US · Real Estate · REIT - Retail
EPS came in at 1.88 against a street estimate of 1.85 — a beat of 1.6%.
Analysts rate Federal Realty Investment Trust a buy (13 buy, 6 hold, 0 sell out of 19) with an average price target of $130.11.
CONFIDENT FRT beat Q2 guidance with $1.88 FFO/share (7% YoY), record 819k sq ft leasing at 15% cash rent spreads. Raised FY26 FFO to $7.48–$7.56. Strong occupancy momentum, $27M resi income pipeline, active M&A in progress. Q2 2026 Grossmont (San Diego): Bass Pro (161k sq ft, 20yr), new AMC (53k sq ft), $56M redevelopment, 10% cash-on-cash. Barracks Road (Charlottesville): Harris Teeter 79k sq ft flagship expansion. Analysts pressed on rent growth sustainability vs. supply scarcity, cap rate compression vs. IRR underwriting, and acquisition pace. Management emphasized cash rent spreads, occupancy momentum, property-specific underwriting (not cap-rate driven), and willingness to walk from deals under 6% cap rates unless growth exceptional. 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.68% |
| Vanguard Portfolio Management, LLC | 8.26% |
| State Street Corp | 7.31% |
| NORGES BANK | 6.44% |
| Vanguard Capital Management, LLC | 6.22% |
| Resolution Capital Limited | 3.65% |
| Amvescap Plc. | 2.92% |
| AQR Capital Management LLC | 2.91% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 FEDERAL REALTY INVESTMENT TRUST – 8-K SUMMARY HEADLINE NUMBERS • Issued $460,000,000 aggregate principal amount of 3.500% Exchangeable Senior Notes | 2026-08-11 |
| Quarterly report · Q2 2026 FEDERAL REALTY INVESTMENT TRUST — Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $9,059,119 thousand (June 30, 2026) vs. $9,130,460 thousand | 2026-07-31 |
| Results announced · Q3 2026 FEDERAL REALTY INVESTMENT TRUST – Q2 2026 SUMMARY FOR RETAIL INVESTORS --- HEADLINE NUMBERS • Core FFO per diluted share: $1.88 (Q2 2026), up 6.8% | 2026-07-31 |
| Shareholder vote results · Q2 2026 FEDERAL REALTY INVESTMENT TRUST - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 6, 2026 • Total votes cast for trustee ele | 2026-05-06 |
| Quarterly report · Q1 2026 FEDERAL REALTY INVESTMENT TRUST – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $9,096,770 thousand (March 31, 2026) vs. $9,130,460 thousand | 2026-05-01 |
| Results announced · Q2 2026 FEDERAL REALTY INVESTMENT TRUST - Q1 2026 SUMMARY HEADLINE NUMBERS • Net income available for common shareholders: $1.81 per diluted share (Q1 2026) | 2026-05-01 |
| Proxy statement · Q2 2026 FEDERAL REALTY INVESTMENT TRUST — 2026 PROXY SUMMARY CEO TOTAL COMPENSATION & CHANGE • Donald C. Wood (CEO) 2025 total compensation: Not stated in d | 2026-03-27 |
| Annual report FY2025 FEDERAL REALTY INVESTMENT TRUST - 10-K SUMMARY HEADLINE NUMBERS • Portfolio Size: 104 retail and mixed-use properties totaling 28.8 million commerci | 2026-02-12 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.16 / share ex-date Oct 1, 2026 · pay Oct 15, 2026 | 2026-10-01 |
| Dividend | $1.13 / share ex-date Jul 1, 2026 · pay Jul 15, 2026 | 2026-07-01 |
| Dividend | $1.13 / share ex-date Apr 1, 2026 · pay Apr 15, 2026 | 2026-04-01 |
| Dividend | $1.13 / share ex-date Jan 2, 2026 · pay Jan 15, 2026 | 2026-01-02 |
| Dividend | $1.13 / share ex-date Oct 1, 2025 · pay Oct 15, 2025 | 2025-10-01 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Federal Realty Investment Trust — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.