Mid-America Apartment Communities (MAA)
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
$122.15+4.10%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
QuarterlyIQ Insights · MAA
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 25.5% |
| Our one-year growth estimate | diamond | 2.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 23.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 10 industry peers · Company calendar date is not available
MAA — earnings in line
Dated 2026-10-28
Results of Operati ons and Financial Condition. On October 28, 2026, Mid-America Apartment Communities, Inc. (“MAA”) issued a press release announcing its consolidated results of operations and financial condition as of September 30, 2026 and for the three and nine months then ended (the “Press Release”). Copies of the Press Release and supplemental data schedules are furnished as Exhibit 99.1 and Exhibit 99.2, respectively, to this Current Report. The information in this Current Report under…
Why it matters: Same Store new-lease rates fell 6.0% year over year in Q3. A smaller drop would show that new resident pricing is improving.
Supportive ifA later quarterly report shows Same Store effective new-lease rate growth above -6.0% year over year.
Worry ifA later quarterly report shows Same Store effective new-lease rate growth at or below -6.0% year over year.
Why it matters: Same Store expenses rose 2.0% in Q3. The updated full-year guide has a 1.4% midpoint, so later results will test cost control.
Worry ifFull-year 2026 Same Store property expense growth is above 1.4%.
Less concerning ifFull-year 2026 Same Store property expense growth is at or below 1.4%.
Why it matters: MAA said October new-lease pricing improved from September, against its usual seasonal trend. More gains would support its view that pricing is turning up.
Supportive ifIn the next update, October new-lease pricing is above September. Blended pricing growth is above 0% year over year.
Worry ifThe next update shows new-lease pricing fell from September, or blended pricing growth stayed at or below 0% year over year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$85 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $196 loss on $10,000 · 2.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,976 loss on $10,000 · 19.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.