APG Asset Management US Inc. Has $416.49 Million Stake in Mid-America Apartment Communities, Inc. $MAA

APG Asset Management US Inc. lowered its stake in Mid-America Apartment Communities, Inc. (NYSE:MAA) by 2.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,018,014 shares of the real estate investment trust’s stock after selling 66,304 shares during the quarter. Mid-America Apartment Communities accounts for approximately 3.1% of APG Asset Management US Inc.’s portfolio, making the stock its 11th largest position. APG Asset Management US Inc. owned approximately 2.58% of Mid-America Apartment Communities worth $416,486,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Mid-America Apartment Communities by 5.1% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,821 shares of the real estate investment trust’s stock valued at $2,149,000 after purchasing an additional 620 shares during the period. Envestnet Asset Management Inc. increased its position in Mid-America Apartment Communities by 11.9% in the 2nd quarter. Envestnet Asset Management Inc. now owns 222,446 shares of the real estate investment trust’s stock valued at $32,924,000 after buying an additional 23,651 shares in the last quarter. Teacher Retirement System of Texas raised its stake in Mid-America Apartment Communities by 3.9% during the 2nd quarter. Teacher Retirement System of Texas now owns 17,753 shares of the real estate investment trust’s stock worth $2,628,000 after buying an additional 666 shares during the period. New York Life Investment Management LLC raised its stake in Mid-America Apartment Communities by 1.4% during the 2nd quarter. New York Life Investment Management LLC now owns 17,601 shares of the real estate investment trust’s stock worth $2,605,000 after buying an additional 237 shares during the period. Finally, Jennison Associates LLC boosted its holdings in Mid-America Apartment Communities by 95.1% in the second quarter. Jennison Associates LLC now owns 6,490 shares of the real estate investment trust’s stock worth $961,000 after acquiring an additional 3,163 shares in the last quarter. 93.60% of the stock is owned by institutional investors.

Insider Activity

In other Mid-America Apartment Communities news, EVP Amber Fairbanks sold 233 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $136.50, for a total transaction of $31,804.50. Following the completion of the transaction, the executive vice president directly owned 3,799 shares of the company’s stock, valued at approximately $518,563.50. This represents a 5.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Robert J. Delpriore sold 5,426 shares of the firm’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $138.23, for a total value of $750,035.98. Following the completion of the sale, the executive vice president directly owned 49,745 shares of the company’s stock, valued at $6,876,251.35. This represents a 9.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 6,079 shares of company stock valued at $838,698 in the last three months. Company insiders own 1.20% of the company’s stock.

Mid-America Apartment Communities News Roundup

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

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on MAA. KeyCorp lowered their target price on Mid-America Apartment Communities from $170.00 to $155.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 11th. Royal Bank Of Canada lowered their price objective on shares of Mid-America Apartment Communities from $138.00 to $136.00 and set a “sector perform” rating on the stock in a report on Friday, February 6th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Mid-America Apartment Communities in a report on Monday, December 29th. Citigroup decreased their target price on shares of Mid-America Apartment Communities from $155.00 to $148.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Finally, Piper Sandler dropped their price target on shares of Mid-America Apartment Communities from $153.00 to $140.00 and set a “neutral” rating on the stock in a research report on Monday, November 3rd. Nine analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Mid-America Apartment Communities currently has a consensus rating of “Hold” and a consensus target price of $153.55.

Mid-America Apartment Communities Stock Down 1.5%

MAA stock opened at $133.86 on Friday. The stock’s fifty day simple moving average is $135.48 and its two-hundred day simple moving average is $135.93. The company has a current ratio of 0.10, a quick ratio of 0.10 and a debt-to-equity ratio of 0.93. Mid-America Apartment Communities, Inc. has a 1-year low of $125.75 and a 1-year high of $173.38. The stock has a market cap of $15.65 billion, a P/E ratio of 35.41, a P/E/G ratio of 2.22 and a beta of 0.79.

Mid-America Apartment Communities (NYSE:MAA) last released its earnings results on Wednesday, February 4th. The real estate investment trust reported $0.48 EPS for the quarter, missing analysts’ consensus estimates of $2.22 by ($1.74). The business had revenue of $555.56 million for the quarter, compared to the consensus estimate of $556.80 million. Mid-America Apartment Communities had a return on equity of 7.44% and a net margin of 20.23%.The company’s revenue for the quarter was up 1.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $2.23 earnings per share. 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. Analysts expect that Mid-America Apartment Communities, Inc. will post 8.84 EPS for the current year.

Mid-America Apartment Communities Increases Dividend

The business also recently announced 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. The ex-dividend date of this dividend was Thursday, January 15th. This represents a $6.12 dividend on an annualized basis and a dividend yield of 4.6%. This is an increase from Mid-America Apartment Communities’s previous quarterly dividend of $1.52. Mid-America Apartment Communities’s payout ratio is currently 161.90%.

About Mid-America Apartment Communities

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.