Scotiabank Remains a Hold on Macerich (MAC)
Scotiabank analyst Greg McGinniss maintained a Hold rating on Macerich (MAC) with a price target of $19.00. This is consistent with Piper Sandler, who also maintained a Hold rating, attributing the same price target. Macerich reported a quarterly revenue of $253.26 million and a GAAP net loss of $87.36 million for the quarter ending September 30.
NNN REIT, Inc. Announces Retirement of Board Chair and Replacement
NNN REIT, Inc. announced the retirement of its Board Chairperson, Steven D. Cosler, effective February 18, 2026. Edward J. Fritsch, an independent director with extensive REIT experience, has been appointed to succeed him as Chair. The company expressed gratitude for Mr. Cosler's contributions and leadership, particularly during market disruption, and looks forward to Mr. Fritsch's guidance.
Should Urban Edge’s Strong 2025 Results and Higher Dividend Require Action From Urban Edge Properties (UE) Investors?
Urban Edge Properties reported strong full-year 2025 results with increased revenue and net income, alongside an 11% hike in its annual common dividend to US$0.84 per share. This performance, coupled with optimistic 2026 net income guidance, signals management's confidence in the REIT's cash flow and growth plans. Investors need to weigh these positive developments against the ongoing risks of tenant bankruptcies and the re-evaluation of earnings sustainability after a one-off gain.
Federal Realty’s Retail Formula: Steady Growth, Durable Dividends
Federal Realty Investment Trust (FRT) focuses on open-air shopping centers and mixed-use developments in affluent markets, demonstrating steady growth and a commitment to its dividend. The company achieved record leasing volume in 2025 and maintains high occupancy, with a strong balance sheet supported by investment-grade ratings despite elevated leverage. FRT is notable for its "Dividend King" status, having consistently increased its dividend for decades, making it an attractive option for income investors seeking resilience and durability.
Federal Realty Investment Trust: A DC-Area Retail REIT With So Much Winning (NYSE:FRT)
Federal Realty Investment Trust (FRT) receives a "buy" rating due to strong leasing activity, high occupancy rates, and a robust FFO growth outlook. The company demonstrates a resilient dividend performance with ample coverage, although its debt-to-equity ratio is higher than peers. While the immediate upside may be muted, technical patterns suggest a bullish outlook for the stock.
Curious about Federal Realty Investment Trust (FRT) Q1 Performance? Explore Wall Street Estimates for Key Metrics
This article provides an analysis of Wall Street's expectations for Federal Realty Investment Trust's (FRT) Q1 performance. It highlights the consensus estimates for Funds From Operations (FFO) and revenue, suggesting that a significant year-over-year increase is anticipated for the former, while revenue is also projected to grow. Investors are encouraged to consider these estimates against actual reported figures for a complete understanding of the company's financial health.
A Look At Federal Realty (FRT) Valuation After Earnings Beat Guidance And Dividend Affirmation
Federal Realty Investment Trust (FRT) recently reported strong Q4 and full-year 2025 results, issued 2026 guidance, and affirmed its dividends, attracting investor attention. The company's shares are currently trading at $106.21, which is below a fair value estimate of $112.45, suggesting it may be undervalued. This valuation is supported by ongoing developments in mixed-use centers and diversified income streams, though potential risks like slower rent growth could challenge this optimistic outlook.
Phase III of Willow Grove Shopping Center construction to begin in summer 2026
Federal Realty Investment Trust announced that Phase III construction at the Willow Grove Shopping Center will start in summer 2026. This $105 million project will transform 130,000 square feet of retail into a mixed-use development with 261 residential units, 35,000 square feet of new retail space, and a 438-stall parking garage. The project aims to create a vibrant, pedestrian-friendly environment with new shopping, dining, and residential amenities.
Federal Realty: The ‘Boring’ Stock Gen Z Investors Are Suddenly Watching
Federal Realty (FRT) is gaining attention from investors, including Gen Z, seeking stable income and real asset exposure in fluctuating markets. This retail REIT focuses on high-income, high-density US markets with properties like grocery-anchored shopping centers, offering reliable dividends and resilient retail demand. While not a high-growth stock, its focus on quality locations and consistent shareholder returns makes it attractive for dividend income, real estate exposure, and long-term holds.
