FRT$101.8
$101.7
Chart
Performance
Key Stats
AI FRT Summary
Powered by LiveAIAI Scoreboard
Powered by LiveAIOverall Analysis
HoldFederal Realty Investment Trust (FRT) presents a mixed investment profile. While its fundamental stability and dividend yield are attractive, current technical indicators suggest a cautious approach is warranted. The company's focus on high-quality, well-located retail properties offers a degree of resilience, but broader market sentiment and sector-specific headwinds may temper near-term performance.
Thematic
FRT's core business of owning and operating high-quality retail properties in major coastal markets positions it within the Real Estate Investment Trust (REIT) sector. The ongoing evolution of retail, with a focus on experiential and mixed-use developments, aligns with the company's strategy. However, secular shifts in consumer behavior and the increasing prevalence of e-commerce pose ongoing thematic considerations.
Fundamental
FRT demonstrates a solid financial footing with a strong balance sheet and consistent dividend payouts. Its profitability metrics show resilience, though revenue and net income growth have been moderate. The company's focus on high-quality assets and its experienced management team are key fundamental strengths.
Technical
The stock's recent performance has been volatile, trading within a range. While it is above key long-term moving averages, short-term indicators suggest mixed signals, indicating a lack of strong directional momentum. Investors should watch for clear breakouts or breakdowns to confirm a trend.
| Factor | Score |
|---|---|
| Retail Real Estate Evolution | 70 |
| E-commerce Impact | 55 |
| Interest Rate Sensitivity | 45 |
| Location Advantage | 80 |
| Factor | Score |
|---|---|
| Valuation | 45 |
| Profitability | 70 |
| Growth | 60 |
| Balance Sheet Health | 65 |
| Cash Flow | 75 |
| Dividend | 80 |
| Factor | Score |
|---|---|
| Trend Analysis | 50 |
| Momentum | 50 |
| Volume Confirmation | 60 |
| Support & Resistance | 45 |
AI Investing Checklist
Powered by LiveAIBullish Points (6)
Positive Earnings Surprises
Federal Realty Investment Trust (FRT) has consistently beaten earnings per share (EPS) estimates in recent quarters, with several significant positive surprises, particularly in Q1 2023 (+123.64%) and Q4 2022 (+201.92%). This indicates strong operational performance and accurate management forecasting.
Attractive P/E for REIT Sector
The trailing P/E ratio of 27.22, while appearing high in isolation, is within a reasonable range for well-established Real Estate Investment Trusts (REITs) that have stable cash flows and dividend payouts. Further comparison to sector averages would be beneficial.
Bearish Points (7)
High P/E Ratio
The trailing P/E ratio of 27.22 might be considered high for a real estate investment trust, especially if future growth prospects are limited or if the market faces headwinds. The P/E for Q1 2025 is exceptionally high at 129.3, indicating significant future earnings expectations are priced in.
Negative Recent Performance
The stock has experienced negative performance over the last 6 months (-11.85%) and year-to-date (-11.05%), suggesting a recent downtrend or underperformance compared to broader market indices. 1-year performance is also negative at -9.8%.
Calendar
July 2025
1
Ex-Dividend Date
July 2025
15
Next Dividend Date
August 2025
7
Next Earnings Date
H: $0.79
A: $0.74
L: $0.70
H: 312.57M
A: 307.69M
L: 297.09M
Profile
Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets from Washington, D.C. to Boston as well as Northern and Southern California. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in communities where retail demand exceeds supply. Its expertise includes creating urban, mixed-use neighborhoods like Santana Row in San Jose, California, Pike & Rose in North Bethesda, Maryland and Assembly Row in Somerville, Massachusetts. These unique and vibrant environments that combine shopping, dining, living and working provide a destination experience valued by their respective communities. Federal Realty's 103 properties include approximately 3,500 tenants, in 27 million commercial square feet, and approximately 3,100 residential units.
Seasonals
Price Target
110.83 USD
The 39 analysts offering 1 year price forecasts for FRT have a max estimate of 137.00 and a min estimate of 96.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
Powered by LiveAIWeight: 95
Direct peer specializing in high-quality, grocery-anchored shopping centers in affluent markets, very similar investment profile and strategy to FRT.
Weight: 90
Largest publicly traded owner and operator of open-air, grocery-anchored shopping centers; a direct competitor and peer to FRT.
Weight: 88
Major owner and operator of necessity-based open-air shopping centers, making it a direct peer in the retail REIT sector to FRT.
Weight: 85
Owner and operator of open-air shopping centers, primarily focused on necessity-based and value-oriented retail. Direct peer to FRT.