AvalonBay Communities, Inc. (AVB)

Avalon Trust Co lowered its holdings in AvalonBay Communities, Inc. (NYSE: AVB) by 91.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,010 shares of the real estate investment trust's stock after selling 62,642 shares during the

U.S. equity markets advanced this week as investors parsed a deluge of headlines, including a major Supreme Court tariff ruling, escalating Middle East tensions, soft economic data, and hawkish Fed-speak. The Supreme Court ruled 6-3 to restrict the President's authority to impose broader tariffs under the IEEPA framework, a widely expected move that was quickly countered by the White House. Investors also shrugged off renewed tensions between the U.S. and Iran, which sent oil prices to seven-month highs. The S&P 500 advanced 1.1% - its best weekly gains since early January.

ABN Amro Investment Solutions cut its stake in AvalonBay Communities, Inc. (NYSE: AVB) by 31.2% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,568 shares of the real estate investment trust's stock after selling 7,985 shares during the period.

Illinois Municipal Retirement Fund increased its stake in AvalonBay Communities, Inc. (NYSE: AVB) by 41.9% in the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 38,927 shares of the real estate investment trust's stock after acquiring an additional 11,489 shares during the period. Illinois Municipal Retirement

Thirty-six publicly traded US real estate investment trusts are projected to increase dividend payouts in the first quarter, according to S&P Global Market Intelligence forecasts. The remaining 100 public REITs included in the analysis are predicted to maintain their dividend payout over the quarter. Two manufactured home REITs and two communication REITs are expected to raise their dividends within the first quarter, accounting for roughly 66.7% of both sectors.

REITs trade at deep discounts to private real estate values. Private equity buyouts highlight significant hidden upside. I discuss the next potential REIT buyout targets.

U.S. equity markets diverged sharply as cooling labor data revived Fed rate-cut expectations, accelerating a value rotation and pressuring growth amid scrutiny and an unwind of the dollar debasement trade. With the January BLS payrolls report delayed, investors instead reacted to softer-than-expected JOLTS, ADP, Challenger, and initial claims data, interrupting a stretch of resilient economic releases and tempering risk sentiment. Meanwhile, the busiest week of corporate earnings season raised questions around where long-term value from booming AI spending ultimately accrues, both within the AI ecosystem and across the broader economy.

Allianz Asset Management GmbH increased its holdings in shares of AvalonBay Communities, Inc. (NYSE: AVB) by 37.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 220,631 shares of the real estate investment trust's stock after acquiring an additional 60,166 shares

Revenue Growth: 2.1% overall revenue growth in 2025.Turnover Rate: 41% in 2025, the lowest in company history.Net Promoter Score: Mid lease net promoter score

AvalonBay Communities, Inc. (AVB) Q4 2025 Earnings Call Transcript

AVB beats Q4 2025 core FFO estimates as same-store NOI and occupancy improve, though higher interest expenses weigh on results.

While the top- and bottom-line numbers for AvalonBay (AVB) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

AvalonBay Communities (AVB) came out with quarterly funds from operations (FFO) of $2.85 per share, beating the Zacks Consensus Estimate of $2.84 per share. This compares to FFO of $2.8 per share a year ago.

ARLINGTON, Va.--(BUSINESS WIRE)--AvalonBay Communities, Inc. (NYSE: AVB) (the “Company”) reported Earnings per Share – diluted (“EPS”), Funds from Operations attributable to common stockholders - diluted (“FFO”) per share and Core FFO per share (as defined in this release) for the three months and year ended December 31, 2025 and 2024 as detailed below.       Q4 2025   Q4 2024   % Change EPS   $ 1.17   $ 1.98   (40.9 )% FFO per share (1) $ 2.80   $ 2.63   6.5 % Core FFO per share (1) $ 2.85   $.

ESS, MAA, AVB, EQR and CPT are expected to report Q4 results, shaped by slower rent growth, elevated supply and uneven regional demand.

Thrivent Financial for Lutherans increased its position in shares of AvalonBay Communities, Inc. (NYSE: AVB) by 3.1% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 216,153 shares of the real estate investment trust's stock after acquiring an