Kimco Realty Corp stock hits 52-week high at $22.99
Kimco Realty Corp (KIM) stock has reached a 52-week high of $22.99, demonstrating a 9.26% total return over the past year and a 12.04% year-to-date gain. The real estate investment trust boasts a strong Piotroski score of 8 and a 4.58% dividend yield, maintaining dividend payments for 35 consecutive years. This milestone follows a strong Q4 2025 performance, exceeding EPS and revenue expectations, and a price target increase from Stifel to $25.75 with a Buy rating.
Heartland Advisors Inc. Sells 9,902 Shares of Essex Property Trust, Inc. $ESS
Heartland Advisors Inc. has reduced its stake in Essex Property Trust, Inc. (NYSE:ESS) by selling 9,902 shares, bringing their total holdings to 37,221 shares valued at approximately $9.96 million. This trimming of 21.0% occurred in the third quarter. Essex Property Trust recently reported Q4 earnings of $3.98 EPS, slightly missing estimates but beating revenue expectations, and offers a dividend yield of 4.1% with a "Hold" consensus rating from analysts.
CoStar Group Stock Performance 2025: CSGP Down 38.8%, Analyst Outlook - News and Statistics
CoStar Group (CSGP) stock has significantly underperformed the market over the past year, declining 38.8% while the S&P 500 rallied 11.8%. This underperformance followed disappointing Q3 2025 results and lower-than-expected forward guidance. Despite a negative outlook for 2025 EPS, analysts maintain a "Moderate Buy" rating with a mean price target suggesting a potential 78.5% upside.
Federal Realty Earnings Call Highlights Growth Amid Headwinds
Federal Realty Investment Trust's recent earnings call highlighted strong performance with record leasing, resilient rent growth, and a clear development pipeline, signaling mid-single-digit FFO growth despite headwinds like higher refinancing costs and temporary occupancy dips. The company also demonstrated strategic capital allocation through accretive acquisitions and disciplined asset recycling, alongside significant investments in residential developments for attractive yields. While acknowledging near-term challenges such as interest rate impacts and anchor tenant transitions, management expressed confidence in a stronger earnings trajectory for 2026-2027, projecting robust FFO growth and improved financial flexibility.
10,148 Shares in Federal Realty Investment Trust $FRT Purchased by ING Groep NV
ING Groep NV recently acquired 10,148 shares of Federal Realty Investment Trust (NYSE:FRT) worth approximately $1.03 million, marking a new position in the real estate investment trust. Other institutional investors also adjusted their holdings in FRT, which currently has a moderate buy rating and an average price target of $110.40 from analysts. Federal Realty Investment Trust reported Q4 earnings of $1.48 per share, missing consensus, but announced a quarterly dividend of $1.13 per share and raised its FY 2026 EPS guidance.
Federal Realty Earnings Call Highlights Growth Amid Headwinds
Federal Realty Investment Trust (FRT) reported strong Q4 FFO growth and provided an upbeat 2026 outlook, anticipating mid-single-digit FFO growth despite headwinds like higher refinancing costs and temporary occupancy dips. The company highlighted record leasing, resilient rent growth, accretive acquisitions, and a robust residential development pipeline. Management is focusing on capital recycling and deleveraging while navigating interest rate increases and potential credit risks.
Analysts Are Neutral on Top Real Estate Stocks: Federal Realty (FRT), Allied Properties Real Estate Investment Trust (APYRF)
Analysts have issued neutral ratings for Federal Realty (FRT) and Allied Properties Real Estate Investment Trust (APYRF), suggesting neither a bullish nor bearish outlook. Truist Financial maintained a Hold rating on Federal Realty with a consensus price target indicating a 5.0% upside. Desjardins upgraded Allied Properties REIT to Hold, expecting a 40.4% upside from current levels.
Realty Income stock near a 52-week high: what to watch before Tuesday’s reopen and Feb. 24 earnings
Realty Income Corp (NYSE: O) finished Friday near a 52-week high, driven by hopes of a Fed rate cut after lighter-than-expected January consumer price increases. The company is set to release its Q4 and full-year 2025 earnings after the bell on February 24th, with investors keenly watching funds from operations (FFO) and commentary on 2026 acquisition plans. The primary risk remains a reversal in bond yields, which could raise funding costs and impact dividend growth for the net-lease REIT.
