Algebris UK Ltd. Invests $14.46 Million in Mid-America Apartment Communities, Inc. $MAA

Algebris UK Ltd. bought a new stake in shares of Mid-America Apartment Communities, Inc. (NYSE:MAA) during the 3rd quarter, according to its most recent filing with the SEC. The fund bought 103,570 shares of the real estate investment trust’s stock, valued at approximately $14,461,000. Mid-America Apartment Communities makes up 1.6% of Algebris UK Ltd.’s portfolio, making the stock its 26th largest position. Algebris UK Ltd. owned about 0.09% of Mid-America Apartment Communities at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in MAA. Norges Bank acquired a new stake in shares of Mid-America Apartment Communities in the 2nd quarter valued at $795,893,000. Daiwa Securities Group Inc. grew its position in shares of Mid-America Apartment Communities by 461.9% during the 2nd quarter. Daiwa Securities Group Inc. now owns 721,418 shares of the real estate investment trust’s stock worth $106,777,000 after buying an additional 593,020 shares during the period. Invesco Ltd. raised its position in shares of Mid-America Apartment Communities by 30.6% during the 2nd quarter. Invesco Ltd. now owns 1,835,408 shares of the real estate investment trust’s stock valued at $271,659,000 after acquiring an additional 430,398 shares during the last quarter. Balyasny Asset Management L.P. bought a new stake in Mid-America Apartment Communities in the second quarter valued at about $54,314,000. Finally, First Trust Advisors LP raised its position in shares of Mid-America Apartment Communities by 416.5% in the 2nd quarter. First Trust Advisors LP now owns 317,163 shares of the real estate investment trust’s stock valued at $46,943,000 after acquiring an additional 255,758 shares during the period. Institutional investors and hedge funds own 93.60% of the company’s stock.

Mid-America Apartment Communities Stock Performance

NYSE:MAA opened at $135.69 on Monday. The company has a current ratio of 0.06, a quick ratio of 0.06 and a debt-to-equity ratio of 0.87. Mid-America Apartment Communities, Inc. has a 1-year low of $125.75 and a 1-year high of $173.38. The stock’s 50-day moving average is $135.07 and its 200-day moving average is $138.12. The stock has a market cap of $15.89 billion, a P/E ratio of 28.75, a price-to-earnings-growth ratio of 3.90 and a beta of 0.78.

Mid-America Apartment Communities (NYSE:MAA) last announced its earnings results on Wednesday, October 29th. The real estate investment trust reported $2.16 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.17 by ($0.01). Mid-America Apartment Communities had a return on equity of 9.14% and a net margin of 25.23%.The company had revenue of $554.37 million for the quarter, compared to the consensus estimate of $557.22 million. During the same period in the prior year, the business earned $2.21 earnings per share. The firm’s revenue for the quarter was up .6% on a year-over-year basis. Mid-America Apartment Communities has set its FY 2025 guidance at 8.680-8.800 EPS and its Q4 2025 guidance at 2.170-2.290 EPS. Equities research analysts anticipate that Mid-America Apartment Communities, Inc. will post 8.84 earnings per share for the current year.

Mid-America Apartment Communities Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, January 30th. Stockholders of record on Thursday, January 15th will be paid a $1.53 dividend. The ex-dividend date is Thursday, January 15th. This represents a $6.12 annualized dividend and a dividend yield of 4.5%. This is an increase from Mid-America Apartment Communities’s previous quarterly dividend of $1.52. Mid-America Apartment Communities’s dividend payout ratio (DPR) is presently 129.66%.

Mid-America Apartment Communities News Summary

Here are the key news stories impacting Mid-America Apartment Communities this week:

• Neutral Sentiment: Mid‑America announced its 2025 dividend tax composition (details on dividend character that affect taxable investors). This is informational for income investors deciding between taxable vs. tax‑advantaged accounts. Read More.
• Neutral Sentiment: Recent operational/earnings context — MAA reported a small quarterly EPS miss and modest revenue growth, and provided FY2025 and Q4‑2025 guidance (FY2025 EPS guidance ~8.68–8.80; analyst consensus ~8.84). That guidance anchors market expectations and may help explain stability in the share price despite analyst revisions.
• Negative Sentiment: Zacks Research cut multiple quarterly and annual EPS estimates across 2025–2027 (examples: FY2026 lowered to $8.71 from $8.86; FY2027 lowered to $8.84 from $9.16; several individual quarters trimmed by $0.04–$0.11). These downward revisions signal weaker near‑term earnings momentum in Zacks’ view and represent a catalyst that could weigh on the stock if other analysts follow suit or if MAA’s same‑store/occupancy trends disappoint.

Insider Transactions at Mid-America Apartment Communities

In related news, EVP Amber Fairbanks sold 233 shares of the company’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $136.50, for a total value of $31,804.50. Following the sale, the executive vice president owned 3,799 shares in the company, valued at $518,563.50. This represents a 5.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO H Eric Bolton, Jr. bought 578 shares of the company’s stock in a transaction dated Friday, October 31st. The stock was bought at an average price of $129.36 per share, for a total transaction of $74,770.08. Following the acquisition, the chief executive officer directly owned 320,391 shares of the company’s stock, valued at approximately $41,445,779.76. This represents a 0.18% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold a total of 6,079 shares of company stock worth $838,698 in the last three months. Insiders own 1.30% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Evercore ISI cut their price target on shares of Mid-America Apartment Communities from $144.00 to $143.00 and set an “in-line” rating on the stock in a research note on Monday, December 15th. Barclays dropped their price target on shares of Mid-America Apartment Communities from $155.00 to $142.00 and set an “equal weight” rating on the stock in a research report on Tuesday, November 25th. Piper Sandler reduced their target price on Mid-America Apartment Communities from $153.00 to $140.00 and set a “neutral” rating for the company in a research note on Monday, November 3rd. Royal Bank Of Canada lowered their price target on shares of Mid-America Apartment Communities from $143.00 to $141.00 and set a “sector perform” rating on the stock in a report on Friday, October 31st. Finally, Wall Street Zen downgraded Mid-America Apartment Communities from a “hold” rating to a “sell” rating in a report on Sunday, October 26th. Nine investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Mid-America Apartment Communities has an average rating of “Hold” and a consensus target price of $155.37.

Mid-America Apartment Communities Profile

Mid-America Apartment Communities, Inc (NYSE: MAA) is a publicly traded real estate investment trust (REIT) specializing in the acquisition, development, redevelopment and operation of multifamily residential properties. The company focuses on high-barrier-to-entry apartment communities, offering a mix of one-, two- and three-bedroom homes designed to meet the needs of diverse renter demographics. Its integrated business model encompasses property management, leasing, maintenance and customer service, providing residents with a comprehensive living experience under one ownership platform.

MAA’s portfolio comprises more than 100 communities and over 40,000 apartment homes across key Sun Belt markets.