AVB
AVALONBAY COMMUNITIES INC
$187.03
+1.45%
$26.0B
No data for this timeframe.
Vol
Market Cap$26.0B
Cap SizeLarge Cap
Analyst ConsensusSell (29%)
Inst. Holders50 funds
Inst. Value$13.6B
Inst. Activity32 buys / 18 sells
SEC Reports10
Recent Activity
Jun 11, 2026
SEC
A 5-buyer, 1-seller institutional cluster in AVB shows $379.5M in net buying from five mega-passive asset managers (Fide
INST-CLUSTER — Impact 4/10
Jun 5, 2026
SEC
Equity Residential (EQR) CEO Mark Parrell and AvalonBay (AVB) CEO Ben Schall jointly sent an employee email on June 5, 2
425 — Impact 4/10
May 28, 2026
Insider
NAUGHTON TIMOTHY J was granted 1,082 shares
Director
May 28, 2026
Insider
Flynn Conor C was granted 1,082 shares
Director
May 28, 2026
Insider
Brown Terry S. was granted 1,082 shares
Director
May 21, 2026
SEC
AvalonBay Communities (AVB) and Equity Residential (EQR) launched an investor-relations microsite (rentingredefined.com)
425 — Impact 4/10
Inst.
Invesco Ltd. — TRIM
1,917,627 shares ($313.2M)
Inst.
FMR LLC — ADD
1,179,289 shares ($192.6M)
Price Targets
$196.72
+5.2% upside
Buy
Current $187.03
Low $172.00
Median $196.50
High $221.00
18 analysts
$172.00
$221.00
Analyst Ratings
3Strong Buy
4Buy
17Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 29, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| May 14, 2026 | UBS | MAINTAIN | Neutral → Neutral |
| May 14, 2026 | Scotiabank | MAINTAIN | Sector Perform → Sector Perform |
| May 11, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| May 4, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.09 ▼ -6.7% | $1.07 — $1.10 | -8% YoY | 2 |
| Next Q | $1.10 ▼ -2.5% | $1.09 — $1.11 | -21% YoY | 3 |
| Current FY | $4.52 ▼ -3.1% | $4.52 — $4.53 | -10% YoY | 2 |
| Next FY | $4.87 ▼ -1.4% | $4.78 — $4.94 | 8% YoY | 3 |
Latest Reports
MIXED
INST-CLUSTER
4/10
A 5-buyer, 1-seller institutional cluster in AVB shows $379.5M in net buying from five mega-passive asset managers (Fide
Jun 11, 2026
NEUTRAL
425
4/10
Equity Residential (EQR) CEO Mark Parrell and AvalonBay (AVB) CEO Ben Schall jointly sent an employee email on June 5, 2
Jun 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| BlackRock, Inc. | $2.9B | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0B | — |
| STATE STREET CORP | $1.5B | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.5B | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 28, 2026 | NAUGHTON TIMOTHY | A | $0.00 |
| May 28, 2026 | Flynn Conor | A | $0.00 |
| May 28, 2026 | Brown Terry | A | $0.00 |
| May 28, 2026 | HAVNER RONALD | A | $0.00 |
| May 28, 2026 | Aeppel Glyn | A | $0.00 |
50 institutional holders with $13.6B total value (83,323,365 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 17,535,716 | $2.9B | 21.0% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12,166,872 | $2.0B | 14.6% | — |
| 4 | STATE STREET CORP | 9,270,950 | $1.5B | 11.2% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 9,211,475 | $1.5B | 11.0% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,430,876 | $561.4M | 4.1% | — |
| 7 | GOLDMAN SACHS GROUP INC | 2,238,186 | $365.6M | 2.7% | — |
| 8 | BANK OF AMERICA CORP /DE/ | 2,204,314 | $360.1M | 2.6% | — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 2,137,158 | $349.1M | 2.6% | — |
| 10 | Legal & General Group Plc | 2,019,267 | $329.8M | 2.4% | — |
| 11 | Invesco Ltd. | 1,917,627 | $313.2M | 2.3% | TRIM -26.7% |
