AVB

AI Research

Q4 earnings → Dividend increased 1.7% to $1.78; $490M in share repurchases completed

AvalonBay Communities reported mixed Q4 2025 results with EPS of $2.85 beating estimates of $1.88 by 51.60%, offset by revenue miss of $678.85M. Company raised quarterly dividend 1.7% to $1.78 and repurchased $490M in shares, raising $2.4B capital at 5% cost. Despite 18.7% decline over past year, 16 analysts rate stock Buy with 12-month target of $202.84 (13.36% upside), though management guidance shows modest 1.4% revenue growth for 2026.