Douglas Emmett (DEI)

NYSEReal EstateReit - OfficeSnapshot 2026-10-23

$10.17+0.79%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Douglas Emmett’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	258.36M
EPS	—	-0.048
FY 2026 · Annual
Revenue	—	1.02B
EPS	—	-0.13
FFO per share	$1.39–$1.43	—
FY 2027 · Annual
Revenue	—	1.06B
EPS	—	-0.129

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
EPS loss narrows toward guidance range	A primary condition in Douglas Emmett's published investment case. The stated target is EPS between -$0.20 and -$0.14.	Broken	EPS falls below -$0.20 or worse than guidance for FY26	Diluted EPS: $-0.02 per share FY2026-Q2; GAAP. Published target: EPS between -$0.20 and -$0.14. Target period is not explicitly aligned with this observation. Source published Aug 7, 2026-0.02 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: f9b994dc-aa0e-4db0-8007-f11252e2ce0e. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Dividend per share remains at $0.19	It maintains a stable dividend of $0.19 per share.	Intact	Dividend per share falls below $0.19 in any quarter of 2026	Dividend per share: $0.19 per share FY2026-Q2; GAAP. Published target: >= $0.19 per share. The stored target says 2026-Q4; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 7, 20260.19 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: f9b994dc-aa0e-4db0-8007-f11252e2ce0e. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 4 of last 4 quarters. Douglas Emmett consistently paid a quarterly dividend of $0.19 per share from 2025-Q3 through 2026-Q2, totaling $0.76 annualized. The company is delivering on its commitment to maintain stable dividends. Delivery assessment Oct 24, 2026
Revenue grows at least 2.8% year over year	A supporting condition in Douglas Emmett's published investment case. The stated target is >= 2.8% YoY.	Improving	Revenue growth falls below 2.8% YoY over next 12 months	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

