Full Transcript: Americold Realty Trust Q2 2026 Earnings Call
Americold Realty Trust reported strong Q2 2026 financial results, exceeding expectations with $0.35 AFFO per share, driven by increased physical occupancy and market share gains. The company is advancing five key priorities, including deleveraging its balance sheet through a $1.3 billion joint venture with EQT, optimizing its real estate portfolio by exiting underperforming assets, and expanding into new sectors. Americold raised its full-year AFFO guidance to $1.26-$1.32 per share, demonstrating confidence in its operational strategy and ability to navigate a stabilizing industry.
Q3 results are due before markets open Nov. 5; Americold's call starts at 8 a.m.
Americold Realty Trust (COLD) is scheduled to release its third-quarter 2026 financial results before the market opens on November 5, 2026. A conference call will follow at 8:00 a.m. Eastern Time on the same day, with a webcast available via the company's Investor Relations website. Telephone playback of the call will be accessible until November 19, 2026.
3 US REIT Stocks Worth Watching As Rate Cut Hopes Return
Cooling US job data and a slightly higher unemployment rate are shifting interest rate expectations, making income-focused stocks, particularly REITs, attractive. This article highlights three US REITs—Americold Realty Trust (COLD), Alexandria Real Estate Equities (ARE), and W. P. Carey (WPC)—that are well-positioned for this environment due to their essential operations, dividend focus, and sensitivity to interest rate changes. It briefly outlines each company's overview, operations, and market capitalization, emphasizing their unique strengths in a rate-sensitive market.
Americold Realty Trust Shares Rise After Scotiabank Upgrade
Americold Realty Trust (COLD) shares rose after Scotiabank upgraded the stock to Sector Outperform from Underweight. This upgrade follows a recent upgrade by JPMorgan and comes amidst other analyst price target adjustments and dividend declarations from the company.
Americold Realty Trust Raised to Sector Outperform From Sector Perform by Scotiabank
Scotiabank has upgraded Americold Realty Trust (NYSE: COLD) from Sector Perform to Sector Outperform. This revision indicates a more positive outlook on the company's stock performance.
Americold Realty rises after Scotiabank upgrades to Outperform (COLD:NYSE)
Americold Realty Trust (COLD) saw its stock rise by 2.5% after Scotiabank upgraded it to Sector Outperform. Analyst Viktor Fediv's decision was based on channel checks suggesting that the company's fundamentals are stabilizing and are likely approaching an inflection point.
Scotiabank Upgrades Americold Realty Trust Markets to Sector Outperform From Underweight
Scotiabank has upgraded Americold Realty Trust (COLD) from Underweight to Sector Outperform. This positive rating change comes after JPMorgan also upgraded Americold Realty Trust to Neutral last week, suggesting a potential shift in analyst sentiment toward the company. The article also mentions recent financial activities and dividend announcements by Americold Realty Trust.
Americold Realty Trust, Inc. (COLD) Stock Price, News, Quote & History
This Yahoo Finance page provides comprehensive stock information for Americold Realty Trust, Inc. (COLD), a global leader in temperature-controlled logistics and real estate. It details the company's current stock price, dividend announcements, historical performance, key financial metrics, recent news, analyst ratings, and comparisons with similar companies. The article also offers an overview of Americold's operations, highlighting its 224 facilities and focus on cold storage and transportation solutions.
JPMorgan Upgrades Americold Realty Trust to Neutral From Underweight, Price Target Is $16
JPMorgan has upgraded Americold Realty Trust (NYSE:COLD) from Underweight to Neutral. The firm has set a price target of $16 for the stock. This adjustment reflects a revised outlook on the company by JPMorgan.
Americold Realty Trust Price Target Announced at $16.00/Share by JP Morgan
JP Morgan has set a price target of $16.00 per share for Americold Realty Trust (NYSE:COLD). This announcement provides investors with an updated analyst perspective on the company's stock valuation. The new target may influence investor decisions and market sentiment regarding COLD.
