| Profitability | 60/100 |
| Growth | 22/100 |
| Momentum | 56/100 |
| Quality | 76/100 |
| Earnings Quality | 90/100 |
| Balance Sheet | 35/100 |
| Value | 43/100 |
| Risk (safety) | 30/100 |
| Overall | 37.2/100 |
| Symbol | IS Score |
|---|---|
| SUI | 24 |
| ELS | 67 |
| INVH | 57 |
| AMH | 56 |
| UDR | 56 |
| ESS | 41 |
| MAA | 37 |
Both readings sit below the midpoint — business quality at 37 and price structure at 44 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 37.2 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 48 → 40 → 38 → 37 | the direction matters more than the level |
| Technical vote share back above 50% | now 45% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 776 → now 776 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% | Guard |
|---|---|---|---|---|---|
| 2026 Q2 | 776 | 114.2M | $15.8B | 98.4% | |
| 2026 Q1 | 752 | 104.3M | $12.6B | 89.8% | |
| 2025 Q4 | 767 | 111.2M | $15.3B | 95.8% | |
| 2025 Q3 | 738 | 107.5M | $14.9B | 92.6% | |
| 2025 Q2 | 746 | 112.4M | $16.4B | 96.8% | |
| 2025 Q1 | 735 | 126.5M | $19.0B | 109.0% | ex-outlier 93.1% |
| 2024 Q4 | 708 | 111.3M | $17.1B | 95.9% | |
| 2024 Q3 | 714 | 108.0M | $17.0B | 93.0% | |
| 2024 Q2 | 680 | 108.6M | $15.4B | 93.6% | |
| 2024 Q1 | 645 | 108.8M | $14.2B | 93.7% | |
| 2023 Q4 | 669 | 109.2M | $14.6B | 94.0% | |
| 2023 Q3 | 634 | 112.2M | $14.4B | 96.7% |
Why 2025-03 reads 109.00%. Institutions cannot hold more of a company than exists. The reported 126.5M shares exceed the 116.1M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 18,438,632 shares against 18,486,210 the prior quarter, a 1x jump, which alone would be 15.9% of the company. Excluding that filing, ownership is 93.1%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
| Insider | Role | Date | Type | Shares | Value | Post-Txn Owned |
|---|---|---|---|---|---|---|
| Kelly Green Edith | director | 2026-09-22 | A-Award | 223 | — | 10,494 |
| Case John | director | 2026-09-22 | A-Award | 54 | — | 5,895 |
| Caplan Deborah H | director | 2026-09-22 | A-Award | 121 | — | 1,570 |
| Fischer Tamara D | director | 2026-05-21 | BUY | 500 | $0.06M | 500 |
| Fischer Tamara D | director | 2026-05-21 | BUY | 600 | $0.08M | 1,100 |
| Mcgrath Sheila K. | director | 2026-05-19 | A-Award | 1,401 | — | 3,425 |
| Fischer Tamara D | director | 2026-05-19 | A-Award | 1,401 | — | 5,174 |
| Caplan Deborah H | director | 2026-05-19 | A-Award | 1,401 | — | 5,371 |
| 6-mo decomposition (Form 4) | Txns | Shares | Value | Signal weight |
|---|---|---|---|---|
| S — Open-market sales | 5 | 2,120 | $0.3M | Counted |
| P — Open-market purchases | 2 | 1,100 | $0.1M | Counted |
| F — Tax withholding | 8 | 10,335 | $1.3M | None — compensation |
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-09-11 | 2026-10-09 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-06-02 | 2026-07-08 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Manager | Shares | Value |
|---|---|---|
| Perpetual Ltd | 203,774 | $24M |
| Wealth Enhancement Advisory Servic | 123,583 | $14M |
| Columbus Macro, Llc | 78,899 | $9M |
| Baker Ellis Asset Management Llc | 53,443 | $6M |
| Ifm Investors Pty Ltd | 51,844 | $6M |
| Virginia Wealth Management Group, | 33,964 | $4M |
| Fund | Weight | Position |
|---|---|---|
| VGSLX | 0.8% | $519M |
| VNQ | 0.8% | $519M |
| VGSNX | 0.8% | $519M |
| VITSX | 0.0% | $431M |
| VSMPX | 0.0% | $431M |
| VTI | 0.0% | $431M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 1.2M | 35 sh |
| Ubsa Ubs Ats | 1.0M | 38 sh |
| Sgmt Sigma X2 | 0.8M | 34 sh |
| Ebxl Level Ats | 0.5M | 19 sh |
| Mlix Instinct X | 0.5M | 56 sh |
| Mspl Ms Pool (Ats-4) | 0.4M | 148 sh |
Moat score 46/100 — Weak; primary source Cost Advantage.
