NYSE: ESS - Essex Property Trust

Yield per half year: -6.83%
Dividend yield: +3.36%
Sector: Real Estate

Share chart Essex Property Trust


About Essex Property Trust

Essex Property Trust, Inc., входящая в список S&P 500, представляет собой полностью интегрированный инвестиционный фонд недвижимости (REIT), который приобретает, развивает, перестраивает и управляет многоквартирной жилой недвижимостью на отдельных рынках Западного побережья. В настоящее время Essex владеет 246 многоквартирными домами, включающими около 60 000 многоквартирных домов, а также еще 6 объектов недвижимости на различных стадиях активной застройки.


IPO date 1994-06-06
ISIN US2971781057
Industry Residential REITs
Sector Real Estate
Валюта usd
Валюта отчета usd
Див.доход ао 3.25
Дивиденд ао 2.57
Сайт http://www.essexapartmenthomes.com
Цена ао 286.3
Change price per day: 0% (286.3)
Change price per week: +0.0245% (286.23)
Change price per month: +8.66% (263.48)
Change price per 3 month: -1.81% (291.59)
Change price per half year: -6.83% (307.28)
Change price per year: +9.88% (260.56)
Change price per 3 year: +1.53% (281.98)
Change price per 5 year: +23.99% (230.91)
Change price per 10 year: +23.76% (231.33)
Change price per year to date: -0.4901% (287.71)

Underestimation

Title Value Grade
P/S 10.24 1
P/BV 3.16 5
P/E 38.69 4
EV/EBITDA 15.22 6
Total: 4.5

Efficiency

Title Value Grade
ROA, % -0.5519 0
ROE, % -1.27 0
Total: 2.83

Dividends

Title Value Grade
Div yield, % 3.36 8.4
DSI 0.9286 9.29
Total: 5.8

Debt

Title Value Grade
Debt/EBITDA 4.09 2
Total: 6.2

Growth impulse

Title Value Grade
Yield Revenue, % 18.3 3
Yield Ebitda, % 25.16 4
Yield EPS, % -112.51 0
Total: 2.4

Dividend, % Dividend Result of period Buy before Register closing date Payment before
3.46% 9.919 IV кв. 2024 28.03.2025 31.03.2025 15.04.2025
1.17% 2.45 II кв. 2024 27.09.2024 30.09.2024 15.10.2024
0.95% 2.45 I кв. 2024 26.06.2024 28.06.2024 15.07.2024
0.95% 2.45 IV кв. 2023 25.03.2024 27.03.2024 11.04.2024
1.01% 2.31 III кв. 2023 27.12.2023 29.12.2023 15.01.2024
1.01% 2.31 I кв. 2023 27.06.2023 29.06.2023 14.07.2023
1.18% 2.31 IV кв. 2022 28.03.2023 30.03.2023 14.04.2023
1.04% 2.2 III кв. 2022 28.12.2022 30.12.2022 16.01.2023
0.91% 2.2 II кв. 2022 27.09.2022 29.09.2022 14.10.2022
0.83% 2.2 I кв. 2022 27.06.2022 29.06.2022 14.07.2022