Americold Realty Trust Raised to Neutral From Underweight by JP Morgan
JP Morgan has upgraded Americold Realty Trust (NYSE:COLD) from an "Underweight" rating to a "Neutral" rating. This change in analyst sentiment suggests a revised outlook on the company's stock performance.
Americold Realty Trust (NYSE:COLD) Upgraded by JPMorgan Chase & Co. to Neutral Rating
JPMorgan Chase & Co. upgraded Americold Realty Trust (NYSE:COLD) from an "underweight" to a "neutral" rating, setting a $16 price target which implies an 11.54% upside. The company reported quarterly revenue of $662.89 million, surpassing consensus estimates, and maintains its fiscal 2026 EPS guidance of $1.20–$1.30. Institutional investors hold approximately 98.14% of the company's stock.
JPMorgan Upgrades Americold Realty Trust to Neutral From Underweight, Price Target is $16
JPMorgan has upgraded Americold Realty Trust (COLD) from Underweight to Neutral, setting a new price target of $16. The article notes that Americold Realty Trust currently has an average rating of "hold" and a mean price target of $16.31 among analysts.
JPMorgan Upgrades Americold Realty Trust to Neutral From Underweight, Price Target is $16
JPMorgan has upgraded Americold Realty Trust (NYSE: COLD) from an "Underweight" to a "Neutral" rating, setting a new price target of $16. This change in analyst sentiment suggests a more balanced outlook on the company's stock performance. The article also mentions recent activities for Americold Realty Trust, including a $1.3 billion cold storage joint venture and a declared quarterly dividend.
Bank of America Corp DE Purchases Shares of 3,062,420 Americold Realty Trust Inc. $COLD
Bank of America Corp DE has acquired 3,062,420 shares of Americold Realty Trust Inc. ($COLD), valued at approximately $48.1 million, representing a 1.07% stake in the company. Institutional investors now collectively own 98.14% of Americold Realty Trust. The company reported strong Q2 revenue of $662.9 million, exceeding estimates, and declared a quarterly dividend of $0.23 per share, yielding 6.4% annually.
ETFs Investing in Americold Realty Trust, Inc. Stocks
This article lists various ETFs that invest in Americold Realty Trust, Inc. (COLD) stocks, providing detailed financial information for each fund. The list includes passive and active ETFs from major issuers like Vanguard, BlackRock, and Charles Schwab, covering different investment styles and focus areas such as real estate, small-cap, and high dividend yield. Each ETF entry shows its market value, weight of COLD stock, expense ratio, assets under management (AUM), and price performance.
Squarepoint Ops LLC Acquires 92,563 Shares of Americold Realty Trust Inc. $COLD
Squarepoint Ops LLC significantly increased its stake in Americold Realty Trust Inc. (NYSE:COLD) during the second quarter, purchasing an additional 92,563 shares, bringing its total to 162,204 shares valued at $2.55 million. Other institutional investors also adjusted their positions, with overall institutional ownership reaching 98.14%. Americold Realty Trust reported strong quarterly revenue of $662.89 million, exceeding estimates, and declared a quarterly dividend of $0.23 per share, representing a 6.3% annualized yield.
Americold gets tax break, agrees to help fund road repair
Americold, a cold storage company, has received a mortgage tax exemption for its facility in Dunkirk, New York, after initially declining it. In exchange for this financial assistance, Americold has agreed to help fund repairs to William Street and collaborate with the town to seek a traffic light installation at the intersection of Williams Street and Bennett Road. This agreement resolves previous objections from the Dunkirk Town Supervisor regarding road damage caused by the facility's operations.
Americold gets tax break, agrees to help fund road repair
Americold received a mortgage tax exemption for its Dunkirk facility after initially declining it. In exchange for the $625,000 exemption, the company agreed to help fund repairs to William Street, which has been damaged by heavy truck traffic, and assist in advocating for a traffic light at the intersection of Williams Street and Bennett Road. This agreement came after objections from the Town of Dunkirk regarding infrastructure damage caused by the facility's operations.
