DailyIQ
|
Sector:Real EstateAll sectors
Last updated 1 minute ago

MAA·Mid-America Apartment Communities, Inc.

$.
-. (-.%)
After Hours
High
$131.79
Open
$131.15
Market Cap
15.26B
52W High
$157.57
Low
$130.43
P. Close
$130.54
P/E
39.18
52W Low
$120.30
Fwd P/E
33.56
Mean Target
-
Technical Score (1D)
45
NEUTRAL
News Sentiment
57
BULLISH
Morgan Stanley has reiterated its Overweight rating on Mid-America Apartment Communities (MAA), though they have slightly reduced their price target. This comes as Barclays also adjusted their price target for MAA, maintaining an Equal Weight rating. These analyst actions follow MAA's first-quarter results, which saw core FFO surpass expectations, primarily due to effective expense management and strong resident retention. Analysts are looking for earnings growth for residential REITs to potentially bottom out in 2026, suggesting current valuations may already be pricing in a slowdown. Investors should watch for further commentary on expense control strategies and resident retention trends in upcoming reports, as these factors appear to be key drivers of MAA's performance amidst broader sector expectations.
Earnings Summary
Mid-America Apartment Communities (MAA) is a prominent real estate investment trust (REIT) focused on owning and managing apartment properties across the United States, with a strategic emphasis on the Southeast, Southwest, and Mid-Atlantic regions. As a member of the S&P 500, MAA's business model involves acquiring, developing, and redeveloping high-quality apartment communities, aiming to deliver value through its extensive portfolio. The company operates within the REIT - Residential sector, a segment often influenced by housing demand, interest rates, and regional economic conditions. MAA's substantial presence, with interests in over 104,000 units across 16 states and D.C., positions it as a significant player in the multifamily housing market. Examining MAA's recent earnings, the company demonstrated a notable divergence in performance between the first half and the latter half of its 2025 fiscal year. In Q4 2024 and Q1 2025, MAA significantly exceeded EPS estimates, reporting $1.43 and $1.54 respectively, compared to estimates of $1.02 and $0.87. Revenue in these quarters remained relatively stable around $549 million. However, performance shifted in Q2 2025 and Q3 2025, where actual EPS closely tracked estimates at $0.88 and $0.85, respectively, against estimates of $0.85 and $0.85. Revenue continued its modest upward trend, reaching $554 million in Q3 2025. The most recent reported quarter, Q4 2025, saw a substantial EPS beat ($2.23 actual vs. $0.93 estimate), though revenue slightly missed estimates. Historically, MAA has shown a pattern of strong EPS beats in certain quarters, particularly in Q4 2024, Q1 2025, and Q4 2025, indicating periods of significant outperformance relative to analyst expectations. Conversely, Q2 2025 and Q3 2025 showed EPS performance much closer to estimates, suggesting a more predictable operational environment during those periods. While revenue data is not consistently available for comparison against estimates in earlier quarters, the trend shows relative stability with a slight increase towards the end of 2025. The company has a history of consistent dividend payouts, underscoring a focus on shareholder returns. Recent news highlights MAA's strong operational demand, with a 95.5% occupancy rate, driven by recovery in its key Sunbelt and Mid-Atlantic markets. The company also confirmed its 130th consecutive quarterly dividend of $1.53 per share, payable in July 2026, reinforcing its commitment to shareholder returns ahead of its upcoming earnings announcement. However, a recent analyst action saw BNP Paribas lower its price target to $131 from $135 while maintaining an 'Underperform' rating, suggesting some caution regarding the company's near-term outlook. Looking ahead, investors will be closely watching MAA's upcoming earnings report for confirmation of sustained demand and operational efficiency, particularly in its core geographic markets. Key will be the company's ability to maintain its strong occupancy rates and translate this into consistent earnings growth that supports its dividend payouts. Further analyst commentary following the earnings release will also be important to gauge market sentiment and potential headwinds or tailwinds.

EPS

EstBeatMiss
$0.57$1.04$1.51$1.98$2.45Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.78 - -
Q1'26$0.81$2.13+163.3%
Q4'25$0.93$2.23+140.6%
Q3'25$0.85$0.85+0.4%
Q2'25$0.84$0.88+3.7%
Q1'25$0.86$1.54+77.8%

Revenue

EstBeatMiss
$547M$552M$557M$561M$566MQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$564M - -
Q1'26$562M$554M-1.4%
Q4'25$562M$556M-1.2%
Q3'25 - $554M -
Q2'25 - $550M -
Q1'25 - $549M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
→

Market Data

MAA Stock Snapshot

MAA is currently trading at $130.54, giving Mid-America Apartment Communities, Inc. a market cap of 15.26B and a P/E ratio of 39.2. Today's range spans $130.43–$131.79, with shares opening at $131.15 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 45/100 (HOLD) with a news sentiment reading of 57/100.

Over the past year MAA has traded between $120.30 and $157.57 - the current price is +8.5% off the 52-week low and -17.2% from the high.

The setup for Mid-America Apartment Communities, Inc. (MAA) is neither bullish nor bearish - it's patient. Score: 45/100 (HOLD). Sentiment: neutral (57/100). Price: $130.54 (in the lower half of its 52-week range in $120.30–$157.57). The current P/E ratio stands at 39.2. A large-cap with 15.26B in Real Estate market cap in a neutral technical phase is exactly where position-sizing decisions get made before the next trend emerges.

The 52-week range of $120.30–$157.57 for MAA provides the structural reference that options traders, systematic funds, and discretionary managers all anchor to — and at $130.54 (in the lower half of its 52-week range), the stock sits in a zone where the next 5–10% move will likely define which crowd was right. A HOLD signal at 45/100 and neutral news backdrop (57/100) don't break the tie yet, but they narrow the probability distribution toward the upside.