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Yahoo
02-06-2025
- Business
- Yahoo
AvalonBay Communities, Inc. Announces Participation in Nareit's REITweek Conference, Provides Second Quarter 2025 Operating Update, and Publishes Updated Investor Presentation
ARLINGTON, Va., June 02, 2025--(BUSINESS WIRE)--AVALONBAY COMMUNITIES, INC. (NYSE: AVB) (the "Company") announced today that the Company will be participating in Nareit's REITweek Conference from June 2 – 5, 2025. During this event, management may discuss the Company's current operating environment and trends; development, redevelopment, disposition and acquisition activity; portfolio strategy and other business and financial matters affecting the Company. The Company provided the following Same Store Residential operating information(1): Revenue for the two months ended May 31, 2025 increased 3.0% over the prior year period, which is approximately 35 basis points above what the Company's expectation was for revenue growth for this two-month period when the Company published its outlook for full year 2025 revenue growth on February 5, 2025. This outperformance is primarily attributable to better-than-expected occupancy and other rental revenue. 2025 Q1 April & May Economic Occupancy 96.0% 96.3% Like-Term Effective Rent Change 1.7% 2.3% (1) Revenue growth, Economic Occupancy, and Like-Term Effective Rent Change for April & May 2025 reflect actual results for April and management's expectations for May, based on data available as of June 1, 2025. The Company has posted an updated Investor Presentation to its website. The presentation can be found in the Investor Relations section of Definitions Economic Occupancy is defined as total possible Residential revenue less vacancy loss as a percentage of total possible Residential revenue. Total possible Residential revenue (also known as "gross potential") is determined by valuing occupied units at contract rates and vacant units at Market Rents. Vacancy loss is determined by valuing vacant units at current Market Rents. By measuring vacant apartments at their Market Rents, Economic Occupancy takes into account the fact that apartment homes of different sizes and locations within a community have different economic impacts on a community's gross revenue. Like-Term Effective Rent Change for an individual apartment home represents the percentage change in effective rent between two leases of the same lease term category for the same apartment. The Company defines effective rent as the contractual rent for an apartment less amortized concessions and discounts. Like-Term Effective Rent Change with respect to multiple apartment homes represents an average. Market Rents as reported by the Company are based on the current market rates set by the Company based on its experience in renting apartments and publicly available market data. Market Rents for a period are based on the average Market Rents during that period and do not reflect any impact for cash concessions. Residential represents results attributable to the Company's apartment rental operations, including parking and other ancillary Residential revenue. Same Store is composed of consolidated communities where a comparison of operating results from the prior year to the current year is meaningful as these communities were owned and had Stabilized Operations, as defined below, as of the beginning of the respective prior year period. Therefore, for 2025 operating results, Same Store is composed of consolidated communities that have Stabilized Operations as of January 1, 2024, are not conducting or are not probable to conduct substantial redevelopment activities and are not held for sale or probable for disposition within the current year. Stabilized Operations is defined as operations of a community that occur after the earlier of (i) attainment of 90% physical occupancy or (ii) the one-year anniversary of completion of development or redevelopment. Forward-Looking Statements This release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which include, but are not limited to, statements related to the Company's operating performance. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in the Private Securities Litigation Reform Act of 1995. The Company cautions investors that any such forward-looking statements are based on current beliefs or expectations of future events and on assumptions made by, and information currently available to, management. You can identify forward-looking statements by the use of the words "believe," "expect," "anticipate," "intend," "estimate," "assume," "project," "plan," "may," "shall," "will," "pursue," "outlook" and other similar expressions in this press release, that predict or indicate future events and trends and that do not report historical matters. Such forward-looking statements are subject to various risks and uncertainties, including, among others, that occupancy rates and market rents may be adversely affected by competition and local economic and market conditions which are beyond the Company's control and other trends affecting the Company's financial condition or results of operations. