earnings
confidence high
sentiment positive
materiality 0.85
Camden Q4 EPS $1.44 beats $0.35 guidance; $600M buyback authorized; dividend raised to $1.06
CAMDEN PROPERTY TRUST
2025-FY EPS reported
$3.54
revenue$12,967,000
- Q4 2025 EPS $1.44 vs. guidance midpoint $0.35; Core FFO $1.76 vs. $1.73; includes $0.12 land impairments.
- Same property NOI flat YoY; occupancy 95.2%; blended lease rates -1.6% (new -5.3%, renewal +2.8%).
- Acquired Orlando community for $85.2M; sold two communities for $201M ($128M gain); marketing 11 CA communities for sale.
- Repurchased 2.1M shares in Q4 ($220.6M); new $600M buyback authorized; Q1 dividend $1.06 (previous $1.00).
- 2026 Core FFO guidance midpoint $6.75; same property NOI (0.5%) midpoint; Q1 2026 Core FFO midpoint $1.66.