Americold Realty Trust Inc. (NYSE:COLD) Given Consensus Rating of "Hold" by Brokerages
Americold Realty Trust Inc. (NYSE:COLD) has received a consensus "Hold" rating from sixteen brokerages, with an average 12-month price target of $15.63. The company recently reported quarterly revenue of $662.89 million, exceeding analyst estimates, and announced a quarterly dividend of $0.23, representing a 6.5% yield. Institutional investors and hedge funds hold a significant 98.14% ownership of the stock.
Hsbc Holdings PLC Trims Stake in Americold Realty Trust Inc. $COLD
Hsbc Holdings PLC reduced its stake in Americold Realty Trust Inc. by 19.4% in the second quarter, selling 162,214 shares but retaining 673,314 shares valued at approximately $10.6 million. Americold Realty Trust reported strong quarterly results, exceeding revenue expectations, and declared a quarterly dividend of $0.23, representing an annualized yield of 6.7%. Analysts currently maintain a consensus "Hold" rating for the stock, with an average price target of $15.63.
Wellington Management Group LLP Purchases Shares of 570,192 Americold Realty Trust Inc. $COLD
Wellington Management Group LLP has acquired 570,192 shares of Americold Realty Trust Inc. (NYSE:COLD) during the second quarter, valued at approximately $8.96 million. This purchase gives Wellington Management Group a 0.20% stake in the company, which is largely institutionally owned with 98.14% held by hedge funds and other institutional investors. Analysts currently maintain a "Hold" rating for Americold Realty Trust, with a consensus price target of $15.63, while the company has reported strong quarterly revenue and declared a quarterly dividend of $0.23.
Americold: The Cold Storage Downturn Could Be Nearing Its End (NYSE:COLD)
Americold Realty Trust (COLD) is rated as a Buy, trading at a significant discount to its intrinsic value despite macro risks. The company reported strong Q2 results with revenue and occupancy growth, strengthened its balance sheet through a $1.3B joint venture, and raised its AFFO guidance. With cost-saving initiatives and potential industry stabilization, Americold could see future AFFO growth, supported by a 6.5% dividend yield.
74,741 Shares in Americold Realty Trust Inc. $COLD Purchased by The Manufacturers Life Insurance Company
The Manufacturers Life Insurance Company recently acquired 74,741 shares of Americold Realty Trust Inc. (NYSE:COLD) valued at approximately $1,175,000. This purchase is part of broader institutional investment activity, with other hedge funds also adjusting their positions in the company. Analysts currently rate Americold Realty Trust as a "Hold" with a consensus price target of $15.63.
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $29.61 Million Stock Position in Americold Realty Trust Inc. $COLD
UBS Asset Management increased its stake in Americold Realty Trust Inc. (NYSE: COLD) by 4.7% in the second quarter, bringing its total holdings to 1.88 million shares valued at $29.61 million. Americold reported strong quarterly revenues of $662.9 million, exceeding estimates, and declared a quarterly dividend of $0.23 per share. Analysts currently maintain a "Hold" rating for the stock with an average target price of $15.63.
Jupiter Topco LLC Acquires Shares of 119,251 Americold Realty Trust Inc. $COLD
Jupiter Topco LLC recently acquired 119,251 shares of Americold Realty Trust Inc. (NYSE:COLD) for approximately $1.88 million. Institutional investors now own 98.14% of the company, which recently reported better-than-expected quarterly revenue of $662.89 million and declared a quarterly dividend of $0.23 per share. Analyst sentiment remains mixed, with a consensus "Hold" rating and a target price of $15.63.
