Mid-America Apartment Communities, Inc. $MAA Stock Holdings Lifted by NEOS Investment Management LLC
NEOS Investment Management LLC significantly increased its holdings in Mid-America Apartment Communities (MAA) by 66.7% in Q3, bringing its stake to 23,605 shares valued at $3.30 million. Despite MAA missing quarterly EPS expectations, the company provided FY2026 guidance and raised its quarterly dividend to $1.53, though concerns exist about the high dividend payout ratio. Institutional investors now own about 93.6% of the stock, while analysts maintain a "Hold" rating with an average price target of $153.55.
Piper Sandler Maintains Mid-America Apartment Communities Inc(MAA.US) With Hold Rating, Maintains Target Price $140
Piper Sandler analyst Alexander Goldfarb has reaffirmed a "Hold" rating for Mid-America Apartment Communities Inc (MAA.US), keeping the target price at $140. Goldfarb's past performance shows a 50.7% success rate and a 2.4% average return over the last year, according to TipRanks data. This information is provided for informational purposes and is not an investment recommendation.
Invitation Homes' Q4 FFO Meets Estimates, Revenues Top, Rents Rise Y/Y
Invitation Homes (INVH) reported mixed results for Q4 2025, with core FFO per share meeting estimates at 48 cents and total revenues surpassing expectations at $685.3 million, marking a 4% year-over-year increase. The company's performance was driven by higher same-store net operating income and blended rent growth, despite a decrease in occupancy. For 2026, INVH provided an initial outlook for core FFO per share between $1.90 and $1.98, with the midpoint below the Zacks Consensus Estimate.
Ontario Teachers Pension Plan Board Grows Stake in Mid-America Apartment Communities, Inc. $MAA
The Ontario Teachers Pension Plan Board has increased its stake in Mid-America Apartment Communities (NYSE:MAA) by 47.6%, now owning 42,701 shares valued at approximately $5.97 million. Despite the company missing its quarterly EPS estimates and having a high payout ratio of 161.9%, it raised its quarterly dividend to $1.53 per share and provided FY2026 guidance. Analysts hold a "Hold" consensus rating with a target price of $153.55, while the stock currently trades around $135.
Mid-America Apartment Stock Outlook: Is Wall Street Bullish or Bearish?
Mid-America Apartment Communities, Inc. (MAA) has underperformed the broader market and a residential REIT ETF over the past year. Despite slightly beating FFO estimates in Q4, analysts project a modest FFO decline for the current fiscal year. Wall Street analysts currently give MAA a "Moderate Buy" consensus rating, with a mean price target suggesting an 8.4% upside.
Shell Asset Management Co. Has $292,000 Stock Position in Mid-America Apartment Communities, Inc. $MAA
Shell Asset Management Co. significantly reduced its stake in Mid-America Apartment Communities (NYSE:MAA) by 80.7% in Q3, now holding 2,088 shares valued at $292,000. This comes as MAA missed quarterly EPS estimates and provided mixed guidance for 2026, despite increasing its quarterly dividend. Insider selling activity was also noted, with executives offloading shares worth approximately $838,698.
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.
A Look At Mid-America Apartment Communities (MAA) Valuation After Analyst Downgrades And 2026 Guidance
Mid-America Apartment Communities (MAA) is under scrutiny after its Q4 2025 results and 2026 guidance, leading to analyst downgrades and mixed views on its valuation. While Simply Wall St suggests a fair value of $147, implying the stock is undervalued, the company's P/E ratio is higher than its peers, raising questions about its future earnings potential given a forecast decline. Investors are urged to consider the impact of supply and operating costs on future margins.
Rhumbline Advisers Decreases Stock Holdings in Mid-America Apartment Communities, Inc. $MAA
Rhumbline Advisers significantly reduced its stake in Mid-America Apartment Communities (MAA) by 4.8% in the third quarter, selling 12,289 shares and retaining 245,737 shares valued at $34.34 million. Despite MAA missing Q3 EPS estimates, the company raised its quarterly dividend to $1.53 and provided positive Q1 and FY 2026 EPS guidance. Institutional investors hold approximately 93.6% of the company's stock.
Mid-America Apartment Updates REIT Federal Tax Disclosures
Mid-America Apartment Communities (MAA) has updated its U.S. federal income tax disclosures regarding its REIT status and stock ownership. This update outlines the conditions for maintaining REIT qualification and the potential tax implications, emphasizing compliance complexities and ongoing regulatory risks. Despite a "Hold" rating from analysts with a $148.00 price target, TipRanks’ AI Analyst, Spark, rates MAA as "Neutral," citing strong financial performance and a solid debt profile balanced against muted near-term guidance and an elevated P/E ratio.
