APG Asset Management US Inc. Sells 66,304 Shares of Mid-America Apartment Communities, Inc. $MAA

APG Asset Management US Inc. lowered its holdings in Mid-America Apartment Communities, Inc. (NYSE:MAA) by 2.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 3,018,014 shares of the real estate investment trust’s stock after selling 66,304 shares during the quarter. Mid-America Apartment Communities makes up approximately 3.1% of APG Asset Management US Inc.’s investment portfolio, making the stock its 11th largest holding. APG Asset Management US Inc.’s holdings in Mid-America Apartment Communities were worth $416,486,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Mid-America Apartment Communities by 5.1% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,821 shares of the real estate investment trust’s stock valued at $2,149,000 after acquiring an additional 620 shares during the period. Envestnet Asset Management Inc. boosted its holdings in shares of Mid-America Apartment Communities by 11.9% in the second quarter. Envestnet Asset Management Inc. now owns 222,446 shares of the real estate investment trust’s stock worth $32,924,000 after acquiring an additional 23,651 shares during the period. Teacher Retirement System of Texas grew its position in shares of Mid-America Apartment Communities by 3.9% in the second quarter. Teacher Retirement System of Texas now owns 17,753 shares of the real estate investment trust’s stock valued at $2,628,000 after purchasing an additional 666 shares in the last quarter. New York Life Investment Management LLC raised its stake in shares of Mid-America Apartment Communities by 1.4% during the 2nd quarter. New York Life Investment Management LLC now owns 17,601 shares of the real estate investment trust’s stock valued at $2,605,000 after purchasing an additional 237 shares during the period. Finally, Jennison Associates LLC lifted its holdings in Mid-America Apartment Communities by 95.1% during the 2nd quarter. Jennison Associates LLC now owns 6,490 shares of the real estate investment trust’s stock worth $961,000 after purchasing an additional 3,163 shares in the last quarter. 93.60% of the stock is owned by institutional investors.

Mid-America Apartment Communities Trading Down 1.5%

MAA stock opened at $133.86 on Friday. The company has a market capitalization of $15.65 billion, a PE ratio of 35.41, a price-to-earnings-growth ratio of 2.22 and a beta of 0.79. The company has a debt-to-equity ratio of 0.93, a quick ratio of 0.10 and a current ratio of 0.10. Mid-America Apartment Communities, Inc. has a one year low of $125.75 and a one year high of $173.38. The company’s 50 day moving average price is $135.48 and its two-hundred day moving average price is $135.93.

Mid-America Apartment Communities (NYSE:MAA) last released its earnings results on Wednesday, February 4th. The real estate investment trust reported $0.48 EPS for the quarter, missing the consensus estimate of $2.22 by ($1.74). The business had revenue of $555.56 million for the quarter, compared to the consensus estimate of $556.80 million. Mid-America Apartment Communities had a net margin of 20.23% and a return on equity of 7.44%. Mid-America Apartment Communities’s revenue for the quarter was up 1.0% on a year-over-year basis. During the same period in the prior year, the business posted $2.23 EPS. Mid-America Apartment Communities has set its Q1 2026 guidance at 2.050-2.170 EPS and its FY 2026 guidance at 8.350-8.710 EPS. As a group, analysts predict that Mid-America Apartment Communities, Inc. will post 8.84 earnings per share for the current fiscal year.

Mid-America Apartment Communities Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 30th. Stockholders of record on Thursday, January 15th were paid a $1.53 dividend. This is a boost from Mid-America Apartment Communities’s previous quarterly dividend of $1.52. The ex-dividend date of this dividend was Thursday, January 15th. This represents a $6.12 dividend on an annualized basis and a dividend yield of 4.6%. Mid-America Apartment Communities’s dividend payout ratio is presently 161.90%.

