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Apartment Investment & Management Co (AIV) Stock Fundamental Analysis & AI Rating 2026

AIV NYSE Real Estate Investment Trusts MD CIK: 0000922864
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
80% Confidence
STRONG AGREEMENT
SELL
75% Conf
SELL
86% Conf

📊 AIV Key Takeaways

Revenue: $138.5M
Net Margin: 395.1%
Free Cash Flow: $907.0K
Current Ratio: N/A
Debt/Equity: 2.04x
EPS: $3.87
AI Rating: SELL with 75% confidence
Apartment Investment & Management Co (AIV) receives a SELL rating with 80% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $138.5M, net profit margin of 395.1%, and return on equity (ROE) of 151.2%, Apartment Investment & Management Co demonstrates mixed fundamentals in the Real Estate sector. Below is our complete AIV stock analysis for 2026.

Is Apartment Investment & Management Co (AIV) a Good Investment?

Claude

AIV exhibits severe operational distress with negative operating margins (-11.4%) and critically weak interest coverage (-0.3x), indicating inability to service debt from operations. The exceptional net margin (395.1%) and EPS growth are driven by non-operating gains rather than sustainable business performance, masking underlying operational deterioration.

ChatGPT

AIV's reported net income and EPS are strong on the surface, but the core earnings profile is weak: operating income is negative, operating margin is -11.4%, and free cash flow is barely positive. The sharp revenue increase appears low quality given the disconnect with cash generation and interest coverage, while leverage remains elevated and limits financial flexibility.

Why Buy Apartment Investment & Management Co Stock? AIV Key Strengths

Claude
  • + Strong liquidity position with $394.9M cash equivalents covering near-term obligations
  • + Positive operating cash flow of $8.1M demonstrates some cash generation capability
  • + Significant asset base of $1.7B provides financial flexibility for restructuring
ChatGPT
  • + Large cash balance of $394.89M provides near-term liquidity support
  • + Net income remains substantial at $547.16M, supporting reported ROE and ROA
  • + Revenue growth was exceptionally strong year over year, indicating significant portfolio or transaction activity

AIV Stock Risks: Apartment Investment & Management Co Investment Risks

Claude
  • ! Negative operating margin and interest coverage indicate company cannot service $738.6M debt from core operations
  • ! Revenue growth of 1722% YoY is abnormal and suggests one-time gains or accounting adjustments rather than sustainable business expansion
  • ! High leverage with 2.04x debt-to-equity ratio combined with operational losses creates refinancing risk
  • ! Minimal free cash flow of $907K relative to debt obligations indicates deteriorating cash generation quality
ChatGPT
  • ! Negative operating income and -0.3x interest coverage indicate weak core earnings and debt service capacity
  • ! Free cash flow of only $0.91M on $138.49M of revenue suggests poor cash conversion
  • ! Debt-to-equity of 2.04x and $738.62M of long-term debt create balance-sheet risk if earnings normalize lower

Key Metrics to Watch

Claude
  • * Quarterly operating margin trend - critical to confirm operational sustainability
  • * Debt service coverage ratio and refinancing schedule for $738.6M long-term debt
  • * Operating cash flow stability excluding non-recurring items
  • * Revenue composition breakdown to identify if growth is recurring or one-time
ChatGPT
  • * Sustainable operating cash flow and free cash flow generation
  • * Interest coverage and leverage reduction through debt paydown or equity improvement

Apartment Investment & Management Co (AIV) Financial Metrics & Key Ratios

Revenue
$138.5M
Net Income
$547.2M
EPS (Diluted)
$3.87
Free Cash Flow
$907.0K
Total Assets
$1.7B
Cash Position
$394.9M

💡 AI Analyst Insight

The relatively thin 0.7% FCF margin may limit capital allocation flexibility. The current ratio below 1.0x warrants monitoring of short-term liquidity.

AIV Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -11.4%
Net Margin 395.1%
ROE 151.2%
ROA 32.7%
FCF Margin 0.7%

AIV vs Real Estate Sector: How Apartment Investment & Management Co Compares

How Apartment Investment & Management Co compares to Real Estate sector averages

Net Margin
AIV 395.1%
vs
Sector Avg 20.0%
AIV Sector
ROE
AIV 151.2%
vs
Sector Avg 8.0%
AIV Sector
Current Ratio
AIV 0.0x
vs
Sector Avg 1.5x
AIV Sector
Debt/Equity
AIV 2.0x
vs
Sector Avg 1.5x
AIV Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Apartment Investment & Management Co Stock Overvalued? AIV Valuation Analysis 2026

Based on fundamental analysis, Apartment Investment & Management Co has mixed fundamental signals relative to the Real Estate sector in 2026.

