Inside the research

Equity Residential

EQR Research profile · latest available data

Price overview

$63.66

· +0.00 (+0.0%)

52w hi$70.15
52w lo$56.70
Vol0
As of21 Aug 2026

The Verdict

Hold

Our score -0.17

Short+0.22
Medium-0.28
Long-0.74

computed 2026-09-27

Key fundamentals

Equity Residential

Real Estate · REIT - Residential

Market cap$24.61B
Enterprise value$32.79B
Trailing P/E28.68x
Forward P/E41.36x
EV / EBITDA17.34x
P / S (ttm)7.86x
Profit margin28.0%
Return on equity8.0%
Revenue growth+2.1%
Earnings growth-39.9%
Debt / equity78.68

Layer Breakdown

LayerRawContribution
Fundamental-0.05
Sector-0.04
Technical+0.05
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, owns and manages 312 rental properties consisting of 85,520 apartment units in dynamic metro areas across the U.S. with a primary concentration in major coastal markets, diversified by a targeted presence in the high-growth metro areas of Atlanta, Austin, Dallas/Ft. Worth and Denver. Equity Residential was incorporated in 1993 and is based in Chicago, United States.

United States · www.equityapartments.com

Risk Metrics

Beta vs SPX0.52
Corr SPX0.38
Annual vol22.0%
Annual ret-3.3%
Sharpe-0.15
Max DD-25.7%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$70.49
High / Low$80.00 / $63.00
Median$70.00
Analysts21
Strong Buy5
Buy5
Hold15
Sell0
Strong Sell0

Recent rating actions

2026-05-05JP Morgan→ Neutral
2026-05-04Cantor Fitzgerald→ Neutral
2026-04-30RBC Capital→ Outperform
2026-04-29Stifel→ Buy
2026-04-29Evercore ISI Group→ Outperform
2026-04-27Barclays→ Overweight

Material Events

DateEvent8-K
2026-08-12Shareholder Vote, Other Material Event…read
2026-08-06Other Material Event, Exhibitsread
2026-07-31Other Material Eventread
2026-07-31Other Material Event, Exhibitsread
2026-07-22Earnings Release, Exhibitsread
2026-06-22Shareholder Voteread
2026-06-08Officer / Director Change, Other Material Event…read
2026-05-21Material Agreement, Officer / Director Change…read
2026-04-28Earnings Release, Exhibitsread
2026-04-15Reg FD Disclosureread
2026-03-02Reg FD Disclosure, Exhibitsread
2026-02-05Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-18STERRETT STEPHEN EGrant3.28K—
2026-06-18Jones Nina PGrant3.28K—
2026-06-18Hoff AnnGrant3.28K—
2026-06-18HABEN MARY KAYGrant3.28K—
2026-05-14Kaufman IanChief Accounting OfficerGrant32$1.71K

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders9
Top-5 share98.3%
HHI3,664 (concentrated)

Top Holders

HolderValueShares
State Street Corp$1.63B23.77M
Norges Bank (Norway sovereign)$647.31M9.53M
Fidelity / FMR LLC$472.50M6.96M
Capital Research / Capital World$135.22M1.99M
Citadel Advisors$76.97M1.13M
Renaissance Technologies$31.34M461.40K
AQR Capital Management$16.89M250.62K
Millennium Management$1.43M21.11K
T. Rowe Price Group$1.21M17.76M

As of 2026-06-30

Dividends

Yield (TTM)2.19%
$ / share (TTM)$1.40
5y CAGR+2.7%

Annual dividend per share

2021$2.41
2022$2.50
2023$2.65
2024$2.03
2025$2.75
2026$1.40

SEC Filings

DateFormDoc
2026-08-128-Kview
2026-08-068-Kview
2026-07-318-Kview
2026-07-318-Kview
2026-07-3010-Qview
2026-07-228-Kview
2026-07-13424B3view
2026-07-09S-4/Aview
2026-06-29S-4view
2026-06-234view
2026-06-234view
2026-06-234view
2026-06-234view
2026-06-234view
2026-06-234view

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$2.58B+2.7%
Operating income$1.68B+9.7%
Net income$835.44M-1.0%
Cash from ops$1.57B+4.4%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Aug 21$63.66$63.66$63.66$63.660
Aug 20$63.66$63.66$63.66$63.660
Aug 19$63.66$63.66$63.66$63.660
Aug 18$63.66$63.66$63.66$63.660
Aug 17$65.96$66.10$63.30$63.667.45M

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