Caprock Group LLC Makes New $1.38 Million Investment in Mid-America Apartment Communities, Inc. $MAA
Caprock Group LLC has invested $1.38 million in Mid-America Apartment Communities, Inc. (NYSE:MAA) by purchasing 9,477 shares. This new position comes as other institutional investors have also adjusted their holdings in the real estate investment trust. Mid-America Apartment Communities recently raised its quarterly dividend and analysts have provided mixed ratings, with a consensus "Hold" and an average target price of $153.55.
How Mid-america Apartment Communities Inc. (MAA) Affects Rotational Strategy Timing
This article analyzes Mid-America Apartment Communities Inc. (MAA) through an AI-driven lens, highlighting divergent sentiment across different time horizons and suggesting choppy conditions. It provides specific institutional trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis for support and resistance levels. The analysis aims to inform rotational strategy timing for the stock.
Citi Maintains Mid-America Apartment Communities Inc(MAA.US) With Hold Rating, Cuts Target Price to $148
Citi analyst Nicholas Joseph has reiterated a "Hold" rating for Mid-America Apartment Communities Inc (MAA.US) but decreased the target price from $175 to $148. This decision is based on the analyst's historical performance, which shows a 65.5% success rate and a 1.5% average return over the past year. The information is provided for educational purposes and should not be considered investment advice.
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.
Citigroup Has Lowered Expectations for Mid-America Apartment Communities (NYSE:MAA) Stock Price
Citigroup has reduced its price target for Mid-America Apartment Communities (NYSE:MAA) from $155 to $148, maintaining a "neutral" rating despite the company's recent earnings miss. The consensus across analysts is a "Hold" with an average price target of $153.55. Insider activity shows a modest purchase by EVP Adrian Hill, alongside sales by EVP Amber Fairbanks, while institutional investors hold a significant portion of the stock.
Wealthfront Advisers LLC Purchases 9,318 Shares of Mid-America Apartment Communities, Inc. $MAA
Wealthfront Advisers LLC increased its stake in Mid-America Apartment Communities, Inc. (NYSE:MAA) by 42.7% in the third quarter, purchasing an additional 9,318 shares to own a total of 31,122 shares valued at $4,349,000. Other institutional investors also significantly adjusted their positions in MAA. The company recently announced a quarterly dividend increase to $1.53, yielding 4.6%, and reported its Q4 earnings, missing consensus estimates but providing optimistic guidance for 2026.
Mid-America Apartment Communities (NYSE:MAA) Issues Outlook; S&P 500
This article provides an overview of Mid-America Apartment Communities (NYSE:MAA), focusing on its apartment portfolio operations and institutional context. It also explores the company's linkage to the S&P 500 within the residential real estate investment trust sector. Further details require logging in or creating an account.
Illinois Municipal Retirement Fund Has $11.95 Million Holdings in Mid-America Apartment Communities, Inc. $MAA
The Illinois Municipal Retirement Fund significantly increased its stake in Mid-America Apartment Communities (MAA) by 71.8% in Q3, now holding shares worth $11.95 million. Despite MAA missing Q4 EPS estimates, the company raised its quarterly dividend and provided guidance for 2026. The article also details other institutional investor activity, recent insider trades, and current analyst ratings for MAA.
Mid-America Apartment Communities, Inc. $MAA Holdings Increased by Cibc World Market Inc.
Cibc World Market Inc. significantly increased its stake in Mid-America Apartment Communities (MAA) by 48.4% in the third quarter of 2025, bringing its total holdings to 88,977 shares valued at $12.43 million. This comes as institutional investors now own 93.6% of the company, with Norges Bank also establishing a large new position. Despite missing quarterly EPS estimates, MAA increased its quarterly dividend and provided strong FY2026 EPS guidance, maintaining an average "Hold" rating from analysts with an average price target of $153.84.
Citigroup Adjusts Price Target on Mid-America Apartment Communities to $148 From $155, Maintains Neutral Rating
Citigroup has adjusted its price target for Mid-America Apartment Communities (MAA) from $155 to $148, while retaining a Neutral rating on the stock. This change reflects a revised outlook from the analyst firm. The article also lists recent adjustments by other firms, indicating a general trend of target price modifications for MAA.
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.
