Public Sector Pension Investment Board Buys Shares of 95,000 First Industrial Realty Trust, Inc. $FR
The Public Sector Pension Investment Board recently acquired 95,000 shares of First Industrial Realty Trust (NYSE:FR) for approximately $4.89 million, establishing a 0.07% stake in the company. This comes as First Industrial Realty Trust reported mixed quarterly results, missing EPS expectations but exceeding revenue forecasts and raising its quarterly dividend to $0.50 per share. Several other institutional investors also adjusted their holdings in the real estate investment trust.
First Industrial Realty Trust stock hits 52-week high at 60.8 USD
First Industrial Realty Trust (FR) stock reached a 52-week high of $60.80, reflecting solid performance with a 12.33% total return over the past year and a 21.36% gain in six months. The company, a real estate investment trust focused on industrial properties, trades at a P/E ratio of 32.48 and offers a 3.31% dividend yield. This surge follows strong Q4 2025 earnings which beat analyst expectations, and an increased price target from RBC Capital.
First Industrial Realty Trust stock hits 52-week high at 60.8 USD
First Industrial Realty Trust (FR) stock has reached a new 52-week high of $60.80, demonstrating strong performance with a 12.33% total return over the past year and substantial gains in the last six months. The real estate investment trust, known for its focus on industrial properties, also reported robust Q4 2025 earnings which exceeded analyst expectations, leading RBC Capital to raise its price target. Although InvestingPro data indicates a "GOOD" financial health score, the stock may be considered slightly overvalued relative to its Fair Value.
First Industrial Realty Trust stock hits 52-week high at 60.8 USD
First Industrial Realty Trust stock has reached a new 52-week high of $60.80, driven by a 12.33% total return over the past year and a 21.36% gain in the last six months. The company, a real estate investment trust focused on industrial properties, also reported strong Q4 2025 earnings, surpassing analyst expectations for both EPS and revenue. RBC Capital increased its price target to $66, maintaining an Outperform rating due to the company's solid growth prospects from its development projects.
First Industrial Realty Trust (NYSE:FR) Reaches New 1-Year High - Here's Why
First Industrial Realty Trust (NYSE:FR) recently hit a new 52-week high of $60.87, despite missing Q4 EPS estimates while revenue increased. Analysts have given the company a "Moderate Buy" consensus rating with an average projected price target of $63.21. The company also raised its quarterly dividend to $0.50, offering a 3.3% yield, though its payout ratio is high at 95.7%.
65,712 Shares in First Industrial Realty Trust, Inc. $FR Acquired by First National Bank of Omaha
First National Bank of Omaha recently acquired 65,712 shares of First Industrial Realty Trust (NYSE:FR) worth approximately $3.38 million. Institutional investors now hold nearly 100% of the company's stock, which has received a "Moderate Buy" consensus rating from analysts with an average target price of $63.21. Despite missing Q3 EPS estimates, the company increased its quarterly dividend to $0.50 per share and provided positive FY2026 EPS guidance.
Presima Securities ULC Sells 82,298 Shares of First Industrial Realty Trust, Inc. $FR
Presima Securities ULC reduced its stake in First Industrial Realty Trust (NYSE:FR) by 15.6%, selling 82,298 shares, though FR remains its fifth-largest holding. First Industrial reported Q3 EPS of $0.59, missing estimates, but saw revenue increase by 7.3% and raised its quarterly dividend to $0.50. Despite insider selling and missed earnings, analysts maintain a "Moderate Buy" rating with a target price of $63.21, and institutional ownership remains very high at 99.85%.
First Industrial Realty Trust stock hits 52-week high at 60.8 USD
First Industrial Realty Trust (FR) stock has reached a new 52-week high of $60.80, demonstrating strong performance with a 12.33% total return over the last year and a 21.36% gain in six months. The company's recent fourth-quarter 2025 earnings surpassed analyst expectations, and RBC Capital raised its price target to $66, maintaining an Outperform rating. Despite a "GOOD" financial health score, the stock appears slightly overvalued relative to its Fair Value.