| 12 | MORGAN STANLEY | 1,665,936 | $272.1M | 2.0% | — |
| 13 | AMERIPRISE FINANCIAL INC | 1,639,292 | $265.8M | 2.0% | — |
| 14 | CITADEL ADVISORS LLC | 1,458,952 | $238.3M | 1.7% | — |
| 15 | FMR LLC | 1,179,289 | $192.6M | 1.4% | ADD +34.0% |
| 16 | Nuveen, LLC | 846,142 | $138.2M | 1.0% | — |
| 17 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 806,750 | $131.8M | 1.0% | — |
| 18 | VANGUARD FIDUCIARY TRUST CO | 796,954 | $130.2M | 1.0% | — |
| 19 | Sumitomo Mitsui Trust Group, Inc. | 724,280 | $118.3M | 0.9% | — |
| 20 | Holocene Advisors, LP | 711,729 | $116.3M | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | TRIM | 2,615,640 | 1,917,627 | -26.7% | $313.2M | 2026-Q1 |
| FMR LLC | ADD | 880,129 | 1,179,289 | +34.0% | $192.6M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 1,576,458 | 603,725 | -61.7% | $98.6M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 348,068 | 541,135 | +55.5% | $88.4M | 2026-Q1 |
| Blackstone Inc. | NEW | — | 465,000 | — | $76.0M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 125,749 | 378,937 | +201.3% | $61.9M | 2026-Q1 |
| APG Asset Management US Inc. | DOUBLED | 75,573 | 356,542 | +371.8% | $58.8M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEW | — | 296,549 | — | $48.4M | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | 413,253 | 253,497 | -38.7% | $41.4M | 2026-Q1 |
| Freestone Grove Partners LP | NEW | — | 221,344 | — | $36.2M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | NEAR_EXIT | 1,140,966 | 158,087 | -86.1% | $25.8M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | ADD | 85,423 | 146,362 | +71.3% | $23.9M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 104,925 | 135,270 | +28.9% | $22.1M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 96,801 | 131,938 | +36.3% | $21.6M | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ | DOUBLED | 47,147 | 130,143 | +176.0% | $21.3M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 127,814 | — | $20.9M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 420,080 | 113,383 | -73.0% | $18.5M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | NEW | — | 96,322 | — | $15.7M | 2026-Q1 |
| Korea Investment CORP | TRIM | 95,139 | 70,262 | -26.1% | $11.5M | 2026-Q1 |
| NOMURA HOLDINGS INC | DOUBLED | 5,430 | 54,263 | +899.3% | $8.9M | 2026-Q1 |
| Tredje AP-fonden | DOUBLED | 12,823 | 49,360 | +284.9% | $8.1M | 2026-Q1 |
| STIFEL FINANCIAL CORP | TRIM | 97,066 | 48,091 | -50.5% | $7.9M | 2026-Q1 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | ADD | 29,971 | 47,421 | +58.2% | $7.7M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 9,761 | 46,888 | +380.4% | $7.7M | 2026-Q1 |
| NEOS Investment Management LLC | ADD | 35,158 | 46,647 | +32.7% | $7.6M | 2026-Q1 |
19 unique insiders with 35 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 28, 2026 | NAUGHTON TIMOTHY J | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | Flynn Conor C | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | Brown Terry S. | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | HAVNER RONALD L JR | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | Aeppel Glyn | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | Lynch Nnenna | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | Hills Stephen P. | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | Howard Christopher B. | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | MUELLER CHARLES E JR | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | Lieb Richard J | Director | AWARD | 1,082 | — | — |
