Essex Property rewards investors with another annual dividend hike
NULL
Essex Property Rewards Investors With Another Annual Dividend Hike
Essex Property Trust (ESS) has announced its 32nd consecutive annual dividend increase, with a 0.8% hike in its annual cash dividend to $2.59 per share for the first quarter of 2026. This results in an annualized yield of 4.07%. The company's strong fundamentals, focus on West Coast markets, and operational discipline support its consistent dividend payouts, despite concerns about its Zacks Rank #4 (Sell) rating. Other REITs like Prologis, American Homes 4 Rent, and Equinix have also recently increased their dividends.
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.
Essex Property Rewards Investors With Another Annual Dividend Hike
Essex Property Trust (ESS) has announced a 0.8% hike in its annual cash dividend, marking its 32nd consecutive annual increase. This strong dividend history is supported by the company's high-quality apartment portfolio, focus on West Coast markets, and solid financial performance, including increased FFO and total revenues in Q4 2025. Other REITs like Prologis, American Homes 4 Rent, and Equinix have also recently raised their dividends, highlighting a trend of rewarding shareholders in the sector.
Essex Property Trust, Inc. (NYSE:ESS) Plans Dividend Increase - $2.59 Per Share
Essex Property Trust, Inc. (NYSE:ESS) has announced a quarterly dividend increase to $2.59 per share, up 0.8% from its previous dividend. While the current payout ratio of 170.5% indicates reliance on its balance sheet, future earnings guidance for FY2026 suggests the dividend could be sustainable with an anticipated payout ratio of approximately 62%. The company has a consistent history of dividend increases over the last 31 years.
Essex Property Rewards Investors With Another Annual Dividend Hike
Essex Property Trust (ESS) has announced its 32nd consecutive annual dividend increase, with a 0.8% hike in its annual cash dividend to $2.59 per share for the first quarter. This increase results in an annualized yield of 4.07% and is supported by its strong apartment portfolio, West Coast market concentration, and solid financial performance including a 5.5% increase in total revenues in Q4 2025. Other REITs like Prologis, American Homes 4 Rent, and Equinix have also recently raised their dividends.
Is Wall Street Bullish or Bearish on Essex Property Trust Stock?
Essex Property Trust (ESS) shares have underperformed the broader market and the Real Estate Select Sector SPDR ETF over the past year. Despite reporting Q4 2025 results with positive 2026 guidance for revenue and FFO growth, and anticipated cap rate compression in Northern California, analysts maintain a consensus "Hold" rating on the stock, with a mean price target suggesting a modest premium to current levels.
Is Wall Street Bullish or Bearish on Essex Property Trust Stock?
Essex Property Trust (ESS), a REIT focused on West Coast multifamily residential properties, has seen its stock underperform the broader market as well as the real estate sector ETF over the last year. Despite reporting decent Q4 2025 results and issuing positive 2026 revenue guidance, analysts maintain a consensus "Hold" rating on the stock, with a mean price target suggesting a modest upside.
Essex Property Trust Raises Quarterly Dividend to $2.59 per Share From $2.57, Payable April 15 to Holders of Record on March 31
Essex Property Trust (ESS) has announced an increase in its quarterly dividend, raising it to $2.59 per share from the previous $2.57 per share. This dividend is payable on April 15 to shareholders of record as of March 31. The company specializes in residential real estate properties, with a portfolio primarily located in Southern California, Northern California, and the Seattle metropolitan area.
West Coast apartment REIT lifts dividend for 32nd year in a row
Essex Property Trust, a West Coast apartment REIT (NYSE: ESS), has announced its 32nd consecutive annual dividend increase of 0.8%. The first quarter dividend is set at $2.59 per share, totaling $10.36 annually. The company also announced its annual shareholders' meeting for May 12, 2026.
Essex Announces its 32nd Consecutive Annual Dividend Increase
Essex Property Trust, Inc. has announced its 32nd consecutive annual dividend increase, raising its annual cash dividend by 0.8%. The Board of Directors declared a first-quarter dividend of $2.59 per share, payable April 15, 2026, to shareholders of record as of March 31, 2026. The company also set the date for its virtual Annual Meeting of Shareholders for May 12, 2026.
ESS Inc. acquires additional iron-flow battery IP
ESS Tech Inc. has acquired the intellectual property and assets of VoltStorage GMbH, a German iron-salt battery technology company that recently ceased operations. This acquisition expands ESS's patent portfolio and provides access to skilled personnel, aiming to accelerate innovation in long-duration energy storage. ESS believes this move will strengthen its position in the market and boost its strategic growth.
