Essex Property Trust Stock Analysis

ESS Stock  USD 284.57  3.41  1.21%   
Essex Property Trust is overvalued with Real Value of 264.29 and Target Price of 308.71. The main objective of Essex Property stock analysis is to determine its intrinsic value, which is an estimate of what Essex Property Trust is worth, separate from its market price. There are two main types of Essex Property's stock analysis: fundamental analysis and technical analysis.
The Essex Property stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Essex Property is usually not traded on Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day, National Mourning Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day. Essex Stock trading window is adjusted to America/New York timezone.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Essex Property Trust. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in state.

Essex Stock Analysis Notes

About 98.0% of the company shares are held by institutions such as insurance companies. The book value of Essex Property was currently reported as 84.55. The company recorded earning per share (EPS) of 8.55. Essex Property Trust last dividend was issued on the 2nd of January 2025. Essex Property Trust, Inc., an SP 500 company, is a fully integrated real estate investment trust that acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 246 apartment communities comprising approximately 60,000 apartment homes with an additional 6 properties in various stages of active development. Essex Property operates under REITResidential classification in the United States and is traded on New York Stock Exchange. It employs 17 people. To learn more about Essex Property Trust call Michael Schall at 650 655 7800 or check out https://www.essexapartmenthomes.com.

Essex Property Quarterly Total Revenue

450.7 Million

Essex Property Trust Investment Alerts

Over 98.0% of the company shares are held by institutions such as insurance companies
On 15th of January 2025 Essex Property paid $ 2.45 per share dividend to its current shareholders
Latest headline from investing.com: Essex Property Trusts SWOT analysis west coast REIT faces wildfire-driven demand

Essex Property Trust Upcoming and Recent Events

6th of February 2024
Upcoming Quarterly Report
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25th of April 2024
Next Financial Report
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31st of December 2023
Next Fiscal Quarter End
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6th of February 2024
Next Fiscal Year End
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30th of September 2023
Last Quarter Report
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31st of December 2022
Last Financial Announcement
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Essex Largest EPS Surprises

Earnings surprises can significantly impact Essex Property's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2006-02-08
2005-12-310.180.20.0211 
2012-02-01
2011-12-310.380.420.0410 
2015-10-29
2015-09-300.590.650.0610 
View All Earnings Estimates

Essex Property Environmental, Social, and Governance (ESG) Scores

Essex Property's ESG score is a quantitative measure that evaluates Essex Property's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Essex Property's operations that may have significant financial implications and affect Essex Property's stock price as well as guide investors towards more socially responsible investments.

Essex Property Thematic Classifications

In addition to having Essex Property 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.
FinTech Idea
FinTech
A collection of large financial service, investment, and banking companies

Essex Stock Institutional Investors

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.
Shares
Fmr Inc2024-09-30
864.3 K
Deutsche Bank Ag2024-09-30
848.5 K
Ameriprise Financial Inc2024-09-30
776.9 K
Charles Schwab Investment Management Inc2024-09-30
754.2 K
Northern Trust Corp2024-09-30
722.9 K
Ubs Asset Mgmt Americas Inc2024-09-30
719.6 K
Daiwa Securities Group Inc2024-09-30
684.1 K
Morgan Stanley - Brokerage Accounts2024-09-30
652 K
Resolution Capital Limited2024-09-30
650.2 K
Vanguard Group Inc2024-09-30
10.3 M
Blackrock Inc2024-09-30
6.8 M
Note, although Essex Property'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.

Essex Market Capitalization

The company currently falls under 'Large-Cap' category with a total capitalization of 18.73 B.

Essex Profitablity

The company has Net Profit Margin of 0.31 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.3 %, which entails that for every 100 dollars of revenue, it generated $0.3 of operating income.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.03  0.02 
Return On Capital Employed 0.06  0.06 
Return On Assets 0.03  0.02 
Return On Equity 0.09  0.08 