Public Employees Retirement System of Ohio Purchases New Shares in Americold Realty Trust Inc. $COLD
The Public Employees Retirement System of Ohio has acquired 408,288 shares of Americold Realty Trust Inc. (NYSE:COLD) for approximately $6.4 million, representing about 0.14% of the company. Other institutional investors also adjusted their holdings in COLD, which has reported quarterly revenues exceeding analyst expectations and declared a dividend of $0.23 per share. Analysts currently maintain a "Hold" rating for Americold Realty Trust, with an average price target of $15.63.
Americold Realty Trust, EQT Close $1.3 Billion Cold Storage JV
Americold Realty Trust and EQT have finalized a $1.3 billion joint venture focused on cold storage facilities. This announcement comes amidst other news for Americold, including maintaining its quarterly dividend and recent analyst price target adjustments. The company specializes in temperature-controlled logistics real estate, operating a vast network of warehouses globally.
Americold Realty Trust Closes $1.3 Billion North American Cold Storage Joint Venture With EQT | COLD Stock News
Americold Realty Trust has finalized a joint venture with EQT's Active Core Infrastructure fund, acquiring a 70% ownership stake in 12 temperature-controlled warehouse facilities in the U.S. valued at over $1.3 billion. Americold retains 30% ownership and will manage the platform, receiving approximately $1.1 billion in net cash proceeds to reduce debt and support future growth. This partnership aims to leverage Americold's operational expertise and EQT's investment resources to capitalize on opportunities in the North American cold storage market.
Private Management Group Inc. Has $73.57 Million Stock Position in Americold Realty Trust Inc. $COLD
Private Management Group Inc. reduced its stake in Americold Realty Trust Inc. by 2.1% in the second quarter, selling 99,591 shares but still holding 4.68 million shares valued at approximately $73.6 million. Americold Realty Trust has a consensus "Hold" rating from analysts with an average price target of $15.63, and recently reported quarterly revenue of $662.9 million and earnings of $0.35 per share. The company also declared a quarterly dividend of $0.23 per share, yielding 6.1% annualized.
Hsbc Holdings PLC Makes New $10.61 Million Investment in Americold Realty Trust Inc. $COLD
Hsbc Holdings PLC has made a new investment of $10.61 million in Americold Realty Trust Inc. (NYSE: COLD), acquiring 673,314 shares during the second quarter. Americold reported strong quarterly revenue of $662.89 million, surpassing analyst expectations, and announced a quarterly dividend of $0.23 per share, yielding 6.1%. Analysts currently maintain a "Hold" rating for the stock, with a consensus price target of $15.63.
Bank of New York Mellon Corp Takes $45.23 Million Position in Americold Realty Trust Inc. $COLD
Bank of New York Mellon Corp has acquired 2.88 million shares of Americold Realty Trust Inc. (NYSE:COLD), valued at approximately $45.23 million, representing a 1.01% stake in the company. Other institutional investors also adjusted their positions, with institutional ownership now at 98.14%. Americold Realty Trust recently reported strong quarterly revenue of $662.9 million, surpassing analyst estimates, and declared a quarterly dividend of $0.23 per share, yielding 6.1%.
Deutsche Bank AG Acquires New Position in Americold Realty Trust Inc. $COLD
Deutsche Bank AG has acquired a new position in Americold Realty Trust Inc. (NYSE:COLD) during the second quarter, purchasing 209,324 shares valued at approximately $3.29 million. Other institutional investors also initiated new positions, bringing total institutional ownership to 98.14%. Analysts currently have a mixed sentiment with a consensus "Hold" rating and a price target of $15.63, while the company recently reported stronger-than-expected quarterly revenue and provided optimistic fiscal 2026 EPS guidance.
Americold Realty Trust, Inc. Declares Third Quarter 2026 Dividend, Payable on October 15, 2026
Americold Realty Trust, Inc. has announced a third-quarter 2026 dividend of $0.23 per share for its common stock. The cash dividend is scheduled for payment on October 15, 2026, to stockholders recorded by the close of business on September 30, 2026. This announcement follows recent news of the company's financial activities and analyst price target adjustments.
