Equity Lifestyle Properties (NYSE:ELS) Issues FY 2026 Earnings Guidance

Equity Lifestyle Properties (NYSE:ELS) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 3.130-3.230 for the period, compared to the consensus EPS estimate of 3.180. The company issued revenue guidance of -. Equity Lifestyle Properties also updated its Q3 2026 guidance to 0.760-0.820 EPS.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Odeon Capital Group set a $65.00 price objective on shares of Equity Lifestyle Properties in a research report on Thursday, July 9th. Barclays restated an “equal weight” rating and issued a $68.00 price target on shares of Equity Lifestyle Properties in a research note on Tuesday, July 14th. Truist Financial set a $67.00 price target on Equity Lifestyle Properties and gave the stock a “hold” rating in a report on Tuesday, May 5th. Mizuho initiated coverage on Equity Lifestyle Properties in a research report on Tuesday, March 31st. They set an “outperform” rating and a $72.00 price objective for the company. Finally, Wells Fargo & Company dropped their price objective on Equity Lifestyle Properties from $70.00 to $69.00 and set an “equal weight” rating on the stock in a report on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Equity Lifestyle Properties currently has a consensus rating of “Hold” and a consensus target price of $68.70.

Equity Lifestyle Properties Price Performance

Shares of NYSE:ELS opened at $65.53 on Thursday. The company’s fifty day moving average price is $63.51 and its 200 day moving average price is $64.12. Equity Lifestyle Properties has a 12 month low of $58.15 and a 12 month high of $69.00. The company has a debt-to-equity ratio of 0.29, a current ratio of 0.04 and a quick ratio of 0.04. The firm has a market capitalization of $12.71 billion, a P/E ratio of 32.76, a P/E/G ratio of 3.95 and a beta of 0.66.

Equity Lifestyle Properties (NYSE:ELS) last released its quarterly earnings data on Wednesday, July 22nd. The real estate investment trust reported $0.50 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.22). The company had revenue of $397.81 million during the quarter, compared to analyst estimates of $383.66 million. Equity Lifestyle Properties had a net margin of 24.99% and a return on equity of 21.22%. The business’s revenue was up 5.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.69 EPS. Equity Lifestyle Properties has set its FY 2026 guidance at 3.130-3.230 EPS and its Q3 2026 guidance at 0.760-0.820 EPS. As a group, sell-side analysts predict that Equity Lifestyle Properties will post 3.18 earnings per share for the current fiscal year.

Equity Lifestyle Properties Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, July 10th. Investors of record on Friday, June 26th were given a $0.5425 dividend. The ex-dividend date of this dividend was Friday, June 26th. This represents a $2.17 dividend on an annualized basis and a dividend yield of 3.3%. Equity Lifestyle Properties’s dividend payout ratio is 108.50%.

Equity Lifestyle Properties News Summary

Here are the key news stories impacting Equity Lifestyle Properties this week:

• Positive Sentiment: Jefferies Financial Group upgraded Equity Lifestyle Properties (ELS) to “strong-buy”, which can support buying interest and improve sentiment around the stock. Zacks.com
• Positive Sentiment: ELS reported second-quarter FFO of $0.74 per share, ahead of the $0.72 consensus estimate, while revenue of about $397.8 million also topped expectations. Equity Lifestyle Properties (ELS) Surpasses Q2 FFO and Revenue Estimates
• Positive Sentiment: Management said revenue rose 5.5% from a year ago, and the company also delivered solid profitability with a 21.22% return on equity and 24.99% net margin.
• Neutral Sentiment: The company issued third-quarter EPS guidance of $0.76 to $0.82 and full-year 2026 EPS guidance of $3.13 to $3.23, both broadly in line with expectations, suggesting no major guidance surprise either way.

Hedge Funds Weigh In On Equity Lifestyle Properties

A number of institutional investors have recently modified their holdings of the business. Invesco Ltd. increased its stake in Equity Lifestyle Properties by 1.2% in the fourth quarter. Invesco Ltd. now owns 755,620 shares of the real estate investment trust’s stock valued at $45,798,000 after purchasing an additional 8,965 shares during the period. Corient Private Wealth LLC boosted its stake in shares of Equity Lifestyle Properties by 4.4% during the fourth quarter. Corient Private Wealth LLC now owns 31,900 shares of the real estate investment trust’s stock worth $1,934,000 after buying an additional 1,333 shares during the period. EP Wealth Advisors LLC acquired a new stake in shares of Equity Lifestyle Properties during the fourth quarter worth about $347,000. Empowered Funds LLC grew its holdings in shares of Equity Lifestyle Properties by 3.5% during the fourth quarter. Empowered Funds LLC now owns 5,055 shares of the real estate investment trust’s stock worth $306,000 after buying an additional 169 shares during the last quarter. Finally, VARCOV Co. purchased a new position in shares of Equity Lifestyle Properties during the fourth quarter worth about $2,048,000. 97.21% of the stock is owned by institutional investors and hedge funds.

About Equity Lifestyle Properties

Equity Lifestyle Properties, Inc (NYSE: ELS) is a publicly traded real estate investment trust specializing in the acquisition, development, ownership and operation of manufactured home communities and recreational vehicle resorts. The company’s portfolio includes more than 450 properties across the United States and Canada, serving over 200,000 residents and visitors. ELS organizes its operations into two primary segments: manufactured housing communities, which provide long-term housing solutions, and upscale RV and seasonal resorts designed for leisure travelers and seasonal patrons.

In its manufactured home division, ELS offers home-site leases combined with community amenities such as landscaped common areas, clubhouses, swimming pools and organized resident events.