Market Cap
$26.3B
AVB
AVALONBAY COMMUNITIES INC
—
Market cap$26.3B
ConsensusSell
12-mo target$201.71 (+9.6%)
▼ Bearish
Analyst conviction 3/10
High Impact Filing (8/10)34 New Institutional Positions16 Institutional ExitsCongressional Activity (1) Real Estate
Snapshot
The big-picture read on AVB right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (29%)
Inst. Holders
50 funds
Inst. Value
$20.2B
Inst. Activity
34 buys / 16 sells
SEC Reports
17
Congressional
2 trades
Price chart 30d -4.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 20, 2026 SEC Aug 17, 2026 SEC Aug 17, 2026 SEC
AvalonBay Communities' S-3 registration statement (File No. 333-295410) became effective on August 19, 2026. The shelf c
EFFECT — Impact 3/10
AvalonBay Communities (AVB) has completed its merger of equals with Equity Residential (EQR), creating Vivmark Residenti
8-K — Impact 8/10
AvalonBay Communities (AVB) has been acquired by Equity Residential (EQR) in a merger that closed on August 17, 2026. Ea
25-NSE — Impact 8/10
Aug 17, 2026 listing_status
Delisted: AVB — removed from the N symbol directory
AvalonBay Communities, Inc. Common Stock
Aug 17, 2026 Insider
Breslin Sean J. was granted 27,735 shares
Chief Operating Officer
Aug 17, 2026 Insider
Breslin Sean J. disposed of 106,920.22 shares
Chief Operating Officer
Aug 17, 2026 Insider
Breslin Sean J. disposed of 17,458 shares
Chief Operating Officer
Aug 14, 2026 Congress
Alan Armstrong exchange
$1,001 - $15,000 — Senate
Analyst ratings buy % -34.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
29% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 23, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 21, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 14, 2026 | Barclays | DOWNGRADE | Equal-Weight | 54% |
| Jul 9, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Jun 16, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 29, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| May 14, 2026 | UBS | MAINTAIN | Neutral | 55% |
| May 14, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| May 11, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 3 | 17 | 0 | 0 | 29% | |
| Aug 1, 2026 | 4 | 3 | 17 | 0 | 0 | 29% | |
| Jul 1, 2026 | 4 | 4 | 16 | 0 | 0 | 33% | |
| Jun 1, 2026 | 3 | 4 | 17 | 0 | 0 | 29% | |
| May 1, 2026 | 3 | 6 | 17 | 1 | 0 | 33% | |
| Apr 1, 2026 | 3 | 6 | 18 | 0 | 0 | 33% | |
| Mar 1, 2026 | 3 | 7 | 17 | 0 | 0 | 37% | |
| Feb 1, 2026 | 3 | 8 | 16 | 0 | 0 | 41% |
Price targets
Where 17 covering analysts think AVB trades over the next 12 months.
$201.71 +9.6% upside Buy
Current$184.06 Low$189.00 Median$201.00 High$225.00 17 analysts
$189.00$225.00
Analyst rating Hold· 2.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 6 bullish, 0 bearish, 2 mixed, 9 neutral · avg impact 5.0/10.
NEUTRALEFFECT3/10
AvalonBay Communities' S-3 registration statement (File No. 333-295410) became effective on August 1
Aug 20, 2026
BULLISH8-K8/10
AvalonBay Communities (AVB) has completed its merger of equals with Equity Residential (EQR), creati
Aug 17, 2026
MIXED25-NSE8/10
AvalonBay Communities (AVB) has been acquired by Equity Residential (EQR) in a merger that closed on
Aug 17, 2026
NEUTRAL4253/10
Equity Residential (EQR) and AvalonBay (AVB) filed supplemental disclosures to their merger proxy in
Jul 31, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 17, 2026
listing_status
Delisted: AVB — removed from the N symbol directory
AvalonBay Communities, Inc. Common Stock
Aug 13, 2026
other
Reddit Set to Join S&P 500 and Sun Communities to Join S&P MidCap 400
NEW YORK, Aug. 13, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500 and S&P MidCap 400: Reddit Inc. (NYSE: RD
Aug 10, 2026
dark_pool
Dark Pool: AVB — 1.4M shares, 36,529 trades
Week starting 2026-08-10. Total ATS volume: 1,350,862 shares across 36,529 trades.
Aug 3, 2026
dark_pool
Dark Pool: AVB — 0.6M shares, 22,893 trades
Week starting 2026-08-03. Total ATS volume: 642,688 shares across 22,893 trades.