Management Efficiency

Essex Property Trust has Return on Asset of 0.0268 % which means that on every $100 spent on assets, it made $0.0268 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1018 %, implying that it generated $0.1018 on every 100 dollars invested. Essex Property's management efficiency ratios could be used to measure how well Essex Property manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is likely to gain to 0.06 in 2025, whereas Return On Tangible Assets are likely to drop 0.02 in 2025. At this time, Essex Property's Total Assets are comparatively stable compared to the past year. Non Current Assets Total is likely to gain to about 14.1 B in 2025, whereas Other Current Assets are likely to drop slightly above 6.1 M in 2025.
Last ReportedProjected for Next Year
Book Value Per Share 78.81  46.00 
Tangible Book Value Per Share 78.72  45.96 
Enterprise Value Over EBITDA 13.16  15.30 
Price Book Value Ratio 2.64  1.91 
Enterprise Value Multiple 13.16  15.30 
Price Fair Value 2.64  1.91 
Enterprise Value19.6 B20.6 B
Leadership at Essex Property emphasizes sustainable growth and financial prudence. Our analysis evaluates how these priorities impact the stock's performance in the market.
Dividend Yield
0.0354
Operating Margin
0.3038
Profit Margin
0.3135
Forward Dividend Yield
0.0354
Beta
0.897

Technical Drivers

As of the 31st of January, Essex Property shows the Variance of 2.33, standard deviation of 1.53, and Mean Deviation of 1.16. Essex Property Trust 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. Please confirm Essex Property Trust market risk adjusted performance, information ratio, as well as the relationship between the Information Ratio and skewness to decide if Essex Property Trust is priced favorably, providing market reflects its regular price of 284.57 per share. Given that Essex Property has information ratio of (0.12), we urge you to verify Essex Property Trust's prevailing market performance to make sure the company can sustain itself at a future point.

Essex Property Trust Price Movement Analysis

Execute Study
The output start index for this execution was twenty-nine with a total number of output elements of thirty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Essex Property 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 Essex Property Trust. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Essex Property Trust 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 Essex Property insiders, such as employees or executives, is commonly permitted as long as it does not rely on Essex Property'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 Essex Property 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.

Essex Property Outstanding Bonds

Essex Property issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Essex Property Trust uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Essex bonds can be classified according to their maturity, which is the date when Essex Property Trust has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Essex Property Predictive Daily Indicators

Essex Property 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 Essex Property 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.

Essex Property Corporate Filings

F4
13th of December 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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F4
12th of December 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
11th of December 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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13A
14th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
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10Q
30th of October 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
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8K
29th of October 2024
Report filed with the SEC to announce major events that shareholders should know about
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13A
16th of October 2024
An amended filing to the original Schedule 13G
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F4
19th of September 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

Essex Property Forecast Models

Essex Property's time-series forecasting models are one of many Essex Property's stock analysis techniques aimed at predicting 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 Essex Property'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 market movement and maximize returns from investment trading.

About Essex Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Essex Property prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Essex 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 Essex Property. By using and applying Essex Stock analysis, traders can create a robust methodology for identifying Essex entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.30  0.31 
Operating Profit Margin 0.40  0.47 
Net Profit Margin 0.22  0.18 
Gross Profit Margin 0.78  0.77 

Current Essex Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Essex 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. Essex 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
308.71Buy27Odds
Essex Property Trust current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Essex 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 Essex stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Essex Property Trust, talking to its executives and customers, or listening to Essex conference calls.
Essex Analyst Advice Details

Essex Stock Analysis Indicators

Essex Property Trust stock analysis indicators help investors evaluate how Essex Property stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Essex Property shares will generate the highest return on investment. By understating and applying Essex Property stock analysis, traders can identify Essex Property position entry and exit signals to maximize returns.
Begin Period Cash Flow42.7 M
Long Term Debt6.2 B
Common Stock Shares Outstanding64.3 M
Total Stockholder Equity5.4 B
Quarterly Earnings Growth Y O Y0.353
Property Plant And Equipment Net63.8 M
Cash And Short Term Investments479.5 M
Cash391.7 M
Accounts Payable175.4 M
Net Debt5.9 B
50 Day M A290.9708
Total Current Liabilities1.1 B
Other Operating Expenses1.1 B
Non Current Assets Total11.7 B
Forward Price Earnings46.0829
Non Currrent Assets Other10.6 B
Stock Based Compensation8.6 M

Additional Tools for Essex Stock Analysis

When running Essex Property's price analysis, check to measure Essex Property'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 Essex Property is operating at the current time. Most of Essex Property's value examination focuses on studying past and present price action to predict the probability of Essex Property's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Essex Property's price. Additionally, you may evaluate how the addition of Essex Property to your portfolios can decrease your overall portfolio volatility.