A Quick Look at Today's Ratings for Federal Realty Investment Trust(FRT.US), With a Forecast Between $105 to $115
On February 14, major Wall Street analysts provided updated ratings for Federal Realty Investment Trust (FRT.US), with price targets ranging from $105 to $115. Analysts from Evercore, Stifel, Piper Sandler, Truist Financial, and Scotiabank issued ratings including hold and buy. These ratings, along with projected price targets, offer a snapshot of current analyst sentiment for the company.
Federal Realty Investment Trust (NYSE:FRT) Q4 2025 Earnings Call Transcript
Federal Realty Investment Trust reported strong Q4 2025 earnings with 6.4% FFO growth and provided optimistic 2026 guidance. The company highlighted record leasing volume, strategic property acquisitions and dispositions, and continued focus on mixed-use residential developments. Leadership also discussed the introduction of a new Core FFO metric for enhanced financial analysis and touched upon tenant credit and market-specific performance.
ProShares Ultra Nasdaq Biotechnology (NASDAQ:BIB) Short Interest Down 27.9% in January
Short interest in ProShares Ultra Nasdaq Biotechnology (NASDAQ:BIB) decreased by 27.9% in January, totaling 21,087 shares by month-end. This represents 2.0% of the company's shares shorted and a days-to-cover ratio of 1.6 days. The fund, which seeks to track twice the daily performance of the Nasdaq Biotechnology Index, currently trades near its 1-year high with a market cap of approximately $89.2 million and also recently paid a quarterly dividend.
Federal Realty (FRT) Reports Q4 FFO Loss Challenging Bullish Narratives On Earnings Quality
Federal Realty Investment Trust (FRT) reported mixed Q4 FY 2025 results, with revenue of US$334.4 million but a significant Funds From Operations loss of US$465.1 million, impacted by a US$142.7 million one-off gain. While the company saw 41% earnings growth, analysts forecast a 3.7% annual decline over the next three years, raising questions about the sustainability of recent profitability. The stock's current P/E of 22.4x is below the industry average, and despite a DCF fair value of US$147.39, concerns about earnings quality and interest coverage persist.
Federal Realty (FRT) Reports Q4 FFO Loss Challenging Bullish Narratives On Earnings Quality
Federal Realty Investment Trust (FRT) reported mixed FY 2025 results, with Q4 revenue of US$334.4 million and a significant FFO loss of US$465.1 million. While the company saw 41% earnings growth, this was significantly boosted by a US$142.7 million one-off gain, raising questions about the quality and sustainability of its profitability amid forecasts of future earnings declines. The stock trades at a 22.4x P/E, below industry averages, despite a DCF fair value significantly higher than its current share price, with analysts weighing concerns about a non-recurring gain and interest coverage.
Is Federal Realty (FRT) Using Asset Sales to Quietly Redefine Its Long‑Term Portfolio Strategy?
Federal Realty Investment Trust (FRT) recently sold Misora Apartments and Courthouse Center, generating nearly US$475 million. These transactions are part of a capital recycling program aimed at reinvesting in higher-return properties and maintaining financial flexibility. Investors are keen to see how these proceeds will be redeployed, particularly given forecasts for muted growth and earnings pressure, though the sales may alleviate some balance sheet concerns.
Federal Realty Misses Q4 FFO Estimates, Guides Higher for 2026
Federal Realty Investment Trust (FRT) reported that its Q4 2025 core FFO per share of $1.84 missed analyst estimates but its revenues of $336.1 million surpassed expectations. The company also announced a historic high in total leasing activity for 2025 and provided an optimistic FFO guidance for full-year 2026, foreseeing 5.1-6.5% growth. Additionally, FRT acquired two new properties, divested others, and maintained its quarterly dividend.
Federal Realty Investment Trust (NYSE:FRT) Announces Quarterly Dividend of $1.13
Federal Realty Investment Trust (NYSE:FRT) has declared a quarterly dividend of $1.13 per share, totaling an annualized dividend of $4.52 and a 4.3% yield. Despite a 58-year history of dividend increases, the current payout ratio stands at 141.2%, indicating that recent dividends are being funded from the balance sheet, although analysts project a more sustainable future payout ratio of around 60.9% for next year. The company recently missed EPS expectations but beat revenue in its latest quarter, with FY2026 EPS guidance set between $7.420 and $7.520.
