ESSEX PROPERTY TRUST, INC.(ESS)Stock Analysis
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Rank #926 of 2,879 stocksTOP 50%
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
ESS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ESSEX PROPERTY TRUST, INC. (ESS), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores ESS at 59.3/100 on a 32-signal composite quality model, placing it at rank #926 of 2,879 stocks — the top half of the AI-ranked universe. ESS scores in the top quartile across profitability (99.9), free cash flow (99.8). Areas of concern include revenue scale (3.3) and revenue growth (15.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), ESSEX PROPERTY TRUST, INC. reports quarterly revenue of $484.8M, net income of $112.2M, an operating margin of 32.0%. Top institutional holders of ESS by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. ESS trades on the NYSE exchange and files with the SEC under CIK 920522. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ESS 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 ESSEX PROPERTY TRUST, INC. directly from SEC EDGAR. ESSEX PROPERTY TRUST, INC.'s 13F Pro composite quality score has ranged between 59 and 61 since 2026, currently 59.3 — a stable long-term trajectory across 10 quarterly and live scoring snapshots.
Revenue
Q1 2026
$484.8M
Net Income
Q1 2026
$112.2M
Free Cash Flow
Q1 2026
$287.2M
Operating Margin
Q1 2026
32.0%
ROIC
Q1 2026
1.3%
D/E Ratio
Q1 2026
1.26
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+6.4% YoYOperating Income
+27.9% YoYEPS (Diluted)
-9.9% YoYTotal Assets
+1.8% YoYTotal Debt
Op. Cash Flow
+0.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.89B +6.4% | $1.77B +6.3% | $1.67B +3.9% | $1.61B +11.5% | $1.44B -3.7% | $1.50B |
| Operating Income | $899.3M +27.9% | $703.1M +20.3% | $584.3M -1.8% | $595.2M +12.3% | $530.0M +7.8% | $491.4M |
| EPS (Diluted) | $10.40 -9.9% | $11.54 +82.6% | $6.32 +0.8% | $6.27 -16.5% | $7.51 -13.6% | $8.69 |
| Total Assets | $13.16B +1.8% | $12.93B +4.6% | $12.36B -0.1% | $12.37B -4.8% | $13.00B +0.5% | $12.94B |
| Total Debt | — | — | — | — | $639.0M -0.7% | $643.5M |
| Operating Cash Flow | $1.07B +0.6% | $1.07B +9.0% | $980.1M +0.5% | $975.6M +7.8% | $905.3M +12.7% | $803.1M |
AI Insight: ESS Financial Trends
Revenue growth steady but operating income has collapsed 44% from Q4 2024 peak, signaling margin compression across the portfolio.
• Revenue grew from $442M (Q2 2024) to $485M (Q1 2026), a 9.7% increase over nine quarters.
• Operating income fell from $304M (Q4 2024) to $155M (Q1 2026), a 49% decline in one year.
• Total debt rose from $6,188M (Q2 2024) to $6,837M (Q1 2026); equity declined from $5,482M to $5,436M.
⚠ Operating margin deteriorated from 67% (Q4 2024) to 32% (Q1 2026) — steepest compression in REITs sample.
⚠ Operating cash flow volatile (range $216M–$343M); no clear trend despite revenue growth.
AI Insight: ESS Ratio Trends
Operating margin collapsed to 32.0% in Q1 2026, erasing gains from 2024–2025 cycle; ROIC sank to 5.1%, lowest in two years.
• OpMargin fell from 31.7% in Q4 2025 to 32.0% in Q1 2026, continuing a downtrend from 67.0% peak in Q4 2024.
• ROIC dropped to 5.1% in Q1 2026 versus 11.0% in Q4 2025—a reversal of capital efficiency gains across 2025.
• Leverage (D/E) rose to 1.26 in TTM 2026, matching the highest level in the dataset, as returns compress.
⚠ Seasonal volatility masks underlying trend: Q4 2024 spike (67% OpMargin, 22% ROIC) was anomalous; normalized levels now deteriorating.
⚠ TTM OpMargin at 41.8% versus Q1 2026 at 32.0% signals continued margin pressure; four-quarter trend now firmly negative.
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Available Research
13F Pro tracks comprehensive data for ESSEX PROPERTY TRUST, INC. including:
Top Institutional Holders of ESS
BlackRock, Inc.
$1.8B7,255,490 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.3B5,488,047 shSTATE STREET CORP
$1.3B5,225,506 shVANGUARD CAPITAL MANAGEMENT LLC
$1.0B4,198,276 shGEODE CAPITAL MANAGEMENT, LLC
$464.1M1,924,456 shPRINCIPAL FINANCIAL GROUP INC
$403.7M1,668,036 shDIMENSIONAL FUND ADVISORS LP
$241.0M995,810 shInvesco Ltd.
$227.3M939,236 shDaiwa Securities Group Inc.
$223.8M924,804 shLegal & General Group Plc
$218.5M902,919 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $1.8B | 7,255,490 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3B | 5,488,047 |
| STATE STREET CORP | $1.3B | 5,225,506 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 4,198,276 |
| GEODE CAPITAL MANAGEMENT, LLC | $464.1M | 1,924,456 |
| PRINCIPAL FINANCIAL GROUP INC | $403.7M | 1,668,036 |
| DIMENSIONAL FUND ADVISORS LP | $241.0M | 995,810 |
| Invesco Ltd. | $227.3M | 939,236 |
| Daiwa Securities Group Inc. | $223.8M | 924,804 |
| Legal & General Group Plc | $218.5M | 902,919 |
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Popular Research
Is ESS a good stock to buy?
13F Pro's AI-powered analysis of ESSEX PROPERTY TRUST, INC. (ESS) 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 ESS are available on the ESS 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 ESS?
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 ESS. 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 ESSEX PROPERTY TRUST, INC.'s investment landscape.