MAA: KeyBanc Lowers Price Target, Maintains Overweight Rating
KeyBanc analyst Austin Wurschmidt has maintained an "Overweight" rating for Mid-America Apartment (MAA) but lowered the price target from $170.00 to $155.00. This adjustment follows several other analyst rating updates for MAA in early 2026, with target price changes both upward and downward. Analysts' consensus recommendation for MAA is currently "Hold," with an average target price of $146.33, implying a 7.24% upside from its current price.
Mid-America Apartment Communities (NYSE:MAA) Price Target Cut to $155.00 by Analysts at KeyCorp
KeyCorp reduced its price target for Mid-America Apartment Communities (NYSE:MAA) to $155.00 from $170.00, while maintaining an "overweight" rating. This adjustment comes after MAA reported a major earnings miss for Q4, with EPS of $0.48 against an expected $2.22, though revenue was in line. The company also provided soft Q1 and full-year 2026 EPS guidance, and despite significant institutional buying, insiders have recently sold shares.
Colliers Securities Downgrades Mid-America Apartment Communities (NYSE:MAA) to Hold
Colliers Securities has downgraded Mid-America Apartment Communities (NYSE:MAA) from a "moderate buy" to a "hold" rating. This follows several other firms adjusting their price targets or ratings for the REIT. The company recently reported earnings that missed analyst expectations, although its revenue was close to estimates.
Mid-America Apartment Communities, Inc. (NYSE:MAA) Receives Average Recommendation of "Hold" from Brokerages
Mid-America Apartment Communities, Inc. (NYSE:MAA) has an average "Hold" recommendation from 21 analysts, with a mean one-year target price of $155.11. This comes after the company reported an earnings miss for Q4, with EPS of $0.48 against a $2.22 consensus, though revenue was in line. While MAA increased its quarterly dividend to $1.53, its high payout ratio of 161.9% raises concerns about dividend sustainability.
The Bull Case For Mid-America Apartment Communities (MAA) Could Change Following Weaker Earnings And A US$53 Million Settlement
Mid-America Apartment Communities (MAA) recently reported Q4 and full-year 2025 results with higher sales but significantly lower net income compared to the previous year. The company also announced a US$53 million class action settlement and provided modest 2026 diluted EPS guidance. This combination of weaker earnings, a substantial settlement, and high valuation multiples casts a shadow on the investment narrative, despite the long-term appeal of Sun Belt multifamily housing.
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.
Apartments at Santana Row in San Jose are bought for $140 million-plus
A 212-unit apartment complex named Misora at Santana Row in San Jose was recently acquired by Chicago-based Waterton for $148.5 million. This marks the second significant apartment sale in the mixed-use neighborhood within a year, with the per-unit price for Misora suggesting robust property values despite broader financial setbacks in some South Bay residential areas. Waterton plans extensive upgrades for the property, while Federal Realty, the seller, continues to develop new residences in Santana Row.
Evercore ISI Adjusts PT on Mid-America Apartment Communities to $141 From $143, Maintains In Line Rating
Evercore ISI has adjusted its price target for Mid-America Apartment Communities (MAA) to $141, down from $143, while maintaining an "In Line" rating. This adjustment follows several other recent price target revisions from various firms, reflecting ongoing analyst assessment of the company's performance and market conditions. Mid-America Apartment Communities specializes in owning, developing, and managing residential real estate, primarily in the Southern United States.
Mid-America Apartment Communities Warns of Material Risk From Falling Behind on AI and Technology Upgrades
Mid-America Apartment Communities (MAA) has identified a material risk stemming from the failure to keep pace with rapidly evolving technology, including artificial intelligence. The company's operations rely heavily on sophisticated systems that require continuous upgrades to meet various demands. A delay in implementing new technologies could disrupt operations, weaken its competitive standing, and lead to higher costs if expected efficiencies are not realized.
Mid-America Apartment Communities Warns of Material Risk From Falling Behind on AI and Technology Upgrades
Mid-America Apartment Communities (MAA) has identified a material risk stemming from its potential failure to keep pace with rapid technological advancements, especially in artificial intelligence. The company's operations are increasingly reliant on sophisticated systems, and an inability to upgrade these effectively could disrupt business, weaken its competitive standing, and lead to higher costs. Wall Street currently holds a "Moderate Buy" consensus rating for MAA stock.
AvalonBay Communities, Inc. (NYSE:AVB) Q4 2025 Earnings Call Transcript
AvalonBay Communities, Inc. (AVB) reported its Q4 2025 earnings, highlighting 2.1% revenue growth for the year and a record low 41% turnover rate. The company started $1.65 billion in development projects and repurchased nearly $490 million in shares, positioning itself for future earnings growth. While forecasting modest 1.4% revenue growth for 2026, AVB anticipates an uplift in development NOI and a continued focus on optimizing its portfolio and capital allocation.
