-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結了他們的觀點如下:ESS公佈了穩健的2025年第一季業績,每股FFO為4.17美元,比市場預期高出0.21美元,同店營收成長2.9%。由於租金收入達4.82億美元,現金淨營業收入較去年同期成長4.3%,平均月租金上漲2.2%至2,719美元。我們認為,西海岸多戶住宅市場呈現溫和成長態勢,其中北加州引領復甦,同店營收成長3.9%,其次是西雅圖都會區(2.3%)和南加州(2.2%)。管理層重申了2026年業績指引,預計每股FFO為15.69美元至16.19美元,同店營收成長1.7%至3.1%。 ESS將年度股利提高0.8%至每股10.36美元,連續第32年上調,同時年初至今已回購6,190萬美元股票。我們看好該投資組合在西岸市場持續復甦背景下的表現,但營運支出成長仍高於營收成長速度,達2.5%至3.5%。這導致現金淨營業收入年增僅0.8%至3.4%,中位數為2.1%。
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