AMERICAN WATER REPORTS STRONG 2025 RESULTS; AFFIRMS 2026 EPS GUIDANCE AND LONG-TERM TARGETS
American Water Works Company, Inc. (AWK) reported strong adjusted earnings of $5.64 per share for 2025, exceeding the upper half of their guidance, and affirmed its 2026 EPS guidance and long-term targets for EPS and dividend growth of 7-9%. The company invested $3.2 billion in infrastructure and completed 18 acquisitions in 2025. Shareholders also overwhelmingly approved the pending merger with Essential Utilities, highlighting enhanced scale and growth potential for the combined entity.
Jefferies Adjusts Price Target on Essex Property Trust to $276 From $282, Maintains Hold Rating
Jefferies has changed its price target for Essex Property Trust (ESS) to $276, down from $282, while keeping a "Hold" rating on the stock. This adjustment comes amidst other recent analyst revisions for Essex Property Trust, reflecting various perspectives on the company's financial outlook and performance. The company recently reported its Q4 2025 earnings, with revenue of $479.6 million and core FFO of $3.98 per share.
Heartland Advisors Inc. Sells 9,902 Shares of Essex Property Trust, Inc. $ESS
Heartland Advisors Inc. has reduced its stake in Essex Property Trust, Inc. (NYSE:ESS) by selling 9,902 shares, bringing their total holdings to 37,221 shares valued at approximately $9.96 million. This trimming of 21.0% occurred in the third quarter. Essex Property Trust recently reported Q4 earnings of $3.98 EPS, slightly missing estimates but beating revenue expectations, and offers a dividend yield of 4.1% with a "Hold" consensus rating from analysts.
Cardano Risk Management B.V. Increases Stake in Prologis, Inc. $PLD
Cardano Risk Management B.V. significantly increased its stake in Prologis, Inc. (NYSE:PLD) by 6.0% in Q3, now holding over 1 million shares valued at approximately $116.98 million. Prologis reported strong Q3 earnings with EPS of $1.44 and revenue of $2.25 billion, exceeding estimates, and has raised its quarterly dividend to $1.07. Institutional investors collectively own 93.50% of Prologis stock, and analysts maintain a "Moderate Buy" rating with an average price target of $135.89.
Aberdeen Group plc Cuts Position in Essex Property Trust, Inc. $ESS
Aberdeen Group plc reduced its stake in Essex Property Trust, Inc. (NYSE:ESS) by 9.1% in the third quarter, dropping its holdings to 184,420 shares valued at $48.87 million. Despite this, other institutional investors like Norges Bank, Daiwa Securities Group Inc., and Boston Partners significantly increased their positions in the real estate investment trust. Essex Property Trust reported Q3 earnings of $3.98 per share, slightly missing analyst estimates, but its revenue exceeded expectations at $479.63 million.
A Look At Independence Realty Trust (IRT) Valuation After Profitable Results And 2026 Growth Guidance
Independence Realty Trust (IRT) recently reported profitable Q4 2025 results and issued 2026 earnings guidance, buoyed by AI-driven leasing, portfolio enhancements, and debt refinancing. Despite strong short-term stock performance, its P/E ratio is significantly higher than industry averages, indicating potential valuation risk. Analysts currently estimate IRT to be 19.1% undervalued with a fair value of $20.21, although supply pressures and reliance on asset sales present risks to future growth assumptions.
Rhumbline Advisers Has $35.72 Million Holdings in Essex Property Trust, Inc. $ESS
Rhumbline Advisers reduced its stake in Essex Property Trust (NYSE:ESS) by 3.7% in the third quarter, now holding 133,448 shares valued at $35.72 million. Other institutional investors also adjusted their holdings, with the company's stock 96.51% owned by hedge funds and institutions. Essex Property Trust recently reported Q4 EPS of $3.98, missing estimates by $0.02, but revenue beat expectations at $479.63 million, and it pays a quarterly dividend yielding 4.1%.
Stifel cuts Essex Property Trust (ESS) PT to $278 after Q4 review, keeps hold
Stifel has reduced its price target for Essex Property Trust (ESS) to $278, down from $287, following a review of the company's fourth-quarter performance. The firm has maintained its "Hold" rating on the stock, indicating a neutral stance despite the lowered price target. This adjustment reflects Stifel's updated outlook on ESS's valuation and future performance.