A Look At Mid‑America Apartment Communities (MAA) Valuation After Earnings Beat, 2026 Guidance And Expansion Plans
Mid-America Apartment Communities (MAA) recently reported Q4 and full-year 2025 results, beating FFO expectations and providing 2026 guidance. Despite this, the share price has declined over the past month and year, partly due to a planned US$53 million class action settlement. The article suggests MAA is currently undervalued with a fair value of $147.20, driven by strong Sunbelt market absorption and declining new supply, but cautions about potential risks from elevated new supply in some markets and higher interest rates.
Truist Financial Maintains Mid-America Apartment Communities Inc(MAA.US) With Buy Rating
Truist Financial analyst Michael Lewis has reiterated a Buy rating on Mid-America Apartment Communities Inc (MAA.US). Lewis, with a 62.1% success rate and an average return of 9.0% over the past year according to TipRanks, issued this rating. The information is for informational purposes and not an investment recommendation.
RBC Capital Maintains Mid-America Apartment Communities Inc(MAA.US) With Hold Rating, Cuts Target Price to $136
RBC Capital analyst Brad Heffern has reiterated a "Hold" rating for Mid-America Apartment Communities Inc (MAA.US) but has lowered the target price from $138 to $136. Heffern has a 47.2% success rate and an 8.3% average return over the past year, according to TipRanks data. This information is intended for informational purposes only and does not constitute investment advice.
Colliers Securities Downgrades Mid-America Apartment Communities Inc(MAA.US) to Hold Rating, Cuts Target Price to $145
Colliers Securities analyst Barry Oxford has downgraded Mid-America Apartment Communities Inc (MAA.US) from a buy to a hold rating. The target price for MAA has also been adjusted downwards from $150 to $145. Oxford has a 57.9% success rate and a 3.5% average return over the past year, according to TipRanks data.
Mid-America Apartment Communities (NYSE:MAA) Price Target Cut to $136.00 by Analysts at Royal Bank Of Canada
Royal Bank of Canada analysts have cut their price target for Mid-America Apartment Communities (NYSE:MAA) from $138.00 to $136.00, while maintaining a "sector perform" rating. This implies a potential upside of 4.32% from the current share price. The company recently reported a significant quarterly EPS miss and also issued Q1 and full-year 2026 guidance that was below analyst expectations.
Citizens reiterates Market Outperform rating on Mid-America Apartment stock
Citizens maintained its Market Outperform rating and $160.00 price target on Mid-America Apartment Communities (NYSE:MAA) despite recent earnings falling short of expectations. The company's Core FFO per share slightly exceeded estimates, attributed to lower property operating expenses, but its 2026 Core FFO guidance is slightly below consensus. While new lease rate growth remains challenging and concerns about demand exist, MAA's long-standing dividend track record and the Sunbelt market's relative affordability support the "Market Outperform" rating.
Mid-America Apartment Communities, Inc. (NYSE:MAA) Q4 2025 Earnings Call Transcript
Mid-America Apartment Communities (NYSE:MAA) reported Q4 2025 core FFO met expectations, noting a recovery in fundamentals despite elevated supply levels. The company anticipates improved performance in 2026 due to stronger earn-in, growing revenue momentum, and moderating new supply. MAA plans strategic investments in technology, redevelopment, and expanding its development pipeline, expecting strong returns.
AvalonBay Communities (AVB) Q4 FFO Loss Challenges Bullish Apartment REIT Narratives
AvalonBay Communities (AVB) reported Q4 2025 revenue of US$767.3 million and a significant FFO loss of US$1.2 billion, contrasting with earlier positive FFO figures for the year. This mixed financial picture, coupled with revenue growth below market expectations and a reliance on a one-off gain, complicates an otherwise bullish narrative for the apartment REIT. The article also highlights concerns about debt coverage and projected earnings declines, despite an attractive dividend yield and a discounted valuation compared to peers.
Mid-America Apartment Communities Named Top Dividend Stock With Insider Buying and 4.53% Yield (MAA)
Mid-America Apartment Communities Inc (MAA) has been identified as a top dividend stock with insider buying and a 4.53% yield. An EVP and CIO, Adrian Hill, recently purchased shares, indicating confidence in the company's valuation. The company's strong dividend history and favorable growth rates were highlighted in a DividendRank report.
