AvalonBay lowers midpoint forecast for core FFO growth guidance
Lowered Guidance: AvalonBay Communities reduced its full-year guidance for core FFO per share growth to +2.2%, down from 3.5%, and adjusted same-store net operating income growth expectations to +2.0% from +2.7%.
Revised Revenue and Expenses: The company revised its same-store revenue growth down to +2.5% from +2.8%, while increasing same-store operating expense growth to +3.8% from +3.1%.
Property Sales: AvalonBay announced the sale of three wholly-owned communities for $340 million, with the transaction expected to close in Q4 2026.
Stock Buybacks: The company repurchased $488 million of common stock at an average price of $182.22 per share this year, including $336 million in repurchases since September 30, 2025.
Get Free Real-Time Notifications for Any Stock
Analyst Views on AVB
About AVB
About the author
AvalonBay Communities Reveals Tax Treatment for 2025 Dividend Income
Announcement of 2025 Dividend Income Tax Treatment: Avalon Bay Communities has announced the tax treatment for dividend income for the year 2025.
Impact on Investors: This announcement is significant for investors as it outlines how dividend income will be taxed, potentially affecting their investment strategies.
CBRE Group and AvalonBay Communities Face Significant EPS Downgrades
- Earnings Downgrades: CBRE Group, Inc. (CBRE) and AvalonBay Communities, Inc. (AVB) received EPS revision grades of F and D-, respectively, indicating a significant decline in future profitability expectations that could lead to stock price drops.
- Market Reaction Expectations: Negative EPS revisions typically signal underlying fundamental weaknesses, leading investors to anticipate weaker performance and potentially triggering broader market sell-offs.
- Rating Impact Analysis: CBRE's Quant rating stands at Hold (2.87), while AVB's is Sell (2.26), reflecting insufficient market confidence in these companies, which may affect their financing and investment attractiveness.
- Industry Trend Observation: The EPS revision grades among large-cap real estate stocks indicate widespread profitability pressure within the sector, prompting investors to monitor these signals to assess potential investment risks and opportunities.
