Zacks Research Analysts Reduce Earnings Estimates for MAA

Mid-America Apartment Communities, Inc. (NYSE:MAA) – Zacks Research decreased their Q1 2026 earnings estimates for shares of Mid-America Apartment Communities in a research report issued to clients and investors on Wednesday, February 25th. Zacks Research analyst Team now expects that the real estate investment trust will earn $2.12 per share for the quarter, down from their prior forecast of $2.16. The consensus estimate for Mid-America Apartment Communities’ current full-year earnings is $8.84 per share. Zacks Research also issued estimates for Mid-America Apartment Communities’ Q2 2026 earnings at $2.10 EPS, Q3 2026 earnings at $2.14 EPS, Q4 2026 earnings at $2.21 EPS, FY2026 earnings at $8.58 EPS, Q1 2027 earnings at $2.21 EPS, Q2 2027 earnings at $2.11 EPS, Q3 2027 earnings at $2.18 EPS and FY2027 earnings at $8.82 EPS.

A number of other research analysts have also issued reports on the company. BMO Capital Markets upgraded Mid-America Apartment Communities from a “hold” rating to an “outperform” rating and boosted their price target for the stock from $150.00 to $158.00 in a research report on Friday, January 9th. Truist Financial reduced their price objective on shares of Mid-America Apartment Communities from $158.00 to $146.00 and set a “buy” rating for the company in a report on Monday, November 10th. UBS Group increased their target price on shares of Mid-America Apartment Communities from $132.00 to $134.00 and gave the company a “neutral” rating in a research report on Thursday, January 8th. 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. Finally, Cantor Fitzgerald upped their price target on shares of Mid-America Apartment Communities from $137.00 to $141.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Nine investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $153.55.

Mid-America Apartment Communities Trading Down 1.5%

Shares of NYSE MAA opened at $133.86 on Friday. Mid-America Apartment Communities has a 12-month low of $125.75 and a 12-month high of $173.38. The company has a market cap of $15.65 billion, a price-to-earnings ratio of 35.41, a price-to-earnings-growth ratio of 2.25 and a beta of 0.79. The company has a current ratio of 0.10, a quick ratio of 0.10 and a debt-to-equity ratio of 0.93. The stock’s 50 day simple moving average is $135.48 and its 200 day simple moving average is $135.94.

Mid-America Apartment Communities (NYSE:MAA) last released its earnings results on Wednesday, February 4th. The real estate investment trust reported $0.48 earnings per share for the quarter, missing the consensus estimate of $2.22 by ($1.74). Mid-America Apartment Communities had a return on equity of 7.44% and a net margin of 20.23%.The company had revenue of $555.56 million during the quarter, compared to the consensus estimate of $556.80 million. During the same period in the previous year, the firm posted $2.23 EPS. Mid-America Apartment Communities’s revenue for the quarter was up 1.0% on a year-over-year basis. Mid-America Apartment Communities has set its Q1 2026 guidance at 2.050-2.170 EPS and its FY 2026 guidance at 8.350-8.710 EPS.

Hedge Funds Weigh In On Mid-America Apartment Communities

Hedge funds have recently modified their holdings of the stock. Elevation Point Wealth Partners LLC acquired a new position in shares of Mid-America Apartment Communities in the 2nd quarter valued at $25,000. Tobam acquired a new stake in Mid-America Apartment Communities during the 3rd quarter worth about $26,000. Physician Wealth Advisors Inc. lifted its stake in Mid-America Apartment Communities by 65.2% during the fourth quarter. Physician Wealth Advisors Inc. now owns 190 shares of the real estate investment trust’s stock valued at $26,000 after buying an additional 75 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new position in shares of Mid-America Apartment Communities in the third quarter worth about $33,000. Finally, Sentry Investment Management LLC acquired a new position in shares of Mid-America Apartment Communities in the third quarter worth about $36,000. 93.60% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Mid-America Apartment Communities

In other Mid-America Apartment Communities news, EVP Adrian Hill purchased 758 shares of the firm’s stock in a transaction on Friday, December 12th. The shares were purchased at an average price of $131.83 per share, for a total transaction of $99,927.14. Following the completion of the transaction, the executive vice president owned 48,766 shares in the company, valued at $6,428,821.78. This represents a 1.58% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Amber Fairbanks sold 233 shares of the company’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $136.50, for a total value of $31,804.50. Following the completion of the transaction, the executive vice president directly owned 3,799 shares in the company, valued at $518,563.50. This represents a 5.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,079 shares of company stock valued at $838,698 in the last quarter. Insiders own 1.20% of the company’s stock.

Mid-America Apartment Communities Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Thursday, January 15th were given a dividend of $1.53 per share. This is a positive change from Mid-America Apartment Communities’s previous quarterly dividend of $1.52. The ex-dividend date was Thursday, January 15th. This represents a $6.12 annualized dividend and a dividend yield of 4.6%. Mid-America Apartment Communities’s payout ratio is 161.90%.

Key Headlines Impacting Mid-America Apartment Communities

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

• Positive Sentiment: Management presented a growth outlook at the Citi Global Property CEO Conference, emphasizing MAA’s long-tenured, multi-market portfolio and growth strategy — this supports the company’s growth narrative and investor engagement. Mid-America Apartment Highlights Growth Outlook at Citi Conference
• Positive Sentiment: MAA confirmed participation at the 2026 Citi Global Property CEO Conference, giving management another forum to reiterate guidance and answer investor questions — useful for sentiment and clarity on strategy. MAA to Participate in the 2026 Citi Global Property CEO Conference
• Neutral Sentiment: The company priced a senior unsecured notes offering — this raises capital (likely for refinancing or liquidity) but increases leverage; outcome depends on use of proceeds and prevailing interest costs. Mid-America Apartment Communities announces pricing of senior unsecured notes offering
• Neutral Sentiment: Market commentary notes a shift as analyst views rebalance around MAA’s fundamentals and valuation — useful context for understanding trading flows but not a specific catalyst. How The Mid-America Apartment Communities (MAA) Story Is Shifting As Analyst Views Rebalance
• Negative Sentiment: Zacks Research trimmed Q1–Q4 2026 and several 2027 EPS estimates and lowered FY2026/FY2027 forecasts (e.g., FY2026 cut to ~$8.58 from ~$8.71), signaling reduced near-term earnings expectations; clustered estimate cuts are a direct negative for sentiment and likely the main driver of downward pressure on the stock today.
• Negative Sentiment: Recent quarterly results (reported earlier) missed headline EPS expectations and showed only modest revenue growth; combined with analyst downgrades and added debt issuance, investors are focusing on earnings momentum and potential margin/headline risks. Reference: MAA Feb. 4 earnings release and guidance

Mid-America Apartment Communities Company 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.