Unavailable → Unavailable · observed estimates

FY2027 revenueUnavailable

Unavailable → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	3 / 4
2026-07-25	Unavailable	$1,037,025,360	3 / 5
2026-07-26	Unavailable	$1,037,025,360	3 / 5
2026-07-27	Unavailable	Unavailable	3 / 4
2026-07-28	Unavailable	$1,037,025,360	3 / 5
2026-07-29	Unavailable	Unavailable	3 / 4
2026-07-30	Unavailable	$1,037,025,360	3 / 5
2026-07-31	Unavailable	Unavailable	3 / 4
2026-08-01	Unavailable	Unavailable	3 / 4
2026-08-02	Unavailable	$1,037,025,360	3 / 5
2026-08-03	Unavailable	Unavailable	3 / 4
2026-08-04	Unavailable	$1,037,025,360	3 / 5
2026-08-05	Unavailable	$1,037,025,360	3 / 5
2026-08-06	Unavailable	Unavailable	3 / 4
2026-08-07	Unavailable	Unavailable	3 / 4
2026-08-08	Unavailable	$1,039,971,560	3 / 5
2026-08-09	Unavailable	$1,039,971,560	3 / 5
2026-08-10	Unavailable	$1,039,971,560	3 / 5
2026-08-11	Unavailable	Unavailable	3 / 4
2026-08-12	Unavailable	$1,039,971,560	4 / 5
2026-08-13	Unavailable	$1,039,971,560	4 / 5
2026-08-14	Unavailable	Unavailable	3 / 4
2026-08-15	Unavailable	Unavailable	4 / 4
2026-08-16	Unavailable	Unavailable	4 / 4
2026-08-17	Unavailable	Unavailable	4 / 4
2026-08-18	Unavailable	Unavailable	4 / 4
2026-08-19	Unavailable	Unavailable	4 / 4
2026-08-20	$-0.11	Unavailable	5 / 4
2026-08-21	$-0.11	Unavailable	5 / 4
2026-08-22	$-0.11	Unavailable	5 / 4
2026-08-23	$-0.11	$1,049,417,175	5 / 5
2026-08-24	$-0.11	$1,049,417,175	5 / 5
2026-08-25	$-0.11	$1,049,417,175	5 / 5
2026-08-26	$-0.11	$1,049,417,175	5 / 5
2026-08-27	$-0.11	$1,049,417,175	5 / 5
2026-08-28	$-0.11	$1,049,417,175	5 / 5
2026-08-29	$-0.11	$1,049,417,175	5 / 5
2026-08-30	$-0.11	$1,049,417,175	5 / 5
2026-08-31	$-0.11	$1,049,417,175	5 / 5
2026-09-01	$-0.11	$1,049,417,175	5 / 5
2026-09-02	$-0.11	$1,049,417,175	5 / 5
2026-09-03	$-0.11	$1,049,417,175	5 / 5
2026-09-04	$-0.11	Unavailable	5 / 4
2026-09-05	$-0.11	Unavailable	5 / 4
2026-09-06	$-0.11	Unavailable	5 / 4
2026-09-07	$-0.11	Unavailable	5 / 4
2026-09-08	$-0.11	Unavailable	5 / 4
2026-09-09	Unavailable	Unavailable	4 / 4
2026-09-10	Unavailable	Unavailable	4 / 4
2026-09-11	Unavailable	Unavailable	4 / 4
2026-09-12	$-0.12	Unavailable	5 / 4
2026-09-13	$-0.12	Unavailable	5 / 4
2026-09-14	$-0.12	Unavailable	5 / 4
2026-09-15	$-0.12	Unavailable	5 / 4
2026-09-16	$-0.12	Unavailable	5 / 4
2026-09-17	$-0.12	Unavailable	5 / 4
2026-09-18	$-0.12	Unavailable	5 / 4
2026-09-19	$-0.12	Unavailable	5 / 4
2026-09-20	$-0.12	Unavailable	5 / 4
2026-09-21	$-0.12	Unavailable	5 / 4
2026-09-22	$-0.12	Unavailable	5 / 4
2026-09-23	$-0.12	Unavailable	5 / 4
2026-09-24	$-0.12	Unavailable	5 / 4
2026-09-25	$-0.12	Unavailable	5 / 4
2026-09-26	$-0.12	Unavailable	5 / 4
2026-09-27	$-0.12	Unavailable	5 / 4
2026-09-28	$-0.12	Unavailable	5 / 4
2026-09-29	$-0.12	Unavailable	5 / 4
2026-09-30	$-0.12	Unavailable	5 / 4
2026-10-01	$-0.12	Unavailable	5 / 4
2026-10-02	$-0.12	Unavailable	5 / 4
2026-10-03	$-0.12	Unavailable	5 / 4
2026-10-04	$-0.12	Unavailable	5 / 4
2026-10-05	$-0.12	Unavailable	5 / 4
2026-10-06	Unavailable	Unavailable	4 / 4
2026-10-07	Unavailable	Unavailable	4 / 4
2026-10-08	Unavailable	Unavailable	4 / 4
2026-10-09	Unavailable	Unavailable	4 / 4
2026-10-10	Unavailable	Unavailable	4 / 4
2026-10-11	Unavailable	Unavailable	4 / 4
2026-10-12	Unavailable	Unavailable	4 / 4
2026-10-13	Unavailable	Unavailable	4 / 4
2026-10-14	Unavailable	Unavailable	4 / 4
2026-10-15	Unavailable	Unavailable	4 / 3
2026-10-16	Unavailable	Unavailable	3 / 3
2026-10-17	Unavailable	Unavailable	3 / 3
2026-10-18	Unavailable	Unavailable	3 / 4
2026-10-19	Unavailable	Unavailable	3 / 4
2026-10-20	Unavailable	Unavailable	3 / 4
2026-10-21	Unavailable	Unavailable	3 / 4
2026-10-22	Unavailable	Unavailable	3 / 4
2026-10-23	Unavailable	Unavailable	3 / 4
2026-10-24	Unavailable	Unavailable	3 / 4

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	1	10	1
2026-06-01	1	10	1
2026-07-01	1	10	1
2026-08-01	1	10	1
2026-09-01	1	10	1
2026-10-01	1	10	1

