Company Dossier · Real Estate
Essex Property Trust
- S&P 500
- Russell 1000
What Essex Property Trust is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $0.01 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.15 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 2 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 20, 2026): 0 risk factors added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $0.2 million on the open market.SEC Form 4
- 634 institutional managers reported a position at June 30, 2026 (+22 on the quarter before).SEC Form 13F
- H-1B filings certified in Q1 2026: 1.U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Essex Property Trust is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending—
- Debt raised28th pct
- Buybacks vs capex—
- Hiring filings95th pct
- Deals and private raises47th pct
- Patent publications50th pct
- + Hiring filings
- − Debt raised
- − Deals and private raises
Confident ↔ Hedging
Mixed
- Call sentiment66th pct
- Call confidence53rd pct
- Guidance changes3rd pct
- Risk factors added72nd pct
- Insider open-market trades42nd pct
- − Guidance changes
- + Call sentiment
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver42nd pct
- Stress filings50th pct
Credit
How these are built →Essex Property Trust's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$6.4B
- Due within a year $0.4B
- Longer term $6.0B
- Default point $3.4B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
$0.4B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Dec 3, 2025 | $350M | 4.875% | 2036 (10y) | +93bp | 4.988% |
| Feb 6, 2025 | $400M | 5.375% | 2035 (10y) | +100bp | 5.425% |
| Aug 19, 2024 | $200M | 5.500% | 2034 (10y) | +125bp | 5.110% |
| Mar 7, 2024 | $350M | 5.500% | 2034 (10y) | +142bp | 5.532% |
From the pricing term sheets Essex Property Trust filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 25, 20268-KMaterial agreement signedItem 1.01
- May 14, 20268-KShareholder vote resultsItem 5.07
- Feb 20, 202610-KAnnual report (10-K)0 risk factors added, 2 removed
- Dec 12, 20258-KMaterial agreement signedItem 1.01
- May 20, 20258-KMaterial agreement signedItem 1.01
- May 15, 20258-KShareholder vote resultsItem 5.07
- Feb 21, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Feb 18, 20258-KMaterial agreement signedItem 1.01
- Feb 23, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Camden Property Trust CPT | $0.0B | — | Jun 30, 2026 |
| UDR, Inc. UDR | $0.0B | — | Mar 31, 2026 |
| Mid-America Apartment Communities MAA | $2.2B | — | Mar 31, 2026 |
| Janus Living JAN | — | — | — |
| Vivmark Residential VMRK | — | — | — |
| Kilroy Realty KRC | $0.0B | — | Mar 31, 2026 |
| COPT Defense Properties CDP | $0.0B | — | Jun 30, 2026 |
| Healthcare Realty Trust HR | $0.0B | — | Jun 30, 2026 |