Essex Property Q4 Core FFO Lags Estimates, Revenues Beat & Rise Y/Y
Essex Property Trust Inc. (ESS) reported its Q4 2025 core FFO per share at $3.98, missing consensus estimates but showing a year-over-year increase. Total revenues of $479.6 million surpassed expectations, rising by 5.5% annually. The company provided its 2026 guidance, projecting core FFO per share for the first quarter and the full year, with the full-year estimate falling below the Zacks Consensus Estimate.
AvalonBay Q4 FFO Tops Estimates, Revenues Grow Y/Y, Dividend Raised
AvalonBay Communities (AVB) reported core FFO per share of $2.85 for Q4 2025, exceeding estimates, with total revenues of $767.9 million showing year-over-year growth. The company also announced a 1.7% increase in its quarterly dividend to $1.78 per share. Despite higher interest expenses, results were driven by increased same-store net operating income and occupancy growth, though the 2026 FFO guidance forecast is below current analyst consensus.
Essex Property Q4 Core FFO Lags Estimates, Revenues Beat & Rise Y/Y
Essex Property Trust Inc. reported fourth-quarter 2025 core FFO per share of $3.98, missing the Zacks Consensus Estimate of $4, though revenues of $479.6 million beat estimates and rose 5.5% year over year. The company's full-year 2025 core FFO also missed estimates. Essex Property provided guidance for the first quarter and full-year 2026, with core FFO per share ranges that mostly fall below current Zacks Consensus Estimates.
AvalonBay Q4 FFO Tops Estimates, Revenues Grow Y/Y, Dividend Raised
AvalonBay Communities (AVB) reported fourth-quarter 2025 core FFO per share of $2.85, exceeding estimates, with revenues growing 3.7% year-over-year to $767.9 million. The company announced a 1.7% increase in its quarterly dividend to $1.78 per share and provided 2026 FFO guidance between $11.00 and $11.50 per share. AvalonBay's portfolio activity included acquisitions, dispositions, and new development starts, alongside a strong balance sheet position.
Mid-America Apartment's Q4 FFO Beats Estimates, Revenues Grow Y/Y
Mid-America Apartment Communities (MAA) reported Q4 2025 core FFO per share of $2.23, surpassing estimates, though revenues marginally missed. While occupancy and blended lease rate growth were positive, same-store NOI and average effective rent per unit declined. MAA provided guidance for Q1 and full-year 2026 FFO and discussed recent portfolio activities including new land acquisitions and developments.
Mid-America Apartment's Q4 FFO Beats Estimates, Revenues Grow Y/Y
Mid-America Apartment Communities (MAA) reported fourth-quarter 2025 core FFO per share of $2.23, surpassing the Zacks Consensus Estimate of $2.22, though it remained unchanged from the prior year. Revenues, while up 1% year-over-year to $555.6 million, marginally missed estimates. The company provided 2026 guidance, projecting core FFO per share between $8.35 and $8.71.
AvalonBay Q4 FFO Tops Estimates, Revenues Grow Y/Y, Dividend Raised
AvalonBay Communities (AVB) reported Q4 2025 core FFO per share of $2.85, exceeding estimates, with revenues up 3.7% year-over-year. The company also announced a 1.7% increase in its quarterly dividend and provided its 2026 guidance for core FFO per share. Results were driven by higher same-store net operating income and occupancy growth, despite increased interest expenses.
Truist Securities reiterates Buy rating on AvalonBay stock despite lower guidance
Truist Securities maintained its Buy rating and $203.00 price target for AvalonBay Communities (NYSE:AVB), despite the real estate investment trust issuing 2026 guidance below analyst expectations. The company's fourth quarter normalized FFO matched consensus, but its 2026 guidance of $11.00-$11.50 per share, with a midpoint of $11.25, fell 3.0% short of both Truist's and consensus estimates. Other recent developments for AvalonBay include a $400 million senior notes offering, a rating upgrade by Barclays, and a downgrade by Colliers Securities.
Truist Securities reiterates Buy rating on AvalonBay stock despite lower guidance
Truist Securities maintained its Buy rating and $203.00 price target for AvalonBay Communities (AVB), despite the company issuing 2026 guidance below analyst expectations. The REIT's normalized FFO for Q4 matched consensus, but its 2026 guidance midpoint of $11.25 per share was 3.0% below Truist and consensus estimates. AvalonBay also repurchased $336 million in stock, raised its dividend, closed a $400 million notes offering, and appointed a new independent director.
