Handelsbanken Fonder AB Cuts Holdings in Mid-America Apartment Communities, Inc. $MAA

Handelsbanken Fonder AB decreased its holdings in Mid-America Apartment Communities, Inc. (NYSE:MAA) by 7.3% in the third quarter, Holdings Channel reports. The firm owned 81,578 shares of the real estate investment trust’s stock after selling 6,385 shares during the quarter. Handelsbanken Fonder AB’s holdings in Mid-America Apartment Communities were worth $11,399,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of MAA. Andra AP fonden lifted its holdings in shares of Mid-America Apartment Communities by 19.4% during the third quarter. Andra AP fonden now owns 143,500 shares of the real estate investment trust’s stock valued at $20,051,000 after purchasing an additional 23,300 shares in the last quarter. DNB Asset Management AS raised its position in Mid-America Apartment Communities by 3.5% in the 3rd quarter. DNB Asset Management AS now owns 21,627 shares of the real estate investment trust’s stock worth $3,022,000 after buying an additional 727 shares during the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in Mid-America Apartment Communities by 7.8% during the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 332,173 shares of the real estate investment trust’s stock valued at $46,415,000 after acquiring an additional 23,974 shares during the period. Centersquare Investment Management LLC lifted its stake in Mid-America Apartment Communities by 43.4% during the 3rd quarter. Centersquare Investment Management LLC now owns 178,050 shares of the real estate investment trust’s stock valued at $24,879,000 after acquiring an additional 53,900 shares during the period. Finally, Fox Run Management L.L.C. purchased a new stake in shares of Mid-America Apartment Communities during the 3rd quarter valued at about $290,000. Hedge funds and other institutional investors own 93.60% of the company’s stock.

Mid-America Apartment Communities Price Performance

Shares of NYSE:MAA opened at $133.86 on Monday. The company has a market capitalization of $15.65 billion, a P/E ratio of 35.41, a P/E/G ratio of 2.22 and a beta of 0.79. Mid-America Apartment Communities, Inc. has a 1-year low of $125.75 and a 1-year high of $173.38. The firm’s 50 day simple moving average is $135.48 and its two-hundred day simple moving average is $135.90. The company has a debt-to-equity ratio of 0.93, a current ratio of 0.10 and a quick ratio of 0.10.

Mid-America Apartment Communities (NYSE:MAA) last announced its quarterly earnings data on Wednesday, February 4th. The real estate investment trust reported $0.48 EPS for the quarter, missing the consensus estimate of $2.22 by ($1.74). The firm had revenue of $555.56 million for the quarter, compared to the consensus estimate of $556.80 million. Mid-America Apartment Communities had a net margin of 20.23% and a return on equity of 7.44%. The firm’s revenue for the quarter was up 1.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.23 earnings per share. 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. Research analysts expect that Mid-America Apartment Communities, Inc. will post 8.84 EPS for the current fiscal year.

Mid-America Apartment Communities Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Thursday, January 15th were paid a $1.53 dividend. This represents a $6.12 dividend on an annualized basis and a dividend yield of 4.6%. This is a positive change from Mid-America Apartment Communities’s previous quarterly dividend of $1.52. The ex-dividend date of this dividend was Thursday, January 15th. Mid-America Apartment Communities’s dividend payout ratio is currently 161.90%.

More Mid-America Apartment Communities News

Here are the key news stories impacting Mid-America Apartment Communities this week:

• Positive Sentiment: Management presented a growth outlook at the Citi Global Property CEO Conference, emphasizing MAA’s long-tenured, multi-market portfolio and growth strategy — this supports the company’s growth narrative and investor engagement. Mid-America Apartment Highlights Growth Outlook at Citi Conference
• Positive Sentiment: MAA confirmed participation at the 2026 Citi Global Property CEO Conference, giving management another forum to reiterate guidance and answer investor questions — useful for sentiment and clarity on strategy. MAA to Participate in the 2026 Citi Global Property CEO Conference
• Neutral Sentiment: The company priced a senior unsecured notes offering — this raises capital (likely for refinancing or liquidity) but increases leverage; outcome depends on use of proceeds and prevailing interest costs. Mid-America Apartment Communities announces pricing of senior unsecured notes offering
• Neutral Sentiment: Market commentary notes a shift as analyst views rebalance around MAA’s fundamentals and valuation — useful context for understanding trading flows but not a specific catalyst. How The Mid-America Apartment Communities (MAA) Story Is Shifting As Analyst Views Rebalance
• Negative Sentiment: Zacks Research trimmed Q1–Q4 2026 and several 2027 EPS estimates and lowered FY2026/FY2027 forecasts (e.g., FY2026 cut to ~$8.58 from ~$8.71), signaling reduced near-term earnings expectations; clustered estimate cuts are a direct negative for sentiment and likely the main driver of downward pressure on the stock today.
• Negative Sentiment: Recent quarterly results (reported earlier) missed headline EPS expectations and showed only modest revenue growth; combined with analyst downgrades and added debt issuance, investors are focusing on earnings momentum and potential margin/headline risks. Reference: MAA Feb. 4 earnings release and guidance

Insider Buying and Selling

In related news, EVP Amber Fairbanks sold 233 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $136.50, for a total value of $31,804.50. Following the transaction, the executive vice president directly owned 3,799 shares of the company’s stock, valued at approximately $518,563.50. The trade was a 5.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Robert J. Delpriore sold 5,426 shares of the company’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $138.23, for a total value of $750,035.98. Following the completion of the transaction, the executive vice president owned 49,745 shares of the company’s stock, valued at $6,876,251.35. The trade was a 9.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 6,079 shares of company stock worth $838,698. 1.20% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several research firms have recently weighed in on MAA. KeyCorp decreased their price objective on shares of Mid-America Apartment Communities from $170.00 to $155.00 and set an “overweight” rating for the company in a report on Wednesday, February 11th. Evercore cut their target price on shares of Mid-America Apartment Communities from $144.00 to $143.00 and set an “in-line” rating for the company in a research report on Monday, December 15th. Cantor Fitzgerald increased their price target on Mid-America Apartment Communities from $137.00 to $141.00 and gave the company a “neutral” rating in a report on Monday, February 9th. UBS Group raised their price target on Mid-America Apartment Communities from $132.00 to $134.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $160.00 price objective on shares of Mid-America Apartment Communities in a report on Friday, December 5th. Nine equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Mid-America Apartment Communities has a consensus rating of “Hold” and an average price target of $153.55.

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.