Recent 8-K filings for AVB

• May 22, 2026, 4:33 PM ET other materiality 0.50 neutral item 5.02item 5.07item 9.01

  AvalonBay stockholders approve 2026 Equity Incentive Plan, re-elect all directors

  Stockholders approved new 2026 Equity Incentive Plan with 4,000,000 shares reserved, replacing expiring Prior Plan.

• May 21, 2026, 6:12 AM ET M&A materiality 0.85 neutral item 1.01item 7.01item 9.01

  AvalonBay and Equity Residential agree to all-stock merger; AVB holders get 2.793 EQR shares

  Each AvalonBay share converts to 2.793 Equity Residential common shares; combined co will have new name.

• April 28, 2026, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases

  AvalonBay Communities Reports Q1 2026 EPS Up 40.4% to $2.33, Core FFO Flat at $2.83

  Q1 2026 EPS rose 40.4% to $2.33 from $1.66 year-over-year.

• February 5, 2026, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  AvalonBay Q4 EPS $1.17 (-41% YoY); Core FFO $2.85 (+1.8%); dividend up 1.7%

  Q4 2025 EPS $1.17 vs $1.98 prior year (-40.9%); full-year EPS $7.40 vs $7.60 (-2.6%).

• December 1, 2025, 6:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  AvalonBay closes $400M public offering of 4.350% Senior Notes due 2030

  Closed $400M public offering of 4.350% Senior Notes due December 1, 2030.

• November 10, 2025, 6:59 PM ET leadership materiality 0.50 neutral item 5.02

  AvalonBay appoints Kimco CEO Conor C. Flynn to its Board of Directors

  Conor C. Flynn, CEO of Kimco Realty, appointed to AvalonBay's Board effective Nov 10, 2025.

• October 30, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01

  AvalonBay Q3 2025 EPS $2.68 beats forecast; Core FFO $2.75 slightly below midpoint

  Q3 EPS $2.68, FFO per share $3.01, Core FFO $2.75; YoY: EPS +2.7%, FFO +4.5%, Core FFO +0.4%.

• July 31, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  AvalonBay Q2 2025 EPS $1.88, FFO $2.80; Core FFO of $2.82 beats April outlook midpoint of $2.77

  EPS $1.88, up 5.6% YoY; FFO per share $2.80, up 1.8% YoY.

• July 10, 2025, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  AvalonBay closes $400M offering of 5.000% Senior Notes due 2035

  Issued $400M principal amount of 5.000% Senior Notes maturing August 1, 2035.

• May 22, 2025, 7:59 PM ET other material materiality 0.10 neutral item 5.07

  AvalonBay shareholders re-elect 11 directors, approve say-on-pay and auditor ratification

  All 11 director nominees elected; highest vote total for Stephen P. Hills at 128,014,089 for, lowest for Susan Swanezy at 120,711,295 for.

• May 1, 2025, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01

  AvalonBay Q1 Core FFO $2.83 beats midpoint; reaffirms full-year 2025 outlook

  Q1 2025 EPS $1.66 vs $1.22 YoY (+36.1%); Core FFO per share $2.83 vs $2.70 (+4.8%).

• April 4, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01

  AvalonBay ups revolver to $2.5B, adds $450M term loan, CP program to $1B

  Seventh Amended Revolver: $2.5B (up from $2.25B), matures 3-Apr-2030, accordion to $3.0B; spread SOFR+0.725%.

• February 6, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  AvalonBay Q4 EPS $1.98 (+16.5% YoY); Core FFO $2.80 (+2.2% YoY)

  Q4 2024 EPS $1.98, up 16.5% from $1.70 in Q4 2023; full-year EPS $7.60 vs $6.56.

• November 5, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  AvalonBay Q3 EPS $2.61, FFO $2.88, Core FFO $2.74; raises FY 2024 outlook

  Q3 2024 EPS of $2.61, up 115.7% YoY; FFO per share $2.88 (+16.1%); Core FFO per share $2.74 (+3.0%).

• September 9, 2024, 7:59 PM ET other material materiality 0.65 neutral item 8.01item 9.01

  AvalonBay Communities enters forward sale for 3.68M shares at $219.73 each

  Agreement with Goldman Sachs, BofA, Deutsche Bank, Morgan Stanley to sell 3.2M shares; option for 480K shares exercised in full.

• August 1, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  AvalonBay Q2 2024 EPS down 31.3% YoY, Core FFO up 4.1%; raises FY outlook

  GAAP EPS $1.78 vs $2.59 Q2 2023, a 31.3% decline driven by lower real estate gains.

• June 5, 2024, 7:59 PM ET leadership materiality 0.40 neutral item 8.01

  AvalonBay appoints Pamela R. Thomas as EVP-Portfolio and Asset Management, effective July 8, 2024

  Pamela R. Thomas appointed Executive Vice President-Portfolio and Asset Management.

• May 17, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

  AvalonBay re-elects all 11 directors, approves executive compensation and auditor ratification

  All 11 director nominees re-elected; Susan Swanezy received least votes (108M for, 18M against).

• May 14, 2024, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  AvalonBay closes $400M 5.350% Senior Notes due 2034, net proceeds ~$395.2M

  Closed public offering of $400M principal amount of 5.350% Senior Notes due 2034.

• April 26, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  AvalonBay Q1 2024 EPS $1.22 beats $1.11 outlook; Core FPO per share $2.70 (+5.1% YoY)

  EPS $1.22, up 16.2% YoY from $1.05; Core FFO $2.70 beat January mid-point outlook of $2.61.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.60 · Most common event earnings

8 positive 0 negative 12 neutral

source · AVB on sec.gov