Equity Lifestyle Properties, Inc. $ELS Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG cut its stake in shares of Equity Lifestyle Properties, Inc. (NYSE:ELS) by 61.1% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 14,253 shares of the real estate investment trust’s stock after selling 22,361 shares during the period. J. Safra Sarasin Holding AG’s holdings in Equity Lifestyle Properties were worth $865,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Allspring Global Investments Holdings LLC purchased a new position in shares of Equity Lifestyle Properties in the 3rd quarter valued at $1,243,000. Achmea Investment Management B.V. acquired a new position in Equity Lifestyle Properties in the second quarter valued at $1,039,000. Andra AP fonden grew its holdings in shares of Equity Lifestyle Properties by 34.9% during the second quarter. Andra AP fonden now owns 352,400 shares of the real estate investment trust’s stock worth $21,733,000 after purchasing an additional 91,100 shares during the last quarter. Creative Planning increased its position in shares of Equity Lifestyle Properties by 191.3% during the second quarter. Creative Planning now owns 30,420 shares of the real estate investment trust’s stock worth $1,876,000 after purchasing an additional 19,977 shares in the last quarter. Finally, Westwood Holdings Group Inc. increased its position in shares of Equity Lifestyle Properties by 23.2% during the second quarter. Westwood Holdings Group Inc. now owns 229,092 shares of the real estate investment trust’s stock worth $14,128,000 after purchasing an additional 43,089 shares in the last quarter. 97.21% of the stock is currently owned by hedge funds and other institutional investors.

Equity Lifestyle Properties Price Performance

Shares of NYSE ELS opened at $61.86 on Thursday. The stock has a fifty day moving average price of $61.81 and a 200 day moving average price of $61.30. Equity Lifestyle Properties, Inc. has a 1-year low of $58.15 and a 1-year high of $70.35. The company has a debt-to-equity ratio of 0.27, a current ratio of 0.05 and a quick ratio of 0.05. The company has a market cap of $11.99 billion, a PE ratio of 31.09, a P/E/G ratio of 3.54 and a beta of 0.77.

Equity Lifestyle Properties (NYSE:ELS) last announced its quarterly earnings data on Wednesday, January 28th. The real estate investment trust reported $0.79 EPS for the quarter, topping analysts’ consensus estimates of $0.78 by $0.01. Equity Lifestyle Properties had a net margin of 24.97% and a return on equity of 20.99%. The company had revenue of $373.87 million during the quarter, compared to the consensus estimate of $382.93 million. During the same quarter in the prior year, the firm earned $0.76 EPS. Equity Lifestyle Properties’s quarterly revenue was up .4% on a year-over-year basis. Equity Lifestyle Properties has set its Q1 2026 guidance at 0.810-0.870 EPS and its FY 2026 guidance at 3.120-3.220 EPS. Sell-side analysts forecast that Equity Lifestyle Properties, Inc. will post 3.07 EPS for the current year.

Equity Lifestyle Properties News Roundup

Here are the key news stories impacting Equity Lifestyle Properties this week:

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $3.120–$3.220, well above the prior consensus (~$2.49). This is a meaningful upside to street expectations and signals stronger-than-expected earnings power for the year. ELS Reports Fourth Quarter Results
• Positive Sentiment: Q1‑2026 guidance was also raised to $0.810–$0.870 vs. consensus ~ $0.66, giving near-term visibility to earnings strength. ELS Reports Fourth Quarter Results
• Positive Sentiment: Q4 results: FFO/EPS of $0.79 beat consensus $0.78 and improved from $0.76 year‑ago; revenue was slightly higher (+0.4% YoY). The beat supports the raised guidance. Equity Lifestyle Properties (ELS) Surpasses Q4 FFO and Revenue Estimates
• Positive Sentiment: Company announced its 22nd consecutive annual dividend increase, supporting income-oriented investors and REIT valuation support. ELS Reports Fourth Quarter Results
• Neutral Sentiment: Analyst/metric deep dives are available to help parse occupancy, rent growth and other operating KPIs behind the headline numbers — useful for assessing sustainability of guidance. Equity Lifestyle Properties (ELS) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Top-line growth was modest (revenue +0.4% YoY), which may temper enthusiasm if investors expected stronger rent/occupancy momentum. Press Release PDF
• Negative Sentiment: Shares are down amid the market session — potential drivers include short‑term profit taking, interest‑rate/REIT sector pressure, and a valuation that remains elevated (P/E ~31). Investors may be weighing guidance vs. macro/interest‑rate risk. MarketBeat ELS Quote

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on ELS shares. Weiss Ratings restated a “hold (c)” rating on shares of Equity Lifestyle Properties in a research note on Thursday, January 22nd. UBS Group set a $67.00 price objective on Equity Lifestyle Properties and gave the company a “buy” rating in a report on Thursday, January 8th. Royal Bank Of Canada raised shares of Equity Lifestyle Properties from an “underperform” rating to an “outperform” rating and lifted their target price for the company from $66.00 to $70.00 in a report on Monday, December 8th. Zacks Research downgraded shares of Equity Lifestyle Properties from a “hold” rating to a “strong sell” rating in a research report on Friday, January 23rd. Finally, Deutsche Bank Aktiengesellschaft downgraded shares of Equity Lifestyle Properties from a “buy” rating to a “hold” rating and set a $65.00 price objective on the stock. in a research report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Equity Lifestyle Properties has an average rating of “Moderate Buy” and an average price target of $69.14.

Equity Lifestyle Properties Profile

Equity Lifestyle Properties, Inc (NYSE: ELS) is a publicly traded real estate investment trust specializing in the acquisition, development, ownership and operation of manufactured home communities and recreational vehicle resorts. The company’s portfolio includes more than 450 properties across the United States and Canada, serving over 200,000 residents and visitors. ELS organizes its operations into two primary segments: manufactured housing communities, which provide long-term housing solutions, and upscale RV and seasonal resorts designed for leisure travelers and seasonal patrons.

In its manufactured home division, ELS offers home-site leases combined with community amenities such as landscaped common areas, clubhouses, swimming pools and organized resident events.