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Camden Property (CPT)
NYSE:CPT
Earnings Data
Report Date
Apr 23, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.27Last Year’s EPS
0.36Same Quarter Last Year
Moderate Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call mixed demonstrable operational and capital-allocation execution (Q4 core FFO beat, active portfolio recycling, large share buybacks, declining supply trends and improving development costs) with near-term headwinds (lower 2026 core FFO guidance, negative same-store NOI at the midpoint, expense growth, weak new-lease pricing and a notable regulatory hit in Denver). Management is constructive on the medium-term outlook (expecting improvement in 2H 2026 as supply tightens and rents rebound) but acknowledges persistent uncertainty and several market-specific challenges.Company Guidance
Beat on Core FFO and Q4 Results
Reported Q4 2025 core FFO of $193.1 million or $1.73 per share, $0.03 ahead of the midpoint of prior quarterly guidance; finished 2025 exceeding original core FFO guidance by $0.13 per share.
Same-Property Revenue Outperformance
Same-property revenue growth for 2025 was 76 basis points (0.76%), a 1 basis point beat to the midpoint of guidance.
Active Capital Recycling and Share Repurchases
2025 transaction activity: sold 7 older communities for $375 million and acquired 4 newer assets for $423 million; Q4 sales of $201 million and one acquisition of $85 million. Marketing 11 California operating communities with preliminary indications of $1.5–$2.0 billion; plan to reinvest ~60% via 1031 into Sunbelt and use ~$650 million for share repurchases (nearly $400 million already completed). Board approved a new $600 million repurchase authorization.
Portfolio Positioning and Supply Tailwind
Management notes new supply peaked in 2024; expected completions as % of inventory to fall from nearly 4% in 2024 to <2% in 2026 and ~1.5% in 2027, supporting improved operating conditions.
Guided Market Rent and Revenue Expectations
Projected market rent growth of ~2% for the portfolio in 2026 (weighted toward 2H); 2026 same-store revenue midpoint of 75 basis points, roughly in line with 2025.
Renewal Strength and Low Move-to-Purchase
Renewals up 2.8% in Q4; renewal offers for Q1 expirations averaged +3% to +3.5%. Move-outs to purchase homes were low at 9.6% in Q4 and 9.8% for full-year 2025.
Fee/Asset Management Outperformance in Q4
Q4 beat driven entirely by higher fee and asset management income from third-party construction business (closed several jobs well under budget); however, management expects less outperformance in 2026.
Development Cost Improvements
Construction and development costs are trending down, with management seeing approximately a 5%–8% reduction in costs versus prior peaks, improving future development economics.
CPT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CPT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $106.57 | $106.63 | +0.06% |
Nov 06, 2025 | $98.30 | $100.77 | +2.51% |
Jul 31, 2025 | $107.05 | $104.84 | -2.06% |
May 01, 2025 | $111.53 | $117.39 | +5.26% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Camden Property (CPT) report earnings?
Camden Property (CPT) is schdueled to report earning on Apr 23, 2026, After Close (Confirmed).
What is Camden Property (CPT) earnings time?
Camden Property (CPT) earnings time is at Apr 23, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CPT EPS forecast?
CPT EPS forecast for the fiscal quarter 2026 (Q1) is 0.27.