425 per common share was declared, building on ELS's 20-year dividend increase streak. This comes as the company also reported mixed Q4 2025 earnings, with an EPS beat but revenue miss, and received an "Upgrade to Buy" rating from BofA Securities.
ProShare Advisors LLC Raises Position in Equity Lifestyle Properties, Inc. $ELS
ProShare Advisors LLC increased its stake in Equity Lifestyle Properties (ELS) by 10.8% in the third quarter, now owning 586,269 shares valued at $35.6 million. The company recently raised its quarterly dividend to $0.5425, leading to an annualized payout of $2.17 and a 3.3% yield. Analysts have a "Moderate Buy" consensus rating with an average target price of $70.19 for the stock.
Equity LifeStyle Properties sets 2026 executive bonus plan, declares quarterly dividend
Equity LifeStyle Properties (ELS) has announced its 2026 Executive Bonus Plan, tying a significant portion of executive bonuses to operational and strategic performance targets. Simultaneously, the company declared a first-quarter 2026 dividend of $0.5425 per common share, continuing its 20-year dividend increase streak. This news follows a mixed Q4 2025 earnings report, where EPS surpassed expectations but revenue fell short, alongside an analyst upgrade to "Buy" by BofA Securities.
Equity LifeStyle Properties sets 2026 executive bonus plan, declares quarterly dividend
Equity LifeStyle Properties (NYSE:ELS) has announced its 2026 Executive Bonus Plan, approved by its board on February 3, which sets performance-based bonus opportunities for top executives. The company also declared a first-quarter dividend of $0.5425 per common share, payable on April 10, 2026. This comes after the company recently reported mixed Q4 2025 earnings but received an upgrade from BofA Securities to Buy.
ELS: Mixed REIT Outlook And Dividend Guidance Expected To Shape Future Returns
Analysts have increased the fair value target for Equity LifeStyle Properties (ELS) to $69.26 per share due to stronger revenue growth assumptions but anticipate a mixed outlook for REITs. The company announced its 2026 annual dividend rate at $2.17 per common share and provided earnings guidance for Q1 2026 and full year 2026. The updated valuation reflects minor adjustments to discount rate, profit margin, and future P/E.
Analysts Offer Insights on Real Estate Companies: Equity Lifestyle (ELS) and Crown Castle (CCI)
Two analysts from Barclays and KeyBanc have issued bullish sentiments on real estate companies Equity Lifestyle (ELS) and Crown Castle (CCI). Barclays analyst Richard Hightower maintained a Buy rating on Equity Lifestyle with a $71.00 price target, while KeyBanc's Brandon Nispel maintained a Buy rating on Crown Castle. Both stocks also have a Moderate Buy consensus rating from other analysts.
Equity LifeStyle Properties declares quarterly dividend of $0.5425
Equity LifeStyle Properties (NYSE:ELS) announced a first-quarter 2026 dividend of $0.5425 per common share, equating to an annualized distribution of $2.17. The dividend is payable on April 10, 2026, to shareholders of record as of March 27, 2026. This announcement follows mixed fourth-quarter 2025 results, where EPS surpassed expectations but revenue fell short, and a recent upgrade by BofA Securities to Buy with an increased price target.
Equity Lifestyle Properties, Inc. (NYSE:ELS) to Issue Quarterly Dividend of $0.54
Equity Lifestyle Properties, Inc. (NYSE:ELS) has announced a quarterly dividend of $0.5425 per share, an increase of 5.3% from its previous dividend. This marks the 21st consecutive year the company has raised its dividend. Analysts project future earnings to comfortably cover the increased payout, lowering the payout ratio to around 63.4%.
Barclays Maintains Equity Lifestyle Properties Inc(ELS.US) With Buy Rating, Raises Target Price to $71
Barclays analyst Richard Hightower has maintained a "buy" rating for Equity Lifestyle Properties Inc (ELS.US) and increased the target price from $68 to $71. According to TipRanks, the analyst has a 35.9% success rate and a -2.8% average return over the past year. This information is intended for informational purposes only and is not an investment recommendation.
Equity Lifestyle Properties Inc To Go Ex-Dividend On March 27th, 2026 With 0.5425 USD Dividend Per Share
Equity Lifestyle Properties Inc (ELS.US) is scheduled to go ex-dividend on March 27th, 2026, with a cash dividend of $0.5425 per share. Shareholders recorded on this date will receive the dividend on April 10th, 2026. The article also provides general information on cash and stock dividends.
