Douglas Emmett (DEI)
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
$11.42+1.24%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
Broken: Primary pillar broken — EPS loss narrows toward guidance range: FY26 EPS guidance lowered to -$0.20 to -$0.16 vs target -$0.20 to -$0.14.
Douglas Emmett owns high-quality office and multifamily properties in major coastal markets. It maintains a stable dividend of $0.19 per share. The company beat earnings in Q1 2026 with $0.37 EPS. Analysts expect modest revenue growth near 3%.
The company is loss-making with EPS guidance between -$0.20 and -$0.14 for 2026. Earnings remain negative and the financial outlook is challenging. Revenue growth is slow and the sector faces headwinds.
The stock price is about 43% below our valuation range, reflecting the market's cautious view. Analysts expect about 3% revenue growth and continued losses, which aligns with the company’s guidance.
Breaks if: EPS falls below -$0.20 or worse than guidance for FY26
Breaks if: Dividend per share falls below $0.19 in any quarter of 2026
Breaks if: Revenue growth falls below 2.8% YoY over next 12 months
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a stable, income-focused approach in the real estate sector. The current thesis state reflects a mixed performance with some positive indicators but also notable risks.
The market appears to have priced in a justified valuation, viewing DEI as cheap compared to its peers. There is an expectations gap, indicating that the market may not fully anticipate improvements in performance.
Management is focused on maintaining dividends and achieving specific financial targets, although recent results have been mixed. The near-term risk is moderate, with a low probability of missing guidance, but the company operates in a high-miss-rate industry.
Key factors include potential upward guidance in the next quarter, changes in Federal Reserve interest rates, and performance from sector leaders. These elements could significantly influence DEI's trajectory.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Over the next 1 to 3 years, DEI's performance will depend on its ability to navigate sector challenges and meet its financial goals. Not investment advice.