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are described under the sections entitled "Forward-Looking Statements" and "Risk Factors" in the Company's Annual Report on Form 10-K for the year ended December 31, 2024, as such factors may be updated from time to time in the Company's periodic filings with the SEC, which are accessible on the SEC's website at Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. The forward-looking statements speak only as of the date of this press release, and the Company expressly disclaims any obligation or undertaking to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except to the extent otherwise required by law. About AvalonBay Communities, Inc. AvalonBay Communities, Inc., a member of the S&P 500, is an equity REIT that develops, redevelops, acquires and manages apartment communities in leading metropolitan areas in New England, the New York/New Jersey Metro area, the Mid-Atlantic, the Pacific Northwest, and Northern and Southern California, as well as in the Company's expansion regions of Raleigh-Durham and Charlotte, North Carolina, Southeast Florida, Dallas and Austin, Texas, and Denver, Colorado. As of March 31, 2025, the Company owned or held a direct or indirect ownership interest in 309 apartment communities containing 94,865 apartment homes in 11 states and the District of Columbia, of which 19 communities were under development. More information may be found on the Company's website at Copyright © 2025 AvalonBay Communities, Inc. All Rights Reserved View source version on Contacts Matthew GroverSenior DirectorInvestor RelationsAvalonBay Communities, Inc.703-317-4524 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
30-05-2025
- Business
- Business Wire
Camden Property Trust to Participate in Nareit REITweek Conference
HOUSTON--(BUSINESS WIRE)--Camden Property Trust (NYSE:CPT) (the 'Company') announced today it will participate in the Nareit REITweek 2025 Investor Conference on Tuesday, June 3 and Wednesday, June 4, 2025. The Company posted an updated Investor Presentation in conjunction with this event, which includes operating and transactions updates, and is available in the Investors section of the Company's website. In addition to historical information, the Company's Investor Presentation contains forward-looking statements under the federal securities law. These statements are based on current expectations, estimates, and projections about the industry and markets in which Camden operates, management's beliefs, and assumptions made by management. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties which are difficult to predict. Factors which may cause the Company's actual results or performance to differ materially from those contemplated by forward-looking statements are described under the heading 'Risk Factors' in Camden's Annual Report on Form 10-K and in other filings with the Securities and Exchange Commission (SEC). Forward-looking statements made in the Investor Presentation represent management's current opinions at the time of its publication, and the Company assumes no obligation to update or supplement these statements because of subsequent events. Camden Property Trust, an S&P 500 Company, is a real estate company primarily engaged in the ownership, management, development, redevelopment, acquisition, and construction of multifamily apartment communities. Camden owns and operates 177 properties containing 60,007 apartment homes across the United States. Upon completion of 4 properties currently under development, the Company's portfolio will increase to 61,538 apartment homes in 181 properties. Camden has been recognized as one of the 100 Best Companies to Work For® by FORTUNE magazine for 18 consecutive years, most recently ranking #18. For additional information, please contact Camden's Investor Relations Department at (713) 354-2787 or access our website at
Yahoo
22-05-2025
- Business
- Yahoo
M-tron Industries, Inc. to Host Investor Presentation followed by Annual Meeting of Stockholders on June 10, 2025
ORLANDO, Fla., May 22, 2025 /PRNewswire/ -- M-tron Industries, Inc. (NYSE American: MPTI) ("Mtron" or the "Company") today announced that it will hold its 2025 Annual Meeting of Stockholders in New York City on June 10, 2025. The 2025 Annual Meeting of Stockholders (the "Annual Meeting") will be held on: Date: June 10, 2025 Time: 10:00 a.m. Eastern Time Location Harvard Club of New York City 35 W 44th St New York, New York 10036 In addition, Mtron will host an Investor Presentation on June 10, 2025 ahead of the Annual Meeting to provide shareholders, analysts and other stakeholders more detailed information on the Company's strategic direction, recent business developments and financial performance, and updates on strategic initiatives. Members of management will also be available to answer investor questions. For those interested in attending, the Investor Presentation will begin at 8:30 a.m. Eastern Time. To attend either or both events, investors are requested to RSVP by Friday June 6, 2025, by visiting the following link: Upon submitting the RSVP form, investors and members of the finance community will receive a confirmation email that includes a unique QR code, which is required for entry into the Harvard Club. About Mtron M-tron Industries, Inc. (NYSE American: MPTI) was originally founded in 1965 and designs, manufactures and markets highly-engineered, high reliability frequency and spectrum control products and solutions. As an engineering-centric company, Mtron provides close support to its customers throughout our products' entire life cycle, including product design, prototyping, production and subsequent product upgrades. Mtron has design and manufacturing facilities in Orlando, Florida and Yankton, South Dakota, a sales office in Hong Kong, and a manufacturing facility in Noida, India. For more information, visit View original content to download multimedia: SOURCE Mtron Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
28-04-2025
- Business
- Yahoo
Why DocuSign's Pullback Is a Rare Buy Opportunity