Analysts Conflicted on These Real Estate Names: PennyMac Mortgage (PMT), Equity Lifestyle (ELS) and Sunstone Hotel (SHO)
Analysts have issued conflicted ratings for several real estate companies: PennyMac Mortgage (PMT), Equity Lifestyle (ELS), and Sunstone Hotel (SHO). PennyMac Mortgage received a "Hold" rating from UBS with a $12.50 price target, and a "Moderate Buy" consensus overall. Equity Lifestyle also got a "Hold" rating from Evercore ISI with a $65.00 price target, leading to a "Moderate Buy" consensus. Sunstone Hotel received a "Sell" rating from J.P. Morgan with a $9.00 price target, resulting in a "Hold" consensus.
Equity LifeStyle Properties declares quarterly dividend of $0.5425 By Investing.com
Equity LifeStyle Properties, Inc. (NYSE:ELS) announced a first-quarter 2026 dividend of $0.5425 per common share, equating to an annualized distribution of $2.17. The dividend is payable on April 10, 2026, to stockholders of record as of March 27, 2026. This announcement follows mixed fourth-quarter 2025 earnings where EPS exceeded expectations but revenue fell short, alongside an analyst upgrade from BofA Securities.
Evercore Maintains Equity Lifestyle Properties Inc(ELS.US) With Hold Rating, Maintains Target Price $65
Evercore analyst Steve Sakwa has reiterated a "hold" rating for Equity Lifestyle Properties Inc (ELS.US), maintaining a target price of $65. Sakwa's past year performance shows a 48.5% success rate and a 0.1% average return, according to TipRanks data. The article includes disclaimers that the information is for informational purposes only and does not constitute investment advice.
Will ELS’s 22nd Dividend Hike and 2026 Outlook Reshape Its Income-Focused Narrative?
Equity LifeStyle Properties (ELS) announced its 22nd consecutive annual dividend increase to US$2.17 per share for 2026 and released its 2026 earnings guidance, following strong 2025 results. This reinforces the REIT's income-focused profile, emphasizing resilient manufactured housing and RV communities. The article suggests that while these updates strengthen ELS's income-first narrative, they do not fundamentally redefine its investment appeal, though potential undervaluation and balance sheet weaknesses warrant further consideration.
Equity LifeStyle Properties stock upgraded by BofA on stable MH revenue
BofA Securities upgraded Equity LifeStyle Properties (NYSE:ELS) from Neutral to Buy, increasing its price target to $76.00 due to stable Manufactured Home (MH) and Annual Recreational Vehicle (RV) revenue. The company has a strong dividend history and financial health, with analysts seeing an 8% upside potential. Despite some concerns regarding the Seasonal and Transient RV businesses and a mixed Q4 2025 earnings report, BofA remains confident in ELS’s cost management.
Equity Lifestyle Properties (NYSE:ELS) Rating Increased to Buy at Bank of America
Bank of America has upgraded Equity Lifestyle Properties (NYSE:ELS) from a "neutral" to a "buy" rating, setting a new price target of $76, which suggests a potential upside of over 20%. This upgrade comes despite mixed analyst opinions, with the consensus being a "Moderate Buy" and an average target price of $69.96. The article also details recent institutional trading activity and provides a company profile for Equity Lifestyle Properties, a real estate investment trust specializing in manufactured home communities and RV resorts.
BofA Securities Upgrades Equity LifeStyle Properties to Buy From Neutral
BofA Securities has upgraded its rating for Equity LifeStyle Properties (ELS) from "Neutral" to "Buy." The upgrade was announced on February 3, 2026, at 07:19 am EST. This news follows several recent analyst adjustments for ELS, including downgrades from Deutsche Bank and Truist in late January and an upgrade from RBC in December.
Teacher Retirement System of Texas Has $1.44 Million Holdings in Equity Lifestyle Properties, Inc. $ELS
The Teacher Retirement System of Texas reduced its stake in Equity Lifestyle Properties (ELS) by 70.6% in the third quarter, reducing its holdings to 23,766 shares valued at $1.44 million. Despite this reduction, institutional investors collectively own 97.21% of ELS, with several firms recently initiating or increasing their positions. Analysts currently rate ELS as a "Moderate Buy" with an average price target of $69.46, while the stock trades around $63.13.