ING Groep NV Makes New Investment in Essex Property Trust, Inc. $ESS
ING Groep NV recently acquired a new stake of 8,326 shares, valued at approximately $2.23 million, in Essex Property Trust, Inc. during the third quarter. Other institutional investors have also made significant changes to their holdings in the real estate investment trust. Analysts have issued varied ratings, with an average "Hold" rating and a target price of $283.87, while the company reported Q3 earnings that missed consensus estimates.
7,032 Shares in Essex Property Trust, Inc. $ESS Purchased by Caprock Group LLC
Caprock Group LLC recently acquired a new position in Essex Property Trust (NYSE:ESS), purchasing 7,032 shares valued at approximately $1.9 million. This real estate investment trust offers a quarterly dividend of $2.57, yielding about 4.1%, with a high payout ratio. Despite mixed Wall Street sentiment and several analysts trimming price targets, institutional ownership remains high at 96.51%, and the stock currently holds a "Hold" consensus rating with an average price target of $283.87.
ELME Stock Price, Forecast & Analysis | ELME COMMUNITIES (NYSE:ELME)
This article provides an analysis of ELME Communities (NYSE:ELME), including its stock price, forecast, and key statistics. Currently trading at $2.18, the stock has seen significant declines over the past year. Analysts project a substantial price increase of 492.66% in the next year, with an average target of $12.92, despite concerns regarding its profitability and financial health, as indicated by ChartMill's fundamental rating of 3/10.
Stifel cuts Essex Property Trust (ESS) PT to $278 after Q4 review, keeps hold
Stifel has reduced its price target for Essex Property Trust (ESS) to $278, down from $280, while maintaining a Hold rating on the stock. This adjustment follows the company's fourth-quarter earnings review. The new price target reflects a slightly more conservative outlook for the REIT.
Stifel Cuts Essex Property Trust (ESS) PT to $278 After Q4 Review, Keeps Hold
Stifel has lowered its price target for Essex Property Trust (ESS) to $278 from $290.75, while maintaining a Hold rating. This adjustment follows a review of the company's Q4 2025 results, which showed strong performance in same-store revenue growth and FFO per share, particularly in Northern California. Essex Property Trust, a self-managed REIT, focuses on apartment communities in West Coast markets.
Stifel Cuts Essex Property Trust (ESS) PT to $278 After Q4 Review, Keeps Hold
Stifel has lowered its price target for Essex Property Trust (ESS) to $278 from $290.75, while maintaining a Hold rating on the stock. This adjustment follows the company's Q4 2025 earnings review, where Essex reported strong full-year same-store revenue growth and FFO per share that exceeded expectations, particularly in Northern California. The REIT specializes in apartment communities on the West Coast, with highlights including strong occupancy rates and significant investment in Northern California.
Stifel Cuts Essex Property Trust (ESS) PT to $278 After Q4 Review, Keeps Hold
Stifel has lowered its price target for Essex Property Trust (ESS) to $278 from $290.75, while maintaining a Hold rating. The adjustment follows the company's strong fourth-quarter 2025 results, with full-year same-store revenue growth at the high end of guidance and FFO per share above expectations. Essex Property Trust, a REIT focusing on West Coast apartment communities, saw improved occupancy and strong regional performance in Northern California.
Cibc World Market Inc. Boosts Stake in Essex Property Trust, Inc. $ESS
Cibc World Market Inc. increased its stake in Essex Property Trust, Inc. (NYSE:ESS) by 48.5% in the third quarter of 2025, holding 43,912 shares valued at approximately $11.75 million. Institutional investors collectively own about 96.51% of the company's stock. Essex Property Trust reported Q4 EPS of $3.98, slightly missing estimates, and analysts currently have a consensus "Hold" rating for the stock with a target price of $283.87.
Stifel Cuts Essex Property Trust (ESS) PT to $278 After Q4 Review, Keeps Hold
Stifel has reduced its price target for Essex Property Trust (ESS) to $278 from $290.75, while maintaining a "Hold" rating, following the company's Q4 2025 earnings review. Despite the price target cut, Essex Property Trust reported strong Q4 results, with full-year same-store revenue growth at the high end of guidance and FFO per share above expectations, driven by strong performance in Northern California and improved occupancy rates. The company continues to be a significant investor in Northern California's multifamily market.
Wall Street Analysts Think Safehold (SAFE) Could Surge 28.9%: Read This Before Placing a Bet
Wall Street analysts project Safehold (SAFE) could see a 28.9% upside, with a mean price target of $19.4. Despite the potential for misleading information, a low standard deviation in analyst targets for SAFE suggests strong agreement. The company's Zacks Rank #1 (Strong Buy) and positive earnings estimate revisions further support a potential near-term upside.
