CPTMEDIUM SIGNALFINANCIAL10-K

Camden Property Trust reported exceptional financial performance with net income surging 135% to $384.5M while significantly increasing share buybacks to $270.7M, though the company reduced its property portfolio by 2 properties.

The dramatic improvement in profitability combined with aggressive share buybacks suggests strong cash generation and management's confidence in the business, resulting in a reduced share count from 106.7M to 103.4M shares outstanding. However, the slight reduction in total apartment units (59,996 to 59,921) indicates the company is actively pruning its portfolio, likely disposing of underperforming assets as stated in their strategic approach.

Comparing 2026-02-12 vs 2025-02-20View on EDGAR →
FINANCIAL ANALYSIS

Camden delivered outstanding financial results with net income more than doubling to $384.5M and revenue growing 82% to $13.0M, while the company dramatically increased share buybacks from $50.0M to $270.7M. The balance sheet expanded with total liabilities increasing 12% to $4.6B and debt growing 12% to $3.9B, though cash also improved to $25.2M. Overall, the financial picture signals a highly profitable year with strong cash generation that enabled significant capital returns to shareholders, though increased leverage warrants monitoring as the company continues its growth strategy.

FINANCIAL STATEMENT CHANGES
Share Buybacks
Cash Flow
+441.3%
$50.0M$270.7M

Share repurchases increased 441.3% — management returning capital, signals confidence in intrinsic value.

Net Income
P&L
+135.4%
$163.3M$384.5M

Net income grew 135.4% — bottom-line growth signals improving overall business health.

Revenue
P&L
+81.7%
$7.1M$13.0M

Strong top-line growth of 81.7% — accelerating demand or successful expansion into new markets.

Cash & Equivalents
Balance Sheet
+19.8%
$21.0M$25.2M

Cash grew 19.8% — improving liquidity position supports investment and shareholder returns.

Total Liabilities
Balance Sheet
+12.2%
$4.1B$4.6B

Liabilities increased 12.2% — monitor debt-to-equity ratio and interest coverage.

Total Debt
Balance Sheet
+11.9%
$3.5B$3.9B

Debt rose 11.9% — additional borrowing for investment or operations; monitor coverage ratios.

LANGUAGE CHANGES
NEW — 2026-02-12
PRIOR — 2025-02-20
ADDED
On February 5, 2026, 103,408,210 common shares of the registrant were outstanding, net of treasury shares and shares held in our deferred compensation arrangements.
Copies are also available, without charge, from Investor Relations, 2800 Post Oak Boulevard, Suite 2700, Houston, Texas 77056.
Narrative Description of Business As of December 31, 2025, we owned interests in, operated, or were developing 175 multifamily properties comprised of 59,921 apartment homes across the United States.
Of the 175 properties, three properties were under construction and will consist of a total of 1,162 apartment homes when completed.
However, consistent with our goal of generating sustained earnings growth, we intend to selectively dispose of properties and redeploy capital for various strategic reasons, including if we determine an individual property or group of properties or the market in which they are located cannot meet our long-term earnings growth expectations.
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REMOVED
On February 13, 2025, 106,757,212 common shares of the registrant were outstanding, net of treasury shares and shares held in our deferred compensation arrangements.
Copies are also available, without charge, from Investor Relations, 11 Greenway Plaza, Suite 2400, Houston, Texas 77046.
Narrative Description of Business As of December 31, 2024, we owned interests in, operated, or were developing 177 multifamily properties comprised of 59,996 apartment homes across the United States.
Of the 177 properties, three properties were under construction and will consist of a total of 1,138 apartment homes when completed.
However, consistent with our goal of generating sustained earnings growth, we intend to selectively dispose of properties and redeploy capital for various strategic reasons, including if we determine a property cannot meet our long-term earnings growth expectations.
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