Citigroup Adjusts Price Target on Best Buy to $67 From $82, Maintains Neutral Rating
Citigroup has lowered its price target for Best Buy (BBY) to $67 from $82, while maintaining a Neutral rating on the stock. This adjustment comes amidst other analyst revisions for the consumer electronics retailer, including Jefferies and JPMorgan, who also recently updated their targets and ratings. Best Buy specializes in the retail distribution of consumer electronic products across the United States and Canada.
Is Federal Realty (FRT) Pricing Reflect Long Term Cash Flow Potential?
This article analyzes Federal Realty Investment Trust (FRT) stock to determine if its current price reflects its long-term cash flow potential. Using Discounted Cash Flow analysis, the stock appears undervalued by 29.3%, with an intrinsic value of $148.19 per share compared to its $104.75 market price. The analysis also suggests undervaluation based on its P/E ratio of 26.8x, which is below the industry average and Simply Wall St's proprietary Fair Ratio.
Is Federal Realty (FRT) Pricing Reflect Long Term Cash Flow Potential?
This article analyzes Federal Realty Investment Trust (FRT) using discounted cash flow (DCF) and price-to-earnings (P/E) ratio models. Both analyses suggest that FRT is currently undervalued, with the DCF model indicating a 29.3% discount and the P/E ratio also showing it below its proprietary "Fair Ratio." The article encourages investors to use Simply Wall St's "Narratives" tool for personalized valuation assessments.
Federal Realty Investment Trust Q4 Earnings Highlights
Federal Realty Investment Trust (FRT) reported a 6.4% increase in FFO per share for Q4, enhancing its liquidity to $1.3 billion, and maintaining strong leasing rates, particularly in California. Despite these positive indicators, the trust faces challenges, including market uncertainties due to non-cash charges from Saks' bankruptcy and refinancing pressures. Analysts predict a moderate buy for FRT, with price targets ranging from $105 to $120.
Federal Realty Investment Trust Q4 Earnings Call Highlights
Federal Realty Investment Trust reported solid Q4 2025 earnings with 6.4% FFO growth and record leasing momentum, achieving the highest annual square footage leased in company history. The company provided a cautious 2026 outlook, guiding NAREIT/core FFO to $7.42–$7.52 per share despite a refinancing headwind. Management highlighted active portfolio recycling, including $340M in acquisitions and significant residential development, contributing to continued strategic expansion and value monetization.
Federal Realty Investment Trust (NYSE:FRT) Posts Earnings Results, Misses Estimates By $0.01 EPS
Federal Realty Investment Trust (NYSE:FRT) reported Q4 earnings of $1.84 per share, missing consensus estimates by $0.01, despite revenue increasing 7.8% year-over-year to $336.05 million. The company provided FY 2026 guidance with a core FFO of $7.42–$7.52, but acknowledged a potential $0.12 per share reduction due to refinancing existing low-rate notes at higher interest rates. Shares traded down following the announcement on elevated volume.
Federal Realty Investment Trust (FRT) Q4 FFO Miss Estimates
Federal Realty Investment Trust (FRT) reported Q4 FFO of $1.84 per share, missing the Zacks Consensus Estimate of $1.86, though it surpassed revenue expectations. Despite the FFO miss, the company's shares have risen 6.1% year-to-date, outperforming the S&P 500. The stock currently holds a Zacks Rank #3 (Hold), indicating expected market-perform in the near future.
Here's What Key Metrics Tell Us About Federal Realty Investment Trust (FRT) Q4 Earnings
Federal Realty Investment Trust (FRT) reported strong Q4 2025 results, with revenues increasing by 7.9% year-over-year to $336.05 million, beating analyst estimates. Despite an EPS beat of $1.84 compared to $0.75 a year ago, the reported EPS slightly missed the consensus estimate. Key metrics like rental income and cost reimbursements showed positive year-over-year growth, contributing to a 4.8% stock return over the past month.
