Equity Stock Analysis

EQR -  USA Stock  

USD 76.24  0.02  0.0262%

Equity Residential price fall over the last few months could raise concerns from retail investors as the firm is trading at a share price of 76.24 on 2,027,500 in volume. The company executives were not very successful in positioning the firm resources to exploit market volatility in April. However, diversifying your holdings with Equity Residential or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.71. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
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The Equity Residential stock analysis report makes it easy to digest most publicly released information about Equity Residential and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Equity Stock analysis module also helps to analyze the Equity Residential price relationship with some important fundamental indicators such as market cap and management efficiency.

Equity Stock Analysis Notes

About 94.0% of the company shares are held by institutions such as insurance companies. The book value of Equity Residential was currently reported as 28.33. The company next dividend is scheduled to be issued on the 25th of March 2022. Equity Residential had 2:1 split on the 12th of October 2001. Equity Residential is committed to creating communities where people thrive. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver. Equity Residential operates under REITResidential classification in the United States and is traded on New York Stock Exchange. It employs 2400 people. To learn more about Equity Residential call David Neithercut at 312-474-1300 or check out https://www.equityapartments.com.

Equity Residential Quarterly Cost of Revenue

256.31 Million

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Equity Residential Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Equity Residential's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Equity Residential or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Equity Residential generated a negative expected return over the last 90 days
The company has 8.47 B in debt with debt to equity (D/E) ratio of 0.73, which is OK given its current industry classification. Equity Residential has a current ratio of 0.23, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Equity Residential until it has trouble settling it off, either with new capital or with free cash flow. So, Equity Residential's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Equity Residential sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Equity to invest in growth at high rates of return. When we think about Equity Residential's use of debt, we should always consider it together with cash and equity.
Over 94.0% of Equity Residential shares are held by institutions such as insurance companies
Latest headline from www.defenseworld.net: Equity Residential Price Target Cut to 78.50 by Analysts at Morgan Stanley - Defense World

Equity Residential Upcoming and Recent Events

Earnings reports are used by Equity Residential to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Equity Residential previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report1st of February 2022
Next Financial Report26th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End1st of February 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Equity Residential SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Equity Residential prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Equity Residential investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Equity Residential specific information freely available to individual and institutional investors to make a timely investment decision.
18th of May 2022
Financial Statements and Exhibits. Regulation FD Disclosure. Entry into a Material Definitive Agreement
View
26th of April 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
14th of February 2022
Unclassified Corporate Event
View
11th of February 2022
Unclassified Corporate Event
View
10th of February 2022
Unclassified Corporate Event
View
8th of February 2022
Unclassified Corporate Event
View
1st of February 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
27th of January 2022
Unclassified Corporate Event
View

Equity Residential Thematic Classifications

In addition to having Equity Residential stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Millennials Best IdeaMillennials Best
Firms that are involved in making products or providing services to millennials
Top FinTech IdeaTop FinTech
A collection of large financial service, investment, and banking companies
Real Estate IdeaReal Estate
USA Equities from Real Estate industry as classified by Fama & French

Equity Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Equity Residential is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Equity Residential backward and forwards among themselves. Equity Residential's institutional investor refers to the entity that pools money to purchase Equity Residential's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares57.7 M5.2 B
Blackrock IncCommon Shares36.8 M3.3 B
State Street CorpCommon Shares24.2 M2.2 B
Price T Rowe Associates IncCommon Shares18.5 M1.7 B
Bank Of America CorpCommon Shares13.8 M1.2 B
Apg Asset Management Us IncCommon Shares12.4 M1.1 B
Geode Capital Management LlcCommon Shares7.5 M669.5 M
Note, although Equity Residential's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Equity Market Capitalization

The company currently falls under 'Large-Cap' category with total capitalization of 27.76 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Equity Residential's market, we take the total number of its shares issued and multiply it by Equity Residential's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Equity Profitablity

Equity Residential's profitability indicators refer to fundamental financial ratios that showcase Equity Residential's ability to generate income relative to its revenue or operating costs. If, let's say, Equity Residential is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Equity Residential's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Equity Residential's profitability requires more research than a typical breakdown of Equity Residential's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 53.42 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 58.83 %, which entails that for every 100 dollars of revenue, it generated 0.59 of operating income.
Last ReportedProjected for 2022
Return on Investment 3.73  3.68 
Return on Average Assets 0.07  0.06 
Return on Average Equity 0.13  0.12 
Return on Invested Capital 0.06  0.05 
Return on Sales 0.65  0.65 

Management Efficiency

The entity has Return on Asset of 1.93 % which means that on every $100 spent on asset, it made $1.93 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 12.54 %, implying that it generated $12.54 on every 100 dollars invested. Equity Residential management efficiency ratios could be used to measure how well equity residential manages its routine affairs as well as how well it operates its assets and liabilities. As of 05/26/2022, Return on Investment is likely to drop to 3.68. In addition to that, Return on Average Assets is likely to drop to 0.06. Equity Residential Total Assets are relatively stable at the moment as compared to the past year. Equity Residential reported last year Total Assets of 21.17 Billion. As of 05/26/2022, Current Assets is likely to grow to about 117.7 M, while Return on Average Assets are likely to drop 0.06.
Last ReportedProjected for 2022
Book Value per Share 29.30  31.19 
Enterprise Value over EBIT 26.00  27.68 
Enterprise Value over EBITDA 17.16  17.75 
Price to Book Value 3.10  3.08 
Tangible Assets Book Value per Share 56.63  54.36 
Enterprise Value42.2 B41.6 B
Tangible Asset Value21.2 B23.1 B

Technical Drivers

As of the 26th of May, Equity Residential shows the mean deviation of 1.37, and Coefficient Of Variation of (1,301). Equity Residential technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and collect data for nineteen technical drivers for Equity Residential, which can be compared to its rivals. Please confirm Equity Residential information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if Equity Residential is priced favorably, providing market reflects its regular price of 76.24 per share. Given that Equity Residential has jensen alpha of (0.08), we urge you to verify Equity Residential's prevailing market performance to make sure the company can sustain itself at a future point.