Return on Equity
151.2%
Sector avg: 8%
Net Profit Margin
395.1%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.04x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Apartment Investment & Management Co Balance Sheet: AIV Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
2.04x
Debt/Assets
67.0%
Interest Coverage
-0.27x
Long-term Debt
$738.6M

AIV Revenue & Earnings Growth: 5-Year Financial Trend

AIV 5-year financial data: Year 2024: Revenue $6.7M, Net Income $74.6M, EPS $0.49. Year 2025: Revenue $7.6M, Net Income -$166.2M, EPS $3.87.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Apartment Investment & Management Co's revenue has grown significantly by 13% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.87 reflects profitable operations.

AIV Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
0.7%
Free cash flow / Revenue

AIV Quarterly Earnings & Performance

Quarterly financial performance data for Apartment Investment & Management Co including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.9M -$21.9M $-0.16
Q2 2025 $1.8M -$19.3M $-0.14
Q1 2025 $1.2M -$10.2M $-0.07
Q3 2024 $1.0M -$2.3M $-0.02

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Apartment Investment & Management Co Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$8.1M
Cash generated from operations
Stock Buybacks
$256.0K
Shares repurchased (TTM)
Capital Expenditures
$7.2M
Investment in assets
Dividends Paid
$415.6M
Returned to shareholders

AIV SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Apartment Investment & Management Co (CIK: 0000922864)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 4 xslF345X06/form4.xml View →
Apr 15, 2026 4 xslF345X06/form4.xml View →
Apr 15, 2026 4 xslF345X06/form4.xml View →
Mar 30, 2026 8-K aiv-20260327.htm View →
Mar 6, 2026 8-K d172054d8k.htm View →

Frequently Asked Questions about AIV

What is the AI rating for AIV?

Apartment Investment & Management Co (AIV) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (SELL) with 80% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are AIV's key strengths?

Claude: Strong liquidity position with $394.9M cash equivalents covering near-term obligations. Positive operating cash flow of $8.1M demonstrates some cash generation capability. ChatGPT: Large cash balance of $394.89M provides near-term liquidity support. Net income remains substantial at $547.16M, supporting reported ROE and ROA.

What are the risks of investing in AIV?

Claude: Negative operating margin and interest coverage indicate company cannot service $738.6M debt from core operations. Revenue growth of 1722% YoY is abnormal and suggests one-time gains or accounting adjustments rather than sustainable business expansion. ChatGPT: Negative operating income and -0.3x interest coverage indicate weak core earnings and debt service capacity. Free cash flow of only $0.91M on $138.49M of revenue suggests poor cash conversion.

What is AIV's revenue and growth?

Apartment Investment & Management Co reported revenue of $138.5M.

Does AIV pay dividends?

Apartment Investment & Management Co pays dividends, with $415.6M distributed to shareholders in the trailing twelve months.

Where can I find AIV SEC filings?

Official SEC filings for Apartment Investment & Management Co (CIK: 0000922864) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is AIV's EPS?

Apartment Investment & Management Co has a diluted EPS of $3.87.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is AIV a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Apartment Investment & Management Co has a SELL rating with 80% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is AIV stock overvalued or undervalued?

Valuation metrics for AIV: ROE of 151.2% (sector avg: 8%), net margin of 395.1% (sector avg: 20%). Higher ROE suggests strong returns relative to peers.

Should I buy AIV stock in 2026?

Our dual AI analysis gives Apartment Investment & Management Co a combined SELL rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is AIV's free cash flow?

Apartment Investment & Management Co's operating cash flow is $8.1M, with capital expenditures of $7.2M. FCF margin is 0.7%.

How does AIV compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 395.1% (avg: 20%), ROE 151.2% (avg: 8%), current ratio N/A (avg: 1.5).

Is Apartment Investment & Management Co carrying too much debt?

AIV has a debt-to-equity ratio of 2.04x, which is above the Real Estate sector average of 1.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Why is AIV's return on equity (ROE) so high?

Apartment Investment & Management Co has a return on equity of 151.2%, significantly above the Real Estate sector average of 8%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 395.1% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI