How The Pieces Add Up: JAVA Headed For $72
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2025
0mins
Should l Buy ELS?
Source: NASDAQ.COM
ETF Analyst Target Price Insights: The JPMorgan Active Value ETF (JAVA) has an implied analyst target price of $71.70 per unit, indicating a potential upside of 17.76% from its current trading price of $60.89. Notable underlying holdings with significant upside include Copa Holdings S.A., Rayonier Inc., and Equity Lifestyle Properties Inc.
Analyst Target Justification Concerns: Questions arise regarding whether analysts' optimistic target prices are justified based on recent company and industry developments, suggesting the need for further investor research to assess the validity of these targets.
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Analyst Views on ELS
Wall Street analysts forecast ELS stock price to rise
11 Analyst Rating
8 Buy
3 Hold
0 Sell
Moderate Buy
Current: 67.180
Low
62.05
Averages
68.71
High
76.00
Current: 67.180
Low
62.05
Averages
68.71
High
76.00
About ELS
Equity LifeStyle Properties, Inc. is a self-administered and self-managed real estate investment trust (REIT). The Company is a fully integrated owner of lifestyle-oriented properties consisting of property operations and home sales and rental operations within manufactured home (MH) and recreational vehicle (RV) communities and marinas. It operates through two segments: Property Operations and Home Sales and Rentals Operations. The Property Operations segment owns and operates land-leased Properties. The Home Sales and Rentals Operations segment purchases, sells and leases homes at the Properties. Its portfolio is geographically diversified across desirable locations near retirement and vacation destinations and urban areas across the United States. It owns an interest in a portfolio of approximately 452 properties located throughout the United States and Canada containing 173,201 individually developed areas (Sites). These properties are located in 35 states and British Columbia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Bank of America Names Five Stocks with Upside Potential
- Strong Performance by CACI: CACI's earnings report showcased robust margin expansion and free cash flow generation despite a sluggish award environment, prompting analysts to raise their price target from $670 to $750, reflecting confidence in its continued dominance.
- Growth in Real Estate Investment Trust: Equity LifeStyle Properties reported strong business performance in January, leading analysts to upgrade the stock from neutral to buy, as its age-restricted mobile home portfolio benefits from demographic trends, with steady rent increases contributing to an 8% rise in stock price this year.
- Turning Point for Teledyne: Teledyne exceeded revenue expectations in January, with analysts noting that short-cycle recovery will drive margin expansion, while strong growth in the drone market is anticipated, resulting in a 27% increase in stock price since the beginning of the year.
- Boot Barn's Sustained Growth: Boot Barn continues to show consistent sales momentum, with analysts reiterating a buy rating, arguing that its 21x P/E ratio does not fully reflect its best-in-class growth profile, as third-quarter results aligned with prior expectations, indicating strong market performance.
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Equity LifeStyle Declares Q1 2026 Dividend
- Dividend Declaration: On February 3, 2026, Equity LifeStyle Properties announced a Q1 2026 dividend of $0.5425 per share, equating to an annualized dividend of $2.17, reflecting the company's ongoing cash flow and profitability.
- Payment Schedule: The dividend is set to be paid on April 10, 2026, to shareholders of record as of March 27, 2026, ensuring stable returns for investors and enhancing shareholder confidence.
- Financial Transparency: The company highlighted its adherence to the Private Securities Litigation Reform Act of 1995 in its announcement, emphasizing transparency regarding future expectations to mitigate investor uncertainty.
- Market Positioning: As of December 31, 2025, Equity LifeStyle owns or has interests in 453 properties across the U.S., encompassing 173,355 sites, showcasing its strong presence and ongoing expansion potential in the lifestyle property market.
See More
Equity LifeStyle Declares Q1 2026 Dividend
- Dividend Declaration: On February 3, 2026, Equity LifeStyle Properties announced a Q1 2026 dividend of $0.5425 per share, equating to an annualized dividend of $2.17, reflecting the company's commitment to shareholder returns.