Essex Property Trust (ESS) Valuation Check After Mixed Recent Share Price Performance
Essex Property Trust (ESS) stock performance has been mixed, but it is currently seen as 7.2% undervalued with a narrative fair value of $281.63. The valuation hinges on the reduction of new multifamily supply in its West Coast markets and potential rent growth, though regulatory risks in California and Seattle, plus softer Los Angeles rent trends, pose challenges to the future P/E assumptions. Investors are encouraged to consider these factors, and Simply Wall St offers tools for further research into the company's valuation and risks.
Equity Residential Stock Outlook: Is Wall Street Bullish or Bearish?
Equity Residential (EQR) has underperformed the broader market and a REIT-focused ETF over the past year, despite a positive start to 2026. The real estate investment trust reported its Q4 2025 results with increased rental revenue and same-store NOI. Analysts currently hold a "Moderate Buy" consensus rating for EQR, with a mean price target suggesting a 7.3% upside.
SAFE or ESS: Which Is the Better Value Stock Right Now?
This article compares Safehold (SAFE) and Essex Property Trust (ESS) to determine which is a better value stock within the REIT and Equity Trust - Residential sector. Utilizing the Zacks Rank and Style Scores, the analysis concludes that Safehold is the superior value option due to its Strong Buy rank, more impressive earnings estimate revision activity, and better valuation metrics such as lower P/E, PEG, and P/B ratios compared to Essex Property Trust.
Michael Manelis Sells 5,765 Shares of Equity Residential (NYSE:EQR) Stock
Equity Residential COO Michael Manelis sold 5,765 shares of the company's stock for $375,474.45, reducing his stake by 11.11%. The REIT recently reported Q4 EPS of $1.03, slightly missing estimates, with revenue of $781.91 million and has issued guidance for Q1 and FY 2026. Equity Residential also declared a quarterly dividend annualized at $2.77, offering a 4.3% yield.
UBS Maintains Essex Property Trust Inc(ESS.US) With Hold Rating, Maintains Target Price $274
UBS analyst Michael Goldsmith has reiterated a 'Hold' rating for Essex Property Trust Inc (ESS.US), maintaining a target price of $274. According to TipRanks data, the analyst has a 60.5% success rate and an average return of 4.0% over the past year. This information is for informational purposes only and does not constitute investment advice.
Tennessee Valley Authority reconsiders future of two coal plant operations, drawing environmental backlash
The Tennessee Valley Authority (TVA) is reconsidering its previous commitment to retire its Kingston and Cumberland coal-fired power plants by 2027, citing increased electricity demand and regulatory changes. This potential reversal has sparked strong criticism from environmental groups, who warn of increased pollution and a less reliable power grid. The TVA Board is scheduled to discuss the matter at an upcoming meeting, while construction for new natural gas plants, originally intended to replace the coal facilities, is ongoing.
UDR's Q4 FFOA Beats Estimates, Revenues & Same-Store NOI Grow Y/Y
UDR reported fourth-quarter 2025 funds from operations as adjusted (FFOA) of 64 cents per share, meeting the Zacks Consensus Estimate and showing an increase from the prior year. The company saw year-over-year growth in same-store net operating income (NOI) and a 2.5% rise in total revenues, though rental income slightly missed estimates. UDR also provided guidance for the first quarter and full-year 2026, with FFOA per share expected to be between $2.47 and $2.57 for the full year.
ESS: Cantor Fitzgerald Reiterates Overweight Rating for Essex Property Trust
Cantor Fitzgerald has reaffirmed its "Overweight" rating for Essex Property Trust (ESS), maintaining a price target of $300.00, indicating a neutral stance in line with the current market price of $290.00. This follows recent downgrades and varied price target adjustments from other firms, including BMO Capital and Jefferies. Despite mixed analyst recommendations, the average target price from 24 analysts is $280.67, suggesting an 8.76% upside from the current price, while GuruFocus estimates a fair value of $286.34, implying a 10.96% upside.
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.
Essex Property Trust (NYSE:ESS) Given "Overweight" Rating at Cantor Fitzgerald
Cantor Fitzgerald has reaffirmed an "Overweight" rating for Essex Property Trust (NYSE:ESS), setting a $290 price target, which suggests a 12.5% upside. This comes despite the company slightly missing Q4 EPS estimates while exceeding revenue expectations. The consensus among analysts remains a "Hold," with an average target price of $283.87.
