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AVB

AVALONBAY COMMUNITIES INC

At today's price, AVALONBAY COMMUNITIES INC (AVB) is priced for -1.2% FFO growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
-1.2% FFO growth
Priced In
within-range

Key Takeaways

At $177.29 the trust trades near 14x adjusted funds from operations, a price that implies AvalonBay lets its AFFO decline roughly 3% a year. That is a low bar for an apartment owner with 96.1% occupancy and pricing power, and it sits in the lower half of the REIT group on price-to-AFFO. The valuation methods disagree sharply by family. Relative multiples and a growth DCF land at or above the price, while asset-based and earnings-power methods say expensive. The price is justified by the multipl

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Institutional ownership

723 institutional managers reported holding AVB in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 52%. 99 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 3.3M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

AVB's share count is about flat over the past five years ($688.51M of repurchases, offset by issuance). It pays a dividend, and has paid one every year in our records (18 and counting), raised 3 years straight; the current rate is $7.00 a share annually. Cash returned over the past three years: $2.67B in dividends and $686.60M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at AVB over the trailing three years. Absence is a fact about the company, not a signal. 20 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

AVB's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2022-08-04+5.9%-12.8%
2022-11-09-1.6%+6.9%
2023-02-25-0.7%+3.1%
2023-05-06+5.4%+6.3%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

AVB's latest 8-K filings: 2026-06-08 (items 8.01, 9.01); 2026-05-22 (items 5.02, 5.07, 9.01); 2026-05-21 (items 1.01, 7.01, 9.01); 2026-04-28 (items 2.02, 9.01); 2026-02-05 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.