| Officer | Title |
|---|---|
| H. Eric Bolton Jr. | Executive Chairman |
| Adrian Bradley Hill | Chief Executive Officer, President & Director |
| Robert J. DelPriore | Executive Vice President, Chief Administrative Officer & General Counsel |
| A. Clay Holder | Executive Vice President & Chief Financial Officer |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +6.0% | +13.6% | +6.4% | +2.0% | +0.8% |
| Gross profit | +9.1% | +32.8% | +8.7% | -4.6% | -1.4% |
| Operating income | +8.7% | +35.3% | +9.5% | -4.7% | -5.7% |
| Net income | +109.6% | +19.4% | -13.3% | -4.6% | -15.3% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 1.8 | 2.0 | 2.1 | 2.2 | 2.2 | |
| Cost of revenue | 1.3 | 1.3 | 1.4 | 1.5 | 1.5 | |
| Gross profit | 0.5 | 0.7 | 0.7 | 0.7 | 0.7 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | |
| Operating income | 0.5 | 0.6 | 0.7 | 0.7 | 0.6 | |
| EBITDA | 1.3 | 1.3 | 1.3 | 1.3 | 1.3 | |
| D&A | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | |
| Pretax income | 0.6 | 0.6 | 0.6 | 0.5 | 0.5 | |
| Income tax | 0.0 | -0.0 | 0.0 | 0.0 | 0.0 | |
| Net income | 0.5 | 0.6 | 0.6 | 0.5 | 0.4 | |
| Diluted EPS ($) | 4.61 | 5.48 | 4.71 | 4.49 | 3.78 | |
| Diluted shares (M) | 115 | 116 | 117 | 117 | 117 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.0 | 0.0 | 0.0 | 0.1 | |
| ST investments | 0.0 | 0.0 | 0.0 | 0.0 | |
| Receivables (net) | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current assets | 0.1 | 0.1 | 0.1 | 0.1 | |
| PP&E (net) | 0.0 | 0.0 | 0.0 | 0.0 | |
| Goodwill + intangibles | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total assets | 11.2 | 11.5 | 11.8 | 12.0 | |
| Accounts payable | 0.1 | 0.1 | 0.1 | 0.0 | |
| Short-term debt | 0.0 | 0.5 | 0.2 | 0.0 | |
| Deferred revenue | 0.1 | 0.1 | 0.1 | 0.0 | |
| Total current liabilities | 0.6 | 1.1 | 0.9 | 0.7 | |
| Long-term debt | 4.4 | 4.0 | 4.7 | 5.4 | |
| Total liabilities | 5.0 | 5.2 | 5.7 | 6.1 | |
| Shareholders' equity | 6.2 | 6.3 | 6.1 | 5.8 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.7 | 0.6 | 0.5 | 0.5 | |
| D&A | 0.5 | 0.6 | 0.6 | 0.6 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | (0.0) | 0.0 | 0.0 | 0.0 | |
| Operating cash flow | 1.1 | 1.1 | 1.1 | 1.1 | |
| Capital expenditures | (0.3) | (0.3) | (0.3) | (0.4) | |
| Investing cash flow | (0.4) | (0.8) | (0.8) | (0.7) | |
| Buybacks | 0.0 | 0.0 | 0.0 | (0.0) | |
| Dividends paid | (0.5) | (0.7) | (0.7) | (0.7) | |
| Debt issuance / (repay) | (0.1) | 0.1 | 0.4 | 0.4 | |
| Financing cash flow | (0.7) | (0.4) | (0.3) | (0.4) | |
| Free cash flow | 0.8 | 0.8 | 0.8 | 0.7 |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| PROFITABILITY | |||||||
| ROE | 9.0% | 10.6% | 9.1% | 8.7% | 7.7% | 7% | |
| ROA | 4.7% | 5.7% | 4.9% | 4.5% | 3.8% | 3.4% | |
| ROIC | 5.6% | 6.1% | 6.4% | 6.0% | 5.6% | 5.2% | |
| Gross margin | 29.1% | 34.0% | 34.8% | 32.6% | 31.8% | 47.3% | |
| Operating margin | 26.1% | 31.1% | 32.1% | 30.0% | 28.0% | 26.9% | |
| Net margin | 30.0% | 31.6% | 25.7% | 24.1% | 20.2% | 18.2% | |
