Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Douglas Emmett (DEI)
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
$10.42-1.51%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for DEI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
EPS loss narrows toward guidance range | A primary condition in Douglas Emmett's published investment case. The stated target is EPS between -$0.20 and -$0.14. | Broken | EPS falls below -$0.20 or worse than guidance for FY26 | Diluted EPS: $-0.02 per share FY2026-Q2; GAAP. Published target: EPS between -$0.20 and -$0.14. Annual target cannot be compared with a quarterly or TTM observation. Aug 7, 2026-0.02 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a real estate income and recovery thesis, with a stable dividend commitment and mixed progress against 2026 goals. The thesis is in watch mode: company momentum has improved, but recent financial performance remains below the industry cohort.
DEI is described as cheap versus peers, while the valuation model shows a negative expectations gap and medium confidence. The evidence does not give enough detail to say exactly what operating recovery the market assumes; it does indicate low fragility in the current pricing setup.
Near term, management’s stated priorities are to maintain the quarterly dividend and meet its 2026 FFO and net-loss ranges. Recent quarterly figures are described as consistent with those ranges, though progress is rated mixed, and recent financial performance is neutral. A prior guidance reduction and a history of a deep miss leave execution risk, even with recent earnings beats and improving momentum.
A reversal of the guidance reduction, followed by higher guidance next quarter, would support the recovery case. Federal Reserve rate cuts could help rate-sensitive real estate, while weakness among sector bellwethers could remove that support. The multi-year view also depends on DEI sustaining its dividend and delivering against its 2026 targets.
Over the next 1 to 3 years, DEI’s thesis combines income stability with a possible operating recovery, but the weaker relative performance and prior guidance cut remain important risks. The evidence supports a cautious watch of execution rather than a settled recovery story. Not investment 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.
Dividend per share remains at $0.19 |
| It maintains a stable dividend of $0.19 per share. |
| Intact |
| Dividend per share falls below $0.19 in any quarter of 2026 |
Dividend per share: $0.19 per share FY2026-Q2; GAAP. Published target: >= $0.19 per share. The stored target says 2026-Q4; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 7, 20260.19 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 4 supplied quarters. Management reported: “On October 15, 2026, we paid a quarterly cash dividend of $0.19 per common share, or $0.76 per common share on an annualized basis.” “Development: In Brentwood, our multi-year redevelopment of the 712-unit Landmark Residences continues in full swing.” Delivery assessment Nov 5, 2026 |
Revenue grows at least 2.8% year over year | A supporting condition in Douglas Emmett's published investment case. The stated target is >= 2.8% YoY. | Improving | Revenue growth falls below 2.8% YoY over next 12 months | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-0.05 → $-0.15 · observed estimates
$1.05B → $1.06B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-0.05 | $1,049,531,999 | 3 / 4 |
| 2026-07-25 | $-0.12 | $1,037,025,360 | 3 / 5 |
| 2026-07-26 | $-0.12 | $1,037,025,360 | 3 / 5 |
| 2026-07-27 | $-0.10 | $1,046,115,050 | 3 / 4 |
| 2026-07-28 | $-0.12 | $1,037,025,360 | 3 / 5 |
| 2026-07-29 | $-0.10 | $1,046,115,050 | 3 / 4 |
| 2026-07-30 | $-0.12 | $1,037,025,360 | 3 / 5 |
| 2026-07-31 | $-0.10 | $1,046,115,050 | 3 / 4 |
| 2026-08-01 | $-0.10 | $1,046,115,050 | 3 / 4 |
| 2026-08-02 | $-0.12 | $1,037,025,360 | 3 / 5 |
| 2026-08-03 | $-0.10 | $1,046,115,050 | 3 / 4 |
| 2026-08-04 | $-0.12 | $1,037,025,360 | 3 / 5 |
| 2026-08-05 | $-0.12 | $1,037,025,360 | 3 / 5 |
| 2026-08-06 | $-0.10 | $1,046,115,050 | 3 / 4 |
| 2026-08-07 | $-0.10 | $1,046,440,049 | 3 / 4 |
| 2026-08-08 | $-0.14 | $1,039,971,560 | 3 / 5 |
| 2026-08-09 | $-0.14 | $1,039,971,560 | 3 / 5 |
| 2026-08-10 | $-0.14 | $1,039,971,560 | 3 / 5 |
| 2026-08-11 | $-0.10 | $1,046,440,049 | 3 / 4 |
| 2026-08-12 | $-0.11 | $1,039,971,560 | 4 / 5 |
| 2026-08-13 | $-0.11 | $1,039,971,560 | 4 / 5 |
| 2026-08-14 | $-0.10 | $1,046,440,049 | 3 / 4 |
| 2026-08-15 | $-0.10 | $1,046,440,049 | 4 / 4 |
