ESSEX PROPERTY TRUST, INC.
No SEC Form 4 filings for $ESS in the last 30 days.
Essex Property Trust (ESS) discussed Q2 2026 results and updated guidance on an earnings call. Core FFO per share exceeded the guidance midpoint by $0.10. The company raised full-year core FFO per share guidance midpoint by $0.20 (1.3%) and lifted same-property NOI growth to 2.8%. Q3 core FFO guidance midpoint is $3.99. Net debt-to-EBITDA is 5.4x.
Multifamily REIT executives said renter demand is holding up as new apartment supply begins to peak, citing stronger absorption and moderating deliveries on Q2 earnings calls. MAA highlighted resilient demand and declining deliveries. AvalonBay and Equity Residential proposed a merger. Camden sold a 11-community California portfolio for about $1.62B. Q2 core FFO per share: AVB $2.86, CPT $1.68, ELS $1.00, MAA $2.08, UDR $0.60, ES $4.08, UDR $0.60, CPC $1.27.
ESS Inc said it added sodium-ion BESS via a partnership with Alsym Energy, adding 8.5GWh of Alsym cells and modules to its portfolio. Juniper Energy plans to procure at least 500MWh of ESS BESS by 2032, contingent on execution. Separately, CATL and Solarpro agreed on 2GWh Na-ion systems in Central and Eastern Europe, building on a prior 602MWh Bulgaria grid connection.
Over the past 7 days, alphai's AI scored 2 news stories mentioning ESS (ESSEX PROPERTY TRUST, INC.). Coverage has skewed bullish: 2 bullish, 0 neutral, and 0 bearish.
Recent ESS coverage spans earnings, sector analysis and market movers.
Guidance raise plus Q3 midpoint forecast suggests improving operating momentum, but Q3 sequential decline flags higher seasonal expenses and taxes.
Reported operating improvement is a modest positive earnings datapoint for ESS’s fundamentals.
Near-term catalyst is the upcoming Q2 2026 earnings date, while the sodium-ion BESS and LOI details may support sentiment but lack disclosed financial terms.
ESS gets a fresh bull/bear PT framework tied to West Coast rent growth and repurchases, with AI-driven job-loss risk flagged.
Sell rating can pressure the stock via sentiment and potential multiple compression narratives.
alphai scores every news story that mentions ESS with an AI model for sentiment and relevance, and aggregates insider trades from ESSEX PROPERTY TRUST, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Essex Property Trust (ESS) discussed Q2 2026 results and updated guidance on an earnings call. Core FFO per share exceeded the guidance midpoint by $0.10. The company raised full-year core FFO per share guidance midpoint by $0.20 (1.3%) and lifted same-property NOI growth to 2.8%. Q3 core FFO guidance midpoint is $3.99. Net debt-to-EBITDA is 5.4x.
7 min readMultifamily REIT executives said renter demand is holding up as new apartment supply begins to peak, citing stronger absorption and moderating deliveries on Q2 earnings calls. MAA highlighted resilient demand and declining deliveries. AvalonBay and Equity Residential proposed a merger. Camden sold a 11-community California portfolio for about $1.62B. Q2 core FFO per share: AVB $2.86, CPT $1.68, ELS $1.00, MAA $2.08, UDR $0.60, ES $4.08, UDR $0.60, CPC $1.27.
9 min readESS Inc said it added sodium-ion BESS via a partnership with Alsym Energy, adding 8.5GWh of Alsym cells and modules to its portfolio. Juniper Energy plans to procure at least 500MWh of ESS BESS by 2032, contingent on execution. Separately, CATL and Solarpro agreed on 2GWh Na-ion systems in Central and Eastern Europe, building on a prior 602MWh Bulgaria grid connection.
7 min readMizuho named top U.S. REIT picks, rating Cousins Properties (CUZ) and Essex Property Trust (ESS) as Outperform. CUZ gets a $27 target; Mizuho projects FFO of $2.85/share in 2025 to $3.03 in 2027, citing leasing and rent spreads. ESS gets a $308 target (bull $352, bear $237), citing West Coast rent growth and $62M YTD buybacks.
4 min readWall Street Zen downgraded multiple stocks on June 21, including Predictive Oncology (AGPU) to sell from hold, Agape ATP (ATPC) to sell from hold, Bonk (BNKK) to sell from hold, Columbia Financial (CLBK) to sell from hold, and Camden Property Trust (CPT) to sell from hold. It also cut several ratings to hold or buy for companies such as Devon Energy (DVN), fuboTV (FUBO), and Alnylam (ALNY).
2 min readKasaris Mary sold 600 shares of ESSEX PROPERTY TRUST, INC. (ESS) at $279.45 ($0.17M total) on 2026-05-27.
2 min readThe article says Wall Street analysts’ mean price target for Essex Property Trust (ESS) is $280.70, about 1.2% above the stock’s current level. It also cites a Street-high target of $310, implying 11.8% upside. The piece notes the author, Kritika Sarmah, held no positions in the mentioned securities.
2 min readOn May 27, Truist raised its price target for Essex Property Trust (NYSE:ESS) to $286 from $273 and kept a Hold rating, citing updated assumptions of $300M in 2026 acquisitions and $75M in dispositions. On May 15, Scotiabank increased its target to $282 from $278 and maintained Outperform, expecting a slower Sunbelt recovery but citing ESS’s Northern California exposure.
2 min readLegal & General Group Plc increased its stake in Essex Property Trust (NYSE:ESS) by 3.2% in Q4, buying 29,466 shares to hold 950,748 shares, worth $248.8 million, according to its SEC filing. The REIT reported Q1 EPS of $1.65 vs $3.96 expected on revenue of $484.8 million. Essex set Q2 2026 guidance at 3.920–4.040 EPS and declared a $2.59 quarterly dividend.
4 min readOn May 18, 2026, JPMorgan analyst Anthony Paolone raised Essex Property Trust’s (ESS) price target to $275 from $272 but kept an Underweight rating, citing a slower Sunbelt recovery tied to oversupply. Scotiabank lifted its target to $282 (Outperform) and Cantor Fitzgerald to $291 (Overweight). Essex reported Q1 FFO of $4.06/share vs $3.96 consensus, with same-property revenue up 2.9% and NOI up 4.1%.
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