Equity Lifestyle Properties Announces 22nd Consecutive Annual Dividend Increase
Equity Lifestyle Properties (ELS) has announced its 22nd consecutive annual dividend increase, raising it to $2.17 per share for the coming year. This decision follows a stable 2025 fiscal year with normalized Funds From Operations (FFO) increasing by 5.0% to $3.06 per share. The company projects continued growth for 2026, with anticipated FFO between $3.12 and $3.22 per share, driven by core revenue growth and disciplined cost management.
Baird Maintains Equity Lifestyle Properties Inc(ELS.US) With Buy Rating, Maintains Target Price $73
Baird has reiterated its Buy rating for Equity Lifestyle Properties Inc (ELS.US) and maintained a target price of $73. Analyst Wes Golladay's recommendation is supported by his 55.0% success rate and average return of 4.9% over the past year, according to TipRanks data. This information is intended for informational purposes only and not as investment advice.
Equity LifeStyle Properties, Inc. (NYSE:ELS) Q4 2025 Earnings Call Transcript
Equity LifeStyle Properties (NYSE: ELS) reported strong Q4 and full-year 2025 financial results, with FFO growth and increased dividends for the 22nd consecutive year. The company provided optimistic 2026 guidance, driven by consistent demand in their manufactured housing (MH) and RV segments, particularly for annual customers. Executives highlighted the durability of their business model, strategic investments, and favorable demographic trends, despite some seasonal and transient RV business fluctuations.
Equity LifeStyle Properties Q4 FFO Growth Tests Slowing Earnings Narrative
Equity LifeStyle Properties (ELS) reported Q4 2025 revenues of US$373.8 million and FFO of US$156.7 million, showing firm margins and income. While long-term earnings growth is strong at 10.7%, recent annual growth is a more moderate 5.3-5.4%, and future forecasts are lower. The stock trades at a 31.5x P/E, below peers but above the industry average, with some concerns flagged regarding debt coverage by operating cash flow.
ELS Q4 2025 Earnings: FFO and Revenue Top Analyst Estimates - News and Statistics
Equity Lifestyle Properties Inc. (ELS) announced its fourth-quarter 2025 earnings, surpassing Wall Street's expectations for both funds from operations (FFO) and revenue. The company reported FFO of $157.6 million, or 79 cents per share, exceeding the analyst estimate of 78 cents. Revenue reached $373.9 million, also beating forecasts, and ELS provided guidance for its Q1 and full-year 2026 FFO.
Truist Financial Maintains Equity Lifestyle Properties Inc(ELS.US) With Hold Rating
Truist Financial analyst Anthony Hau has maintained a "hold" rating for Equity Lifestyle Properties Inc (ELS.US). According to TipRanks data, Hau has a 54.5% success rate and a 2.8% average return over the past year. This rating is based on an independent third-party analysis provided by TipRanks.
Equity LifeStyle Properties Q4 2025 Earnings Call Highlights
Equity LifeStyle Properties (ELS) reported strong financial performance in 2025, with a 4.8% increase in net operating income and a 5% rise in normalized FFO per share. The company increased its annual dividend rate by 5.3% for 2026 and anticipates continued growth in FFO and property operating income. Analyst sentiment is mixed, with some downgrades from Buy to Hold, though the average 1-year price target suggests an upside.
Earnings call transcript: Equity Lifestyle’s Q4 2025 beats EPS forecast, stock steady
Equity LifeStyle Properties (ELS) reported Q4 2025 earnings, exceeding EPS forecasts but missing revenue expectations. The company posted an EPS of $0.52 against a forecast of $0.5075, a 2.46% beat, but revenue was $373.87 million, below the projected $388.05 million. Despite the mixed results, the stock saw a 1.45% increase post-earnings, and the company provided a positive 2026 outlook with a 3.7% normalized FFO growth projection and a 5.3% dividend increase.
Great Lakes Advisors LLC Sells 19,363 Shares of Equity Lifestyle Properties, Inc. $ELS
Great Lakes Advisors LLC has reduced its stake in Equity Lifestyle Properties, Inc. (NYSE:ELS) by 5.5%, selling 19,363 shares and now owning 333,000 shares valued at $20.21 million. This comes as the real estate investment trust reported strong Q4 FFO results, beating estimates, and announced its 22nd consecutive dividend increase, alongside raising Q1 and FY 2026 EPS guidance. Despite a slight revenue miss, institutional ownership remains high at 97.21%, and analysts rate the stock a "Moderate Buy" with a consensus price target of $69.14.
