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AVB

AVALONBAY COMMUNITIES INC

NYSE · Real Estate · REIT - Residential · US

$184.06
+0.00%
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  • Research · Sep 3, 2026

    [AVB] AvalonBay Communities Thesis 2026: Supply Easing Opens Path to New Development Starts

    AvalonBay Communities FY25 revenue $3.04B (+4%); op income $914M; NI $1.05B; EPS $7.39. Core FFO $11.25/share (Q3 trim, +2.2% YoY guide). Same-store revenue +2.5% FY25. Turnover 41% — lowest in company history. Mid-Lease NPS 34. $1.65B development started FY25 (initial stabilized yield 6.2%); $3B+ under construction. FY26 guide: same-store revenue +1.4%; expense growth +3.8%; new starts $800M / 7 projects / 6.5-7% yield. Dividend raised to $1.78/quarter.

  • Research · Apr 10, 2026

    Mortgage Rates Hit 6.57% Seven-Month High: KBH, RKT Slide While WFC Holds Firm

    Rising to 6.57%, mortgage rates pressure homebuilders KBH/TOL and lender RKT with falling orders/revenue, while banks like WFC gain NIM and REITs AVB/O hold via occupancy. Ranked picks favor WFC top, avoiding RKT bottom.