Caprock Group LLC Takes Position in Equity Residential $EQR

Caprock Group LLC purchased a new position in Equity Residential (NYSE:EQR) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 64,010 shares of the real estate investment trust’s stock, valued at approximately $4,232,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Collier Financial purchased a new position in Equity Residential in the 3rd quarter valued at $26,000. CVA Family Office LLC raised its position in shares of Equity Residential by 425.3% in the second quarter. CVA Family Office LLC now owns 415 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 336 shares during the last quarter. Hantz Financial Services Inc. lifted its stake in shares of Equity Residential by 434.7% in the third quarter. Hantz Financial Services Inc. now owns 540 shares of the real estate investment trust’s stock worth $35,000 after buying an additional 439 shares in the last quarter. FNY Investment Advisers LLC boosted its position in Equity Residential by 1,000.0% during the second quarter. FNY Investment Advisers LLC now owns 660 shares of the real estate investment trust’s stock worth $44,000 after acquiring an additional 600 shares during the last quarter. Finally, Smartleaf Asset Management LLC boosted its position in Equity Residential by 203.5% during the third quarter. Smartleaf Asset Management LLC now owns 780 shares of the real estate investment trust’s stock worth $50,000 after acquiring an additional 523 shares during the last quarter. 92.68% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP Robert Garechana sold 3,637 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $65.13, for a total transaction of $236,877.81. Following the completion of the transaction, the executive vice president directly owned 18,740 shares in the company, valued at $1,220,536.20. This trade represents a 16.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Catherine Carraway sold 656 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $65.13, for a total value of $42,725.28. Following the completion of the sale, the executive vice president owned 18,339 shares in the company, valued at $1,194,419.07. This represents a 3.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 10,058 shares of company stock worth $655,078 over the last ninety days. Corporate insiders own 1.10% of the company’s stock.

Key Equity Residential News

Here are the key news stories impacting Equity Residential this week:

• Positive Sentiment: Evercore ISI upgraded/issued a bullish forecast for EQR, projecting strong price appreciation based on the firm’s outlook for fundamentals and valuation — this supports upside sentiment. Evercore ISI Forecast
• Positive Sentiment: Cantor Fitzgerald also published a positive price-appreciation forecast for EQR, adding analyst-level support that can attract buyers and counterbalance near-term selling pressure. Cantor Fitzgerald Forecast
• Positive Sentiment: A recent report describes EQR benefiting from AI and automation gains in 2025, which could improve operating efficiency and margins over time — a constructive operational datapoint for longer-term investors. AI & Automation Article
• Negative Sentiment: Significant insider selling was reported on Feb. 10–11: multiple senior executives sold shares at an average price near $65.13. A TipRanks roundup highlights the coordinated activity, which can signal lack of insider confidence or simply portfolio/vesting-related sales and has likely pressured the stock today. TipRanks Insider Article
• Negative Sentiment: SEC Form 4 filings show material sales by executives: EVP Robert Garechana (3,637 shares), COO Michael L. Manelis (5,765 shares) and EVP Catherine Carraway (656 shares). Each sale reduced their holdings (16.25%, 11.11%, 3.45% respectively), providing detailed confirmation of the insider offloads. Garechana Form 4 Manelis Form 4 Carraway Form 4

Analyst Upgrades and Downgrades

A number of analysts have commented on EQR shares. Jefferies Financial Group cut their price objective on shares of Equity Residential from $68.00 to $65.00 and set a “hold” rating for the company in a report on Tuesday, November 11th. Piper Sandler set a $78.00 price target on Equity Residential in a report on Tuesday, January 27th. Weiss Ratings reiterated a “hold (c)” rating on shares of Equity Residential in a research report on Thursday, January 22nd. Barclays restated an “overweight” rating and issued a $78.00 target price on shares of Equity Residential in a report on Tuesday, January 13th. Finally, Wall Street Zen upgraded Equity Residential from a “sell” rating to a “hold” rating in a report on Monday, November 3rd. Seven research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $69.58.

Equity Residential Stock Down 1.3%

Shares of EQR opened at $64.73 on Thursday. The company’s 50-day moving average price is $61.96 and its 200 day moving average price is $62.63. Equity Residential has a 12-month low of $58.38 and a 12-month high of $75.86. The company has a current ratio of 0.31, a quick ratio of 0.45 and a debt-to-equity ratio of 0.73. The firm has a market cap of $24.63 billion, a P/E ratio of 22.09, a price-to-earnings-growth ratio of 4.93 and a beta of 0.76.

Equity Residential (NYSE:EQR) last announced its quarterly earnings results on Thursday, February 5th. The real estate investment trust reported $1.03 earnings per share for the quarter, missing analysts’ consensus estimates of $1.04 by ($0.01). The company had revenue of $781.91 million for the quarter, compared to analyst estimates of $786.35 million. Equity Residential had a net margin of 36.20% and a return on equity of 9.98%. Equity Residential’s revenue was up 2.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.00 earnings per share. Equity Residential has set its Q1 2026 guidance at 0.940-0.980 EPS and its FY 2026 guidance at 4.020-4.140 EPS. On average, sell-side analysts forecast that Equity Residential will post 3.98 earnings per share for the current year.

Equity Residential Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Friday, January 2nd were paid a dividend of $0.6925 per share. This represents a $2.77 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date was Friday, January 2nd. Equity Residential’s dividend payout ratio is 94.54%.

About Equity Residential

Equity Residential (NYSE: EQR) is a publicly traded real estate investment trust that acquires, develops, owns and operates rental apartment properties. Headquartered in Chicago, the company focuses on delivering professionally managed, market-rate apartment homes and related services to renters. Its operations cover a range of property types, including high-rise and mid-rise assets, with amenities and on-site management designed to support resident retention and occupancy.

The company’s core activities include property acquisitions, development and redevelopment, leasing, and day-to-day property management.