Equity Residential $EQR Shares Acquired by Dimensional Fund Advisors LP

Dimensional Fund Advisors LP increased its position in Equity Residential (NYSE:EQR) by 3.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,199,635 shares of the real estate investment trust’s stock after purchasing an additional 173,002 shares during the quarter. Dimensional Fund Advisors LP’s holdings in Equity Residential were worth $336,564,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in EQR. Vanguard Group Inc. lifted its stake in shares of Equity Residential by 2.3% in the third quarter. Vanguard Group Inc. now owns 57,597,658 shares of the real estate investment trust’s stock worth $3,728,296,000 after acquiring an additional 1,281,354 shares in the last quarter. Baillie Gifford & Co. increased its holdings in Equity Residential by 566.7% during the 3rd quarter. Baillie Gifford & Co. now owns 115,181 shares of the real estate investment trust’s stock worth $7,456,000 after purchasing an additional 97,906 shares during the last quarter. Aberdeen Group plc raised its position in shares of Equity Residential by 34.6% in the 3rd quarter. Aberdeen Group plc now owns 568,408 shares of the real estate investment trust’s stock valued at $36,446,000 after purchasing an additional 146,148 shares in the last quarter. National Pension Service raised its position in shares of Equity Residential by 4.6% in the 3rd quarter. National Pension Service now owns 605,494 shares of the real estate investment trust’s stock valued at $39,194,000 after purchasing an additional 26,590 shares in the last quarter. Finally, Andra AP fonden grew its position in shares of Equity Residential by 30.3% during the second quarter. Andra AP fonden now owns 187,100 shares of the real estate investment trust’s stock worth $12,627,000 after buying an additional 43,500 shares in the last quarter. Hedge funds and other institutional investors own 92.68% of the company’s stock.

Insider Activity at Equity Residential

In related news, COO Michael L. Manelis sold 5,765 shares of the company’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $65.13, for a total transaction of $375,474.45. Following the completion of the transaction, the chief operating officer directly owned 46,131 shares in the company, valued at $3,004,512.03. This represents a 11.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Robert Garechana sold 3,637 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $65.13, for a total value of $236,877.81. Following the completion of the sale, the executive vice president directly owned 18,740 shares in the company, valued at $1,220,536.20. This represents a 16.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 10,058 shares of company stock worth $655,078 in the last 90 days. 1.10% of the stock is currently owned by company insiders.

Equity Residential Trading Up 0.4%

NYSE EQR opened at $63.04 on Friday. The company has a debt-to-equity ratio of 0.73, a quick ratio of 0.31 and a current ratio of 0.31. Equity Residential has a one year low of $58.38 and a one year high of $73.16. The company has a 50-day simple moving average of $62.56 and a 200-day simple moving average of $62.57. The firm has a market capitalization of $23.80 billion, a PE ratio of 21.52, a price-to-earnings-growth ratio of 4.72 and a beta of 0.75.

Equity Residential (NYSE:EQR) last released its quarterly earnings data on Thursday, February 5th. The real estate investment trust reported $1.03 earnings per share for the quarter, missing the consensus estimate of $1.04 by ($0.01). Equity Residential had a return on equity of 9.98% and a net margin of 36.20%.The business had revenue of $781.91 million for the quarter, compared to analyst estimates of $786.35 million. During the same quarter last year, the company earned $1.00 EPS. Equity Residential’s revenue was up 2.0% compared to the same quarter last year. Equity Residential has set its Q1 2026 guidance at 0.940-0.980 EPS and its FY 2026 guidance at 4.020-4.140 EPS. On average, equities analysts forecast that Equity Residential will post 3.98 earnings per share for the current year.

Equity Residential Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Friday, January 2nd were given a dividend of $0.6925 per share. The ex-dividend date was Friday, January 2nd. This represents a $2.77 dividend on an annualized basis and a yield of 4.4%. Equity Residential’s payout ratio is currently 94.54%.

Analyst Upgrades and Downgrades

EQR has been the topic of several recent analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Equity Residential in a report on Thursday, January 22nd. BMO Capital Markets downgraded shares of Equity Residential from an “outperform” rating to a “market perform” rating and dropped their target price for the stock from $70.00 to $68.00 in a research report on Friday, January 9th. The Goldman Sachs Group upped their target price on shares of Equity Residential from $69.00 to $71.00 and gave the company a “neutral” rating in a research note on Thursday, February 12th. Wells Fargo & Company decreased their price target on Equity Residential from $68.00 to $62.00 and set an “equal weight” rating for the company in a research note on Monday, November 10th. Finally, JPMorgan Chase & Co. lowered their price objective on Equity Residential from $75.00 to $71.00 and set a “neutral” rating for the company in a report on Thursday, December 4th. Six research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $69.74.

About Equity Residential

Equity Residential (NYSE: EQR) is a publicly traded real estate investment trust that acquires, develops, owns and operates rental apartment properties. Headquartered in Chicago, the company focuses on delivering professionally managed, market-rate apartment homes and related services to renters. Its operations cover a range of property types, including high-rise and mid-rise assets, with amenities and on-site management designed to support resident retention and occupancy.

The company’s core activities include property acquisitions, development and redevelopment, leasing, and day-to-day property management.