| May 28, 2026 | Swanezy Susan | Director | AWARD | 1,082 | — | — |
| May 19, 2026 | Flynn Conor C | Director | AWARD | 135 | — | — |
| May 19, 2026 | Brown Terry S. | Director | AWARD | 203 | — | — |
| May 19, 2026 | HAVNER RONALD L JR | Director | AWARD | 135 | — | — |
| May 19, 2026 | MUELLER CHARLES E JR | Director | AWARD | 176 | — | — |
| May 19, 2026 | Howard Christopher B. | Director | AWARD | 135 | — | — |
| Mar 2, 2026 | Flynn Conor C | Director | AWARD | 140 | — | — |
| Mar 2, 2026 | HAVNER RONALD L JR | Director | AWARD | 140 | — | — |
| Mar 1, 2026 | Willson Sean Thomas | Senior Vice President | TAX W/H | 249 | $177.23 | $44.1K |
| Mar 1, 2026 | Walsh Alaine Susan | Executive Vice President | TAX W/H | 690 | $177.23 | $122.3K |
| Mar 1, 2026 | Schall Benjamin | CEO & President | TAX W/H | 15,766 | $177.23 | $2.8M |
| Mar 1, 2026 | SCHULMAN EDWARD M | EVP-General Counsel | TAX W/H | 2,783 | $177.23 | $493.2K |
| Mar 1, 2026 | Birenbaum Matthew H. | Chief Investment Officer | TAX W/H | 5,706 | $177.23 | $1.0M |
| Mar 1, 2026 | O'Shea Kevin P. | Chief Financial Officer | TAX W/H | 4,983 | $177.23 | $883.1K |
| Mar 1, 2026 | Breslin Sean J. | Chief Operating Officer | TAX W/H | 5,771 | $177.23 | $1.0M |
| Mar 1, 2026 | Thomas Pamela Rogers | Executive Vice President | TAX W/H | 2,652 | $177.23 | $470.0K |
| Feb 26, 2026 | SCHULMAN EDWARD M | EVP-General Counsel | AWARD | 3,325 | — | — |
| Feb 26, 2026 | Breslin Sean J. | Chief Operating Officer | AWARD | 6,992 | — | — |
| Feb 26, 2026 | O'Shea Kevin P. | Chief Financial Officer | AWARD | 6,164 | — | — |
| Feb 26, 2026 | Thomas Pamela Rogers | Executive Vice President | AWARD | 3,876 | — | — |
| Feb 26, 2026 | Birenbaum Matthew H. | Chief Investment Officer | AWARD | 7,926 | — | — |
| Feb 26, 2026 | Schall Benjamin | CEO & President | AWARD | 9,586 | — | — |
| Feb 26, 2026 | Walsh Alaine Susan | Executive Vice President | AWARD | 929 | — | — |
| Feb 26, 2026 | Willson Sean Thomas | Senior Vice President | AWARD | 559 | — | — |
| Feb 26, 2026 | Schall Benjamin | CEO & President | AWARD | 21,772 | — | — |
10 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 1 mixed, 5 neutral. Avg impact: 5.1/10.
MIXED
INST-CLUSTER
4/10
A 5-buyer, 1-seller institutional cluster in AVB shows $379.5M in net buying from five mega-passive
Jun 11, 2026
NEUTRAL
425
4/10
Equity Residential (EQR) CEO Mark Parrell and AvalonBay (AVB) CEO Ben Schall jointly sent an employe
Jun 5, 2026
NEUTRAL
425
4/10
AvalonBay Communities (AVB) and Equity Residential (EQR) launched an investor-relations microsite (r
May 21, 2026
BULLISH
425
6/10
AvalonBay and Equity Residential filed this 425 communication to launch a joint microsite (rentingre
May 21, 2026
BULLISH
425
7/10
This 425 filing contains the investor call transcript from the joint Equity Residential / AvalonBay
May 21, 2026
NEUTRAL
425
3/10
AvalonBay CEO Benjamin Schall and Equity Residential CEO Mark Parrell sent internal employee emails
May 21, 2026
BULLISH
8-K
8/10
AvalonBay Communities (AVB) and Equity Residential (EQR) announced a definitive all-stock merger of
May 21, 2026
NEUTRAL
EFFECT
3/10
AvalonBay Communities' S-3 shelf registration (File No. 333-295410) became effective on May 8, 2026.