Federal Realty Investment Trust (NYSE:FRT) Q4 2025 Earnings Beat Estimates
Federal Realty Investment Trust (NYSE: FRT) reported Q4 and full-year 2025 earnings that significantly beat analyst expectations, with Non-GAAP EPS of $1.84 against an estimate of $0.7647 and revenue of $336.05 million against an estimate of $331.66 million. Despite these strong results, the stock showed no significant movement in after-hours trading, suggesting the market may have anticipated the performance or is focused on future guidance. The company also saw substantial increases in full-year net income and operating income for 2025 compared to 2024.
Earnings call transcript: Federal Realty beats Q4 2025 expectations with strong EPS
Federal Realty Investment Trust (FRT) reported strong financial results for Q4 2025, with EPS of $1.48 (double the forecast) and revenue of $336.05 million, exceeding expectations. Despite these positive results, the stock saw a 2.06% decline in after-hours trading. The company also provided optimistic FFO guidance for 2026 and highlighted strategic growth initiatives including residential development and asset recycling.
Earnings call transcript: Federal Realty beats Q4 2025 expectations with strong EPS
Federal Realty Investment Trust (FRT) reported strong Q4 2025 results, with an EPS of $1.48, doubling the forecast, and revenue of $336.05 million, exceeding expectations. Despite this, the stock saw a 2.06% decline in after-hours trading. The company also provided optimistic 2026 FFO guidance of $7.42-$7.52 per share and highlighted plans for 780 residential units at existing properties to drive future growth.
Federal Realty (FRT) Exceeds Q4 Revenue Expectations with Robust Growth
Federal Realty (FRT) surpassed Q4 revenue expectations, reporting $336.04 million against an anticipated $329.02 million, driven by strong leasing and rent increases. The company is actively pursuing strategic objectives including capital recycling, reinvestment, and expansion into new markets, despite refinancing challenges. Federal Realty forecasts a 6% increase in Core FFO by 2026, supported by its strategic initiatives and market position in high-growth metropolitan areas.
Federal Realty Trust Q4 earnings just miss, as comp POI growth slows (FRT:NYSE)
Federal Realty Trust (FRT) reported Q4 earnings that slightly missed Wall Street expectations in terms of core FFO per share, but revenue exceeded forecasts. The retail REIT saw a 1.7% dip in its stock during after-hours trading. Despite the slight miss, comparable portfolio occupancy and leased rates improved, and the company projects approximately 6% core FFO growth for the upcoming year.
(FRT) Federal Realty Investment Trust Expects 2026 Core FFO Per Share Range $7.42-$7.52, vs. FactSet Est of $7.39
Federal Realty Investment Trust (FRT) projects its 2026 Core FFO (Funds From Operations) per share to be between $7.42 and $7.52. This forecast surpasses FactSet's estimate of $7.39. The company's stock, FRT, was trading at $104.75 with a 5-day change of +1.11% as of 5:08 PM EST on February 12, 2026.
Federal Realty Investment Trust Reports Fourth Quarter and Full Year 2025 Results
Federal Realty Investment Trust (FRT) reported strong fourth quarter and full year 2025 results, with diluted EPS of $4.68 for the full year and $1.48 for the fourth quarter. The company achieved record-breaking leasing volume of 2.5 million square feet, strong comparable rent spreads, and introduced a new measure, Core FFO, which was $7.06 per diluted share in 2025. Federal Realty also provided optimistic 2026 guidance, expecting Core FFO growth of 5.1% to 6.5%.
Federal Realty Investment Trust: Q4 Earnings Snapshot
Federal Realty Investment Trust (FRT) reported its fourth-quarter earnings, with funds from operations (FFO) of $1.84 per share, missing Wall Street estimates of $1.86 per share. Despite missing FFO expectations, the company's revenue of $336 million surpassed analysts' forecasts of $329 million. For the full year, FRT anticipates FFO to be between $7.42 and $7.52 per share.
Earnings Flash (FRT) Federal Realty Investment Trust Reports Q4 Revenue $336.0M
Federal Realty Investment Trust (FRT) reported its Q4 revenue at $336.0 million. This financial update follows an earlier announcement that the company posted Q4 Core FFO of $1.84, aligning with FactSet estimates. The report also highlights recent capital recycling activities including property sales and acquisitions, alongside analyst rating adjustments.