Beyond The Numbers: 7 Analysts Discuss First Industrial Realty Stock
Seven analysts have recently provided ratings and price targets for First Industrial Realty (NYSE: FR), resulting in an average price target of $64.0, a 6.67% increase from the previous average. The company shows strong financial performance with impressive revenue growth, net margin, return on equity, and return on assets, alongside sound debt management. Analysts' sentiments range from bullish to indifferent, with recent adjustments indicating an upward trend in price targets.
First Industrial Realty Trust, Inc. (NYSE:FR) Given Average Rating of "Moderate Buy" by Brokerages
First Industrial Realty Trust (NYSE:FR) has received a "Moderate Buy" consensus rating from 13 brokerages, with an average 12-month price target of $63.07. The company recently reported Q4 revenue of $188.4 million, exceeding estimates, despite an EPS miss of $0.59. Furthermore, First Industrial increased its quarterly dividend to $0.50, resulting in an annualized yield of 3.4%.
Citi Maintains First Industrial Realty Trust Inc(FR.US) With Hold Rating, Maintains Target Price $63
Citi analyst Craig Mailman has reiterated a "Hold" rating for First Industrial Realty Trust Inc (FR.US), maintaining a target price of $63. Mailman's past performance shows a 57.6% success rate and a 5.4% average return over the last year, according to TipRanks data. This information is provided for informational purposes only and is not investment advice.
Caprock Group LLC Buys New Stake in First Industrial Realty Trust, Inc. $FR
Caprock Group LLC has acquired a new stake of 25,152 shares, valued at approximately $1.323 million, in First Industrial Realty Trust (NYSE:FR) during Q3. Analysts currently rate FR as a "Moderate Buy" with an average price target of $63.07, following recent target raises and upgrades. First Industrial recently reported a Q3 EPS miss but raised its quarterly dividend to $0.50, resulting in a 3.4% yield, and provided FY2026 EPS guidance.
First Industrial Realty (FR): Citigroup Raises Price Target | FR Stock News
Citigroup has maintained a 'Neutral' rating on First Industrial Realty (FR) but raised its price target from $60.00 to $63.00, a 5.00% increase. This update aligns with recent analyst adjustments for FR, which range from 'Outperform' to 'Sector Perform' ratings and price targets up to $67.00. The consensus among 15 analysts sets an average target of $63.60, implying a 6.36% upside from the current price, while GuruFocus estimates a fair value of $66.37.
Does Dividend Hike And 2026 Guidance Shift The Bull Case For First Industrial Realty Trust (FR)?
First Industrial Realty Trust (FR) recently announced a significant dividend hike and released 2026 earnings guidance, following Q4 2025 revenue and net income increases. Despite full-year 2025 earnings being lower than 2024, the company's dividend increase and future guidance are prompting investors to re-evaluate its investment potential. The article highlights the importance of consistent earnings against a growing dividend, emphasizing potential volatility as a core risk.
Citi Initiates First Industrial Realty Trust Inc(FR.US) With Hold Rating, Announces Target Price $63
Citi analyst Craig Mailman has initiated coverage on First Industrial Realty Trust Inc (FR.US) with a "hold" rating, setting a target price of $63. According to TipRanks, the analyst has a 57.6% success rate and an average return of 5.4% over the past year. The report emphasizes that the provided information is for educational purposes and not investment advice.
RBC Lifts Price Target on First Industrial Realty Trust to $66 From $64, Keeps Outperform Rating
RBC has increased its price target for First Industrial Realty Trust (FR) to $66 from $64, while maintaining an "Outperform" rating on the stock. This adjustment reflects a positive outlook for the industrial real estate company. The report by MarketScreener highlights this analyst update along with recent company activities, including earnings reports and property transactions.
RBC Capital Initiates First Industrial Realty Trust Inc(FR.US) With Buy Rating, Announces Target Price $66
RBC Capital has initiated coverage on First Industrial Realty Trust Inc (FR.US) with a "buy" rating, setting a target price of $66. Analyst Arun Viswanathan, known for a 56.5% success rate and an average return of 3.1% over the past year, provided the analysis. This information is intended for informational purposes only and does not constitute investment advice.