Equity Lifestyle Properties: Fourth Quarter Earnings Overview
Equity Lifestyle Properties Inc. (ELS) has reported fourth-quarter financial results that surpassed analyst expectations, with funds from operations reaching 79 cents per share, exceeding the 78 cents per share consensus estimate. The real estate investment trust also reported quarterly revenue of $373.9 million, outperforming the anticipated $373.3 million. Looking ahead, ELS projects funds from operations per share between 81 and 87 cents for the first quarter and $3.12 to $3.22 for the full year.
Equity Lifestyle Properties Q4 Earnings Beat Expectations
Equity Lifestyle Properties (ELS) reported better-than-expected Q4 FFO of $0.79 but slightly missed revenue estimates at $373.9 million. The company projects Q1 2026 FFO of $0.83 and a full-year FFO of $3.19, showing confidence in future profitability despite market challenges. Analysts have an average one-year price target of $68.01 for ELS, though some have recently downgraded their ratings.
Equity Lifestyle Properties (ELS) Surpasses Q4 FFO and Revenue Estimates
Equity Lifestyle Properties (ELS) reported Q4 funds from operations (FFO) of $0.79 per share, exceeding the Zacks Consensus Estimate of $0.78, and revenues of $373.87 million, beating estimates by 0.16%. Despite outperforming the market year-to-date, the company currently holds a Zacks Rank #4 (Sell) due to unfavorable estimate revisions, suggesting potential underperformance in the near future. Investors are advised to consider the industry outlook and upcoming reports from peers like Invitation Home (INVH).
Equity Lifestyle Properties (ELS) Surpasses Q4 FFO and Revenue Estimates
Equity Lifestyle Properties (ELS) reported Q4 FFO of $0.79 per share, beating the Zacks Consensus Estimate of $0.78, and revenue of $373.87 million, surpassing estimates by 0.16%. Despite outperforming the market year-to-date, the stock currently holds a Zacks Rank #4 (Sell) due to unfavorable estimate revisions. Investors are advised to monitor future FFO expectations and the industry outlook.
Equity Lifestyle Properties (NYSE:ELS) Releases Quarterly Earnings Results
Equity Lifestyle Properties (NYSE:ELS) reported Q4 earnings per share of $0.79, surpassing analyst expectations of $0.78. Despite strong profitability metrics, the stock experienced a slight dip post-earnings. The company maintains a "Moderate Buy" consensus rating among analysts, with a significant portion of its stock held by institutional investors.
Equity Lifestyle Properties: Fourth Quarter Earnings Overview
Equity Lifestyle Properties Inc. (ELS) announced strong fourth-quarter financial results, surpassing analyst expectations for both funds from operations (FFO) and revenue. The company reported FFO of 79 cents per share, exceeding the 78 cents projected by analysts, and revenues of $373.9 million, above the anticipated $373.3 million. ELS also provided optimistic guidance for future quarters, forecasting FFO per share between 81 and 87 cents for Q1 and $3.12 to $3.22 for the full year.
Equity LifeStyle Properties Announces 2025 Stock Distribution Tax Treatment
Equity LifeStyle Properties (ELS) announced the tax treatment for its 2025 common stock distributions on January 22, 2026. This information, released via a news release and available on the company's website, pertains to the 453 properties and 173,355 sites owned by Equity LifeStyle. The announcement was also disclosed in an SEC 8-K filing on January 28, 2026.
Equity Lifestyle Properties: Q4 Earnings Snapshot
Equity Lifestyle Properties Inc. (ELS) reported fourth-quarter funds from operations of $157.6 million, or 79 cents per share, exceeding Wall Street expectations. The real estate investment trust also surpassed revenue forecasts with $373.9 million. For the upcoming quarter, ELS projects funds from operations between 81 and 87 cents per share, with a full-year estimate of $3.12 to $3.22 per share.
AEGON ASSET MANAGEMENT UK Plc Purchases 90,454 Shares of Equity Lifestyle Properties, Inc. $ELS
AEGON ASSET MANAGEMENT UK Plc significantly increased its stake in Equity Lifestyle Properties, Inc. (ELS) by 910.4% in the third quarter, acquiring an additional 90,454 shares. This brings their total holding to 100,390 shares, valued at approximately $6.09 million. Equity Lifestyle Properties, which has substantial institutional ownership, is currently trading with a market capitalization of $12.18 billion and analysts generally rate it as a "Moderate Buy" with an average price target of $69.46.