| 2026-08-16 | $-0.10 | $1,046,440,049 | 4 / 4 |
| 2026-08-17 | $-0.10 | $1,046,440,049 | 4 / 4 |
| 2026-08-18 | $-0.10 | $1,046,440,049 | 4 / 4 |
| 2026-08-19 | $-0.10 | $1,046,440,049 | 4 / 4 |
| 2026-08-20 | $-0.11 | $1,049,417,175 | 5 / 4 |
| 2026-08-21 | $-0.11 | $1,049,417,175 | 5 / 4 |
| 2026-08-22 | $-0.11 | $1,049,417,175 | 5 / 4 |
| 2026-08-23 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-08-24 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-08-25 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-08-26 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-08-27 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-08-28 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-08-29 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-08-30 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-08-31 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-09-01 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-09-02 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-09-03 | $-0.11 | $1,049,417,175 | 5 / 5 |
| 2026-09-04 | $-0.11 | $1,050,204,199 | 5 / 4 |
| 2026-09-05 | $-0.11 | $1,050,204,199 | 5 / 4 |
| 2026-09-06 | $-0.11 | $1,050,204,199 | 5 / 4 |
| 2026-09-07 | $-0.11 | $1,050,204,199 | 5 / 4 |
| 2026-09-08 | $-0.11 | $1,050,204,199 | 5 / 4 |
| 2026-09-09 | $-0.11 | $1,050,204,199 | 4 / 4 |
| 2026-09-10 | $-0.12 | $1,052,329,199 | 4 / 4 |
| 2026-09-11 | $-0.12 | $1,052,329,199 | 4 / 4 |
| 2026-09-12 | $-0.12 | $1,052,329,199 | 5 / 4 |
| 2026-09-13 | $-0.12 | $1,052,329,199 | 5 / 4 |
| 2026-09-14 | $-0.12 | $1,052,329,199 | 5 / 4 |
| 2026-09-15 | $-0.12 | $1,052,329,199 | 5 / 4 |
| 2026-09-16 | $-0.12 | $1,052,329,199 | 5 / 4 |
| 2026-09-17 | $-0.12 | $1,052,329,199 | 5 / 4 |
| 2026-09-18 | $-0.12 | $1,052,329,199 | 5 / 4 |
| 2026-09-19 | $-0.12 | $1,052,329,199 | 5 / 4 |
| 2026-09-20 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-21 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-22 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-23 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-24 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-25 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-26 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-27 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-28 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-29 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-09-30 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-10-01 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-10-02 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-10-03 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-10-04 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-10-05 | $-0.12 | $1,054,617,250 | 5 / 4 |
| 2026-10-06 | $-0.12 | $1,054,617,250 | 4 / 4 |
| 2026-10-07 | $-0.12 | $1,054,617,250 | 4 / 4 |
| 2026-10-08 | $-0.12 | $1,054,617,250 | 4 / 4 |
| 2026-10-09 | $-0.12 | $1,054,617,250 | 4 / 4 |
| 2026-10-10 | $-0.12 | $1,054,617,250 | 4 / 4 |
| 2026-10-11 | $-0.13 | $1,058,414,624 | 4 / 4 |
| 2026-10-12 | $-0.13 | $1,058,414,624 | 4 / 4 |
| 2026-10-13 | $-0.13 | $1,058,414,624 | 4 / 4 |
| 2026-10-14 | $-0.13 | $1,058,414,624 | 4 / 4 |
| 2026-10-15 | $-0.13 | $1,058,414,624 | 4 / 3 |
| 2026-10-16 | $-0.13 | $1,058,414,624 | 3 / 3 |
| 2026-10-17 | $-0.13 | $1,058,414,624 | 3 / 3 |
| 2026-10-18 | $-0.13 | $1,055,859,571 | 3 / 4 |
| 2026-10-19 | $-0.13 | $1,055,859,571 | 3 / 4 |
| 2026-10-20 | $-0.13 | $1,055,859,571 | 3 / 4 |
| 2026-10-21 | $-0.13 | $1,055,945,285 | 3 / 4 |
| 2026-10-22 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-10-23 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-10-24 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-10-25 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-10-26 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-10-27 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-10-28 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-10-29 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-10-30 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-10-31 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-11-01 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-11-02 | $-0.13 | $1,055,711,313 | 3 / 4 |
| 2026-11-03 | $-0.13 | $1,056,086,937 | 3 / 4 |
| 2026-11-04 | $-0.15 | $1,055,471,188 | 3 / 4 |
| 2026-11-05 | $-0.15 | $1,055,471,188 | 3 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 10 Hold · 1 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 1 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.