First Industrial Realty Trust Highlights Robust 2025 Growth
First Industrial Realty Trust reported robust 2025 growth, characterized by double-digit FFO increases, strong cash rental rate gains, and solid same-store NOI performance. The company’s earnings call highlighted successes in development leasing, strategic acquisitions, and a dividend hike signaling confidence. While acknowledging potential execution risks concerning 2026 lease-ups and rising concessions, management provided conservative guidance balanced with operational confidence.
First Industrial Realty Trust stock hits 52-week high at $60.39
First Industrial Realty Trust (FR) stock has reached a new 52-week high of $60.39, reflecting strong performance with a 12.07% increase over the past year and a 26.11% gain in six months. The company, a real estate investment trust specializing in industrial properties, maintains a "GREAT" financial health rating and a solid dividend yield of 2.98%, with 13 consecutive years of dividend payments. This milestone follows robust fourth-quarter 2025 earnings, where EPS and revenue exceeded analyst expectations.
First Industrial Realty Trust, Inc. (NYSE:FR) Q4 2025 Earnings Call Transcript
First Industrial Realty Trust (NYSE: FR) reported strong Q4 and full-year 2025 results, with FFO per share increasing by 12% for the year and cash same-store NOI growing by 7.1%. The company highlighted significant leasing activity in the overall market and within its portfolio, successful refinancing of term loans, and strategic acquisitions and new development starts. Management expressed confidence in future cash flow growth and shareholder value enhancement, initiating 2026 FFO guidance at $3.14 per share.
Allianz Asset Management GmbH Sells 170,294 Shares of First Industrial Realty Trust, Inc. $FR
Allianz Asset Management GmbH has reduced its stake in First Industrial Realty Trust, Inc. (NYSE:FR) by 20.3%, selling 170,294 shares and holding 667,590 shares valued at $34.36 million. This trimming comes as First Industrial Realty Trust increases its FY-2026 EPS guidance and raises its quarterly dividend, despite missing GAAP EPS consensus in its latest quarterly results. The company demonstrates strong operational momentum with positive leasing metrics and cash same-store NOI growth.
First Industrial Realty Trust: 2025 FFO per share rose 12% with strong leasing; 2026 outlook remains positive
First Industrial Realty Trust reported strong 2025 results, with Funds From Operations (FFO) per share growing 12%, driven by robust leasing and high retention rates. The company's 2026 guidance anticipates continued Net Operating Income (NOI) and FFO growth, supported by new developments and stable market demand. Additionally, First Industrial Realty Trust increased its dividend by 12.4%, demonstrating ongoing capital discipline.
Earnings call transcript: First Industrial Realty Trust Q4 2025 earnings beat
First Industrial Realty Trust (FR) reported a significant beat on its Q4 2025 earnings, with an EPS of $0.59 against a forecast of $0.42, and revenue of $188.4 million exceeding expectations. The company also announced a 12.4% increase in its quarterly dividend and provided optimistic guidance for 2026, including expected NAREIT FFO between $3.09 and $3.19 per share. Growth is anticipated from new projects in Miami and Dallas, strong leasing activity with a 32% cash rental rate increase on new and renewal leases for 2025, and a projected cash same-store net operating income growth of 5-6% for 2026.
First Industrial Realty Trust, Inc. (NYSE:FR) Announces Dividend Increase - $0.50 Per Share
First Industrial Realty Trust (NYSE:FR) announced a quarterly dividend increase to $0.50 per share, marking a 12.4% rise from the previous $0.45. While the current payout ratio of 104.1% indicates dividends exceed current earnings, analysts project next year's EPS to reduce this to 57%. The company recently reported $0.59 EPS, missing estimates, but revenue beat expectations, and FY2026 EPS guidance is set between $3.09-$3.19.
First Industrial Realty Trust (FR) Q4 FFO and Revenues Surpass Estimates
First Industrial Realty Trust (FR) reported strong Q4 2025 results, with funds from operations (FFO) of $0.77 per share and revenues of $188.41 million, both exceeding Zacks Consensus Estimates. The company has a Zacks Rank #2 (Buy), indicating potential for market outperformance, and its FFO estimates have shown a favorable trend. Investors are now looking to management's commentary and future FFO outlook for further guidance.