A Glimpse Into The Expert Outlook On Essex Property Trust Through 7 Analysts
Seven analysts have recently provided diverse ratings for Essex Property Trust (NYSE: ESS), with an average 12-month price target of $281.86, indicating a slight negative shift in sentiment. The company, which owns a significant portfolio of apartment communities on the West Coast, shows strong market capitalization but lags industry peers in revenue growth and struggles with profitability metrics like net margin, ROE, and ROA. Analysts maintain various ratings from "Overweight" to "Hold," adjusting price targets in response to market conditions and company performance.
ProShare Advisors LLC Raises Holdings in Essex Property Trust, Inc. $ESS
ProShare Advisors LLC increased its stake in Essex Property Trust (ESS) by 2.1% in Q3, now holding 601,341 shares valued at approximately $160.96 million. Essex Property Trust reported Q-results of $3.98 EPS, missing consensus by $0.02, but revenue beat estimates at $479.6 million. The REIT pays a quarterly dividend of $2.57, yielding about 4.0%, and has a consensus "Hold" rating from Wall Street with an average target price of $283.87.
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.
Essex Property Trust, Inc. $ESS Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans significantly reduced its stake in Essex Property Trust (NYSE:ESS) by 26.2% in the third quarter, selling 7,783 shares and retaining 21,894 shares valued at $5.86 million. Despite missing consensus EPS by $0.02, Essex Property Trust posted strong revenue and provided a positive FY2026 EPS guidance. The company maintains a "Hold" rating from analysts with an average price target around $283.87 and announced a quarterly dividend symbolizing a 4.0% yield.
Essex Property Trust, Inc. (NYSE:ESS) Q4 2025 Earnings Call Transcript
Essex Property Trust (NYSE: ESS) held its Q4 2025 earnings call, discussing full-year 2025 performance, 2026 outlook, and market conditions. The company achieved strong revenue and FFO per share growth in 2025, driven by Northern California's tech expansion and limited housing supply. For 2026, ESS anticipates stable economic growth, reduced housing supply, and solid blended rent growth, with Northern California and Seattle expected to outperform, despite potential headwinds from structured finance portfolio redemptions.
Is Independence Realty Trust (IRT) Offering Value After Recent Share Price Weakness?
This article analyzes Independence Realty Trust (IRT) after a recent share price decline, using both Discounted Cash Flow (DCF) and Price/Sales (P/S) valuation methods. The DCF model suggests IRT is undervalued by 43.7% at $29.51 per share compared to its current price of US$16.60, while the P/S ratio indicates it is overvalued when compared to its calculated "Fair Ratio." The article encourages investors to use "Narratives" on Simply Wall St's platform to form their own valuation based on personal assumptions.
RBC Capital Maintains Essex Property Trust Inc(ESS.US) With Buy Rating, Maintains Target Price $285
RBC Capital analyst Brad Heffern has maintained a Buy rating for Essex Property Trust Inc (ESS.US) and kept the target price at $285. Heffern has a 47.2% success rate and an 8.3% average return over the past year, according to TipRanks data. The article stresses that this information is for informational purposes only and not investment advice.
Essex Property Trust FFO Stability In Q4 2025 Challenges Earnings Decline Narrative
Essex Property Trust (ESS) reported stable Funds From Operations (FFO) of US$263 million in Q4 2025, reaching US$1.1 billion for the full year, despite a decline in net income and a forecasted 12.3% annual earnings decline. The company's stock is currently trading below its DCF fair value and industry P/E averages, suggesting a potential value opportunity. However, concerns about weak interest coverage and the sustainability of its dividend, influenced by a one-off gain, are highlighted.
Earnings call transcript: Essex Property Trust misses Q4 2025 earnings expectations
Essex Property Trust (ESS) reported a Q4 2025 earnings miss, with EPS of $1.25 against an expected $1.44 and revenue of $472.91 million below the forecasted $474.54 million. The news led to a 2.21% decline in premarket trading. Despite this, the company projects stable core FFO per share for 2026, driven by a recovering Northern California market and strategic tech initiatives.
Essex Property Trust Q4 Earnings Call Highlights
Essex Property Trust (NYSE: ESS) exceeded 2025 expectations with robust performance, including same-store revenue growth at the high end of guidance and FFO per share above the midpoint. For 2026, the company projects 2.4% same-property revenue growth and 2.1% NOI growth, though core FFO per share is expected to remain flat due to structured finance redemptions. Management anticipates a 20% decline in new housing supply year-over-year, which is expected to support strong rent growth, especially in Northern California, while the company maintains strong liquidity and pauses new development starts.