Mid-America Apartment Communities News Roundup

Here are the key news stories impacting Mid-America Apartment Communities this week:

• Positive Sentiment: Management presented a growth outlook at the Citi Global Property CEO Conference, emphasizing MAA’s long-tenured, multi-market portfolio and growth strategy — this supports the company’s growth narrative and investor engagement. Mid-America Apartment Highlights Growth Outlook at Citi Conference
• Positive Sentiment: MAA confirmed participation at the 2026 Citi Global Property CEO Conference, giving management another forum to reiterate guidance and answer investor questions — useful for sentiment and clarity on strategy. MAA to Participate in the 2026 Citi Global Property CEO Conference
• Neutral Sentiment: The company priced a senior unsecured notes offering — this raises capital (likely for refinancing or liquidity) but increases leverage; outcome depends on use of proceeds and prevailing interest costs. Mid-America Apartment Communities announces pricing of senior unsecured notes offering
• Neutral Sentiment: Market commentary notes a shift as analyst views rebalance around MAA’s fundamentals and valuation — useful context for understanding trading flows but not a specific catalyst. How The Mid-America Apartment Communities (MAA) Story Is Shifting As Analyst Views Rebalance
• Negative Sentiment: Zacks Research trimmed Q1–Q4 2026 and several 2027 EPS estimates and lowered FY2026/FY2027 forecasts (e.g., FY2026 cut to ~$8.58 from ~$8.71), signaling reduced near-term earnings expectations; clustered estimate cuts are a direct negative for sentiment and likely the main driver of downward pressure on the stock today.
• Negative Sentiment: Recent quarterly results (reported earlier) missed headline EPS expectations and showed only modest revenue growth; combined with analyst downgrades and added debt issuance, investors are focusing on earnings momentum and potential margin/headline risks. Reference: MAA Feb. 4 earnings release and guidance

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the company. Morgan Stanley reduced their target price on Mid-America Apartment Communities from $169.00 to $164.00 and set an “overweight” rating for the company in a report on Thursday, November 13th. Wells Fargo & Company reduced their price objective on shares of Mid-America Apartment Communities from $157.00 to $150.00 and set an “overweight” rating for the company in a research note on Tuesday, November 25th. Mizuho upped their target price on shares of Mid-America Apartment Communities from $146.00 to $150.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. UBS Group raised their price target on shares of Mid-America Apartment Communities from $132.00 to $134.00 and gave the company a “neutral” rating in a report on Thursday, January 8th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $160.00 price target on shares of Mid-America Apartment Communities in a report on Friday, December 5th. Nine equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Mid-America Apartment Communities has an average rating of “Hold” and an average price target of $153.55.

Insider Activity at Mid-America Apartment Communities

In other Mid-America Apartment Communities news, EVP Amber Fairbanks sold 233 shares of Mid-America Apartment Communities stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $136.50, for a total value of $31,804.50. Following the transaction, the executive vice president directly owned 3,799 shares of the company’s stock, valued at $518,563.50. The trade was a 5.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Adrian Hill acquired 758 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were bought at an average cost of $131.83 per share, with a total value of $99,927.14. Following the purchase, the executive vice president owned 48,766 shares of the company’s stock, valued at approximately $6,428,821.78. This trade represents a 1.58% increase in their position. The SEC filing for this purchase provides additional information. Insiders sold 6,079 shares of company stock worth $838,698 in the last ninety days. 1.20% of the stock is owned by company insiders.

About Mid-America Apartment Communities

Mid-America Apartment Communities, Inc (NYSE: MAA) is a publicly traded real estate investment trust (REIT) specializing in the acquisition, development, redevelopment and operation of multifamily residential properties. The company focuses on high-barrier-to-entry apartment communities, offering a mix of one-, two- and three-bedroom homes designed to meet the needs of diverse renter demographics. Its integrated business model encompasses property management, leasing, maintenance and customer service, providing residents with a comprehensive living experience under one ownership platform.

MAA’s portfolio comprises more than 100 communities and over 40,000 apartment homes across key Sun Belt markets.