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 1 Buy / Strong Buy · 10 Hold · 1 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

EPS loss narrows toward guidance rangePublished status: Broken
Dividend per share remains at $0.19Dividend per share: $0.19 per share
Revenue grows at least 2.8% year over yearDirect metric needs a verified mapping

Next proof point

Nov 3, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.4%Typical daily move · historical

Downside history

-30.2%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Douglas Emmett outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a rate-sensitive real estate business with a multi-year thesis that depends on operating execution and a better sector backdrop. The thesis is in a watch state: company momentum has improved, but recent financial performance remains below its industry cohort.

What's priced into Douglas Emmett

The evidence describes DEI as cheap versus peers, while the expectations gap is negative and valuation-model confidence is medium. Pricing is tagged as justified, with low fragility, so the snapshot does not point to unusually concentrated market expectations.

What the fundamentals likely do

Near term, management has maintained the quarterly dividend and reported FFO per diluted share consistent with its 2026 guidance range, while net losses remain within its stated range. Recent earnings-beat events and stronger company momentum are constructive, but the sector backdrop is a headwind and performance remains below peers.

What Douglas Emmett hinges on

The near-term case strengthens if management reverses its lowered guidance and raises it next quarter, or if sector peers continue to report strong results and higher guidance. Fed rate cuts could also help rate-sensitive real estate, while execution against 2026 FFO and loss guidance remains important.

Bottom line

Over the next one to three years, DEI’s long-term thesis rests on consistent execution and relief from sector and interest-rate headwinds; the evidence is mixed, with medium confidence. Not investment advice.

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	258.36M
EPS	—	-0.048
FY 2026 · Annual
Revenue	—	1.02B
EPS	—	-0.13
FFO per share	$1.39–$1.43	—
FY 2027 · Annual
Revenue	—	1.06B
EPS	—	-0.129