Federal Realty Investment Trust: Q4 Earnings Snapshot
Federal Realty Investment Trust (FRT) reported its fourth-quarter earnings, with funds from operations (FFO) of $1.84 per share, missing Wall Street expectations of $1.86 per share. Despite the FFO miss, the real estate investment trust exceeded revenue forecasts, posting $336 million against an expected $329 million. For the full year, FRT reported FFO of $624.3 million on revenues of $1.28 billion, and projects future FFO between $7.42 to $7.52 per share.
Federal Realty Investment Trust Reports Fourth Quarter and Full Year 2025 Results
Federal Realty Investment Trust (NYSE: FRT) reported strong financial results for the fourth quarter and full year ended December 31, 2025, with net income and FFO per diluted share increasing significantly compared to 2024. The company achieved record-breaking leasing volume, strong comparable rent spreads, and high occupancy rates, alongside strategic acquisitions and dispositions. Federal Realty also introduced 2026 guidance, projecting continued growth in earnings and FFO.
New PS4.0 strategy and leadership shift at Public Storage (NYSE: PSA)
Public Storage (NYSE: PSA) has launched "PS4.0," a new strategic vision involving significant leadership changes, including the retirement of CEO Joseph D. Russell Jr. and the appointment of H. Tom Boyle as the new CEO. The strategy focuses on enhancing customer experience through a new operating platform (PS Next), a "value creation engine" for capital deployment, and an "Own It" culture tied to shareholder returns, alongside a relocation of corporate headquarters to Frisco, Texas. Key board members are also investing heavily in the company's future through long-term options.
Federal Realty Investment Trust: Q4 Earnings Snapshot
Federal Realty Investment Trust (FRT) reported its fourth-quarter earnings, with funds from operations (FFO) of $1.84 per share, missing Wall Street expectations of $1.86 per share. Although FFO was below forecasts, the real estate investment trust's revenue of $336 million surpassed analysts' estimates of $329 million. For the full year, the company had FFO of $624.3 million and revenue of $1.28 billion, and it projects full-year 2026 FFO in the range of $7.42 to $7.52 per share.
Federal Realty earnings on deck: Can REIT sustain dividend streak? By Investing.com
Federal Realty Investment Trust is set to report its fourth-quarter earnings, with analysts keenly watching for sequential improvement and the sustainability of its 58-year dividend streak. Despite strong retail REIT fundamentals and positive analyst ratings, the company faces scrutiny over projected negative EPS growth for the full year. Investors will focus on leasing activity, occupancy trends, capital redeployment, and forward guidance to assess the REIT's ability to capitalize on sector tailwinds.
Federal Realty earnings on deck: Can REIT sustain dividend streak? By Investing.com
Federal Realty Investment Trust is set to report fourth-quarter earnings, with analysts scrutinizing whether the REIT can achieve sequential improvement after a recent earnings miss. Key areas of focus for investors include leasing activity, occupancy trends, and the sustainability of its industry-leading dividend streak amidst projected negative EPS growth. The company's ability to convert signed leases into revenue and its capital redeployment strategies will be critical in assuring investors of its future performance.
Federal Realty Investment Trust (FRT) Q4 FFO Miss Estimates
Federal Realty Investment Trust (FRT) reported a Q4 FFO of $1.84 per share, missing the Zacks Consensus Estimate of $1.86, despite generating revenues of $336.05 million which surpassed expectations. While FRT's stock has outperformed the S&P 500 year-to-date, its FFO outlook results in a Zacks Rank #3 (Hold), suggesting a performance in line with the market in the near future. The company's immediate price movement will hinge on management's comments regarding the earnings call.
Allison Transmission stock hits 52-week high at 117.05 USD By Investing.com
Allison Transmission Holdings Inc. (ALSN) has reached a new 52-week high of $117.05, further climbing to $118.02 in recent trading, reflecting significant market performance. The company's stock has seen a robust increase, with a 31.53% gain over the past six months, and is considered undervalued by InvestingPro data. This growth is supported by a recent $2.7 billion acquisition of Dana Incorporated’s Off-Highway business and expanded partnerships in India, enhancing its global presence and operational capabilities despite mixed analyst ratings.