- Payment Schedule: The dividend is set to be paid on April 10, 2026, to shareholders of record as of March 27, 2026, ensuring predictability and stability for shareholders in their financial planning.
- Financial Transparency: The press release includes forward-looking statements that highlight management's expectations and potential risks regarding future performance, indicating the company's sensitivity and responsiveness to market changes.
- Portfolio Overview: As of December 31, 2025, Equity LifeStyle owns or has an interest in 453 properties comprising 173,355 sites, showcasing its strong presence and investment potential in the U.S. real estate market.
See More
BofA Upgrades Equity LifeStyle to Buy Following Q4 Results
- Earnings Beat: Equity LifeStyle Properties (ELS) reported Q4 FFO of $0.79, beating estimates by $0.01, although revenue of $373.9 million, which grew 0.4% year-over-year, fell short by $8.36 million, indicating revenue growth challenges.
- Growth Drivers: BofA analysts highlighted that stable manufactured home (MH) and annual recreational vehicle (RV) revenues are the primary growth drivers for ELS, particularly its age-restricted MH portfolio, which is driven by demographic trends and shows lower sensitivity to macroeconomic volatility.
- Positive Outlook: BofA forecasts a 5.1% growth in net operating income (NOI) for 2026, at the high end of residential coverage, while raising its 2026 FFO estimate to $3.19 and 2027 FFO estimate to $3.39, both above consensus, reflecting confidence in the company's future performance.
- Price Target Increase: BofA raised its price target on ELS from $74 to $76, acknowledging the company's stable growth potential, even as the stock closed up just 0.05% at $63.20 on Monday, indicating a cautious market sentiment.
See More
EQUITY LIFESTYLE PROPERTIES INC: BOFA GLOBAL RESEARCH UPGRADES TO BUY FROM NEUTRAL; INCREASES PRICE TARGET TO $76 FROM $74
Equity Lifestyle Properties: The company has raised funds to buy from Neutral, indicating a strategic investment move.
Price Increase: The price of the object has been raised from $74 to $76, reflecting a positive valuation adjustment.
See More
Latest Rating Changes on Wall Street
- Microsoft's AI Investment Outlook: Piper Sandler names Microsoft a top investment idea, asserting that it is best positioned for AI adoption, highlighting the company's strong competitive edge in the rapidly growing AI market.
- Optimistic FedEx Outlook: Wells Fargo upgrades FedEx to overweight, anticipating that the upcoming investor day will showcase solid multi-year targets, particularly with expectations for a significant profit increase in fiscal year 2027.
- Palantir's Sustained Growth: Baird upgrades Palantir to outperform, citing strong Q4 results that mark the tenth consecutive quarter of revenue growth, demonstrating the company's robust performance in the U.S. commercial sector.
- SoFi's Customer Growth Momentum: JPMorgan upgrades SoFi to overweight, noting undeniable momentum in adding new members and deposits, with expectations for continued premium customer acquisition and engagement in the foreseeable future.
See More
Bank of America Names Five Stocks with Upside Potential
- Strong Performance by CACI: CACI's earnings report showcased robust margin expansion and free cash flow generation despite a sluggish award environment, prompting analysts to raise their price target from $670 to $750, reflecting confidence in its continued dominance.
- Growth in Real Estate Investment Trust: Equity LifeStyle Properties reported strong business performance in January, leading analysts to upgrade the stock from neutral to buy, as its age-restricted mobile home portfolio benefits from demographic trends, with steady rent increases contributing to an 8% rise in stock price this year.
- Turning Point for Teledyne: Teledyne exceeded revenue expectations in January, with analysts noting that short-cycle recovery will drive margin expansion, while strong growth in the drone market is anticipated, resulting in a 27% increase in stock price since the beginning of the year.
- Boot Barn's Sustained Growth: Boot Barn continues to show consistent sales momentum, with analysts reiterating a buy rating, arguing that its 21x P/E ratio does not fully reflect its best-in-class growth profile, as third-quarter results aligned with prior expectations, indicating strong market performance.
