Douglas Emmett, Inc. — Cyborg Score 4/10

Mixed
Real Estate Investment Trusts (REITs) - Office and Multifamily Properties

Strategic Profile

The company's office portfolio consists predominantly of Class A buildings located in prime business districts, featuring modern amenities, campus-like settings and environmentally conscious design elements. Hedge funds and other institutional investors own 97.37% of the company's stock. The company's dividend represents a $0.76 dividend on an annualized basis and a yield of 7.2%.

Cyborg Score Rationale

Douglas Emmett reported ($0.04) earnings per share for the quarter, missing analysts' consensus estimates of $0.35 by ($0.39). However, the company has set its FY 2026 guidance at 1.390-1.450 EPS. Recent analyst downgrades reflect concern about the office real estate sector.

Top Insights

  • FY 2026 EPS guidance of 1.390-1.450 indicates stable expected performance.
  • The company had a net margin of 2.22% and reported revenue of $249.43 million during the latest quarter.
  • Analyst price targets recently cut sharply: Scotiabank to $11.50, Piper Sandler to $11.00, and Citigroup to $10.00, signaling sector pressure.
  • High dividend yield of 7.2% provides attractive income for investors.

Named Competitors

  • Highwoods Properties — Office REIT operator
  • Other Coastal Office REITs — Class A office and multifamily operators

Recent Developments

  • (Mar 2026) Scotiabank lowers price target to $11.50 with "sector perform" rating
  • (Feb 2026) Missed Q4 2025 earnings by $0.39 per share vs. consensus estimates
  • (Feb 2026) FY 2026 earnings guidance reaffirmed at 1.390-1.450 EPS range

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