Equity Residential Price Movement Analysis

Study
Time Period
Deviations up
Deviations down
MA Type
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The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Equity Residential middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Equity Residential. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
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Equity Residential Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Equity Residential insiders, such as employees or executives, is commonly permitted as long as it does not rely on Equity Residential's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Equity Residential insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Mark Parrell over a week ago via Macroaxis 
Equity Residential exotic insider transaction detected
Kaufman Ian over two months ago via Macroaxis 
Equity Residential exotic insider transaction detected
Kaufman Ian over two months ago via Macroaxis 
Acquisition by Kaufman Ian of tradable shares of Equity Residential subject to Rule 16b-3
David Neithercut over three months ago via Macroaxis 
Bona fide gift to David Neithercut of 552 shares of Equity Residential subject to Section 16
Catherine Carraway over three months ago via Macroaxis 
Equity Residential exotic insider transaction detected
Robert Garechana over three months ago via Macroaxis 
Acquisition by Robert Garechana of 1697 shares of Equity Residential subject to Rule 16b-3
David Neithercut over three months ago via Macroaxis 
Exercise or conversion by David Neithercut of 67941 shares of Equity Residential subject to Rule 16b-3
Kaufman Ian over six months ago via Macroaxis 
Equity Residential exotic insider transaction detected
Robert Garechana over six months ago via Macroaxis 
Exercise or conversion by Robert Garechana of 9146 shares of Equity Residential subject to Rule 16b-3
David Neithercut over six months ago via Macroaxis 
Exercise or conversion by David Neithercut of 300 shares of Equity Residential subject to Rule 16b-3
Mary Haben over six months ago via Macroaxis 
Exercise or conversion by Mary Haben of 6665 shares of Equity Residential subject to Rule 16b-3
David Neithercut over six months ago via Macroaxis 
Exercise or conversion by David Neithercut of 24757 shares of Equity Residential subject to Rule 16b-3

Equity Residential Predictive Daily Indicators

Equity Residential intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Equity Residential stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Equity Residential Forecast Models

Equity Residential time-series forecasting models is one of many Equity Residential's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Equity Residential's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Equity Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Equity Residential stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Equity shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Equity Residential. By using and applying Equity Stock analysis, traders can create a robust methodology for identifying Equity entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 27.51  27.61 
EBITDA Margin 1.00  0.97 
Gross Margin 0.61  0.60 
Profit Margin 0.54  0.51 
Equity Residential is committed to creating communities where people thrive. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver. Equity Residential operates under REITResidential classification in the United States and is traded on New York Stock Exchange. It employs 2400 people.

Current Equity Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Equity analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Equity analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
88.68Hold19Odds
Equity Residential current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Equity analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Equity stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Equity Residential, talking to its executives and customers, or listening to Equity conference calls.
Equity Analyst Advice Details

Equity Stock Analysis Indicators

Equity Residential stock analysis indicators help investors evaluate how Equity Residential stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Equity Residential shares will generate the highest return on investment. By understating and applying Equity Residential stock analysis, traders can identify Equity Residential position entry and exit signals to maximize returns.
Quick Ratio0.11
Trailing Annual Dividend Rate2.41
Fifty Two Week Low71.86
Revenue Growth9.30%
Payout Ratio70.30%
Average Daily Volume Last 10 Day1.94M
Shares Short Prior Month4.33M
Average Daily Volume In Three Month1.6M
Earnings Growth22.00%
Shares Percent Shares Out1.32%
Earnings Quarterly Growth23.00%
Gross Margins61.96%
Forward Price Earnings52.13
Short Percent Of Float1.81%
Float Shares369.4M
Fifty Two Week High94.32
Fifty Day Average85.39
Enterprise Value To Ebitda26.87
Two Hundred Day Average85.65
Enterprise Value To Revenue15.81
Trailing Annual Dividend Yield3.29%
Continue to Investing Opportunities. Note that the Equity Residential information on this page should be used as a complementary analysis to other Equity Residential's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across global markets.

Complementary Tools for Equity Stock analysis

When running Equity Residential price analysis, check to measure Equity Residential's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equity Residential is operating at the current time. Most of Equity Residential's value examination focuses on studying past and present price action to predict the probability of Equity Residential's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Equity Residential's price. Additionally, you may evaluate how the addition of Equity Residential to your portfolios can decrease your overall portfolio volatility.
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Is Equity Residential's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Equity Residential. If investors know Equity will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Equity Residential listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Equity Residential is measured differently than its book value, which is the value of Equity that is recorded on the company's balance sheet. Investors also form their own opinion of Equity Residential's value that differs from its market value or its book value, called intrinsic value, which is Equity Residential's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Equity Residential's market value can be influenced by many factors that don't directly affect Equity Residential's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Equity Residential's value and its price as these two are different measures arrived at by different means. Investors typically determine Equity Residential value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Equity Residential's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.