May 11, 2026
NEUTRAL
8-K
4/10
AvalonBay Communities reported Q1 2026 Core FFO per share of $2.83, flat YoY and in line with the mi
Apr 28, 2026
BULLISH
INST-CLUSTER
8/10
Three major institutions—Norges Bank, Fidelity, and Two Sigma—accumulated $1.46B in net new position
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Sell (29% buy). Based on 24 analysts: 3 strong buy, 4 buy, 17 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$196.72 mean target
+5.2% upside
Buy (2.50)
$172.00 Low
$221.00 High
| Metric | Value |
|---|---|
| Current Price | $187.03 |
| Target Low | $172.00 |
| Target Mean | $196.72 |
| Target Median | $196.50 |
| Target High | $221.00 |
| # Analysts | 18 |
| Recommendation | Buy (2.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.09 | $1.07 | $1.10 | -8.0% | -6.7% | 0↑ 2↓ | $0.8B | 2.3% | 2 |
| Next Q 2026-09-30 |
$1.10 | $1.09 | $1.11 | -21.5% | -2.5% | 0↑ 2↓ | $0.8B | 2.7% | 3 |
| Current FY 2026-12-31 |
$4.52 | $4.52 | $4.53 | -9.7% | -3.1% | 0↑ 2↓ | $3.1B | 2.2% | 2 |
| Next FY 2027-12-31 |
$4.87 | $4.78 | $4.94 | 7.7% | -1.4% | 1↑ 2↓ | $3.2B | 3.9% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.087 | |
| 7d ago | $1.114 | -0.028 |
| 30d ago | $1.164 | -0.078 |
| 60d ago | $1.171 | -0.085 |
| 90d ago | $1.195 | -0.108 |
11 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 29, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| May 14, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| May 14, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| May 11, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 4, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Apr 29, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 27, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 23, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 6, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Mar 26, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Mar 16, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 6, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 4, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| Mar 4, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 13, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Feb 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Jan 20, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jan 13, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 8, 2026 | UBS | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 4 | 17 | 0 | 0 | 29% | |
| May 1, 2026 | 3 | 6 | 17 | 1 | 0 | 33% | |
| Apr 1, 2026 | 3 | 6 | 18 | 0 | 0 | 33% | |
| Mar 1, 2026 | 3 | 7 | 17 | 0 | 0 | 37% | |
| Feb 1, 2026 | 3 | 8 | 16 | 0 | 0 | 41% | |
| Jan 1, 2026 | 3 | 9 | 15 | 0 | 0 | 44% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 25, 2026
dark_pool
Dark Pool: AVB — 0.8M shares, 26,296 trades
Week starting 2026-05-25. Total ATS volume: 767,151 shares across 26,296 trades.
May 18, 2026
dark_pool
Dark Pool: AVB — 1.3M shares, 31,927 trades
Week starting 2026-05-18. Total ATS volume: 1,341,343 shares across 31,927 trades.
May 11, 2026
dark_pool
Dark Pool: AVB — 0.9M shares, 34,055 trades
Week starting 2026-05-11. Total ATS volume: 903,467 shares across 34,055 trades.
May 4, 2026
dark_pool
Dark Pool: AVB — 1.0M shares, 30,490 trades
Week starting 2026-05-04. Total ATS volume: 966,038 shares across 30,490 trades.
Apr 27, 2026
dark_pool
Dark Pool: AVB — 1.9M shares, 46,622 trades
Week starting 2026-04-27. Total ATS volume: 1,948,666 shares across 46,622 trades.
Apr 27, 2026
earnings_calendar
AVB Q1 2026 Earnings After Market Close — 2026-04-27
Apr 20, 2026
dark_pool
Dark Pool: AVB — 0.8M shares, 24,197 trades
Week starting 2026-04-20. Total ATS volume: 842,975 shares across 24,197 trades.
Apr 13, 2026
dark_pool
Dark Pool: AVB — 1.1M shares, 33,876 trades
Week starting 2026-04-13. Total ATS volume: 1,083,067 shares across 33,876 trades.
Apr 6, 2026
dark_pool
Dark Pool: AVB — 1.1M shares, 30,024 trades
Week starting 2026-04-06. Total ATS volume: 1,103,571 shares across 30,024 trades.
Mar 30, 2026
dark_pool
Dark Pool: AVB — 1.3M shares, 33,547 trades
Week starting 2026-03-30. Total ATS volume: 1,312,619 shares across 33,547 trades.
Mar 23, 2026
dark_pool
Dark Pool: AVB — 1.0M shares, 30,025 trades
Week starting 2026-03-23. Total ATS volume: 1,014,458 shares across 30,025 trades.
Mar 16, 2026
dark_pool
Dark Pool: AVB — 1.5M shares, 40,590 trades
Week starting 2026-03-16. Total ATS volume: 1,463,344 shares across 40,590 trades.
Mar 9, 2026
dark_pool
Dark Pool: AVB — 1.5M shares, 41,140 trades
Week starting 2026-03-09. Total ATS volume: 1,456,214 shares across 41,140 trades.
Mar 2, 2026
dark_pool
Dark Pool: AVB — 1.0M shares, 32,303 trades
Week starting 2026-03-02. Total ATS volume: 1,040,721 shares across 32,303 trades.
Feb 23, 2026
dark_pool
Dark Pool: AVB — 1.5M shares, 40,493 trades
Week starting 2026-02-23. Total ATS volume: 1,511,996 shares across 40,493 trades.