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

Unavailable → Unavailable · observed estimates

FY2027 revenueUnavailable

Unavailable → Unavailable · observed estimates

Exact estimates & source dates

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	3 / 4
2026-07-25	Unavailable	$1,037,025,360	3 / 5
2026-07-26	Unavailable	$1,037,025,360	3 / 5
2026-07-27	Unavailable	Unavailable	3 / 4
2026-07-28	Unavailable	$1,037,025,360	3 / 5
2026-07-29	Unavailable	Unavailable	3 / 4
2026-07-30	Unavailable	$1,037,025,360	3 / 5
2026-07-31	Unavailable	Unavailable	3 / 4
2026-08-01	Unavailable	Unavailable	3 / 4
2026-08-02	Unavailable	$1,037,025,360	3 / 5
2026-08-03	Unavailable	Unavailable	3 / 4
2026-08-04	Unavailable	$1,037,025,360	3 / 5
2026-08-05	Unavailable	$1,037,025,360	3 / 5
2026-08-06	Unavailable	Unavailable	3 / 4
2026-08-07	Unavailable	Unavailable	3 / 4
2026-08-08	Unavailable	$1,039,971,560	3 / 5
2026-08-09	Unavailable	$1,039,971,560	3 / 5
2026-08-10	Unavailable	$1,039,971,560	3 / 5
2026-08-11	Unavailable	Unavailable	3 / 4
2026-08-12	Unavailable	$1,039,971,560	4 / 5
2026-08-13	Unavailable	$1,039,971,560	4 / 5
2026-08-14	Unavailable	Unavailable	3 / 4
2026-08-15	Unavailable	Unavailable	4 / 4
2026-08-16	Unavailable	Unavailable	4 / 4
2026-08-17	Unavailable	Unavailable	4 / 4
2026-08-18	Unavailable	Unavailable	4 / 4
2026-08-19	Unavailable	Unavailable	4 / 4
2026-08-20	$-0.11	Unavailable	5 / 4
2026-08-21	$-0.11	Unavailable	5 / 4
2026-08-22	$-0.11	Unavailable	5 / 4
2026-08-23	$-0.11	$1,049,417,175	5 / 5
2026-08-24	$-0.11	$1,049,417,175	5 / 5
2026-08-25	$-0.11	$1,049,417,175	5 / 5
2026-08-26	$-0.11	$1,049,417,175	5 / 5
2026-08-27	$-0.11	$1,049,417,175	5 / 5
2026-08-28	$-0.11	$1,049,417,175	5 / 5
2026-08-29	$-0.11	$1,049,417,175	5 / 5
2026-08-30	$-0.11	$1,049,417,175	5 / 5
2026-08-31	$-0.11	$1,049,417,175	5 / 5
2026-09-01	$-0.11	$1,049,417,175	5 / 5
2026-09-02	$-0.11	$1,049,417,175	5 / 5
2026-09-03	$-0.11	$1,049,417,175	5 / 5
2026-09-04	$-0.11	Unavailable	5 / 4
2026-09-05	$-0.11	Unavailable	5 / 4
2026-09-06	$-0.11	Unavailable	5 / 4
2026-09-07	$-0.11	Unavailable	5 / 4
2026-09-08	$-0.11	Unavailable	5 / 4
2026-09-09	Unavailable	Unavailable	4 / 4
2026-09-10	Unavailable	Unavailable	4 / 4
2026-09-11	Unavailable	Unavailable	4 / 4
2026-09-12	$-0.12	Unavailable	5 / 4
2026-09-13	$-0.12	Unavailable	5 / 4
2026-09-14	$-0.12	Unavailable	5 / 4
2026-09-15	$-0.12	Unavailable	5 / 4
2026-09-16	$-0.12	Unavailable	5 / 4
2026-09-17	$-0.12	Unavailable	5 / 4
2026-09-18	$-0.12	Unavailable	5 / 4
2026-09-19	$-0.12	Unavailable	5 / 4
2026-09-20	$-0.12	Unavailable	5 / 4
2026-09-21	$-0.12	Unavailable	5 / 4
2026-09-22	$-0.12	Unavailable	5 / 4
2026-09-23	$-0.12	Unavailable	5 / 4
2026-09-24	$-0.12	Unavailable	5 / 4
2026-09-25	$-0.12	Unavailable	5 / 4
2026-09-26	$-0.12	Unavailable	5 / 4
2026-09-27	$-0.12	Unavailable	5 / 4
2026-09-28	$-0.12	Unavailable	5 / 4
2026-09-29	$-0.12	Unavailable	5 / 4
2026-09-30	$-0.12	Unavailable	5 / 4
2026-10-01	$-0.12	Unavailable	5 / 4
2026-10-02	$-0.12	Unavailable	5 / 4
2026-10-03	$-0.12	Unavailable	5 / 4
2026-10-04	$-0.12	Unavailable	5 / 4
2026-10-05	$-0.12	Unavailable	5 / 4
2026-10-06	Unavailable	Unavailable	4 / 4
2026-10-07	Unavailable	Unavailable	4 / 4
2026-10-08	Unavailable	Unavailable	4 / 4
2026-10-09	Unavailable	Unavailable	4 / 4
2026-10-10	Unavailable	Unavailable	4 / 4
2026-10-11	Unavailable	Unavailable	4 / 4
2026-10-12	Unavailable	Unavailable	4 / 4
2026-10-13	Unavailable	Unavailable	4 / 4
2026-10-14	Unavailable	Unavailable	4 / 4
2026-10-15	Unavailable	Unavailable	4 / 3
2026-10-16	Unavailable	Unavailable	3 / 3
2026-10-17	Unavailable	Unavailable	3 / 3
2026-10-18	Unavailable	Unavailable	3 / 4
2026-10-19	Unavailable	Unavailable	3 / 4
2026-10-20	Unavailable	Unavailable	3 / 4
2026-10-21	Unavailable	Unavailable	3 / 4
2026-10-22	Unavailable	Unavailable	3 / 4
2026-10-23	Unavailable	Unavailable	3 / 4
2026-10-24	Unavailable	Unavailable	3 / 4

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings