Equities Analysts Set Expectations for AVB FY2025 Earnings

AvalonBay Communities, Inc. (NYSE:AVB) – Investment analysts at Zacks Research reduced their FY2025 earnings per share estimates for shares of AvalonBay Communities in a note issued to investors on Tuesday, January 20th. Zacks Research analyst Team now anticipates that the real estate investment trust will post earnings of $11.24 per share for the year, down from their prior estimate of $11.26. The consensus estimate for AvalonBay Communities’ current full-year earnings is $11.48 per share. Zacks Research also issued estimates for AvalonBay Communities’ Q4 2025 earnings at $2.84 EPS, Q1 2026 earnings at $2.84 EPS, Q2 2026 earnings at $2.89 EPS, Q4 2026 earnings at $2.93 EPS, FY2026 earnings at $11.53 EPS, Q1 2027 earnings at $2.99 EPS, Q2 2027 earnings at $3.06 EPS, Q4 2027 earnings at $3.09 EPS and FY2027 earnings at $12.18 EPS.

Several other analysts have also commented on AVB. Deutsche Bank Aktiengesellschaft lowered AvalonBay Communities from a “buy” rating to a “hold” rating and set a $172.00 target price on the stock. in a report on Tuesday. Truist Financial dropped their price objective on shares of AvalonBay Communities from $205.00 to $203.00 and set a “buy” rating on the stock in a research note on Tuesday. Evercore ISI reiterated an “in-line” rating and issued a $214.00 target price on shares of AvalonBay Communities in a research note on Monday, November 3rd. UBS Group lowered their price target on shares of AvalonBay Communities from $192.00 to $191.00 and set a “neutral” rating on the stock in a report on Thursday, January 8th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of AvalonBay Communities in a report on Friday, January 9th. Six research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, AvalonBay Communities currently has an average rating of “Hold” and an average target price of $203.50.

AvalonBay Communities Price Performance

NYSE:AVB opened at $178.92 on Wednesday. The firm’s fifty day moving average is $180.05 and its two-hundred day moving average is $187.00. The firm has a market cap of $25.34 billion, a price-to-earnings ratio of 21.85, a PEG ratio of 3.03 and a beta of 0.75. The company has a debt-to-equity ratio of 0.72, a quick ratio of 0.67 and a current ratio of 0.67. AvalonBay Communities has a one year low of $166.73 and a one year high of $230.21.

AvalonBay Communities (NYSE:AVB) last issued its quarterly earnings results on Thursday, October 30th. The real estate investment trust reported $2.75 earnings per share for the quarter, missing the consensus estimate of $2.81 by ($0.06). AvalonBay Communities had a return on equity of 9.72% and a net margin of 38.78%.The business had revenue of $766.80 million during the quarter, compared to analyst estimates of $766.22 million. During the same quarter last year, the company posted $2.74 EPS.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the business. CX Institutional lifted its holdings in AvalonBay Communities by 6.3% in the 2nd quarter. CX Institutional now owns 973 shares of the real estate investment trust’s stock worth $198,000 after buying an additional 58 shares during the period. Probity Advisors Inc. raised its holdings in shares of AvalonBay Communities by 2.7% during the second quarter. Probity Advisors Inc. now owns 2,243 shares of the real estate investment trust’s stock valued at $456,000 after acquiring an additional 60 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in AvalonBay Communities by 1.8% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 3,358 shares of the real estate investment trust’s stock worth $649,000 after acquiring an additional 60 shares during the period. PFG Investments LLC boosted its holdings in AvalonBay Communities by 4.4% in the third quarter. PFG Investments LLC now owns 1,456 shares of the real estate investment trust’s stock valued at $281,000 after acquiring an additional 61 shares in the last quarter. Finally, Clearstead Trust LLC increased its position in AvalonBay Communities by 62.0% during the 2nd quarter. Clearstead Trust LLC now owns 162 shares of the real estate investment trust’s stock valued at $33,000 after purchasing an additional 62 shares during the period. Hedge funds and other institutional investors own 92.61% of the company’s stock.

AvalonBay Communities Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were paid a $1.75 dividend. The ex-dividend date was Wednesday, December 31st. This represents a $7.00 dividend on an annualized basis and a yield of 3.9%. AvalonBay Communities’s payout ratio is currently 85.47%.

AvalonBay Communities News Summary

Here are the key news stories impacting AvalonBay Communities this week:

• Positive Sentiment: Truist kept a “buy” rating and trimmed its price target modestly to $203 (from $205), reiterating upside versus current levels and offering support to the stock. Truist price target note
• Neutral Sentiment: AvalonBay published final allocations for its 2025 dividend (how distributions will be reported on Form 1099‑DIV). This reduces tax‑treatment uncertainty for shareholders but is largely informational rather than materially value‑moving. Dividend tax treatment release
• Negative Sentiment: Zacks Research trimmed multiple quarterly and annual EPS forecasts across FY2025–FY2027 (minor cuts to Q1–Q4 estimates and FY2026/FY2027), lowering FY2027 from $12.28 to $12.18 and shaving near‑term quarterly forecasts. These revisions signal modestly weaker earnings visibility and exert downward pressure on the stock.
• Negative Sentiment: Deutsche Bank downgraded AVB from “buy” to “hold” and set a $172 price target (below current trade), representing additional near‑term negative sentiment from a major sell‑side firm. Deutsche Bank downgrade

About AvalonBay Communities

AvalonBay Communities, Inc (NYSE: AVB) is a publicly traded real estate investment trust (REIT) that owns, develops, redevelops and manages multifamily residential properties. The company focuses on professionally managed apartment communities, offering a range of rental housing options and related resident services. As a REIT, AvalonBay’s core activities center on the acquisition and development of apartment assets and the ongoing operations and leasing of those communities.

AvalonBay’s operating activities include ground-up development, strategic redevelopment of existing properties, property and asset management, and on-site leasing and resident services.