Strs Ohio Has $18.03 Million Stock Holdings in Equity Lifestyle Properties, Inc. $ELS
Strs Ohio significantly increased its stake in Equity Lifestyle Properties (ELS) by 131.8% in Q3, now holding 296,994 shares valued at $18.03 million. The REIT reported Q3 EPS of $0.75 and revenue of $393.3 million, with analysts projecting an annual EPS of $3.07 and a consensus price target of $69.46. Despite paying a quarterly dividend of $0.515 (3.2% yield), the payout ratio of 103.52% suggests potential pressure on future dividends.
Equity Lifestyle Properties (NYSE:ELS) Downgraded to "Sell" Rating by Wall Street Zen
Wall Street Zen has downgraded Equity Lifestyle Properties (ELS) from a "hold" to a "sell" rating. Despite this, other analysts have issued conflicting ratings, with some upgrading and others downgrading the stock, leading to a consensus "Moderate Buy" rating with a target price of $69.46. The company recently met earnings expectations with an EPS of $0.75 and revenues of $393.3 million.
Universal Beteiligungs und Servicegesellschaft mbH Boosts Holdings in Equity Lifestyle Properties, Inc. $ELS
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Equity Lifestyle Properties (ELS) by 70.4% in the third quarter of 2026, bringing its total holdings to 451,648 shares valued at approximately $27.4 million. The article also notes that institutional investors own a substantial portion of ELS shares, and the company maintains a "Moderate Buy" consensus rating with an average analyst price target of $69.46. ELS offers a quarterly dividend with a 3.3% yield, despite a high payout ratio of 103.52%.
Equity Lifestyle Properties, Inc. (NYSE:ELS) Receives Average Recommendation of "Moderate Buy" from Brokerages
Equity Lifestyle Properties, Inc. (NYSE:ELS) has received a "Moderate Buy" consensus recommendation from thirteen brokerages, with an average one-year target price of $69.46. Institutional ownership is notably high at 97.21%, with major funds increasing their stakes. Although the company pays a quarterly dividend yielding 3.3%, its dividend payout ratio is elevated at 103.5%, raising concerns about sustainability.
Equity LifeStyle Properties Announces 2025 Common Stock Distribution Tax Treatment
Equity LifeStyle Properties announced its 2025 common stock distribution of $2.06 per share, with $1.96 categorized as long-term capital gains, highlighting the company's strong financial health and commitment to shareholder returns. The company also advises shareholders to consult tax advisors regarding the specific tax treatment. This announcement comes alongside recent analyst target adjustments, reflecting varied views on the REIT's future performance.
Equity Lifestyle Props (ELS) Downgraded by Truist Securities | ELS Stock News
Truist Securities has downgraded Equity Lifestyle Properties (ELS) from 'Buy' to 'Hold', reducing the price target from $68.00 to $66.00. This adjustment by analyst Anthony Hau reflects an updated assessment of the residential REIT, which specializes in manufactured housing, RV communities, and marinas. Despite the downgrade, other analysts and GuruFocus estimates suggest a potential upside for ELS from its current price.
Truist Financial Downgrades Equity Lifestyle Properties Inc(ELS.US) to Hold Rating, Cuts Target Price to $66
Truist Financial has downgraded Equity Lifestyle Properties Inc (ELS.US) to a Hold rating. The firm also adjusted its target price for the stock from $68 to $66. This decision is based on an analyst's past performance which includes a 54.5% success rate and a 2.8% average return over the last year, according to TipRanks data.
Resilient Fundamentals to Drive FFO Growth for Equity LifeStyle Properties (ELS)
RBC Capital upgraded Equity LifeStyle Properties (ELS) to Outperform, forecasting a 10% upside and expecting it to be a top FFO growth performer among residential REITs in 2026 due to fundamental resilience. UBS Analyst Michael Goldsmith also reaffirmed a Buy rating, anticipating a more favorable macroeconomic landscape for REITs in the latter half of 2026. The company owns and manages manufactured homes, RV resorts, and campgrounds, focusing on income through rentals and long-term leasing.
Resilient Fundamentals to Drive FFO Growth for Equity LifeStyle Properties (ELS)
Equity LifeStyle Properties (ELS) is viewed positively by analysts, with RBC Capital upgrading its rating to Outperform and forecasting a 10% upside due to expected FFO growth and fundamental resilience. UBS also reaffirmed a Buy rating, anticipating a more favorable macroeconomic landscape in the second half of 2026. The company owns and manages manufactured homes, RV resorts, and campgrounds, focusing on rental income and lifestyle communities.
