Teachers Retirement System of The State of Kentucky Sells 67,892 Shares of LXP Industrial Trust $LXP

Teachers Retirement System of The State of Kentucky cut its holdings in shares of LXP Industrial Trust (NYSE:LXP) by 82.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 14,710 shares of the real estate investment trust’s stock after selling 67,892 shares during the period. Teachers Retirement System of The State of Kentucky’s holdings in LXP Industrial Trust were worth $729,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of LXP. Caitong International Asset Management Co. Ltd bought a new position in shares of LXP Industrial Trust during the third quarter valued at approximately $26,000. EverSource Wealth Advisors LLC boosted its stake in shares of LXP Industrial Trust by 101.7% during the second quarter. EverSource Wealth Advisors LLC now owns 3,481 shares of the real estate investment trust’s stock valued at $29,000 after purchasing an additional 1,755 shares in the last quarter. Geneos Wealth Management Inc. boosted its stake in shares of LXP Industrial Trust by 82.0% during the second quarter. Geneos Wealth Management Inc. now owns 3,623 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 1,632 shares in the last quarter. Allworth Financial LP boosted its stake in shares of LXP Industrial Trust by 5.9% during the third quarter. Allworth Financial LP now owns 5,969 shares of the real estate investment trust’s stock valued at $53,000 after purchasing an additional 332 shares in the last quarter. Finally, Corient Private Wealth LLC acquired a new stake in LXP Industrial Trust in the second quarter valued at approximately $90,000. 93.52% of the stock is currently owned by institutional investors.

Trending Headlines about LXP Industrial Trust

Here are the key news stories impacting LXP Industrial Trust this week:

• Positive Sentiment: Signed a pre-lease for a 1.2 million sq. ft. speculative development in Phoenix to a U.S. subsidiary of a global logistics company — 5?year lease starting Dec. 1, 2026, initial cash rent $9.8M with 3.5% annual escalations; project cost ? $122M and an estimated development cash yield of ~8.0%, which boosts near?term development returns and reduces leasing risk on a large asset. LXP Industrial Trust Leases 1.2 Million Square Foot Development Project in Phoenix
• Neutral Sentiment: Management maintained full?year 2026 adjusted FFO guidance of $3.22–$3.37, signaling confidence in underlying cash flow but leaving the midpoint roughly in line/slightly below some sell?side expectations — this limits downside but also caps upside until execution is proven. LXP maintains 2026 adjusted FFO guidance
• