Equity Lifestyle Properties, Inc. (NYSE:ELS) Receives Average Recommendation of “Moderate Buy” from Brokerages

Equity Lifestyle Properties, Inc. (NYSE:ELS) has received an average recommendation of “Moderate Buy” from the thirteen analysts that are covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell rating, five have issued a hold rating, six have given a buy rating and one has assigned a strong buy rating to the company. The average 1 year price objective among brokers that have covered the stock in the last year is $69.1364.

ELS has been the topic of a number of analyst reports. Wall Street Zen lowered shares of Equity Lifestyle Properties from a “hold” rating to a “sell” rating in a report on Saturday, January 24th. Truist Financial set a $66.00 price target on Equity Lifestyle Properties and gave the company a “hold” rating in a research report on Tuesday, January 20th. UBS Group set a $67.00 price objective on shares of Equity Lifestyle Properties and gave the stock a “buy” rating in a report on Thursday, January 8th. Royal Bank Of Canada upgraded shares of Equity Lifestyle Properties from an “underperform” rating to an “outperform” rating and increased their target price for the company from $66.00 to $70.00 in a report on Monday, December 8th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Equity Lifestyle Properties in a report on Thursday, January 22nd.

Key Equity Lifestyle Properties News

Here are the key news stories impacting Equity Lifestyle Properties this week:

• Positive Sentiment: Management raised FY2026 and Q1 2026 earnings guidance well above Street estimates (FY EPS guide 3.12–3.22 vs. consensus ~2.49; Q1 guide 0.81–0.87 vs. consensus ~0.66), supporting a more constructive outlook for cash flow and valuation. Earnings Call Transcript
• Positive Sentiment: Company announced its 22nd consecutive annual dividend increase, signaling confidence in durable cash generation and making the REIT more attractive to income-focused investors. Press Release — Q4 Results
• Positive Sentiment: Funds From Operations (FFO) for Q4 beat estimates ($0.79 vs. $0.78 consensus), a core metric for REIT investors that supports the dividend and guidance narrative. Zacks — FFO Beat
• Neutral Sentiment: Quarterly earnings call transcript and company commentary provide details on occupancy, rent trends and capital allocation that investors should review to gauge sustainability of guidance. Earnings Call Transcript
• Neutral Sentiment: Q4 revenue was essentially flat year-over-year and results include metrics snapshots and analysis; these operational details will determine how durable the guidance is versus one-off items. Q4 Snapshot — The Hour
• Negative Sentiment: GAAP EPS missed consensus ($0.52 reported vs. ~$0.78 expected) and revenue slightly missed estimates ($373.9M vs. ~$382.9M), which raises questions about one-time items, non-cash adjustments, or timing that investors should reconcile against the stronger FFO and guidance. MarketBeat — Earnings Release

Institutional Trading of Equity Lifestyle Properties

A number of institutional investors and hedge funds have recently modified their holdings of ELS. Vanguard Group Inc. boosted its position in Equity Lifestyle Properties by 2.4% in the fourth quarter. Vanguard Group Inc. now owns 25,477,480 shares of the real estate investment trust’s stock worth $1,544,190,000 after purchasing an additional 592,013 shares during the last quarter. State Street Corp boosted its holdings in shares of Equity Lifestyle Properties by 1.8% in the 2nd quarter. State Street Corp now owns 13,268,436 shares of the real estate investment trust’s stock worth $824,943,000 after buying an additional 237,090 shares during the last quarter. Victory Capital Management Inc. grew its position in Equity Lifestyle Properties by 32.5% during the third quarter. Victory Capital Management Inc. now owns 6,823,626 shares of the real estate investment trust’s stock valued at $414,194,000 after buying an additional 1,674,281 shares during the period. Massachusetts Financial Services Co. MA increased its holdings in Equity Lifestyle Properties by 114.5% during the third quarter. Massachusetts Financial Services Co. MA now owns 5,375,154 shares of the real estate investment trust’s stock worth $326,272,000 after buying an additional 2,868,678 shares during the last quarter. Finally, JPMorgan Chase & Co. raised its position in Equity Lifestyle Properties by 12.2% in the second quarter. JPMorgan Chase & Co. now owns 4,724,515 shares of the real estate investment trust’s stock worth $291,363,000 after acquiring an additional 515,063 shares during the period. 97.21% of the stock is owned by hedge funds and other institutional investors.

Equity Lifestyle Properties Stock Up 1.4%

ELS stock opened at $62.77 on Friday. The stock’s 50 day simple moving average is $61.83 and its 200 day simple moving average is $61.31. The company has a market cap of $12.17 billion, a P/E ratio of 31.23, a price-to-earnings-growth ratio of 3.62 and a beta of 0.77. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.05 and a current ratio of 0.05. Equity Lifestyle Properties has a fifty-two week low of $58.15 and a fifty-two week high of $70.35.

About Equity Lifestyle Properties

Equity Lifestyle Properties, Inc (NYSE: ELS) is a publicly traded real estate investment trust specializing in the acquisition, development, ownership and operation of manufactured home communities and recreational vehicle resorts. The company’s portfolio includes more than 450 properties across the United States and Canada, serving over 200,000 residents and visitors. ELS organizes its operations into two primary segments: manufactured housing communities, which provide long-term housing solutions, and upscale RV and seasonal resorts designed for leisure travelers and seasonal patrons.

In its manufactured home division, ELS offers home-site leases combined with community amenities such as landscaped common areas, clubhouses, swimming pools and organized resident events.