Transaction date Date of disclosure Insider Type Price Volume Quantity Share before, % Share after, % Document
03.03.2025 03.03.2025 Morrison Anne
Officer
Purchase 314.79 809 325 2571 0 0 link
16.09.2024 16.09.2024 Kleiman Angela L.
Officer
Purchase 315.1 2 546 010 8080 0 0.01 link
21.06.2024 25.06.2024 Kleiman Angela L.
President and CEO
Sale 278.27 1 051 860 3780 0 -0.01 link
28.10.2021 29.10.2021 SCHALL MICHAEL J
President and CEO
Sale 343.72 10 779 700 31362 0 -0.05 link
28.10.2021 29.10.2021 SCHALL MICHAEL J
President and CEO
Purchase 240.61 7 546 010 31362 0 0.05 link
27.10.2021 28.10.2021 Farias John
Senior Vice President and CAO
Sale 340.61 1 716 670 5040 0 -0.01 link
27.10.2021 28.10.2021 Farias John
Senior Vice President and CAO
Purchase 240.61 1 212 670 5040 0 0.01 link
27.10.2021 28.10.2021 Kleiman Angela L.
Sr. EVP & COO
Sale 341.8 5 895 710 17249 0 -0.03 link
27.10.2021 28.10.2021 Kleiman Angela L.
Sr. EVP & COO
Purchase 240.61 4 150 280 17249 0 0.03 link
27.10.2021 28.10.2021 Berry Adam W
Executive Vice President & CIO
Sale 342.39 4 103 540 11985 0 -0.02 link
27.10.2021 28.10.2021 Berry Adam W
Executive Vice President & CIO
Purchase 240.61 2 883 710 11985 0 0.02 link
09.09.2021 10.09.2021 ROBINSON THOMAS E
Director
Sale 330.76 2 424 140 7329 0 -0.01 link
09.09.2021 10.09.2021 ROBINSON THOMAS E
Director
Purchase 229.9 1 684 940 7329 0 0.01 link
31.08.2021 01.09.2021 ROBINSON THOMAS E
Director
Sale 329.3 823 250 2500 0 0 link
31.08.2021 01.09.2021 ROBINSON THOMAS E
Director
Purchase 224.05 560 125 2500 0 0 link

Institutions Volume Share, %
Vanguard Group Inc 10216493 15.91
Blackrock Inc. 6467856 10.07
State Street Corporation 5838036 9.09
Cohen & Steers Inc. 3072004 4.78
Principal Financial Group, Inc. 2723811 4.24
Norges Bank Investment Management 2723169 4.24
FMR, LLC 2124850 3.31
Price (T.Rowe) Associates Inc 1685715 2.63
Geode Capital Management, LLC 1539952 2.4
Legal & General Group PLC 1111246 1.73

ETF Share, % Profitability for 1 year, % Dividends, %
Kelly Residential & Apartment Real Estate ETF 7.21 -8.92
Invesco S&P 500® Equal Weight Real Estate ETF 3.45 2.84 2.54
IQ CBRE NextGen Real Estate ETF 1.64645 12.43 3.95975
IQ Engender Equality ETF 1.35832 30.64 1.74017
US Equity Dividend Select ETF 0.32704 -2.35 3.20163
iShares Morningstar Mid-Cap ETF 0.18235 5.2 1.7458
iShares Morningstar Mid-Cap Growth ETF 0.17337 9.66 0.94237
iShares Morningstar Large-Cap Value ETF 0.03965 5.98 2.17567
iShares Morningstar Large-Cap ETF 0.03894 257.57 1.41244
iShares Morningstar Large-Cap Growth ETF 0.03825 12.73 0.5823
Columbia U.S. ESG Equity Income ETF 0.03498 -99.18 1.44131



Head Job title Payment Year of birth
Ms. Angela L. Kleiman President, CEO & Director 2.12M 1971 (54 years)
Ms. Barbara M. Pak CFA Executive VP & CFO 1.97M 1978 (47 years)
Sudarshana Rangachary Senior Vice President of Human Resources N/A
Ms. Anne M. Morrison Executive VP, Chief Administrative Officer, General Counsel & Secretary 1.05M 1981 (44 years)
Dmitry Taraschansky Senior Vice President of Transactions N/A
Jessica Anderson Senior Vice President of Operations N/A
Mr. Paul Burton Morgan Senior Vice President of Portfolio Strategy & Analytics N/A
Mr. Rylan K. Burns Executive VP & Chief Investment Officer N/A 1985 (40 years)
Angela Kralovec Senior Vice President of Investment Management
Mr. Brennan McGreevy Group VP & Chief Accounting Officer 1984 (41 year)

Address: United States, San Mateo, 1100 Park Place - open in Google maps, open in Yandex maps
Website: http://www.essexapartmenthomes.com