10,430,165 Shares in Americold Realty Trust Inc. $COLD Purchased by Ancora Advisors LLC
Ancora Advisors LLC purchased over 10.43 million shares of Americold Realty Trust Inc. (NYSE:COLD) during the second quarter, a stake valued at approximately $164 million, making it their fourth-largest holding. This acquisition represents about 3.65% of Americold's stock. Americold recently reported strong quarterly revenues of $662.9 million, surpassing estimates, and issued positive fiscal 2026 EPS guidance, while its shares trade at $15.53 with analysts maintaining a consensus "Hold" rating.
Americold Realty Trust, Inc. Declares Third Quarter 2026 Dividend
Americold Realty Trust (NYSE: COLD) announced its Board of Directors has declared a third-quarter 2026 dividend of $0.23 per share for common stock holders. The cash dividend is payable on October 15, 2026, to stockholders of record as of September 30, 2026. Americold is a global leader in temperature-controlled logistics and real estate, operating over 220 facilities worldwide.
Ieq Capital LLC Takes Position in Americold Realty Trust Inc. $COLD
Ieq Capital LLC has acquired a new position in Americold Realty Trust Inc. (NYSE:COLD) during the second quarter, purchasing 275,599 shares valued at approximately $4.33 million. Other institutional investors like Ameriflex Group Inc. and Geneos Wealth Management Inc. have also adjusted their holdings. The article details Americold Realty Trust's recent price performance, earnings, and analyst ratings, noting an average "Hold" rating and a consensus price target of $15.63.
Pinnacle Holdings LLC Invests $2.06 Million in Americold Realty Trust Inc. $COLD
Pinnacle Holdings LLC recently acquired 130,869 shares of Americold Realty Trust Inc. (NYSE:COLD) worth approximately $2.06 million, establishing a new position in the company. Institutional investors collectively own 98.14% of Americold Realty Trust. The company reported strong Q2 revenue of $662.89 million, surpassing estimates, and analysts currently have a consensus "Hold" rating with an average price target of $15.63.
Elevation Point Wealth Partners LLC Purchases Shares of 77,801 Americold Realty Trust Inc. $COLD
Elevation Point Wealth Partners LLC acquired 77,801 shares of Americold Realty Trust Inc. (NYSE:COLD) in the second quarter, valuing their new stake at approximately $1.24 million. Institutional investors now hold 98.14% of the stock. Americold reported strong quarterly revenue of $662.89 million, surpassing analyst expectations, and issued fiscal 2026 EPS guidance of $1.20 to $1.30.
William Blair Investment Management LLC Invests $12.93 Million in Americold Realty Trust Inc. $COLD
William Blair Investment Management LLC has acquired 822,464 shares of Americold Realty Trust Inc. (NYSE:COLD) for approximately $12.93 million, establishing a 0.29% stake in the company. Institutional investors and hedge funds own 98.14% of Americold Realty Trust, which recently reported revenue of $662.89 million, exceeding analyst estimates. Despite mixed analyst ratings, the company is seen as a significant player in temperature-controlled warehousing.
Clear Harbor Asset Management LLC Acquires New Shares in Americold Realty Trust Inc. $COLD
Clear Harbor Asset Management LLC has acquired 78,272 new shares of Americold Realty Trust Inc. (NYSE:COLD) during the second quarter, valued at approximately $1.23 million. This purchase is part of a trend where institutional investors collectively own 98.14% of the company's stock. Americold Realty Trust, a real estate investment trust specializing in temperature-controlled warehousing, recently reported strong second-quarter results, exceeding revenue consensus estimates.
Mitsubishi UFJ Asset Management Co. Ltd. Invests $3.86 Million in Americold Realty Trust Inc. $COLD
Mitsubishi UFJ Asset Management Co. Ltd. recently acquired 245,532 shares of Americold Realty Trust Inc. (NYSE:COLD) worth approximately $3.86 million, representing 0.09% of the company. Institutional investors collectively own 98.14% of COLD, while analyst sentiment is mixed with a consensus "Hold" rating and an average price target of $15.63. Americold reported strong quarterly revenues of $662.89 million, surpassing estimates, and earnings of $0.35 per share, with shares opening up 1.5% at $15.24.
