Caprock Group LLC Purchases Shares of 64,010 Equity Residential $EQR

Caprock Group LLC purchased a new position in shares of Equity Residential (NYSE:EQR) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 64,010 shares of the real estate investment trust’s stock, valued at approximately $4,232,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Norges Bank purchased a new stake in Equity Residential during the 2nd quarter worth approximately $2,351,689,000. Prudential Financial Inc. lifted its stake in shares of Equity Residential by 725.6% during the second quarter. Prudential Financial Inc. now owns 1,908,429 shares of the real estate investment trust’s stock worth $128,800,000 after buying an additional 1,677,278 shares during the period. Invesco Ltd. grew its holdings in shares of Equity Residential by 20.9% during the second quarter. Invesco Ltd. now owns 8,019,026 shares of the real estate investment trust’s stock valued at $541,204,000 after buying an additional 1,384,580 shares during the last quarter. GRS Advisors LLC purchased a new stake in shares of Equity Residential during the second quarter valued at $70,581,000. Finally, Russell Investments Group Ltd. increased its position in shares of Equity Residential by 252.9% in the 2nd quarter. Russell Investments Group Ltd. now owns 1,329,615 shares of the real estate investment trust’s stock valued at $89,731,000 after acquiring an additional 952,813 shares during the period. 92.68% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Equity Residential

In related news, COO Michael L. Manelis sold 5,765 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $65.13, for a total value of $375,474.45. Following the completion of the sale, the chief operating officer owned 46,131 shares of the company’s stock, valued at approximately $3,004,512.03. The trade was a 11.11% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Catherine Carraway sold 656 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $65.13, for a total transaction of $42,725.28. Following the transaction, the executive vice president directly owned 18,339 shares in the company, valued at approximately $1,194,419.07. The trade was a 3.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 10,058 shares of company stock valued at $655,078. 1.10% of the stock is owned by company insiders.

Key Equity Residential News

Here are the key news stories impacting Equity Residential this week:

• Positive Sentiment: Evercore ISI upgraded/issued a bullish forecast for EQR, projecting strong price appreciation based on the firm’s outlook for fundamentals and valuation — this supports upside sentiment. Evercore ISI Forecast
• Positive Sentiment: Cantor Fitzgerald also published a positive price-appreciation forecast for EQR, adding analyst-level support that can attract buyers and counterbalance near-term selling pressure. Cantor Fitzgerald Forecast
• Positive Sentiment: A recent report describes EQR benefiting from AI and automation gains in 2025, which could improve operating efficiency and margins over time — a constructive operational datapoint for longer-term investors. AI & Automation Article
• Negative Sentiment: Significant insider selling was reported on Feb. 10–11: multiple senior executives sold shares at an average price near $65.13. A TipRanks roundup highlights the coordinated activity, which can signal lack of insider confidence or simply portfolio/vesting-related sales and has likely pressured the stock today. TipRanks Insider Article
• Negative Sentiment: SEC Form 4 filings show material sales by executives: EVP Robert Garechana (3,637 shares), COO Michael L. Manelis (5,765 shares) and EVP Catherine Carraway (656 shares). Each sale reduced their holdings (16.25%, 11.11%, 3.45% respectively), providing detailed confirmation of the insider offloads. Garechana Form 4 Manelis Form 4 Carraway Form 4

Equity Residential Stock Down 1.3%

EQR opened at $64.73 on Thursday. The company has a fifty day moving average of $61.96 and a two-hundred day moving average of $62.63. The stock has a market capitalization of $24.63 billion, a price-to-earnings ratio of 22.09, a PEG ratio of 4.93 and a beta of 0.76. Equity Residential has a fifty-two week low of $58.38 and a fifty-two week high of $75.86. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.45 and a current ratio of 0.31.

Equity Residential (NYSE:EQR) last posted its earnings results on Thursday, February 5th. The real estate investment trust reported $1.03 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.04 by ($0.01). Equity Residential had a return on equity of 9.98% and a net margin of 36.20%.The firm had revenue of $781.91 million for the quarter, compared to analysts’ expectations of $786.35 million. During the same period in the previous year, the company earned $1.00 earnings per share. The company’s revenue was up 2.0% compared to the same quarter last year. Equity Residential has set its Q1 2026 guidance at 0.940-0.980 EPS and its FY 2026 guidance at 4.020-4.140 EPS. On average, research analysts expect that Equity Residential will post 3.98 earnings per share for the current year.

Equity Residential Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Friday, January 2nd were given a dividend of $0.6925 per share. The ex-dividend date was Friday, January 2nd. This represents a $2.77 dividend on an annualized basis and a dividend yield of 4.3%. Equity Residential’s dividend payout ratio (DPR) is 94.54%.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Jefferies Financial Group lowered their price target on Equity Residential from $68.00 to $65.00 and set a “hold” rating for the company in a research report on Tuesday, November 11th. JPMorgan Chase & Co. decreased their target price on Equity Residential from $75.00 to $71.00 and set a “neutral” rating for the company in a report on Thursday, December 4th. Evercore dropped their target price on Equity Residential from $70.00 to $68.00 and set an “outperform” rating on the stock in a research report on Monday, November 3rd. Piper Sandler set a $78.00 price target on shares of Equity Residential in a research report on Tuesday, January 27th. Finally, Wells Fargo & Company reduced their price target on shares of Equity Residential from $68.00 to $62.00 and set an “equal weight” rating for the company in a research report on Monday, November 10th. Seven analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $69.58.

Equity Residential Profile

Equity Residential (NYSE: EQR) is a publicly traded real estate investment trust that acquires, develops, owns and operates rental apartment properties. Headquartered in Chicago, the company focuses on delivering professionally managed, market-rate apartment homes and related services to renters. Its operations cover a range of property types, including high-rise and mid-rise assets, with amenities and on-site management designed to support resident retention and occupancy.

The company’s core activities include property acquisitions, development and redevelopment, leasing, and day-to-day property management.