Camden Property Trust (CPT)
NYSEReal EstateReit - ResidentialSnapshot 2026-07-07
$117.58+0.54%
Close 2026-07-07 · 1-day change
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Track CPT free→Warn: Management is running behind on a stated commitment.
Camden Property Trust owns and manages apartments with steady demand. It aims for EPS of about $0.17 in Q2 2026. The company is working to fix its recent earnings miss. Share buybacks support shareholder value.
Earnings missed badly in Q1 2026, with net income down from $156M to $42M. Litigation risks and volatile management add uncertainty. The sector faces headwinds and valuation is very stretched.
The price is about 46% above our fair value near $81. Analysts expect 32% revenue growth, but our model is more cautious. The market prices strong growth that may be optimistic given recent earnings misses.
Breaks if: Buyback program is suspended or materially reduced
Breaks if: EPS falls below $0.13 in Q2 2026
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Camden has updated its earnings guidance for 2026 based on current and expected views of the apartment market.
Stated in 2 of last 2 quarters. EPS guidance for 2026-Q2 is $0.13 to $0.17, reflecting adjustments based on market conditions. The trajectory shows recurring updates, but financial results indicate an earnings miss in 2026-Q1, suggesting limited progress.
“Camden updated its earnings guidance for 2026 based on its current and expected views of the apartment market.”
“we are raising the midpoint of our 2025 Core FFO guidance from $6.81 to $6.85 per share.”
Camden is addressing the earnings miss reported for the first quarter of 2026.
Newly stated in 2026-Q1. Net income decreased to $42.4M in 2026-Q1 from $156.0M in 2025-Q4, indicating a significant earnings miss. Management has acknowledged the issue, but the trajectory shows a need for corrective action.
“Camden issued a press release announcing its consolidated financial results for the three months ended March 31, 2026.”
Breaks if: Net income falls below $42M in any quarter
Camden is addressing the earnings miss reported for the first quarter of 2026.
Newly stated in 2026-Q1. Net income decreased to $42.4M in 2026-Q1 from $156.0M in 2025-Q4, indicating a significant earnings miss. Management has acknowledged the issue, but the trajectory shows a need for corrective action.
“Camden issued a press release announcing its consolidated financial results for the three months ended March 31, 2026.”
Breaks if: Apartment market weakens causing earnings guidance cuts
Camden has updated its earnings guidance for 2026 based on current and expected views of the apartment market.
Stated in 2 of last 2 quarters. EPS guidance for 2026-Q2 is $0.13 to $0.17, reflecting adjustments based on market conditions. The trajectory shows recurring updates, but financial results indicate an earnings miss in 2026-Q1, suggesting limited progress.
“Camden updated its earnings guidance for 2026 based on its current and expected views of the apartment market.”
“we are raising the midpoint of our 2025 Core FFO guidance from $6.81 to $6.85 per share.”