Vanderbilt University bought a new stake in Mid-America Apartment Communities, Inc. (NYSE:MAA – Free Report) in the fourth quarter, HoldingsChannel reports. The fund bought 12,149 shares of the real estate investment trust’s stock, valued at approximately $1,688,000.
A number of other large investors have also modified their holdings of MAA. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Mid-America Apartment Communities by 5.1% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,821 shares of the real estate investment trust’s stock valued at $2,149,000 after buying an additional 620 shares in the last quarter. Arrowstreet Capital Limited Partnership acquired a new stake in shares of Mid-America Apartment Communities in the second quarter valued at about $8,308,000. EverSource Wealth Advisors LLC grew its stake in shares of Mid-America Apartment Communities by 47.6% in the second quarter. EverSource Wealth Advisors LLC now owns 927 shares of the real estate investment trust’s stock valued at $137,000 after buying an additional 299 shares in the last quarter. First Trust Advisors LP grew its stake in shares of Mid-America Apartment Communities by 416.5% in the second quarter. First Trust Advisors LP now owns 317,163 shares of the real estate investment trust’s stock valued at $46,943,000 after buying an additional 255,758 shares in the last quarter. Finally, Baird Financial Group Inc. grew its stake in shares of Mid-America Apartment Communities by 7.1% in the second quarter. Baird Financial Group Inc. now owns 6,595 shares of the real estate investment trust’s stock valued at $976,000 after buying an additional 437 shares in the last quarter. Institutional investors and hedge funds own 93.60% of the company’s stock.
Wall Street Analyst Weigh In
MAA has been the subject of a number of recent research reports. Colliers Securities lowered Mid-America Apartment Communities from a “moderate buy” rating to a “hold” rating in a research note on Monday, February 9th. UBS Group raised their price objective on Mid-America Apartment Communities from $132.00 to $134.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. Evercore lowered their price objective on Mid-America Apartment Communities from $144.00 to $143.00 and set an “in-line” rating for the company in a research note on Monday, December 15th. Mizuho raised their price objective on Mid-America Apartment Communities from $146.00 to $150.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Finally, Morgan Stanley lowered their price objective on Mid-America Apartment Communities from $164.00 to $156.00 and set an “overweight” rating for the company in a research note on Monday, March 16th. Eight research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $149.74.
More Mid-America Apartment Communities News
Here are the key news stories impacting Mid-America Apartment Communities this week:
- Positive Sentiment: Company declared a quarterly dividend of $1.53 ($6.12 annualized), implying a ~4.9% yield — supportive for income-focused investors. Note the payout ratio is elevated (~162%), which investors should monitor. MarketBeat MAA report
- Positive Sentiment: Zacks raised its FY2028 EPS view slightly to $9.20 from $9.18 — a small upward revision that signals modestly improved long-term earnings expectations.
- Neutral Sentiment: Quarterly earnings preview and analyst coverage continue to keep the focus on upcoming reports and guidance; these previews are informational and don’t by themselves move fundamentals. Earnings preview
- Neutral Sentiment: Institutional ownership remains high (~93.6%) with some quarter-end adjustments and small new positions reported — incremental positioning changes but no large portfolio shifts flagged in these filings.
- Negative Sentiment: Zacks trimmed multiple near-term (Q1–Q4 FY2027) and FY2027 EPS estimates modestly (e.g., FY2027 cut to $8.73 from $8.79), suggesting slightly weaker near-term earnings visibility and weighing on near-term sentiment.
- Negative Sentiment: Several insiders (EVPs Aubrey Clay Holder, Amber Fairbanks, Timothy Argo) sold shares under Rule 10b5-1 plans to cover tax obligations; Amber’s sale reduced her position by ~13.7%. While disclosed as pre-arranged/tax-related, insider sales can still be perceived negatively by the market. Insider trades Amber Fairbanks sale
- Negative Sentiment: Analyst price targets have been trimmed by some firms and the consensus rating sits at “Hold” with a target around $149.74 — mixed-to-cautious Street positioning versus MAA’s previous highs and current trading level.
- Negative Sentiment: Prior quarterly results (Feb) included an EPS miss and management gave FY2026 guidance that markets continue to parse; lingering concerns from past misses may amplify negative reactions to weaker near-term estimate revisions.
Mid-America Apartment Communities Price Performance
Shares of NYSE MAA opened at $124.19 on Wednesday. Mid-America Apartment Communities, Inc. has a fifty-two week low of $120.30 and a fifty-two week high of $169.00. The business has a 50 day moving average price of $129.92 and a two-hundred day moving average price of $132.84. The company has a quick ratio of 0.10, a current ratio of 0.10 and a debt-to-equity ratio of 0.93. The firm has a market cap of $14.52 billion, a PE ratio of 32.86 and a beta of 0.80.
Mid-America Apartment Communities (NYSE:MAA – Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The real estate investment trust reported $0.48 earnings per share for the quarter, missing analysts’ consensus estimates of $2.22 by ($1.74). The business had revenue of $555.56 million for the quarter, compared to analyst estimates of $556.80 million. Mid-America Apartment Communities had a net margin of 20.23% and a return on equity of 7.44%. Mid-America Apartment Communities’s revenue for the quarter was up 1.0% compared to the same quarter last year. During the same quarter last year, the business earned $2.23 EPS. Mid-America Apartment Communities has set its Q1 2026 guidance at 2.050-2.170 EPS and its FY 2026 guidance at 8.350-8.710 EPS. Sell-side analysts expect that Mid-America Apartment Communities, Inc. will post 8.84 earnings per share for the current fiscal year.
Mid-America Apartment Communities Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Wednesday, April 15th will be given a $1.53 dividend. The ex-dividend date is Wednesday, April 15th. This represents a $6.12 annualized dividend and a dividend yield of 4.9%. Mid-America Apartment Communities’s dividend payout ratio (DPR) is presently 161.90%.
Insider Activity at Mid-America Apartment Communities
In other news, EVP Amber Fairbanks sold 711 shares of Mid-America Apartment Communities stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $124.73, for a total value of $88,683.03. Following the completion of the transaction, the executive vice president owned 4,471 shares in the company, valued at approximately $557,667.83. This trade represents a 13.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 1,350 shares of company stock valued at $171,573. 1.30% of the stock is currently owned by company insiders.
Mid-America Apartment Communities Profile
Mid-America Apartment Communities, Inc (NYSE: MAA) is a publicly traded real estate investment trust (REIT) specializing in the acquisition, development, redevelopment and operation of multifamily residential properties. The company focuses on high-barrier-to-entry apartment communities, offering a mix of one-, two- and three-bedroom homes designed to meet the needs of diverse renter demographics. Its integrated business model encompasses property management, leasing, maintenance and customer service, providing residents with a comprehensive living experience under one ownership platform.
MAA’s portfolio comprises more than 100 communities and over 40,000 apartment homes across key Sun Belt markets.
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