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Essex Property Trust upgraded to Buy, stock target raised on revised capitalization rate

EditorNatashya Angelica
Published 04/01/2024, 11:29 AM
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On Monday, BofA Securities adjusted its stance on Essex Property Trust (NYSE:ESS), elevating the stock from a Neutral rating to Buy. Accompanying this upgrade, the firm also increased the price target for Essex Property Trust, setting it at $275, a rise from the previous target of $250.

The decision for the upgrade was influenced by a revised capitalization rate, which BofA Securities lowered to 5.4% from 5.6%, citing better price discovery. The firm's 2024 Funds From Operations (FFO) estimate for Essex Property Trust is now $15.29, up from the prior forecast of $15.04. For 2025, the estimate has been adjusted to $16.13 from $15.22.

BofA Securities noted that their 2024 FFO estimate is 1.0% higher than the consensus among other analysts, while their 2025 forecast surpasses the Street consensus by 4.7%. The upgrade is a reflection of the firm's perspective that Essex Property Trust, with significant exposure in Northern California accounting for 40.1% of total Net Operating Income (NOI), is approaching a turning point in its market performance.

The firm also acknowledged a risk associated with the timing of their call, suggesting that their prediction of an inflection point in the market could be premature. Nevertheless, the new Buy rating and raised price target represent a positive outlook for Essex Property Trust's performance in the coming periods.

InvestingPro Insights

Following the upgrade by BofA Securities, current metrics from InvestingPro provide additional context to Essex Property Trust's (NYSE:ESS) financial standing. With a market capitalization of $16.14 billion and a high P/E ratio of 38.68, the company trades at a significant earnings multiple. The P/E ratio further stretches to 44.53 when adjusted for the last twelve months as of Q4 2023, suggesting that investors are willing to pay a premium for potential growth in Essex's earnings.

InvestingPro Tips indicate that Essex Property Trust has a commendable history of raising its dividend, doing so for 31 consecutive years, which may appeal to income-focused investors. Moreover, the company is trading near its 52-week high with the price at 96.82% of this peak. This aligns with the positive sentiment expressed by BofA Securities and suggests that the market is also recognizing Essex's potential upside.

For investors seeking more comprehensive analysis, there are additional InvestingPro Tips available that delve deeper into Essex Property Trust's financial health and prospects. By using the coupon code PRONEWS24, readers can get an extra 10% off a yearly or biyearly Pro and Pro+ subscription to access these insights.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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