Mid-America Apartment Communities (MAA)
NYSEReal EstateReit - ResidentialSnapshot 2026-11-05
$121.69-0.38%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-11-05
QuarterlyIQ Insights · MAA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-11-05.
The screen ranks MAA against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 2 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 67% of the last 3 guided quarters · -19.9% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Brad Hill, President and Chief Executive Officer, said, “Third quarter Core FFO met our expectations as we built occupancy through the quarter and expense management remained disciplined.
Stated in 2 of 4 supplied quarters. Management reported: “Brad Hill, President and Chief Executive Officer, said, “Third quarter Core FFO met our expectations as we built occupancy through the quarter and expense management remained disciplined.” “Our focus on resident service and satisfaction supports sector-leading results, with renewing resident lease pricing increasing 80 basis points year-over-year to 5.3%, and record retention.”
“Brad Hill, President and Chief Executive Officer, said, “Third quarter Core FFO met our expectations as we built occupancy through the quarter and expense management remained disciplined.”
“Brad Hill, President and Chief Executive Officer, said, “With fourth quarter Core FFO results in line with our expectations, we are encouraged by the improving occupancy and blended pricing trends we…”
12] $25.0M [Midpoint of Projection] We continue to exhibit strong discipline around expense control.
Stated in 1 of 4 supplied quarters. Management reported: “12] $25.0M [Midpoint of Projection] We continue to exhibit strong discipline around expense control.” “Over the last three years, we have outperformed on same store property and overhead expense growth by 290 bps vs the peer average1.”
“12] $25.0M [Midpoint of Projection] We continue to exhibit strong discipline around expense control.”
New starts should be accretive with expected stabilized NOI yield greater than 6.0% that we estimate to be reached approximately four years after construction start.
Stated in 1 of 4 supplied quarters. Management reported: “New starts should be accretive with expected stabilized NOI yield in 6.0% - 6.5% range that we estimate to be reached approximately four years after construction start.” “Capital recycling has significantly enhanced our earnings profile through higher average rents and improved margins, particularly on an after-capex basis.”
“New starts should be accretive with expected stabilized NOI yield in 6.0% - 6.5% range that we estimate to be reached approximately four years after construction start.”
Capital recycling has significantly enhanced our earnings profile through higher average rents and improved margins, particularly on an after-capex basis.
Stated in 1 of 4 supplied quarters. Management reported: “[P.31] Strong capital allocation to drive long-term value creation, planned dispositions funding share repurchase; started new development Repurchased $50M shares in May funded by dispositions, YTD repurchases $123M [P.16, 35] New development in Kansas City [P.10] Continue to make progress on strategic initiatives to drive NOI growth Disciplined approach to development, redevelopment of older assets and installing community-wide wi-fi [P.10-12, 14-15, 33] Currently piloting our ReiMAAgined Operating Platform utilizing increased centralized support and AI-supported workflows to enhance prospect engagement and resident satisfaction.”
Pursue long-term earnings growth through operating initiatives, development and a growing dividend, while updating full-year guidance quarterly.
Over the trailing year it converted 1.48x of net income into operating cash flow. Historically, Real Estate names rated neutral grew net income 57% of the time over the next year (vs 47% for the rest of the cohort, n=2917).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated neutral grew net income 56% of the time over the next year (vs 55% for the rest of the cohort, n=3851).
Not investment advice. As of 2026-11-05.
“Capital recycling has significantly enhanced our earnings profile through higher average rents and improved margins, particularly on an after-capex basis.”