Real Estate Investment Trusts · SIC 6798

AVALONBAY COMMUNITIES INC

AVB

Watch

Latest revenue

$1.8M

as of 2026-03-31

Latest net income

$325.7M

as of 2026-03-31

Net margin

17770.3%

as of 2026-03-31

Price · 5Y

+1.2% / yr 12.5 pts / yr vs S&P 500 6.3% total
Compare:

Live market

delayed ≤15 min
$185.65
0.84%
Market cap
$25.83B
Enterprise value
$33.48B
P/E (trailing)
24.6×
Forward P/E
P/B
2.16×
Dividend yield
3.8%
52-wk high
$209.86
52-wk low
$160.09
Beta
Shares out
139.1M

5-year trend

What this company does

AI

AvalonBay Communities is a residential REIT that develops, owns, and operates apartment communities across U.S. coastal and expansion markets. It generates revenue primarily from rental income on its multifamily properties, supplemented by gains on development and asset sales. Limited disclosure in this filing, which references the prior 10-K and notes no material changes to risk factors since December 31, 2024.

Generated from AVB's filing dated 2026-02-27

Key risks

AI
  • Filing references only prior 10-K risk factors with no material updates since December 31, 2024 — investors must rely on stale disclosures.

Generated from AVB's filing dated 2026-02-27

Profitability

Net margin

34.6%

6.9%

Return on equity

9.1%

0.1%

Return on assets

4.7%

8.1%

Leverage

Debt / equity

0.91×

20.1%

Long-term debt / equity

0.68×

10.1%

Debt / assets

47.7%

10.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.8M+5.2%$325.7M+37.7%17770.3%

Q4 2025

2025-12-31

$3.04B+4.6%$164.7M5.4%

Q3 2025

2025-09-30

$-1.9M-209.0%$381.3M+2.4%

Q2 2025

2025-06-30

$-1.6M-187.1%$268.7M+5.8%

Q1 2025

2025-03-31

$1.7M-3.0%$236.6M13581.9%

Q4 2024

2024-12-31

$2.91B

Q3 2024

2024-09-30

$1.7M-11.3%$372.5M21708.6%

Q2 2024

2024-06-30

$1.8M-32.5%$253.9M13876.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Real Estate Investment Trusts · SIC 6798

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$2.5M

Net activity

−$2.5M

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2025-12-02

Sean Thomas Willson

Senior Vice President

Sale150$180.26$27.0K
2025-08-07

Sean Thomas Willson

Senior Vice President

Sale150$188.32$28.2K
2025-06-16

Kevin P. O'Shea

Chief Financial Officer

Sale4,384$207.27$908.7K
2025-06-16

Kevin P. O'Shea

Chief Financial Officer

Sale1,616$208.36$336.7K
2025-06-13

Edward M Schulman

EVP-General Counsel

Sale1,912$205.03$392.0K
2025-06-13

Edward M Schulman

EVP-General Counsel

Sale4,033$205.97$830.7K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns AVB

Institutional value

$12.49B

Total shares held

77.7M

Distinct holders

501

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.17.5M$2.86BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC12.2M$1.99BNew
3VANGUARD CAPITAL MANAGEMENT LLC9.2M$1.50BNew
4PRINCIPAL FINANCIAL GROUP INC4.4M$725.5MNew
5JPMORGAN CHASE & CO4.5M$721.5MNew
6DIMENSIONAL FUND ADVISORS LP2.1M$349.1MNew
7Legal & General Group Plc2.0M$329.8MNew
8Invesco Ltd.1.9M$313.2MNew
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.7M$284.3MNew
10Nuveen, LLC846.1K$138.2MNew
11Bank of New York Mellon Corp831.9K$135.9MNew
12DUFF & PHELPS INVESTMENT MANAGEMENT CO806.8K$131.8MNew
13VANGUARD FIDUCIARY TRUST CO797.0K$130.2MNew
14Sumitomo Mitsui Trust Group, Inc.724.3K$118.3MNew
15HSBC HOLDINGS PLC691.5K$112.9MNew
16UBS Group AG598.9K$97.8MNew
17DEUTSCHE BANK AG\592.3K$96.7MNew
18TEACHER RETIREMENT SYSTEM OF TEXAS541.1K$88.4MNew
19AEW CAPITAL MANAGEMENT L P525.3K$85.8MNew
20BAHL & GAYNOR INC511.4K$83.5MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With a 39% net margin on $2.27B revenue, how much reflects non-cash gains versus same-store NOI growth, and what's the underlying organic trajectory?

  2. 2

    Given expansion into Sun Belt markets facing supply gluts, what specific submarkets are seeing rent concessions, and how is that pressuring 2026 guidance?

  3. 3

    You disclosed 'no material changes' to risk factors—why isn't insurance cost inflation in coastal/California portfolios warranting updated disclosure given peers' commentary?

Refreshed when AVB files a new report · last from 2026-02-27