Equity LifeStyle Properties, Inc. (ELS) Q2 2026 Earnings Call Transcript
Equity LifeStyle Properties, Inc. (ELS) Q2 2026 Earnings Call Transcript
ELS - Equity LifeStyle Properties, Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$70.50
DETAILS
HIGH:
$75.00
LOW:
$65.00
MEDIAN:
$71.50
CONSENSUS:
$70.50
UPSIDE:
6.74%
Stock News
Equity Lifestyle Properties Q2 Earnings Call Highlights
Equity Lifestyle Properties NYSE: ELS raised its full-year outlook after reporting stronger-than-expected second-quarter 2026 results, with management citing continued strength in manufactured housing, annual RV and marina revenues, and expense controls across the portfolio.
Are Investors Overlooking This Growing Housing Segment?
Manufactured housing is growing rapidly and will be part of the solution to the housing crisis.
Equity Lifestyle Properties (ELS) Surpasses Q2 FFO and Revenue Estimates
Equity Lifestyle Properties (ELS) came out with quarterly funds from operations (FFO) of $0.74 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to FFO of $0.69 per share a year ago.
ELS Reports Second Quarter Results
Continued Strong Performance CHICAGO, July 22, 2026 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") today announced results for the quarter and six months ended June 30, 2026. All per share results are reported on a fully diluted basis unless otherwise noted.
California Public Employees Retirement System Decreases Stake in Equity Lifestyle Properties, Inc. $ELS
California Public Employees Retirement System lowered its position in shares of Equity Lifestyle Properties, Inc. (NYSE: ELS) by 8.3% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 453,682 shares of the real estate investment trust's stock after selling 41,322 shares during the quarter. California
Equity LifeStyle Properties, Inc. Announces Second Quarter 2026 Earnings Release and Conference Call
CHICAGO, July 13, 2026 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as the "Company," "we," "us," and "our") announced today that the Company's second quarter 2026 earnings will be released on Wednesday, July 22, 2026 after market close. The Company's executive management team will host a conference call and audio webcast on Thursday, July 23, 2026 at 12:00 p.m.
The Great American Road Trip
Camping World has reached an operational inflection point, reducing debt, embracing AI, and shifting toward higher-margin, recurring revenue streams. Industry fundamentals are improving, with RV shipments projected to reach 328,800–367,000 units in 2026 and strong demand for campgrounds and resorts. Sun Communities and Equity LifeStyle Properties offer durable, recurring cash flows, with SUI trading at a discount and ELS delivering superior dividend growth.
3 Residential REITs Worth Considering Despite Market Headwinds
INVH, AMH and ELS are likely to benefit as slowing apartment construction eases supply pressure and supports future rent growth.
ELS Declares Second Quarter 2026 Dividend
CHICAGO, April 28, 2026 /PRNewswire/ -- On April 28, 2026, the Board of Directors (the "Board") of Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") declared a second quarter 2026 dividend of $0.5425 per common share, representing, on an annualized basis, a dividend of $2.17 per common share. The dividend will be paid on July 10, 2026 to stockholders of record at the close of business on June 26, 2026.
Equity LifeStyle Properties: A Structural Compounder Trading At A Discount
Equity LifeStyle Properties is rated a 'Buy' with a $70 price target, reflecting its premium valuation and resilient business model. ELS benefits from strong demographic-driven demand, limited new supply, and high occupancy, supporting predictable revenue and pricing power. The company boasts a robust balance sheet with low leverage, long debt maturities, and 97% fixed-rate debt, minimizing refinancing and interest rate risks.
Equity LifeStyle Properties, Inc. (ELS) Q1 2026 Earnings Call Transcript
Equity LifeStyle Properties, Inc. (ELS) Q1 2026 Earnings Call Transcript
Equity LifeStyle Properties: Fairly Valued Given Seasonal Pressures
Equity Lifestyle Properties remains a "Hold," offering stable income but limited upside amid sector challenges and premium valuation. Core FFO guidance for 2024 is reaffirmed at $3.12–$3.22, with mobile home growth steady but seasonal RV/marina activity under pressure. Cost relief is emerging via an 18% insurance premium reduction, offsetting ongoing weakness in discretionary and seasonal business lines.
Equity Lifestyle Properties (ELS) Matches Q1 FFO Estimates
Equity Lifestyle Properties (ELS) came out with quarterly funds from operations (FFO) of $0.84 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.83 per share a year ago.