First Industrial Realty Trust: Fourth Quarter Earnings Overview
First Industrial Realty Trust exceeded analyst expectations for its fourth-quarter financial results. The company reported funds from operations of $104.2 million, or 77 cents per share, surpassing the 76-cent estimate. Total revenue for the quarter reached $188.4 million, also above analysts' projections.
First Industrial Realty Q4 Earnings Report: What Investors Need to Know
First Industrial Realty (NYSE: FR) reported stronger than expected Q4 earnings, beating EPS estimates by 37.5% with $0.77 per share compared to an estimated $0.56. The company also saw a revenue increase of $12.82 million year-over-year. Management provided guidance for FY 2026, forecasting earnings between $3.09 and $3.19 per share.
First Industrial Realty Trust: Fourth Quarter Earnings Overview
First Industrial Realty Trust (NYSE: FR) announced fourth-quarter financial results that exceeded analysts' expectations. The company reported funds from operations of $104.2 million, or 77 cents per share, surpassing the estimated 76 cents per share. Quarterly revenue also exceeded expectations at $188.4 million against an anticipated $185.9 million.
First Industrial Realty Trust (NYSE:FR) Releases Quarterly Earnings Results, Misses Estimates By $0.17 EPS
First Industrial Realty Trust (NYSE:FR) reported its quarterly earnings, exceeding analyst expectations by $0.01 with an EPS of $0.77 and revenue of $188.41 million, up 7.3% year-over-year. Following the announcement, shares rose by 0.3%, and the company updated its FY2026 EPS guidance to $3.090-$3.190. Institutional ownership is significant at 99.85%, with several analysts maintaining a "Moderate Buy" rating and an average price target of $62.46.
First Industrial Realty Trust (FR) Q4 FFO and Revenues Surpass Estimates
First Industrial Realty Trust (FR) reported Q4 FFO of $0.77 per share, exceeding the Zacks Consensus Estimate of $0.76, and revenues of $188.41 million, surpassing estimates by 1.37%. The company has consistently beaten FFO and revenue expectations in recent quarters, leading to a favorable Zacks Rank #2 (Buy) for its stock. Investors are now looking to management commentary and future FFO outlook to assess continued performance.
Principal Financial Group Inc. Lowers Position in First Industrial Realty Trust, Inc. $FR
Principal Financial Group Inc. reduced its stake in First Industrial Realty Trust by 6.9% in Q3, selling 86,441 shares and retaining 1,173,743 shares valued at approximately $60.41 million. Despite this reduction, other institutional investors, such as Norges Bank and PGGM Investments, significantly increased their holdings, bringing total institutional ownership to about 99.85%. Analysts generally maintain a "Moderate Buy" rating for First Industrial Realty Trust, with a consensus price target of $62.46.
Thrivent Financial for Lutherans Has $109.88 Million Stake in First Industrial Realty Trust, Inc. $FR
Thrivent Financial for Lutherans increased its stake in First Industrial Realty Trust (NYSE:FR) by 3.0% in the third quarter, bringing its total holding to 2,134,890 shares valued at approximately $109.88 million. Analysts currently rate FR with a "Moderate Buy" consensus and a price target of $62.46. While institutional investors own a significant portion of the company's stock, an insider recently sold shares, reducing their position by over 15%.
Y Intercept Hong Kong Ltd Sells 92,295 Shares of First Industrial Realty Trust, Inc. $FR
Y Intercept Hong Kong Ltd significantly reduced its stake in First Industrial Realty Trust, selling 80.7% of its shares or 92,295 units, leaving them with 22,048 shares valued at $1.135 million. Despite this insider selling, FR maintains a "Moderate Buy" consensus rating from analysts with an average price target of $62.46. The company's stock currently trades around its 50-day moving average of $57.99, demonstrating a market capitalization of $7.68 billion.