See More
Equity LifeStyle Declares Q1 2026 Dividend
- Dividend Declaration: On February 3, 2026, Equity LifeStyle Properties announced a Q1 2026 dividend of $0.5425 per share, equating to an annualized dividend of $2.17, reflecting the company's ongoing cash flow and profitability.
- Payment Schedule: The dividend is set to be paid on April 10, 2026, to shareholders of record as of March 27, 2026, ensuring stable returns for investors and enhancing shareholder confidence.
- Financial Transparency: The company highlighted its adherence to the Private Securities Litigation Reform Act of 1995 in its announcement, emphasizing transparency regarding future expectations to mitigate investor uncertainty.
- Market Positioning: As of December 31, 2025, Equity LifeStyle owns or has interests in 453 properties across the U.S., encompassing 173,355 sites, showcasing its strong presence and ongoing expansion potential in the lifestyle property market.
See More
Equity LifeStyle Declares Q1 2026 Dividend
- Dividend Declaration: On February 3, 2026, Equity LifeStyle Properties announced a Q1 2026 dividend of $0.5425 per share, equating to an annualized dividend of $2.17, reflecting the company's commitment to shareholder returns.
- Payment Schedule: The dividend is set to be paid on April 10, 2026, to shareholders of record as of March 27, 2026, ensuring predictability and stability for shareholders in their financial planning.
- Financial Transparency: The press release includes forward-looking statements that highlight management's expectations and potential risks regarding future performance, indicating the company's sensitivity and responsiveness to market changes.
- Portfolio Overview: As of December 31, 2025, Equity LifeStyle owns or has an interest in 453 properties comprising 173,355 sites, showcasing its strong presence and investment potential in the U.S. real estate market.
See More
BofA Upgrades Equity LifeStyle to Buy Following Q4 Results
- Earnings Beat: Equity LifeStyle Properties (ELS) reported Q4 FFO of $0.79, beating estimates by $0.01, although revenue of $373.9 million, which grew 0.4% year-over-year, fell short by $8.36 million, indicating revenue growth challenges.
- Growth Drivers: BofA analysts highlighted that stable manufactured home (MH) and annual recreational vehicle (RV) revenues are the primary growth drivers for ELS, particularly its age-restricted MH portfolio, which is driven by demographic trends and shows lower sensitivity to macroeconomic volatility.
- Positive Outlook: BofA forecasts a 5.1% growth in net operating income (NOI) for 2026, at the high end of residential coverage, while raising its 2026 FFO estimate to $3.19 and 2027 FFO estimate to $3.39, both above consensus, reflecting confidence in the company's future performance.
- Price Target Increase: BofA raised its price target on ELS from $74 to $76, acknowledging the company's stable growth potential, even as the stock closed up just 0.05% at $63.20 on Monday, indicating a cautious market sentiment.
See More
EQUITY LIFESTYLE PROPERTIES INC: BOFA GLOBAL RESEARCH UPGRADES TO BUY FROM NEUTRAL; INCREASES PRICE TARGET TO $76 FROM $74
Equity Lifestyle Properties: The company has raised funds to buy from Neutral, indicating a strategic investment move.
Price Increase: The price of the object has been raised from $74 to $76, reflecting a positive valuation adjustment.
See More
Latest Rating Changes on Wall Street
- Microsoft's AI Investment Outlook: Piper Sandler names Microsoft a top investment idea, asserting that it is best positioned for AI adoption, highlighting the company's strong competitive edge in the rapidly growing AI market.
- Optimistic FedEx Outlook: Wells Fargo upgrades FedEx to overweight, anticipating that the upcoming investor day will showcase solid multi-year targets, particularly with expectations for a significant profit increase in fiscal year 2027.
- Palantir's Sustained Growth: Baird upgrades Palantir to outperform, citing strong Q4 results that mark the tenth consecutive quarter of revenue growth, demonstrating the company's robust performance in the U.S. commercial sector.
- SoFi's Customer Growth Momentum: JPMorgan upgrades SoFi to overweight, noting undeniable momentum in adding new members and deposits, with expectations for continued premium customer acquisition and engagement in the foreseeable future.
See More