DocuSign's stock surged to new highs before pulling back sharply when the AI bubble burst and the market sold off in mid-February 2025. That drop was made worse by analysts upping recession odds to 79% from 40%, which could stretch out SaaS sales cycles and pressure growth. I believe this kind of panic creates a rare buying opportunity in high-quality enterprise software with secure recurring revenue. In my view, DocuSign is largely insulated from any tariff fallout, and its growth story is heating up again thanks to early wins in its identity and access management platform and a clear rebound in enterprise expansion. I expect DocuSign to get back to low-teens growth starting in FY27 if it keeps executing on IAM adoption and upselling into larger accounts. DOCU Data by GuruFocus I find it comforting that DocuSign earns about 70% of its revenue in the U.S., especially now with recession worries and tariff talk everywhere. Most of the new levies hit physical goods, not cloud services, so DocuSign's SaaS model is largely insulated. Sure, higher inflation and interest rates could pressure growth stocks, but I believe backing a U.S.-centric software business makes sense right now. On the metrics front, the demand picture remains strong. DocuSign delivered an 84.1% subscription gross margin, a 29% adjusted operating margin, and a 101% dollar net retention rate in Q4. After battling higher churn among smaller clientsand feeling the impact of widespread layoffsthe company bounced back to over-100% net expansion and broke a multi-quarter retention slump. To me, that signals expansions are beating churn again and that the business is reaccelerating. The real game-changer for DocuSign, in my opinion, has been the launch of the Intelligent Agreement Management (IAM) platform in May 2024. Instead of just helping people sign PDFs, IAM uses AI to pull key insights from contracts, automate workflows, and cut down contracting cycles by up to 75%. I honestly see this move as DocuSign stepping toward a CRM-style product in a huge market. Just to put it into perspective, DocuSign's $17.3 billion market cap is tiny compared to the $268 billion market leader, so there's a lot of room for growth here. [Docusign Investor Presentation] IAM has already been a huge hitby Q4, it was powering over 20% of DocuSign's direct new-customer deals, making it the fastest-growing product in the company's history. That momentum helped drive a 22.7% sequential jump in billings, and management is guiding for billings to rise 9% YoY in FY26. Right now, IAM only makes up a low-single-digit share of subscription revenue, but DocuSign expects that to climb into the low double digits by Q4 2026. That basically means IAM's contribution should 3x and add around 3% to total growth in FY27. When I dug into the numbers myself, I noticed something interesting: while overall net dollar retention (NDR) is around 101%, customers who are using IAM are spending more and sticking around longer. I believe that's because IAM lets them automate more agreement workflows, shrink approval times by 75%, and plug into other apps a lot more easily. All of that just makes the platform way more valuable to them. IAM users are not just renewing their contractsthey're expanding and upgrading too, which is exactly what I want to see if I'm investing in a cloud business. On the flip side, the older e-signature product still works really well but it's already a mature market. There's just less room for big upsells, and that's why I think retention there has stayed flat or dipped a littlepeople get what they need and don't spend much more after that. With IAM though, every new AI feature or add-on is another excuse to sell more to customers, which is why I'm convinced that net retention could eventually move past 110%, maybe even reach Adobe's 117% top-end number. Enterprise traction looks strong too. In Q4 2025, DocuSign added 56 accounts with annual contract values (ACV) over $300,000the best number for that tier since Q3 2023. To me, that shows that IAM is helping DocuSign not just land bigger clients but also close bigger deals, fixing some of the problems they had with direct sales in the past. That's why I feel good about DocuSign's decision to spend about 20% of its revenue to scale up IAM. I don't see it as just a costit looks like a smart investment that should boost customer spending and lower churn over time. Looking ahead, management expects FY 26 revenue of $3.13 billion (up 5% YoY) and a slight dip in adjusted operating margin to 28.3%, driven by cloud-migration costs, a litigation reserve, and a shift toward cash compensation. While they forecast 12 points of margin compression, I'm confident further operating efficiencies will offset much of that. More importantly, the billings backlog should convert into accelerating revenue late in FY 26 and into FY 27. [Docusign Investor Presentation] DocuSign's balance sheet also gives me peace of mind. With zero debt, $1.09 billion in net cash, and $920 million in free cash flow (+3.7% YoY), the company can weather near-term uncertainty and keep investing in growth. Management aims for free cash flow margins about 250 bps above operating marginsat 29% guidance that implies roughly $1.3 billion in FCF for FY 26. Having that cash generation on tap strengthens my conviction that DocuSign can fund its expansion and ride the IAM-driven growth wave. I believe DocuSign's current multiples make it a compelling buy. The stock trades at a 21.47x forward non-GAAP P/E, slightly above its one-year average of 20.31x but far below the five-year mean of 104.62x. On a three-year forward basis, DocuSign sits at just 17.1x earningscheaper than Intuit at 23.1x, Microsoft at 21x, AppLovin at 20.4x, Workday at 19.3x, and SAP at 26.8x. Even if we assume a modest rerating to 20x forward P/E, that implies a target of $90about 15% upside from here. Looking further out, with FY2028 consensus EPS of $4.49, a 21.5x multiple points to roughly $96.40a potential gain of 17%. My view is simple: you buy stocks when they're on sale, and I don't see a deeper bad news scenario than where we are today. [Author's workings 3-year forward earnings multiples] To double-check my bullish case, I ran a basic DCF. I assume DocuSign grows back into the low-teens over the next three yearsflat-lining at 6% YoY in FY26 per management guidance, then accelerating linearly through FY29 to about $4.2 billion in revenue. I conservatively assume no margin expansion, given ongoing IAM reinvestment, and apply a 10% discount rate with a 3% terminal growth. Even under those cautious inputs, the model yields an $90 fair valuearound 10% above today's price. That buffer, in my opinion, offers a comfortable margin of safety and reinforces why I'm bullish on DocuSign at these levels. I'm bullish on DocuSign because it weathers the tariff storm and its numbers simply add up. We're finally seeing growth turn a cornerIAM adoption is ramping, big-deal wins are back, and digital channels are firing on all cylinders. Those shifts show up in accelerating billings growth, improving net retention, and firmer revenue trends. If DocuSign keeps this momentum, I expect the stock to rerate higher as the market recognizes a return to low-teens revenue growth. Now feels like the right time to buy. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