Jul 27, 2026
dark_pool
Dark Pool: AVB — 0.8M shares, 28,794 trades
Week starting 2026-07-27. Total ATS volume: 799,304 shares across 28,794 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.18 | $1.18–$1.18 | -15.6% | +7.9% | 0↑ 2↓ | $0.8B | 1 |
| Next Q | $1.28 | $1.28–$1.28 | 10.0% | +7.5% | 1↑ 1↓ | $0.8B | 1 |
| Current FY | $4.60 | $4.43–$4.77 | -8.2% | +1.6% | 0↑ 2↓ | $3.1B | 2 |
| Next FY | $5.03 | $4.85–$5.34 | 9.4% | +3.3% | 1↑ 2↓ | $3.2B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.183 | — |
| 7d ago | $1.096 | +0.087 |
| 30d ago | $1.096 | +0.087 |
| 60d ago | $1.101 | +0.082 |
| 90d ago | $1.113 | +0.070 |
Institutional ownership
Which big funds own AVB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $20.2B total value (106,632,936 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 17,852,876 | $3.4B | 16.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,116,343 | $2.3B | 11.3% | — |
| STATE STREET CORP | 9,062,583 | $1.7B | 8.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,091,308 | $1.7B | 8.5% | — |
| NORGES BANK | 7,691,120 | $1.5B | 7.2% | NEW |
| JPMORGAN CHASE & CO | 4,577,744 | $881.9M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,273,269 | $803.5M | 4.0% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,534,645 | $667.0M | 3.3% | — |
| PRINCIPAL FINANCIAL GROUP INC | 3,518,162 | $663.8M | 3.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 7,691,120 | — | $1.5B |
| GOLDMAN SACHS GROUP INC | TRIM | 2,238,186 | 1,527,534 | -31.8% | $288.2M |
| VIKING GLOBAL INVESTORS LP | NEW | — | 1,339,782 | — | $252.8M |
| Blackstone Inc. | DOUBLED | 465,000 | 1,035,426 | +122.7% | $195.4M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 603,725 | 883,856 | +46.4% | $166.8M |
| CITADEL ADVISORS LLC | TRIM | 1,458,952 | 564,721 | -61.3% | $106.6M |
| Holocene Advisors, LP | TRIM | 711,729 | 451,525 | -36.6% | $85.2M |
| UBS Group AG | TRIM | 598,886 | 340,150 | -43.2% | $64.2M |
| NATIONAL BANK OF CANADA /FI/ | DOUBLED | 130,143 | 325,614 | +150.2% | $61.4M |
| BARCLAYS PLC | TRIM | 499,003 | 321,943 | -35.5% | $60.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Breslin Sean J. | Chief Operating Officer | AWARD | 27,735 | — | — |
| Aug 17, 2026 | Breslin Sean J. | Chief Operating Officer | D | 106,920.22 | — | — |
| Aug 17, 2026 | Breslin Sean J. | Chief Operating Officer | D | 17,458 | — | — |
| Aug 17, 2026 | SCHULMAN EDWARD M | EVP-General Counsel | D | 36,177.795 | — | — |
| Aug 17, 2026 | SCHULMAN EDWARD M | EVP-General Counsel | D | 6,983 | — | — |
| Aug 17, 2026 | Walsh Alaine Susan | Executive Vice President | AWARD | 3,590 | — | — |
| Aug 17, 2026 | Walsh Alaine Susan | Executive Vice President | D | 13,019 | — | — |
| Aug 17, 2026 | Walsh Alaine Susan | Executive Vice President | D | 2,444 | — | — |
| Aug 17, 2026 | Schall Benjamin | CEO & President | D | 178,819.761 | — | — |
| Aug 17, 2026 | SCHULMAN EDWARD M | EVP-General Counsel | AWARD | 12,770 | — | — |
Congressional trades
AVB trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026 | Alan Armstrong | R | SENATE | EXCHANGE | $1,001 - $15,000 | AvalonBay Communities Inc | Sep 17, 2026(35d) |
| Jun 2, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | AvalonBay Communities Inc | Jul 8, 2026(37d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AVB.
Shares short
2,752,879
Settlement Aug 14, 2026
Change vs prior
-26.6%
Semi-monthly cycle
Days to cover
2.3
At avg daily volume
Of shares outstanding
≈1.9%
Estimate — not % of float
All AVB filing & press-release reports (17)
- EFFECT reportAug 20, 2026
- 8-K reportAug 17, 2026
- 25-NSE reportAug 17, 2026
- 425 reportJul 31, 2026
- 8-K reportJul 23, 2026
- 425 reportJun 19, 2026
- 425 reportJun 19, 2026
- INST-CLUSTER reportJun 11, 2026
- 425 reportJun 5, 2026
- 425 reportMay 21, 2026
- 425 reportMay 21, 2026
- 425 reportMay 21, 2026
- 425 reportMay 21, 2026
- 8-K reportMay 21, 2026
- EFFECT reportMay 11, 2026
- 8-K reportApr 28, 2026
- INST-CLUSTER reportFeb 28, 2026