EQUITY RESIDENTIAL financial metrics

Professional SEC-based dashboard for profitability, financial health, and growth with transparent scoring logic. Latest period: Q4 2025.

Symbol
EQR on NYSE
Location
Chicago, IL
Fiscal year end
31 December
Latest financial report
13 Feb 2026

Quick Takeaways

  • EQR - EQUITY RESIDENTIAL financial facts are built from SEC company filings data.
  • Latest metrics period on this page: Q4 2025.
  • Headline metric: Return On Equity 10%.

What Changed

  • Return On Equity YoY change: <span class="text-green-600">+8.4%</span>.
  • Most recent SEC facts end date: 06 Feb 2026.

Why This Matters

  • This gives a beginner-friendly first read before you inspect detailed formulas and metric tables.
  • Every metric card links to a deeper SEC-backed history page for verification.

Official SEC Source

Based on latest 10-Q/10-K

Facts and ratios are grounded in SEC company facts linked to the latest 10-Q/10-K cycle.

See Original Filing

Latest SEC snapshot (2026-02-06) highlights Return On Equity 10.1%, Return On Assets 5.4%, and Debt-to-equity 0.85x.

Financial Quality Score

Transparent 0-100 scoring model based on profitability, financial health, and growth factors.

42.1/100

Caution Confidence low

Return On Equity

10%

Metric score 12.6/100

Return On Assets

5.4%

Metric score 42.3/100

Financial Health

Debt to Equity
0.85x

Strengths

No strong signals yet.

Watchpoints

Return On Equity

Key metrics snapshot

Return On Equity

10%

YoY: +8.4%

Industry median: 3.2% (n=269)

View history

Return On Assets

5.4%

YoY: +6.3%

Industry median: 1% (n=278)

View history

Debt-to-equity

0.85x

YoY: +5.2%

Industry median: 1.54x (n=241)

View history

NetIncomeLoss YoY

8.1%

YoY:

Industry median: 0.74% (n=239)

View history

Profitability

Metric Latest value YoY change
Return On Equity 10% +8.4%
Return On Assets 5.4% +6.3%

Financial Health

Metric Latest value YoY change
Debt-to-equity 0.85x +5.2%

Growth

Metric Latest value YoY change
NetIncomeLoss YoY 8.1%

Share Metrics

Metric Latest value YoY change
Entity Common Stock, Shares Outstanding 377,547,108 -0.57%
Common Stock, Shares, Outstanding 377,806,173 -0.44%
Common Stock, Value, Issued $3,778,000 -0.45%
Weighted Average Number of Shares Outstanding, Basic 379,610,000 +0.22%
Weighted Average Number of Shares Outstanding, Diluted 390,411,000 -0.08%

Additional Metrics

Metric Latest value YoY change
General and Administrative Expense $65,280,000 +5.9%
Costs and Expenses $2,224,207,000 +5.5%
Income Tax Expense (Benefit) $1,585,000 +26%
Earnings Per Share, Basic 2.95 +8.1%
Earnings Per Share, Diluted 2.94 +8.1%
Cash and Cash Equivalents, at Carrying Value $55,904,000 -10%
Operating Lease, Right-of-Use Asset $364,308,000 +0.33%
Assets $20,746,023,000 -0.42%
Liabilities $9,336,889,000 +0.94%
Accumulated Other Comprehensive Income (Loss), Net of Tax $2,175,000 -48%
Retained Earnings (Accumulated Deficit) $1,193,931,000 -15%
Stockholders' Equity Attributable to Parent $11,041,499,000 -0.03%
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest $11,232,845,000 -0.12%
Liabilities and Equity $20,746,023,000 -0.42%
Common Stock, Shares Authorized 1,000,000,000 0%
Common Stock, Shares, Issued 377,806,173 -0.44%
Common Stock, Par or Stated Value Per Share 0.01 0%
Operating Lease, Liability $238,558,000 +0.33%
Depreciation $1,010,400,000 +6.1%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent $1,118,107,000 +8.1%
Lessee, Operating Lease, Liability, to be Paid $858,639,000 -1.1%
Lessee, Operating Lease, Liability, to be Paid, Year Two $16,361,000 +5.2%
Lessee, Operating Lease, Liability, to be Paid, Year One $16,089,000 +1.7%
Operating Lease, Weighted Average Discount Rate, Percent 0.049 0%
Lessee, Operating Lease, Liability, Undiscounted Excess Amount $620,081,000 -1.7%
Lessee, Operating Lease, Liability, to be Paid, Year Three $16,523,000 +5.6%
Preferred Stock, Shares Issued 343,100 0%
Preferred Stock, Shares Authorized 100,000,000 0%
Lessee, Operating Lease, Liability, to be Paid, Year Four $16,418,000 +4%
Additional Paid in Capital $9,824,460,000 +2.2%
Preferred Stock, Shares Outstanding 343,100 0%
Preferred Stock, Par or Stated Value Per Share 0.01 0%

How we score

This score is transparent and deterministic. We weight profitability, financial health, and growth metrics, then renormalize weights when SEC data is missing.

Metric Weight V1 threshold
ROIC205% to 20%
ROE158% to 25%
ROA102% to 10%
Operating Margin55% to 25%
Current Ratio121.0x to 2.0x
Quick Ratio80.8x to 1.5x
Debt to Equity100.3x to 2.0x (lower is better)
Revenue YoY10-10% to +20%
Net Income YoY10-10% to +20%

How Calculated (standard_v1)

Metrics are computed with a market-consensus convention designed for cross-portal comparability.

  • TTM Operating Income / TTM Revenues
  • Current Assets / Current Liabilities (latest instant quarter)
  • (Current Assets - Inventory) / Current Liabilities; fallback: (Cash+Short-Term Investments + Accounts Receivable) / Current Liabilities
  • Total Debt / Stockholders Equity (latest instant quarter; shared unit; freshest series)
  • TTM Net Income / Average Equity (current quarter + same quarter previous year) / 2
  • TTM Net Income / Average Assets (current quarter + same quarter previous year) / 2
  • TTM NOPAT / Average Invested Capital, where NOPAT=Operating Income*(1-tax rate), Invested Capital=Equity+Total Debt-Cash & ST Investments
  • TTM Revenues YoY
  • TTM Net Income YoY