02-04-2025
- Business
- Yahoo
Helios Fairfax Partners to Host Investor Presentation on Wednesday, April 9, 2025, at 2:30 pm ET and Annual and Special Meeting of Shareholders on Wednesday, May 14, 2025, at 11:00 am ET
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES TORONTO, April 01, 2025 (GLOBE NEWSWIRE) -- Helios Fairfax Partners Corporation (TSX: HFPC.U) ('HFP') today announced it will host an Investor Presentation on Wednesday, April 9, 2025, at 2:30 pm ET in-person at the Ritz-Carlton Hotel, 181 Wellington Street West, Toronto, Ontario, and virtually via live webcast. To register in advance and join the Investor Presentation webcast visit: On the day of the meeting please connect approximately 15 minutes prior to the beginning of the webcast to ensure participation. HFP will also host its Annual and Special Meeting of Shareholders on Wednesday, May 14, 2025, at 11:00 am ET as a virtual meeting. To join the Annual and Special Meeting of Shareholders webcast visit: The virtual meeting user guide is available here with instructions on how to register. On the day of the meeting please connect approximately 15 minutes prior to the beginning of the webcast to ensure participation. Details are also available at: About Helios Fairfax Partners Corporation Helios Fairfax Partners Corporation is an investment holding company whose investment objective is to achieve long term capital appreciation, while preserving capital, by investing in public and private equity securities and debt instruments in Africa and African businesses or other businesses with customers, suppliers or business primarily conducted in, or dependent on, Africa. Contact Information Neil WeberLodeRock 222-0574 This press release may contain forward-looking statements within the meaning of applicable securities legislation. Forward-looking statements may relate to the company's or a Portfolio Investment's future outlook and anticipated events or results and may include statements regarding the financial position, business strategy, growth strategy, budgets, operations, financial results, taxes, dividends, plans and objectives of the company. Particularly, statements regarding future results, performance, achievements, prospects or opportunities of the company, a Portfolio Investment, or the African market are forward-looking statements. In some cases, forward-looking statements can be identified by the use of forward-looking terminology such as 'plans', 'expects' or 'does not expect', 'is expected', 'budget', 'scheduled', 'estimates', 'forecasts', 'intends', 'anticipates' or 'does not anticipate' or 'believes', or variations of such words and phrases or state that certain actions, events or results 'may', 'could', 'would', 'might', 'will' or 'will be taken', 'occur' or 'be achieved'. Forward-looking statements are based on our opinions and estimates as of the date of this press release and they are subject to known and unknown risks, uncertainties, assumptions and other factors that may cause the actual results, level of activity, performance or achievements to be materially different from those expressed or implied by such forward-looking statements, including but not limited to the following factors: geopolitical risks; inflation and fluctuating interest rates; tariffs; financial market fluctuations; pace of completing investments; minority investments; reliance on key personnel and risks associated with the Investment Advisory Agreement; concentration risk in Portfolio Investments, including geographic concentration and with respect to Class A and Class B limited partnership interests in the Portfolio Advisor; operating and financial risks of Portfolio Investments; valuation methodologies involve subjective judgments; lawsuits; cybersecurity and technology; reliance on third parties; use of leverage; foreign currency fluctuation; investments may be made in foreign private businesses where information is unreliable or unavailable; significant ownership by Fairfax Financial Holdings Limited ('Fairfax') and HFP Investments Holdings SARL ('Principal Holdco') may adversely affect the market price of the subordinate voting shares; emerging markets; South African black economic empowerment; South Africa's grey-listing; economic risk; climate change, natural disaster, and weather risks; taxation risks; MLI; and trading price of subordinate voting shares relative to book value per share. Additional risks and uncertainties are described in the company's annual information form dated March 28, 2025 which is available on SEDAR+ at and on the company's website at These factors and assumptions are not intended to represent a complete list of the factors and assumptions that could affect the company. These factors and assumptions, however, should be considered carefully. Although the company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements, there may be other factors that cause results not to be as anticipated, estimated or intended. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements. The company does not undertake to update any forward-looking statements contained herein, except as required by applicable securities in to access your portfolio