ELS Reports First Quarter Results
Continued Strong Performance CHICAGO, April 21, 2026 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as "we," "us," and "our") today announced results for the quarter ended March 31, 2026. All per share results are reported on a fully diluted basis unless otherwise noted.
Evergreen Capital Management LLC Has $8.24 Million Holdings in Equity Lifestyle Properties, Inc. $ELS
Evergreen Capital Management LLC increased its holdings in Equity Lifestyle Properties, Inc. (NYSE: ELS) by 2,618.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 134,759 shares of the real estate investment trust's stock after acquiring an additional 129,801 shares during
Equity Lifestyle Properties (ELS) Expected to Announce Earnings on Monday
Equity Lifestyle Properties (NYSE: ELS - Get Free Report) is expected to be releasing its Q1 2026 results after the market closes on Monday, April 20th. Analysts expect Equity Lifestyle Properties to post earnings of $0.84 per share and revenue of $395.71 million for the quarter. Interested persons are encouraged to explore the company's upcoming Q1
Equity LifeStyle Properties, Inc. Announces First Quarter 2026 Earnings Release and Conference Call
CHICAGO, April 10, 2026 /PRNewswire/ -- Equity LifeStyle Properties, Inc. (NYSE: ELS) (referred to herein as the "Company," "we," "us," and "our") announced today that the Company's first quarter 2026 earnings will be released on Tuesday, April 21, 2026 after market close. The Company's executive management team will host a conference call and audio webcast on Wednesday, April 22, 2026 at 11:00 a.m.
Equity Lifestyle Properties, Inc. (NYSE:ELS) Receives Average Rating of “Moderate Buy” from Brokerages
Shares of Equity Lifestyle Properties, Inc. (NYSE: ELS - Get Free Report) have earned an average rating of "Moderate Buy" from the sixteen analysts that are currently covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, seven have issued a hold recommendation, seven have issued a buy recommendation
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Price Targets
Equity Lifestyle initiated with a Hold at Odeon Capital
$65.00
(was $63.77)
Odeon Capital Group LLC
Equity Lifestyle price target lowered to $67 from $69 at Truist
$67.00
(was $62.63)
Truist Financial
Equity Lifestyle upgraded to Buy from Hold at Deutsche Bank
$72.00
(was $64.25)
Deutsche Bank
Equity Lifestyle price target raised to $75 from $72 at BMO Capital
$75.00
(was $67.43)
John Kim
·
BMO Capital
Equity Lifestyle price target raised to $71 from $68 at Barclays
$71.00
(was $65.56)
Barclays
Equity Lifestyle price target raised to $73 from $72 at Baird
$73.00
(was $62.77)
Robert W. Baird
Equity Lifestyle downgraded to Hold from Buy at Truist
$66.00
(was $63.60)
Truist Financial
Equity Lifestyle downgraded to Hold from Buy at Deutsche Bank
$65.00
(was $63.60)
Deutsche Bank
Equity Lifestyle price target raised to $68 from $67 at Barclays
$68.00
(was $60.41)
Barclays
Equity Lifestyle price target lowered to $67 from $77 at UBS
$67.00
(was $59.68)
UBS
Equity Lifestyle upgraded to Outperform from Sector Perform at RBC Capital
$70.00
(was $61.69)
RBC Capital
Equity Lifestyle price target lowered to $62.50 from $67.50 at Morgan Stanley
$62.50
(was $60.89)
Morgan Stanley
Equity Lifestyle price target lowered to $68 from $71 at Truist
$68.00
(was $58.60)
Truist Financial
Equity Lifestyle price target lowered to $77 from $78 at BMO Capital
$77.00
(was $63.69)
BMO Capital
Equity LifeStyle Properties (ELS) PT Raised to $72 at Baird
$72.00
(was $68.02)
Wesley Golladay
·
Robert W. Baird
Jefferies Starts Equity LifeStyle Properties (ELS) at Hold
$72.00
(was $70.01)
Peter Abramowitz
·
Jefferies
Equity Lifestyle price target raised to $72 from $68 at RBC Capital
$72.00
(was $71.34)
Brad Heffern
·
RBC Capital
Wells Fargo more bullish on Equity Lifestyle, upgrades to Overweight
$82.00
(was $73.49)
James Feldman
·
Wells Fargo
Equity Lifestyle price target raised to $73 from $72 at Evercore ISI
$73.00
(was $70.39)
Steve Sakwa
·
Evercore ISI
Equity LifeStyle Properties (ELS) PT Raised to $70 at Truist Securities
$70.00
(was $68.55)
Anthony Hau
·
Truist Financial