Duff & Phelps Increases Stake in First Industrial Realty Trust
Duff & Phelps has increased its stake in First Industrial Realty Trust (FR) by 735,333 shares in Q4 2025, bringing its total holdings to 2,184,408 shares valued at $125.10 million. This increase, despite FR's negative year-over-year net income growth in Q3 2025, reflects Duff & Phelps' continued confidence and FR's successful refinancing of two large loans, providing substantial financial flexibility. Analyst forecasts for FR stock are mixed, with an average 1-year price target of $54.88 among Wall Street analysts.
Duff & Phelps Loads Up on First Industrial Realty Trust With 735K Shares
Duff & Phelps Investment Management Co. significantly increased its stake in First Industrial Realty Trust (FR) by purchasing 735,333 shares, valued at an estimated $41.04 million, during the fourth quarter of 2025. This transaction highlights Duff & Phelps' continued dedication to the REIT industry, with FR now representing 1.42% of its U.S. equity holdings. Despite a currently challenging real estate market, First Industrial has continued revenue growth and recently refinanced a substantial loan, offering it greater financial flexibility.
Duff & Phelps Loads Up on First Industrial Realty Trust With 735K Shares
Duff & Phelps Investment Management Co. significantly increased its stake in First Industrial Realty Trust (NYSE:FR) by 735,333 shares in Q4, bringing its total holding to over 2.18 million shares valued at $125.10 million. This transaction highlights Duff & Phelps' continued dedication to the REIT industry, with First Industrial Realty Trust now representing 1.42% of its U.S. equity holdings. Despite a currently underwhelming real estate market, First Industrial Realty Trust is considered a top industrial REIT, having refinanced significant loans to improve financial flexibility.
A Look At First Industrial Realty Trust (FR) Valuation After Recent Share Price Softness
First Industrial Realty Trust (FR) has seen recent short-term share price softness, declining 1% in one day, but maintains strong long-term returns with 11.37% over one year and 53.45% over five years. The stock is currently valued at US$56.87, which is 9.2% undervalued compared to a fair value estimate of $62.63, reflecting potential opportunities despite recent dips. Analysts have a consensus price target of $56.33, with a range from $52.0 to $64.0, suggesting some disagreement but a general expectation of future earnings growth.
First Industrial Realty Trust (FR) to Release Earnings on Wednesday
First Industrial Realty Trust (FR) is scheduled to release its Q4 2025 earnings after the market closes on Wednesday, February 4, 2026. Analysts project earnings per share of $0.76 and revenue of $186.2 million. The stock currently holds a "Moderate Buy" rating with a consensus target price of $62.46, following several recent price target increases from various brokerages.
First Industrial Realty Trust Refinancing Resets Debt Profile And Future Flexibility
First Industrial Realty Trust (NYSE:FR) has completed a significant refinancing of its unsecured term loans, extending maturities and increasing flexibility. This move clarifies funding costs, removes prior SOFR adjustments, and incorporates a potential sustainability metric-based interest adjustment. The refinancing aims to reduce near-term principal repayment pressure, manage capital structure, and support consistent cash availability for operations and dividends, while analysts note the ongoing challenge of debt coverage by operating cash flow.
First Industrial Realty Trust Refinancing Resets Debt Profile And Future Flexibility
First Industrial Realty Trust (NYSE: FR) has completed a significant refinancing of its unsecured term loans, extending maturities and increasing available funds. This move clarifies funding costs, removes prior SOFR adjustments, and adds flexibility for incremental borrowings and a sustainability metric. The refinancing aims to manage the company's capital structure, reduce near-term repayment pressure, and align financial terms with potential ESG initiatives, though analysts note that debt is not well covered by operating cash flow.
First Industrial Realty Trust Refinancing Resets Debt Profile And Future Flexibility
First Industrial Realty Trust (NYSE:FR) has completed a significant refinancing of its major unsecured term loans, extending maturities and increasing available loan amounts. This move aims to reset the company's debt profile, offering greater financial flexibility and potentially impacting future financing costs. Investors should monitor how these changes influence interest expense, refinancing risk, and capacity for future investments, especially given that analysts flag debt coverage by operating cash flow as a focal point.
