Stifel upgrades Camden Property Trust stock rating to Buy on Sunbelt recovery

Published 26/08/2025, 08:30
Stifel upgrades Camden Property Trust stock rating to Buy on Sunbelt recovery

Investing.com - Stifel has upgraded Camden Property Trust (NYSE:CPT) from Hold to Buy with a price target of $122.75, citing recovery in the Sunbelt market and decreasing supply. The $11.83 billion market cap REIT currently trades at $108.87, with analyst targets ranging from $112 to $142.

Camden Property Trust shares have declined 4.5% this year, outperforming the broader multifamily sector which has fallen 7.3%, though still underperforming the RMS index which has gained 2.0%. The company maintains a solid 3.86% dividend yield and has maintained dividend payments for 33 consecutive years. According to InvestingPro, the stock appears slightly overvalued based on its Fair Value analysis.

Stifel recently upgraded its weighting on the multifamily group to equal weight from underweight earlier this month, signaling increased confidence in the sector.

The upgrade reflects improving fundamentals, with Camden’s blended lease rates recovering to 0.7% in the second quarter of 2025 compared to flat performance in the same period of 2024.

Stifel’s 2025 FFO estimates for Camden assume 1.6% growth, which would mark the first growth period since 2023, with second-half 2025 guidance for blended lease rates of approximately 1.0% implying year-over-year growth in the fourth quarter.

In other recent news, Camden Property Trust reported its second-quarter 2025 earnings, significantly surpassing analyst expectations. The company posted earnings per share of $0.74, which was well above the forecasted $0.32, resulting in a surprise of 131.25%. Additionally, Camden Property Trust’s revenue reached $396.51 million, exceeding the anticipated $393.97 million. These results highlight a strong performance for the company in this period. Despite the positive earnings and revenue figures, the stock experienced a slight decline, closing at $109.2. Investors and analysts may find these developments noteworthy as they assess the company’s financial health.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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