| EBITDA margin | 70.5% | 66.6% | 59.9% | 59.3% | 59.7% | 56.8% | |
| FCF margin | 44.7% | 37.7% | 27.8% | 35.4% | 32.5% | — | |
| VALUATION | |||||||
| P/E | 42.88 | 25.23 | 26.12 | 32.87 | 36.40 | 34.1 | |
| P/B | 3.82 | 2.67 | 2.36 | 2.91 | 2.86 | 2.5 | |
| P/S | 12.87 | 7.96 | 6.72 | 7.91 | 7.36 | 6.10 | |
| P/FCF | 28.78 | 21.10 | 24.15 | 22.35 | 22.66 | 23.8 | |
| EV/EBITDA | 21.53 | 15.22 | 14.75 | 17.16 | 17.01 | 15.2 | |
| EV/Revenue | 15.38 | 10.14 | 8.83 | 10.18 | 9.76 | 8.6 | |
| Earnings yield | 2.3% | 4.0% | 3.8% | 3.0% | 2.7% | 2.98% | |
| FCF yield | 3.5% | 4.7% | 4.1% | 4.5% | 4.4% | 4.21% | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | |||||||
| Current ratio | 0.22 | 0.11 | 0.05 | 0.08 | 0.16 | 0.09 | |
| Quick ratio | 0.22 | 0.11 | 0.05 | 0.08 | 0.16 | 0.09 | |
| Debt / equity | 0.75 | 0.74 | 0.75 | 0.84 | 0.95 | 1.05 | |
| Debt / assets | 40.0% | 39.5% | 39.8% | 42.4% | 45.1% | 47.5% | |
| Net debt / EBITDA | 3.51 | 3.27 | 3.52 | 3.82 | 4.18 | 4.48 | |
| Interest coverage | 4.69 | 5.18 | 4.83 | 4.23 | 3.48 | — | |
| Ratio | FY21 | FY22 | FY23 | FY24 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|---|
| EFFICIENCY | |||||||
| Asset turnover | 0.16 | 0.18 | 0.19 | 0.19 | 0.19 | 0.18 | |
| Receivables turnover | — | — | — | — | — | — | |
| DSO (days) | 0 | 0 | 0 | 0 | 0 | — | |
| DPO (days) | 0 | 14 | 26 | 27 | 15 | — | |
| Cash conversion cycle | 0 | -14 | -26 | -27 | -15 | — | |
| GROWTH (YoY) | |||||||
| Revenue growth | 6.0% | 13.6% | 6.4% | 2.0% | 0.8% | — | |
| Net income growth | 109.4% | 19.4% | -13.3% | -4.6% | -15.3% | — | |
| EPS growth | 107.5% | 19.4% | -14.1% | -4.7% | -15.4% | — | |
| FCF growth | 100.3% | -4.1% | -21.6% | 29.8% | -7.5% | — | |
| PER SHARE ($) | |||||||
| EPS (diluted, TTM) | 4.62 | 5.51 | 4.74 | 4.51 | 3.82 | 3.47 | |
| Book value / share | 51.86 | 52.10 | 52.37 | 51.02 | 48.53 | 48.26 | |
| Revenue / share | 15.38 | 17.47 | 18.40 | 18.74 | 18.86 | 19.11 | |
| FCF / share | 6.88 | 6.59 | 5.12 | 6.64 | 6.13 | 4.90 | |
| Cash / share | 0.47 | 0.33 | 0.35 | 0.37 | 0.91 | 0.45 | |
| SHAREHOLDER RETURN & SCORES | |||||||
| Buyback yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.2% | 0.93% | |
| Altman Z-Score | 2.86 | 2.13 | 1.80 | 1.97 | 1.69 | 1.3 | |
| Piotroski F-Score | 8 | 7 | 4 | 5 | 6 | 6/9 | |
| Beneish M-Score | -2.61 | -2.59 | -2.68 | -2.61 | -2.77 | -3.63 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 6 / 9 | Middling | |
| Altman Z-Score | 1.3 | Distress (<1.81) | Distress |
| Income quality | 2.46 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -3.63 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 0.96 |
| Interest burden | 0.68 |
| Operating margin | 27.9% |
| Asset turnover | 0.19× |
| Financial leverage | 2.10× |
| = ROE | 7% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.82 |
| Earnings stability | 0.01 |
| Earnings persistence | 0.88 |
| Revenue CAGR 3y | 1.6% |
| EPS CAGR 3y | -12.1% |