OVERSEA CHINESE BANKING Corp Ltd Makes New $2.91 Million Investment in Americold Realty Trust Inc. $COLD
OVERSEA CHINESE BANKING Corp Ltd has acquired a new stake of 184,866 shares, valued at approximately $2.91 million, in Americold Realty Trust Inc. during the second quarter. Other institutional investors have also adjusted their positions in the company, which currently holds an average analyst rating of "Hold" with a consensus target price of $15.63. Americold Realty Trust reported strong quarterly earnings with revenue surpassing analyst estimates.
Advisors Capital Management LLC Acquires New Position in Americold Realty Trust Inc. $COLD
Advisors Capital Management LLC has acquired a new stake in Americold Realty Trust Inc. (NYSE:COLD) during the second quarter, purchasing 1,263,253 shares valued at approximately $19.86 million. This acquisition makes Advisors Capital Management LLC own 0.44% of the company. Other institutional investors have also adjusted their holdings in Americold Realty Trust, with several analysts offering various ratings and price targets for the stock.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Americold Realty Trust, Inc. - COLD
Pomerantz LLP is investigating Americold Realty Trust, Inc. (NYSE: COLD) following a significant drop in its stock price. This investigation comes after Americold announced a non-cash impairment charge of approximately $305 million to $320 million due to the termination of agreements with ADUSA Distribution, LLC for two automated distribution centers. The firm is looking into whether Americold and its officers engaged in securities fraud or unlawful business practices.
EXCLUSIVE: Americold's Port Saint John bet stitching DP World and CPKC into one cold chain
Americold has opened a new US$80 million import-export hub at Port Saint John, creating a unique cold chain network. This facility brings together Americold, DP World (terminal operator), and CPKC (railroad) to offer direct shipping and cold storage for temperature-sensitive goods into and out of Central Canada and beyond. The strategic partnership model aims to leverage each entity's core competency and capitalize on significant investment in Port Saint John to create a more efficient cold chain gateway.
BofA Securities Downgrades Americold Realty Trust(COLD.US) to Hold Rating, Raises Target Price to $16
BofA Securities has downgraded Americold Realty Trust (COLD.US) from a Buy to a Hold rating. Despite the downgrade, the firm increased its price target for COLD.US shares from $15 to $16. This adjustment reflects a revised outlook on the company's stock performance.
Americold Realty Trust Price Target Maintained With a $16.00/Share by RBC Capital
RBC Capital has reiterated its Sector Perform rating on Americold Realty Trust (NYSE:COLD) and maintained its price target at $16.00 per share. This indicates that RBC Capital views the stock as likely to perform in line with the broader sector over the coming period. The price target suggests the analyst's expectation for the stock's valuation.
Analysts Offer Insights on Real Estate Companies: Dream Office Real Estate Investment (OtherDRETF), Americold Realty (COLD) and Camden Property (CPT)
Analysts have issued neutral ratings for three real estate companies: Dream Office Real Estate Investment (DRETF), Americold Realty (COLD), and Camden Property (CPT). RBC Capital maintained a Hold rating for Dream Office, while also maintaining a Hold for Americold. J.P. Morgan likewise maintained a Hold rating for Camden Property, indicating that analysts are taking a cautious stance on these stocks.
Americold Realty Trust (NYSE:COLD) Upgraded at Bank of America
Bank of America upgraded Americold Realty Trust (NYSE:COLD) from an "underperform" to a "neutral" rating, increasing its price target from $15 to $16, suggesting a 10.57% upside. Despite the upgrade, the overall analyst consensus remains a "Hold" with an average target price of $15.61. The company recently reported Q3 earnings of $0.35 per share and revenue of $662.89 million, surpassing analyst revenue estimates.
