Essex Property TrustESS
ESS
4
Funds holding %
of 7,398 funds
27
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
90% more call options, than puts
Call options by funds: $22.4M | Put options by funds: $11.8M
43% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 58
3% more funds holding
Funds holding: 596 [Q3] → 612 (+16) [Q4]
1.78% more ownership
Funds ownership: 92.64% [Q3] → 94.42% (+1.78%) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 208
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
1% less capital invested
Capital invested by funds: $17.5B [Q3] → $17.3B (-$181M) [Q4]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$300
2%
upside
Avg. target
$306
4%
upside
High target
$315
7%
upside
8 analyst ratings
4 positive
50%
4 neutral
50%
0 negative
0%
Truist Securities Michael Lewis 0% 1-year accuracy 0 / 3 met price target | 3%upside $304 | Hold Maintained | 10 Mar 2025 |
Barclays Richard Hightower 62% 1-year accuracy 13 / 21 met price target | 3%upside $304 | Equal-Weight Maintained | 19 Feb 2025 |
Evercore ISI Group Steve Sakwa 50% 1-year accuracy 1 / 2 met price target | 2%upside $302 | In-Line Maintained | 10 Feb 2025 |
RBC Capital Brad Heffern 75% 1-year accuracy 27 / 36 met price target | 7%upside $315 | Outperform Maintained | 6 Feb 2025 |
Wells Fargo James Feldman 68% 1-year accuracy 13 / 19 met price target | 3%upside $305 | Equal-Weight Maintained | 24 Jan 2025 |
Financial journalist opinion
Based on 8 articles about ESS published over the past 30 days
Positive
The Motley Fool
1 day ago
3 Elite High-Yield Dividend Stocks That Could Supply You With a Lifetime of Rising Passive Income
Buying high-quality dividend stocks is a great way to collect passive dividend income. The best ones increase their dividends each year, and they can help you more than offset the impact of inflation over the long run.
Negative
Seeking Alpha
4 days ago
Countdown To Tariff Day
Ahead of the April 2nd tariff unveiling, US equity markets were under renewed pressure this week on downbeat data showing a further dip in consumer confidence and hotter-than-expected PCE inflation. As a turbulent first quarter wraps up, the updated GDPNow - the Atlanta Fed's closely watched GDP tracking model - forecasts growth of -2.8% overall and -0.5% on a "gold-adjusted basis." Posting weekly declines for the seventh time in the past nine weeks, the S&P 500 finished lower by 1.5% - extending its drawdown to 9.3% from its record-highs.
Positive
Seeking Alpha
6 days ago
State Of REITs: The 'Dark Age' Is Over
While the S&P 500 and other major benchmarks entered "correction territory" this month for the first time since 2023, U.S. REITs have meaningfully outperformed the broader equity market since mid-January. The rebound follows a truly forgettable three-year period for REITs dating back to the start of the Fed's rate hiking cycle in which REITs have accumulated 40 percentage-points of underperformance. REITs remain as unloved as ever: The number of publicly listed REITs declined for a fourth-straight year in 2024. As an asset class, REITs are the single-largest "underweight" among institutional investors.
Positive
Zacks Investment Research
1 week ago
Essex Property Stock Up 9.2% in Three Months: Will the Trend Last?
ESS is likely to benefit from favorable West Coast market fundamentals, technological enhancements and a healthy balance sheet.
Positive
Seeking Alpha
1 week ago
21 Upcoming Dividend Increases To Finish Q1
The lists were created using the U.S. Dividend Champions spreadsheet and NASDAQ data, ensuring companies have at least five years of dividend growth. My investment strategy focuses on buying, holding, and adding to companies with consistent dividend growth and outperformance relevant to certain benchmarks. Top-performing stocks include MPWR, STLD, and JPM. Top REITs include CTR, FR, and REXR for their impressive returns and dividend growth rates.
Positive
Zacks Investment Research
2 weeks ago
Should You Retain Essex Property Stock in Your Portfolio Now?
A sturdy property base in the West Coast market, technological initiatives and a healthy balance sheet are likely to aid ESS despite the rising supply of units.
Negative
Seeking Alpha
3 weeks ago
Losers Of REIT Earnings Season
In Part 3 of our Earnings Recap, we present a sector-by-sector breakdown of the Losers of REIT Earnings Season, discussing incremental positives/negatives and noting the individual standouts. Commercial Mortgage REITs were the "biggest loser" of REIT earnings season after results showed ongoing problems in the office space and a significant deterioration in multifamily bridge loan performance. Results from Hotel REITs were also disappointing given the record-levels of travel demand, as margin pressures from higher labor costs have taken a sizable bite out of bottom-line profitability.
Positive
Zacks Investment Research
4 weeks ago
Essex Property Trust (ESS) Up 4.2% Since Last Earnings Report: Can It Continue?
Essex Property Trust (ESS) reported earnings 30 days ago. What's next for the stock?
Neutral
Business Wire
1 month ago
Essex Property Trust to Present at The 2025 Citigroup Global Property CEO Conference
SAN MATEO, Calif.--(BUSINESS WIRE)--Essex Property Trust, Inc. (NYSE:ESS) announced today that Angela L. Kleiman, President and CEO, will be participating in a roundtable presentation at the 2025 Citigroup Global Property CEO Conference held in Hollywood, FL on Monday, March 3, 2025 at 4:20 p.m. Eastern Time. To listen to the panel, please visit the webcast link under the latest events section of the Company's Investors website at www.essex.com. An archive of the webcast will be available for t.
Positive
Seeking Alpha
1 month ago
My Best Dividend Aristocrats For March 2025
The ProShares S&P 500 Dividend Aristocrat ETF kicks off 2025 on a bright note with a gain of 2.81% in January. I present 3 strategies that can theoretically beat the dividend aristocrat index in the long term. After 43 months of tracking these strategies, one strategy is generating a CAGR superior to NOBL.
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