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EQEQR

Equity Residential

$EQR·$26B·REIT - Residential·Real Estate
$68.72-1.4%YTD+10.3%1Y+2.5%
Mentions · last 7 days
2026-07-07: 36 posts2026-07-08: 80 posts2026-07-09: 119 posts2026-07-10: 130 posts2026-07-11: 43 posts2026-07-12: 86 posts2026-07-13: 118 posts612+20%
Price updated 10m ago·X counts updated 2d ago
EQEQR
$EQREquity Residential
$68.72-1.43%612 posts+20%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $EQR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-15

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Coastal-market apartment REIT with dividend support — July 22 print has to hold same-store growth.

Equity Residential is one of the largest US apartment REITs, focused on Class A rental properties in coastal metros — New York, Boston, DC, San Francisco, LA, and Seattle. It's a mature yield vehicle that's had a modest YTD recovery.

Where it sits:

  • Growth is stable in the low single digits: Q1 revenue grew 2.5% year-over-year to $780M with operating margin at 27% — this is a mature REIT delivering exactly what you'd expect through a normalization cycle in coastal-metro rental markets.
  • The valuation is roughly fair for the yield: 27x trailing PE with a 5% FCF yield and 9% ROE puts EQR in line with peer AvalonBay — the dividend is uncontroversial, and this is a defensive-flow allocation name rather than a growth compounder.
  • The specific news flow is thin: routine board awards, standard Rule 425 8-K filings, and the standard annual meeting — no material catalysts to shift the current range beyond the upcoming earnings print.

July 22 earnings is the specific hinge: a beat on same-store NOI growth combined with any FY26 FFO guide raise would push shares toward $73-75, while an in-line quarter with soft coastal-metro rent growth (specifically SF, Seattle, NYC) would confirm the recent slight EPS miss and pull shares back to the 50-day near $67.

What to watch: July 22 earnings: same-store NOI growth by market (esp. SF, Seattle, NYC), FY26 FFO guide, and any acquisition activity. Soft coastal-metro rent growth confirms the recent EPS miss and pulls shares to $67.

On the calendar: 2026-07-22 — Q2 2026 earnings

sentiment ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-14

EQ Resources chatter emphasizes a record $79M quarterly sales print for the quarter ending June 30, up 140% quarter-over-quarter, and a solid cash build sequence from ~$12.5M to $15.5M in April to $28M in June with Spain expected to start contributing to revenue going forward. EQR has also signed agreements to acquire two tungsten-focused tenure companies surrounding its Mt Carbine operation in Far North Queensland.

Read the AI verdict + X sentiment for $EQR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

REIT owning ~80,000 apartment units in high-density coastal markets including NYC, Los Angeles, Boston, and Seattle.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Residential sits in its cycle right now — and what that implies for $EQR.

REIT - Residential · Real Estate

No material change from last week — the combined leadership team announcement this week is a concrete execution milestone for the deal creating the US's largest apartment REIT by units.

What this means for $EQR

Partial — REIT owning ~80,000 apartment units in high-density coastal markets including NYC, Los Angeles, Boston, and Seattle; this segment overlaps with the multifamily supply peak and rent growth normalization cycle but is not the dominant revenue driver.

Top industry ETF

$REZiShares Residential and Multisector Real Estate ETF
+16.1%YTD
+14.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
26.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
28.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
46.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$0.24$0.28-15.5%
Q4 2025Feb 5, 2026$1.03$1.04-1.0%
Q3 2025Oct 28, 2025$1.02$1.020.0%
Q2 2025Aug 4, 2025$0.99$0.990.0%
Next earningsWed, Jul 22·consensus EPS $0.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$779.8M+2.5%61.3%27.4%$0.24$334.6M
Q4 FY25$789.0M+2.9%-1.8%28.3%$1.01$282.4M
Q3 FY25$782.4M+4.6%63.4%29.0%$0.76$374.3M
Q2 FY25$768.8M+4.7%63.1%29.4%$0.51$274.3M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.2B$3.1B – $3.3B$1.48$1.42 – $1.5012
FY27$3.3B$3.2B – $3.4B$1.55$1.53 – $1.5911
FY28$3.4B$3.4B – $3.4B$1.79$1.65 – $1.946
FY29$3.5B$3.4B – $3.6B$1.71$1.68 – $1.785
FY30$3.6B$3.5B – $3.7B$0.00$0.00 – $0.003

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+9.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 336.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.755-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellFeb 18Michael L ManelisCOO2.4K sh$154KSellFeb 18Ian KaufmanChief Accounting Officer909 sh$58KSellFeb 18Catherine CarrawayEVP & CHRO749 sh$48KSellFeb 10Robert GarechanaEVP & Chief Investment Officer3.6K sh$237KSellFeb 10Michael L ManelisCOO5.8K sh$375KSellFeb 10Catherine CarrawayEVP & CHRO656 sh$43K
+ 23 other (23 awards) in window

See when $EQR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

Maryland 1-12252 13-3675988 disclosed voting results from its annual or special meeting. ders. On June 18, 2026, Equity Residential (the "Company") held its 2026 Annual Meeting of Shareholders (the "Annual Meeting"). At the Annual Meeting, the Company’s shareholders were asked to consider and vote upon the proposals described in the Company’s Proxy Statement for the Annual Meeting (the "Proxy Statement"). The final voting results for each matter submitted to a vote of shareholders at ...

8-KOfficer or director changeJun 88-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

EQR (EQR) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include Its Charter, Other Jurisdiction. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

8-KMaterial agreementMay 218-K — Item 1.01: Material agreement · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Equity Residential (EQR), a Chicago-based apartment REIT filing jointly through ERP Operating Limited Partnership, filed an 8-K on May 20, 2026 that critically checks the Rule 425 box — indicating written communications relating to a pending acquisition — alongside disclosures of a material definitive agreement (Item 1.01), officer change (Item 5.02), bylaw amendment (Item 5.03), Reg FD presentation (Item 7.01), and other events (Item 8.01). The Rule 425 election signals EQR is a party to a significant M&A transaction. The simultaneous disclosure of a new agreement, leadership change, governance amendment, and investor presentation suggests this is a major transformative announcement for the large-cap residential REIT.

8-KPress release / Reg FDApr 158-K — Item 7.01: Press release / Reg FD
AI summary

Equity Residential (EQR) filed an 8-K on or around April 13 under Item 7.01 to make a Regulation FD disclosure related to its 7.57% senior notes maturing in 2026. The apartment REIT disclosed information to investors about the upcoming maturity and its refinancing or repayment plans. Investors holding or monitoring these notes should review the exhibits for management commentary on the liability management strategy. This disclosure ensures equal access to information shared with bondholders or rating agencies.

8-KPress release / Reg FDMar 28-K — Item 7.01: Press release / Reg FD
+ 26 other (11 425s · 5 13Gs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Equity Residential Announces Second Quarter 2026 Earnings Release Datebusinesswire.com·7d agoAvalonBay Communities, Inc. Announces Second Quarter 2026 Earnings Release Datebusinesswire.com·7d agoEquity Residential Declares Second Quarter Dividendsbusinesswire.com·27d agoHere Are Tuesday’s Top Wall Street Analyst Research Calls: Cerebras Systems, Cleveland-Cliffs, Equity Residential, FuelCell Energy, Lennar, Luckin Coffee, Toll Brothers, and More247wallst.com·36d agoAvalonBay Communities and Equity Residential Announce Leadership Team for Combined Companybusinesswire.com·37d ago

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Explore the broader themes this ticker is being talked about under.

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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