Strs Ohio Buys 54,001 Shares of First Industrial Realty Trust, Inc. $FR
Strs Ohio has increased its stake in First Industrial Realty Trust (NYSE:FR) by 28.8%, now holding 241,761 shares valued at approximately $12.44 million. The real estate investment trust recently paid a quarterly dividend of $0.445, yielding 3.1%, with a high payout ratio. Analysts have a consensus "Moderate Buy" rating for FR, with a target price of $62.46.
First Industrial (NYSE: FR) extends $800M unsecured loans and trims SOFR spread
First Industrial Realty Trust, Inc. and its operating partnership have refinanced and extended nearly $800 million in unsecured term loans with Wells Fargo and U.S. Bank. These agreements extend maturities to 2030 and 2029, respectively, and maintain interest-only payments. Additionally, the company trimmed the SOFR spread on a separate $2025 million term loan by 0.10%, optimizing its debt structure.
Is It Time To Reassess First Industrial Realty Trust (FR) After Strong Five Year Returns?
First Industrial Realty Trust (FR) has seen strong five-year returns of 60.1% and is currently trading at US$57.20. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 18.6% with an intrinsic value of $70.28 per share, while its P/E ratio of 31.98x is slightly below its proprietary "Fair Ratio" of 33.03x. The article encourages investors to use "Narratives" for personalized valuation based on their own assumptions.
First Industrial Realty Trust Closes $425 Million and $375 Million Unsecured Term Loans
First Industrial Realty Trust (NYSE: FR) has refinanced two unsecured term loans totaling $425 million and $375 million. Both loans feature interest-only payments at SOFR plus 85 basis points, with the previous 10 basis point SOFR adjustment eliminated, and include extension options. These refinancings aim to provide capital to support the company's long-term growth in logistics real estate.
First Industrial Realty Trust Closes $425 Million and $375 Million Unsecured Term Loans
First Industrial Realty Trust, Inc. announced the refinancing of two unsecured term loans. The company refinanced a $425 million term loan with an initial maturity date of January 22, 2030, and expanded and refinanced a $300 million term loan to $375 million with an initial maturity date of January 22, 2029. Both loans feature interest-only payments at SOFR plus 85 basis points, with the prior 10 basis point SOFR adjustment eliminated, and another $200 million term loan was amended to remove the same adjustment.
Here's Why You Should Buy Jones Lang LaSalle Stock Right Now
Jones Lang LaSalle (JLL) shares have seen a significant appreciation, driven by resilient business lines, favorable outsourcing trends, and robust cost management. The company benefits from its data-driven technology platform, leading to increased client engagements, and positive estimate revisions reflect optimism for future earnings growth. With a strong balance sheet and superior return on equity, JLL is positioned for continued success, especially within its Real Estate Management Services segment.
First Industrial Realty Trust clarifies tax treatment for stock distributions
First Industrial Realty Trust (FR.N) has issued a clarification regarding the tax treatment of its common stock distributions, advising shareholders to consult tax professionals for accurate reporting. The company, which specializes in industrial properties, aims to maintain transparency and compliance by providing this guidance. This move is consistent with their practice of informing investors about financial and operational matters, especially regarding tax implications of dividends and distributions.
Inscription Capital LLC Has $1.17 Million Stock Holdings in First Industrial Realty Trust, Inc. $FR
Inscription Capital LLC significantly increased its stake in First Industrial Realty Trust, Inc. (FR) by 391.4% in Q3, now holding 22,641 shares valued at $1.17 million. Analysts generally rate FR as a "Moderate Buy" with a consensus price target of $62.46, and the company recently declared a quarterly dividend of $0.445. Despite a recent stock dip, institutional investors own a substantial portion of the company's shares.
Assessing First Industrial Realty: Insights From 7 Financial Analysts
Seven financial analysts have recently assessed First Industrial Realty (NYSE: FR), with an average 12-month price target of $61.14, a 7.53% increase from the previous average. Analysts from firms like Truist Securities, Scotiabank, and Mizuho have raised their price targets and ratings for the company. The article also details First Industrial Realty's strong financial performance, including significant revenue growth, high net margin, impressive ROE and ROA, and a conservative debt-to-equity ratio.