| FCF CAGR 3y | -11.1% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| SUI | $14.4B | -16.7 | -13% | — | -20.0% | 4/9 | -4.5% |
| ELS | $11.9B | 30.6 | 23% | 24.2% | +9.6% | 7/9 | +1.9% |
| INVH | $16.0B | 24.8 | 7% | 29.3% | +6.7% | 7/9 | -4.9% |
| AMH | $11.2B | 24.8 | 7% | 24.9% | +4.5% | 8/9 | -3.2% |
| UDR | $11.0B | 21.7 | 17% | 16.2% | +1.5% | 7/9 | — |
| ESS | $17.3B | 41.9 | 8% | 12.8% | +4.7% | 4/9 | — |
| CPT | $9.9B | 32.6 | 8% | 4.8% | +0.8% | 6/9 | — |
| EQR | $23.9B | 27.6 | 8% | 14.5% | +3.0% | 6/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $2.23B | $2.26B / $2.22B | $3.66 | $3.67 / $3.64 | 8 |
| FY2027 | $2.28B | $2.29B / $2.25B | $3.14 | $3.18 / $3.08 | 7 |
| FY2028 | $2.36B | $2.45B / $2.30B | $3.46 | $3.64 / $3.34 | 4 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $126.00 | +8.0% | 4 |
| Last Quarter | $135.00 | +15.8% | 18 |
| Last Year | $139.31 | +19.4% | 49 |
| All Time | $150.49 | +29.0% | 67 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $116.14 | +0.49 | +0.42% | Above |
| SMA 50 | $123.87 | -7.24 | -5.84% | Below |
| SMA 200 | $129.73 | -13.10 | -10.10% | Below |
| EMA 9 | $115.55 | +1.08 | +0.93% | Above |
| EMA 21 | $117.25 | -0.62 | -0.53% | Below |
| EMA 50 | $122.04 | -5.41 | -4.43% | Below |
| EMA 200 | $129.55 | -12.92 | -9.97% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $116.04 / $116.75 / $117.22 | S1 / S2 | $115.57 / $114.86 |
| Bollinger (20,2) | $112.49 – $119.80 | Squeeze | Off |
| 52-wk range | $112.44 – $142.76 | Off 52-wk high | -18.3% |
| ATR (14) | $2.13 (1.8%) | Historical vol | 17.4% |
| Computed from live weekly prices | MAA | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.57% | 1.83% |
| Best / worst week (1y) | +7.0% / -5.0% | — |
| Max drawdown (5y, monthly) | -40.8% | — |
| 1-week VaR (95%) | -3.7% | — |
| Beta (5y) | 0.71 | 1.00 |
| Reading | MAA | REIT - Residential n=75 | Real Estate n=2,764 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -40.7 | -26.5 | -28.0 | -20.5 |
| Trend | -51.5 | -42.5 | -37.3 | -21.3 |
| Momentum | -0.2 | -3.5 | -17.0 | -15.8 |
| Volume | -56.2 | -34.6 | -26.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| H. Eric Bolton, Jr. Former CEO, Executive Ch | $5.9M | 81% equity+incentive |
| A. Bradley Hill CEO and President | $5.5M | 84% equity+incentive |
| Robert J. DelPriore EVP and CAO | $3.0M | 76% equity+incentive |
| A Clay Holder CFO | $2.3M | 75% equity+incentive |
| Timothy Argo EVP and CSAO | $1.8M | 71% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 51 |
| Social | 48 |
| Governance | 58 |
| Composite ESG | 52 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-10-28 to 2026-07-29 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 115 rows · 1997 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | 12 rows · 2026-05-19 to 2026-09-22 |
| Proposed sales (Form 144) | edgar/form144 | not present for this symbol |
| Beneficial ownership (13D/G) | edgar/13dg | not present for this symbol |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.