EQUITY LIFESTYLE PROPERTIES INC(ELS)Stock Analysis
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Rank #568 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ELS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for EQUITY LIFESTYLE PROPERTIES INC (ELS), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores ELS at 65.6/100 on a 32-signal composite quality model, placing it at rank #568 of 2,879 stocks — the top 25% of the AI-ranked universe. ELS scores in the top quartile across free cash flow (90.9), institutional flow (82.1), profitability (81.8). Areas of concern include revenue growth (37.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), EQUITY LIFESTYLE PROPERTIES INC reports quarterly revenue of $397.6M, net income of $111.5M, an operating margin of 28.3%. Top institutional holders of ELS by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. ELS trades on the NYSE exchange and files with the SEC under CIK 895417. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ELS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for EQUITY LIFESTYLE PROPERTIES INC directly from SEC EDGAR. EQUITY LIFESTYLE PROPERTIES INC's 13F Pro composite quality score has ranged between 8 and 72 since 2021, currently 65.6 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$397.6M
Net Income
Q1 2026
$111.5M
Free Cash Flow
Q1 2026
$194.2M
Operating Margin
Q1 2026
28.3%
ROIC
Q1 2026
6.4%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+2.8% YoYNet Income
+22.0% YoYOperating Income
+22.3% YoYEPS (Diluted)
+18.9% YoYTotal Assets
+2.3% YoYTotal Debt
-4.9% YoYOp. Cash Flow
+4.2% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2018 | FY 2015 | FY 2014 |
|---|---|---|---|---|---|---|
| Revenue | $1.53B +2.8% | $1.49B +2.9% | $1.45B +46.7% | $986.7M +20.1% | $821.7M +5.8% | $776.8M |
| Net Income | $402.1M +22.0% | $329.7M +10.3% | $298.8M +32.0% | $226.4M +50.4% | $150.5M +8.7% | $138.5M |
| Operating Income | $391.3M +22.3% | $320.1M +8.3% | $295.5M -16.9% | $355.6M +20.4% | $295.2M +8.5% | $272.2M |
| EPS (Diluted) | $2.01 +18.9% | $1.69 +10.5% | $1.53 +157.1% | $0.59 -22.7% | $0.77 +9.2% | $0.70 |
| Total Assets | $5.75B +2.3% | $5.61B +2.2% | $5.49B +39.9% | $3.93B +15.5% | $3.40B -0.8% | $3.43B |
| Total Debt | $3.35B -4.9% | $3.52B +3.9% | $3.39B +43.6% | $2.36B +10.0% | $2.15B -3.0% | $2.21B |
| Operating Cash Flow | $571.1M +4.2% | $548.0M +15.2% | $475.8M +14.9% | $414.1M +17.3% | $352.9M +23.5% | $285.7M |
AI Insight: ELS Financial Trends
ELS shows stable revenue around $380M with volatile quarterly net income swinging from -$33M to $302M due to seasonal patterns.
• Revenue remained relatively flat, ranging from $372M to $398M across eight quarters with no clear growth trajectory.
• Operating income improved from $82M in Q2 2024 to $112M in Q1 2026, showing underlying operational strength.
• Net income exhibits extreme quarterly volatility, swinging from losses of -$33M to gains of $302M in Q4s.
• Operating cash flow demonstrates seasonal strength in Q1s, reaching $193M-$194M versus $99M-$150M in other quarters.
⚠ Total debt increased from $3,205M in Q4 2024 to $3,346M in Q4 2025, suggesting rising leverage.
⚠ Q4 operating cash flow weakness at $99M-$105M contrasts sharply with Q1 strength, indicating seasonal liquidity constraints.
AI Insight: ELS Ratio Trends
Operating margin improved 680bp from Q2 2024 to Q1 2026, while ROIC shows volatile quarterly swings between 7.8% and 25.5%.
• Operating margin expanded from 21.5% in Q2 2024 to 28.3% in Q1 2026, showing consistent improvement.
• Net profit margin swings dramatically between quarters, ranging from -8.7% to 80.7% across the period.
• ROE demonstrates similar volatility, fluctuating from -9.2% in Q2 2024 to 68.7% in Q4 2025.
⚠ ROIC shows extreme quarterly volatility, dropping to 7.8% in Q4 2025 from 25.0% in Q1 2025.
⚠ Consistent pattern of negative margins in Q2 quarters suggests seasonal headwinds worth monitoring.
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Available Research
13F Pro tracks comprehensive data for EQUITY LIFESTYLE PROPERTIES INC including:
Top Institutional Holders of ELS
BlackRock, Inc.
$1.5B23,897,235 shVANGUARD PORTFOLIO MANAGEMENT LLC
$989.7M15,855,376 shSTATE STREET CORP
$736.1M11,693,348 shAristotle Capital Management, LLC
$538.0M8,618,627 shVANGUARD CAPITAL MANAGEMENT LLC
$524.8M8,407,051 shPRINCIPAL FINANCIAL GROUP INC
$401.7M6,435,365 shVICTORY CAPITAL MANAGEMENT INC
$339.0M5,431,116 shGEODE CAPITAL MANAGEMENT, LLC
$298.3M4,778,105 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$279.9M4,321,310 shDaiwa Securities Group Inc.
$220.1M3,526,349 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.5B | 23,897,235 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $989.7M | 15,855,376 |
| STATE STREET CORP | $736.1M | 11,693,348 |
| Aristotle Capital Management, LLC | $538.0M | 8,618,627 |
| VANGUARD CAPITAL MANAGEMENT LLC | $524.8M | 8,407,051 |
| PRINCIPAL FINANCIAL GROUP INC | $401.7M | 6,435,365 |
| VICTORY CAPITAL MANAGEMENT INC | $339.0M | 5,431,116 |
| GEODE CAPITAL MANAGEMENT, LLC | $298.3M | 4,778,105 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $279.9M | 4,321,310 |
| Daiwa Securities Group Inc. | $220.1M | 3,526,349 |
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Popular Research
Is ELS a good stock to buy?
13F Pro's AI-powered analysis of EQUITY LIFESTYLE PROPERTIES INC (ELS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ELS are available on the ELS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ELS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ELS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of EQUITY LIFESTYLE PROPERTIES INC's investment landscape.