Equity Lifestyle Properties, Inc. $ELS Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG decreased its holdings in Equity Lifestyle Properties, Inc. (NYSE:ELS) by 61.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 14,253 shares of the real estate investment trust’s stock after selling 22,361 shares during the period. J. Safra Sarasin Holding AG’s holdings in Equity Lifestyle Properties were worth $865,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of ELS. Allworth Financial LP increased its holdings in shares of Equity Lifestyle Properties by 204.1% in the second quarter. Allworth Financial LP now owns 660 shares of the real estate investment trust’s stock valued at $41,000 after purchasing an additional 443 shares during the last quarter. IFP Advisors Inc increased its stake in shares of Equity Lifestyle Properties by 874.7% in the 2nd quarter. IFP Advisors Inc now owns 848 shares of the real estate investment trust’s stock worth $52,000 after acquiring an additional 761 shares during the last quarter. Wilmington Savings Fund Society FSB raised its holdings in shares of Equity Lifestyle Properties by 27.4% during the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,250 shares of the real estate investment trust’s stock worth $76,000 after acquiring an additional 269 shares during the period. Farther Finance Advisors LLC raised its holdings in shares of Equity Lifestyle Properties by 12.3% during the 2nd quarter. Farther Finance Advisors LLC now owns 1,620 shares of the real estate investment trust’s stock worth $100,000 after acquiring an additional 178 shares during the period. Finally, GAMMA Investing LLC boosted its position in shares of Equity Lifestyle Properties by 10.8% during the 2nd quarter. GAMMA Investing LLC now owns 2,069 shares of the real estate investment trust’s stock valued at $128,000 after acquiring an additional 201 shares during the last quarter. 97.21% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

ELS has been the topic of several recent analyst reports. Evercore ISI decreased their target price on shares of Equity Lifestyle Properties from $67.00 to $65.00 and set an “inline” rating on the stock in a report on Thursday, October 23rd. UBS Group set a $67.00 price target on shares of Equity Lifestyle Properties and gave the company a “buy” rating in a research report on Thursday, January 8th. Royal Bank Of Canada upgraded Equity Lifestyle Properties from an “underperform” rating to an “outperform” rating and increased their price objective for the stock from $66.00 to $70.00 in a research report on Monday, December 8th. Deutsche Bank Aktiengesellschaft downgraded Equity Lifestyle Properties from a “buy” rating to a “hold” rating and set a $65.00 target price on the stock. in a research report on Tuesday, January 20th. Finally, Barclays restated an “overweight” rating and issued a $68.00 price objective on shares of Equity Lifestyle Properties in a report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Equity Lifestyle Properties has an average rating of “Moderate Buy” and a consensus target price of $69.14.

Equity Lifestyle Properties Price Performance

ELS opened at $61.86 on Thursday. The firm has a market cap of $11.99 billion, a price-to-earnings ratio of 31.09, a PEG ratio of 3.54 and a beta of 0.77. The company has a current ratio of 0.05, a quick ratio of 0.05 and a debt-to-equity ratio of 0.27. The stock’s 50-day moving average price is $61.81 and its 200 day moving average price is $61.30. Equity Lifestyle Properties, Inc. has a 12-month low of $58.15 and a 12-month high of $70.35.

Equity Lifestyle Properties (NYSE:ELS) last issued its quarterly earnings results on Wednesday, January 28th. The real estate investment trust reported $0.79 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.78 by $0.01. Equity Lifestyle Properties had a net margin of 24.97% and a return on equity of 20.99%. The company had revenue of $373.87 million for the quarter, compared to analyst estimates of $382.93 million. During the same period in the prior year, the firm earned $0.76 earnings per share. The business’s revenue for the quarter was up .4% compared to the same quarter last year. Equity Lifestyle Properties has set its Q1 2026 guidance at 0.810-0.870 EPS and its FY 2026 guidance at 3.120-3.220 EPS. As a group, sell-side analysts expect that Equity Lifestyle Properties, Inc. will post 3.07 earnings per share for the current year.

Key Headlines Impacting Equity Lifestyle Properties

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $3.120–$3.220, well above the prior consensus (~$2.49). This is a meaningful upside to street expectations and signals stronger-than-expected earnings power for the year. ELS Reports Fourth Quarter Results
• Positive Sentiment: Q1‑2026 guidance was also raised to $0.810–$0.870 vs. consensus ~ $0.66, giving near-term visibility to earnings strength. ELS Reports Fourth Quarter Results
• Positive Sentiment: Q4 results: FFO/EPS of $0.79 beat consensus $0.78 and improved from $0.76 year‑ago; revenue was slightly higher (+0.4% YoY). The beat supports the raised guidance. Equity Lifestyle Properties (ELS) Surpasses Q4 FFO and Revenue Estimates
• Positive Sentiment: Company announced its 22nd consecutive annual dividend increase, supporting income-oriented investors and REIT valuation support. ELS Reports Fourth Quarter Results
• Neutral Sentiment: Analyst/metric deep dives are available to help parse occupancy, rent growth and other operating KPIs behind the headline numbers — useful for assessing sustainability of guidance. Equity Lifestyle Properties (ELS) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Top-line growth was modest (revenue +0.4% YoY), which may temper enthusiasm if investors expected stronger rent/occupancy momentum. Press Release PDF
• Negative Sentiment: Shares are down amid the market session — potential drivers include short‑term profit taking, interest‑rate/REIT sector pressure, and a valuation that remains elevated (P/E ~31). Investors may be weighing guidance vs. macro/interest‑rate risk. MarketBeat ELS Quote

Equity Lifestyle Properties Company Profile

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.