AvalonBay Communities, Inc. $AVB Shares Acquired by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in AvalonBay Communities, Inc. (NYSE:AVB) by 2.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 389,167 shares of the real estate investment trust’s stock after purchasing an additional 10,275 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in AvalonBay Communities were worth $75,175,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the stock. Mather Group LLC. purchased a new position in AvalonBay Communities during the 3rd quarter valued at about $30,000. Clearstead Trust LLC lifted its stake in shares of AvalonBay Communities by 62.0% in the 2nd quarter. Clearstead Trust LLC now owns 162 shares of the real estate investment trust’s stock valued at $33,000 after purchasing an additional 62 shares during the last quarter. AlphaQuest LLC bought a new stake in shares of AvalonBay Communities during the 3rd quarter worth about $33,000. Headlands Technologies LLC acquired a new position in AvalonBay Communities during the 2nd quarter worth $36,000. Finally, Atlantic Union Bankshares Corp bought a new stake in AvalonBay Communities during the 2nd quarter valued at approximately $59,000. Hedge funds and other institutional investors own 92.61% of the company’s stock.

Trending Headlines about AvalonBay Communities

Here are the key news stories impacting AvalonBay Communities this week:

• Positive Sentiment: Company will participate in the 2026 Citi Global Property CEO Conference, issued a Q1 2026 business update and published refreshed investor materials — this gives management a platform to communicate leasing, demand and guidance details that could reassure investors. AvalonBay Communities, Inc. Announces Participation in the 2026 Citi Global Property CEO Conference, Provides First Quarter 2026 Business Update, and Publishes Updated Investor …
• Neutral Sentiment: Company announced details for its 2026 annual meeting — standard governance noise that typically has limited near‑term share impact unless accompanied by proxy issues or board changes. AvalonBay Communities Announces 2026 Annual Meeting Details
• Negative Sentiment: Zacks Research sharply trimmed EPS forecasts across multiple quarters and fiscal years (many Q1–Q4 2026 and 2027 quarters reduced, FY2026 cut to ~$11.30 from ~$11.53, FY2027 cut to ~$11.72 from ~$12.18 and FY2028 modeled at $13.66) — the broad downgrades imply a weaker near‑term earnings trajectory and likely pressure on valuation and analyst expectations. (Zacks report summaries issued Feb. 25)

AvalonBay Communities Price Performance

AvalonBay Communities stock opened at $177.18 on Friday. The stock has a fifty day moving average of $178.69 and a 200-day moving average of $183.25. The stock has a market capitalization of $25.09 billion, a P/E ratio of 21.63, a price-to-earnings-growth ratio of 3.15 and a beta of 0.76. AvalonBay Communities, Inc. has a 52 week low of $166.73 and a 52 week high of $230.21. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.67 and a current ratio of 0.67.

AvalonBay Communities (NYSE:AVB) last announced its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $2.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.84 by $0.01. AvalonBay Communities had a net margin of 34.57% and a return on equity of 8.78%. The firm had revenue of $767.86 million during the quarter, compared to analysts’ expectations of $766.38 million. During the same period in the prior year, the company posted $2.80 EPS. On average, sell-side analysts expect that AvalonBay Communities, Inc. will post 11.48 earnings per share for the current fiscal year.

AvalonBay Communities Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a $1.78 dividend. The ex-dividend date is Tuesday, March 31st. This represents a $7.12 dividend on an annualized basis and a dividend yield of 4.0%. This is an increase from AvalonBay Communities’s previous quarterly dividend of $1.75. AvalonBay Communities’s dividend payout ratio (DPR) is 85.47%.

Analyst Ratings Changes

A number of analysts have commented on AVB shares. Piper Sandler reduced their price objective on AvalonBay Communities from $190.00 to $183.00 and set a “neutral” rating for the company in a research report on Monday, February 9th. Cantor Fitzgerald lifted their price objective on AvalonBay Communities from $179.00 to $186.00 and gave the company a “neutral” rating in a research report on Monday, February 9th. Morgan Stanley decreased their price target on shares of AvalonBay Communities from $225.00 to $222.50 and set an “overweight” rating on the stock in a research note on Thursday, November 13th. Royal Bank Of Canada dropped their price target on shares of AvalonBay Communities from $191.00 to $187.00 and set a “sector perform” rating for the company in a research note on Friday, February 6th. Finally, Citigroup reduced their target price on AvalonBay Communities from $212.00 to $198.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Five analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $200.91.

AvalonBay Communities Profile

AvalonBay Communities, Inc (NYSE: AVB) is a publicly traded real estate investment trust (REIT) that owns, develops, redevelops and manages multifamily residential properties. The company focuses on professionally managed apartment communities, offering a range of rental housing options and related resident services. As a REIT, AvalonBay’s core activities center on the acquisition and development of apartment assets and the ongoing operations and leasing of those communities.

AvalonBay’s operating activities include ground-up development, strategic redevelopment of existing properties, property and asset management, and on-site leasing and resident services.