Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Vivmark Residential (VMRK)
NYSEReal EstateReit - ResidentialSnapshot 2026-11-05
$65.25+2.40%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Oct 4, 2026.
Next-FY EPS estimate change · 30 days
1.72 → 1.82 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 6 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for VMRK 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 |
|---|---|---|---|---|
Maintain quarterly dividend payments around $0.70 per share | The company has maintained a stable dividend around $0.70 per share. | Intact | dividend falls below $0.69 per share | Dividend per share: $0.70 per share FY2026-Q2; GAAP. Published target: >=0.70. Target period is not explicitly aligned with this observation. Jul 30, 20260.7025 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 investment with a steady dividend and recent strong financial performance. The long-term thesis is intact, but the overall signal has shifted from mildly favorable to mixed, and confidence is medium.
Valuation is broadly aligned with the model, and the evidence labels the priced-in setup as justified with low fragility. VMRK is modestly above peers on the valuation measure, while the expectations gap is slightly negative, suggesting expectations are not clearly too low.
Near term, management is targeting 2% same-store residential revenue growth for 2026, while occupancy was 95.7% and net effective asking rents rose 3.6% year over year in the latest quarter. These goals are newly stated and need further delivery confirmation; the dividend has been steady, though its record is described as mixed.
The multi-year view depends on delivering the 2026 revenue goal while maintaining strong occupancy and rent growth. Near-term sector support could improve if the Fed cuts rates, but weakening jobs data or cracks in real estate peers could remove that support.
For the next 1 to 3 years, VMRK has a sound recent operating record and a low-fragility setup, but its growth goals remain under watch and the signal is mixed. 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.
| Strong net income growth supports its operational performance. |
| Intact |
| falls below $100 million next fiscal quarter |
Net income: $114.135M FY2026-Q2; GAAP. Published target: >=114.1 million. Target period is not explicitly aligned with this observation. Jul 30, 2026114,135,000 USD · 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. |
Revenue growth of 29% YoY | A primary condition in Vivmark Residential's published investment case. The stated target is >=29% YoY. | Intact | falls below 20% YoY growth next fiscal year | Revenue growth: 2.11% FY2026-Q2; GAAP. Published target: >=29% YoY. Target period is not explicitly aligned with this observation. Jul 30, 20262.109968 percent · calculatedLast 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 · Oct 4, 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.
$1.61 → $1.82 · observed estimates
$3.33B → $3.34B · 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 |
|---|---|---|---|
| 2026-09-01 | $1.61 | $3,328,301,004 | 5 / 5 |
| 2026-09-02 | $1.61 | $3,328,301,004 | 5 / 5 |
| 2026-09-03 | $1.61 | $3,328,301,004 | 5 / 5 |
| 2026-09-04 | $1.61 | $3,328,301,004 | 5 / 5 |
| 2026-09-05 | $1.61 | $3,328,301,004 | 6 / 6 |
| 2026-09-06 | $1.61 | $3,328,301,004 | 6 / 6 |
| 2026-09-07 | $1.61 | $3,328,301,004 | 6 / 5 |
| 2026-09-08 | $1.61 | $3,328,301,004 | 6 / 5 |
| 2026-09-09 | $1.61 | $3,328,301,004 | 6 / 5 |
| 2026-09-10 | $1.65 | $3,322,816,311 | 6 / 5 |
| 2026-09-11 | $1.65 | $3,322,816,311 | 6 / 5 |
| 2026-09-12 | $1.65 | $3,322,816,311 | 6 / 5 |
| 2026-09-13 | $1.65 | $3,322,816,311 | 6 / 5 |
| 2026-09-14 | $1.65 | $3,322,816,311 | 6 / 5 |
| 2026-09-15 | $1.65 | $3,322,816,311 | 6 / 5 |
| 2026-09-16 | $1.65 | $3,322,816,311 | 6 / 5 |
| 2026-09-17 | $1.72 | $3,326,569,920 | 6 / 5 |
| 2026-09-18 | $1.72 | $3,326,569,920 | 6 / 5 |
| 2026-09-19 | $1.72 | $3,326,569,920 | 6 / 5 |
| 2026-09-20 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-09-21 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-09-22 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-09-23 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-09-24 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-09-25 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-09-26 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-09-27 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-09-28 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-09-29 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-09-30 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-01 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-02 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-03 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-04 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-05 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-06 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-07 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-08 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-09 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-10 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-11 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-12 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-13 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-14 | $1.72 | $3,333,315,186 | 6 / 5 |
| 2026-10-15 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-10-16 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-10-17 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-10-18 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-10-19 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-10-20 | $1.72 | $3,333,315,186 | 6 / 6 |
| 2026-10-21 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-22 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-23 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-24 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-25 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-26 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-27 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-28 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-29 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-30 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-10-31 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-11-01 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-11-02 | $1.76 | $3,333,315,186 | 6 / 6 |
| 2026-11-03 | $1.82 | $3,336,216,704 | 6 / 6 |
| 2026-11-04 | $1.82 | $3,336,216,704 | 6 / 6 |
| 2026-11-05 | $1.82 | $3,336,216,704 | 6 / 6 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 10 Buy / Strong Buy · 12 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 5 recorded
0 raises · 2 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.