Envestnet Asset Management Inc. Has $69.86 Million Stock Holdings in AvalonBay Communities, Inc. $AVB

Envestnet Asset Management Inc. lifted its stake in shares of AvalonBay Communities, Inc. (NYSE:AVB) by 43.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 361,666 shares of the real estate investment trust’s stock after buying an additional 109,927 shares during the period. Envestnet Asset Management Inc. owned about 0.25% of AvalonBay Communities worth $69,863,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in AVB. Empowered Funds LLC grew its stake in AvalonBay Communities by 5.7% in the 1st quarter. Empowered Funds LLC now owns 2,723 shares of the real estate investment trust’s stock valued at $584,000 after purchasing an additional 148 shares during the period. Maryland State Retirement & Pension System boosted its holdings in shares of AvalonBay Communities by 4.2% in the 2nd quarter. Maryland State Retirement & Pension System now owns 6,912 shares of the real estate investment trust’s stock worth $1,407,000 after buying an additional 281 shares during the last quarter. Blair William & Co. IL grew its position in AvalonBay Communities by 7.2% during the second quarter. Blair William & Co. IL now owns 9,433 shares of the real estate investment trust’s stock valued at $1,920,000 after buying an additional 634 shares during the period. Callan Family Office LLC bought a new position in AvalonBay Communities during the second quarter valued at about $481,000. Finally, Aberdeen Group plc increased its holdings in AvalonBay Communities by 0.6% during the second quarter. Aberdeen Group plc now owns 383,844 shares of the real estate investment trust’s stock worth $76,832,000 after buying an additional 2,148 shares during the last quarter. 92.61% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on AVB. Colliers Securities restated a “neutral” rating and set a $195.00 price target (down previously from $200.00) on shares of AvalonBay Communities in a research note on Thursday, December 4th. Weiss Ratings reissued a “hold (c)” rating on shares of AvalonBay Communities in a report on Friday, January 9th. Royal Bank Of Canada dropped their price target on AvalonBay Communities from $191.00 to $187.00 and set a “sector perform” rating on the stock in a research report on Friday. Evercore reissued an “in-line” rating and issued a $214.00 price objective on shares of AvalonBay Communities in a report on Monday, November 3rd. Finally, Morgan Stanley lowered their price objective on AvalonBay Communities from $225.00 to $222.50 and set an “overweight” rating on the stock in a research note on Thursday, November 13th. Six investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat.com, AvalonBay Communities currently has a consensus rating of “Hold” and a consensus price target of $202.83.

AvalonBay Communities News Roundup

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

• Positive Sentiment: Quarterly FFO and operating metrics topped estimates: AVB reported core FFO of $2.85/share (vs. $2.84 consensus), same-store NOI and occupancy improved, supporting cash flow and valuation. Zacks: Q4 FFO Tops Estimates
• Positive Sentiment: Operational strength: management highlighted record-low turnover and improved resident retention, which reduces leasing costs and supports margins. Commercial Observer: Turnover Rate Drops
• Positive Sentiment: Dividend increase: AVB raised the quarterly payout to $1.78 (1.7% increase), lifting the yield and supporting income-oriented investor demand. MSN: Dividend Raised
• Neutral Sentiment: Guidance and growth plan: management forecasts modest 1.4% revenue growth for 2026 and is targeting ~$800M in new development starts — signals measured growth but also capital deployment that investors should monitor. MSN: 2026 Forecast & Development
• Neutral Sentiment: Earnings materials and call transcript available for detail — useful for modeling rent, capex and leasing assumptions. Seeking Alpha: Q4 Call Transcript Seeking Alpha: Earnings Presentation
• Negative Sentiment: Analyst action: RBC trimmed its price target from $191 to $187 and holds a “sector perform” rating — reduces near-term upside expectations and may limit enthusiasm from some institutional buyers. Benzinga: RBC Price Target Cut
• Negative Sentiment: Rate/headwind risk: coverage notes higher interest expenses are weighing on results; sustained higher rates would pressure margins and valuations for REITs like AVB. Zacks: Interest Expense Headwind

AvalonBay Communities Price Performance

Shares of NYSE AVB opened at $173.68 on Monday. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.67 and a current ratio of 0.67. AvalonBay Communities, Inc. has a fifty-two week low of $166.73 and a fifty-two week high of $230.21. The stock has a market cap of $24.59 billion, a PE ratio of 21.21, a price-to-earnings-growth ratio of 3.02 and a beta of 0.76. The stock has a fifty day moving average of $179.10 and a 200-day moving average of $184.64.

AvalonBay Communities (NYSE:AVB) last issued its quarterly earnings data on Wednesday, February 4th. The real estate investment trust reported $2.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.84 by $0.01. The business had revenue of $678.85 million for the quarter, compared to analysts’ expectations of $766.38 million. AvalonBay Communities had a return on equity of 8.78% and a net margin of 34.57%.During the same quarter in the prior year, the firm posted $2.80 EPS. AvalonBay Communities has set its FY 2026 guidance at 11.000-11.500 EPS and its Q1 2026 guidance at 2.730-2.830 EPS. Equities research analysts anticipate that AvalonBay Communities, Inc. will post 11.48 earnings per share for the current year.

AvalonBay Communities Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be paid a dividend of $1.78 per share. This is an increase from AvalonBay Communities’s previous quarterly dividend of $1.75. This represents a $7.12 annualized dividend and a yield of 4.1%. The ex-dividend date of this dividend is Tuesday, March 31st. AvalonBay Communities’s dividend payout ratio is presently 96.48%.

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.