Douglas Emmett, Inc. (DEI) Q4 2025 Earnings Call Transcript
The headline numbers for Douglas Emmett (DEI) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Douglas Emmett (DEI) came out with quarterly funds from operations (FFO) of $0.35 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.38 per share a year ago.
Equal Employment Opportunity Commission says company refused to comply with subpoenas seeking employee data and mentoring program rosters.
Douglas Emmett owns high-quality office and multifamily properties in the supply-constrained submarkets of Los Angeles and Honolulu. The strong operating presence in these markets is a competitive advantage, in my view, due to the high barriers to entry. Shares have significantly underperformed in recent periods and are currently trading near new 52-week lows.
Deputy Attorney General Todd Blanche outlined the initiative in a memo sent in May, according to the Wall Street Journal.
Investors need to pay close attention to DEI stock based on the movements in the options market lately.
U.S. wireless carrier AT&T said in a letter to the U.S. telecoms regulator that it had committed to ending diversity, equity and inclusion programs, a move that comes as it seeks approval from the Trump administration to buy wireless spectrum assets.
Cracker Barrel shareholders spared CEO Julie Felss Masino after a branding crisis that wiped out hundreds of millions of dollars in value.
Douglas Emmett is an office REIT increasingly pivoting to multifamily properties, which currently account for 22% of annual rent. Residential projects currently in development should expand multifamily's revenue share to 25%, with recent zoning changes allowing for additional growth in the years ahead. While DEI leverage is high on a company-level basis, non-recourse financing allows it to fund multifamily developments at attractive rates.
Both firms advised investors to vote against the re-election of Gilbert Dávila, a DEI specialist, at the annual shareholder meeting on Nov. 20 – slamming his “faulty” board-level marketing expertise.
Douglas Emmett, Inc. ( DEI ) Q3 2025 Earnings Call November 5, 2025 2:00 PM EST Company Participants Stuart McElhinney - Vice President of Investor Relations Jordan Kaplan - President, CEO & Chairman Kevin Crummy - Chief Investment Officer Peter Seymour - Chief Financial Officer Conference Call Participants Nicholas Yulico - Scotiabank Global Banking and Markets, Research Division Steve Sakwa - Evercore ISI Institutional Equities, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Blaine Heck - Wells Fargo Securities, LLC, Research Division Nicholas Joseph - Citigroup Inc., Research Division John Kim - BMO Capital Markets Equity Research Jana Galan - BofA Securities, Research Division Richard Anderson - Cantor Fitzgerald & Co., Research Division Upal Rana - KeyBanc Capital Markets Inc., Research Division Dylan Burzinski - Green Street Advisors, LLC, Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to Douglas Emmett's Quarterly Earnings Call.