Barclays Cuts Mid-America Apartment Communities (NYSE:MAA) Price Target to $138.00

Mid-America Apartment Communities (NYSE:MAA) had its target price lowered by Barclays from $144.00 to $138.00 in a research note issued to investors on Friday morning,Benzinga reports. The brokerage currently has an equal weight rating on the real estate investment trust’s stock.

Several other brokerages also recently issued reports on MAA. Royal Bank Of Canada dropped their target price on shares of Mid-America Apartment Communities from $138.00 to $136.00 and set a “sector perform” rating on the stock in a research note on Friday, February 6th. Scotiabank reduced their price target on shares of Mid-America Apartment Communities from $142.00 to $140.00 and set a “sector perform” rating for the company in a research report on Wednesday, March 4th. BMO Capital Markets upgraded shares of Mid-America Apartment Communities from a “hold” rating to an “outperform” rating and boosted their price objective for the stock from $150.00 to $158.00 in a report on Friday, January 9th. Wells Fargo & Company lowered their price objective on Mid-America Apartment Communities from $157.00 to $150.00 and set an “overweight” rating on the stock in a research report on Tuesday, November 25th. Finally, Colliers Securities downgraded Mid-America Apartment Communities from a “moderate buy” rating to a “hold” rating in a research note on Monday, February 9th. Nine analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Mid-America Apartment Communities has an average rating of “Hold” and a consensus price target of $152.75.

Mid-America Apartment Communities Price Performance

MAA opened at $132.76 on Friday. The stock has a 50-day moving average price of $135.14 and a 200-day moving average price of $135.64. The company has a debt-to-equity ratio of 0.93, a current ratio of 0.10 and a quick ratio of 0.10. The firm has a market cap of $15.52 billion, a PE ratio of 35.12, a P/E/G ratio of 2.21 and a beta of 0.79. Mid-America Apartment Communities has a 1 year low of $125.75 and a 1 year high of $171.56.

Mid-America Apartment Communities (NYSE:MAA) last announced its quarterly earnings results on Wednesday, February 4th. The real estate investment trust reported $0.48 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.22 by ($1.74). The firm had revenue of $555.56 million during 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 business’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 EPS. 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. Sell-side analysts predict that Mid-America Apartment Communities will post 8.84 earnings per share for the current fiscal year.

Mid-America Apartment Communities Increases Dividend

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

Insider Transactions at Mid-America Apartment Communities

In other news, EVP Robert J. Delpriore sold 5,426 shares of the company’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 in the company, valued at $6,876,251.35. This represents a 9.83% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Amber Fairbanks sold 233 shares of the firm’s stock in a transaction on Tuesday, January 6th. The stock was 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 approximately $518,563.50. This represents a 5.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 6,079 shares of company stock worth $838,698 in the last 90 days. 1.30% of the stock is currently owned by insiders.

Institutional Trading of Mid-America Apartment Communities

Hedge funds have recently bought and sold shares of the stock. Appleton Partners Inc. MA bought a new stake in Mid-America Apartment Communities during the 3rd quarter worth approximately $915,000. Norges Bank bought a new position in shares of Mid-America Apartment Communities in the second quarter worth approximately $795,893,000. Algebris UK Ltd. purchased a new stake in shares of Mid-America Apartment Communities in the third quarter worth $14,461,000. Allworth Financial LP increased its stake in shares of Mid-America Apartment Communities by 33.1% in the second quarter. Allworth Financial LP now owns 30,112 shares of the real estate investment trust’s stock worth $4,457,000 after purchasing an additional 7,481 shares in the last quarter. Finally, Exchange Traded Concepts LLC raised its position in shares of Mid-America Apartment Communities by 85.5% during the 3rd quarter. Exchange Traded Concepts LLC now owns 28,639 shares of the real estate investment trust’s stock valued at $4,002,000 after purchasing an additional 13,198 shares during the period. Institutional investors own 93.60% of the company’s stock.

Key Mid-America Apartment Communities News

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

• Positive Sentiment: Some investors see valuation support after a roughly 16% one‑year decline — a Yahoo Finance piece examines whether MAA’s current price looks attractive to value buyers. Is Mid‑America Apartment Communities (MAA) Pricing Look Attractive After A 15.9% One‑Year Share Decline
• Positive Sentiment: Since the last earnings report the stock has shown some recovery (up ~2.8% since earnings), suggesting short‑term momentum can emerge after the Q4 miss. Why Is Mid‑America Apartment Communities (MAA) Up 2.8% Since Last Earnings Report?
• Neutral Sentiment: Analysts’ consensus remains around a “Hold”/“Equal Weight” stance for MAA, signaling mixed conviction rather than a strong buy/sell consensus. Mid‑America Apartment Communities, Inc. (NYSE:MAA) Given Average Rating of “Hold” by Analysts
• Neutral Sentiment: Barclays trimmed its price target to $138 and kept an equal‑weight rating, leaving only modest upside from current levels — a sign of cautious, but not bearish, positioning. Benzinga Barclays Price Target
• Negative Sentiment: Scotiabank cut its target and cited limited near‑term catalysts — one of the more prominently negative analyst notes pressuring the stock today. Scotiabank cuts Mid‑America Apartment Communities (MAA) target, sees limited near‑term catalysts
• Negative Sentiment: Zacks and other outlets have published cautious/pessimistic takes on recent quarterly results and near‑term earnings, echoing concerns after MAA’s Q4 EPS miss and modest revenue beat. Zacks Research Has Pessimistic Outlook of MAA Q4 Earnings
• Negative Sentiment: Multiple price‑target trims (including BTIG’s adjustment) add to downward pressure and signal analysts are reassessing cash‑flow and rate sensitivity risks for the REIT. BTIG Research Cuts Mid‑America Apartment Communities (NYSE:MAA) Price Target to $150.00

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.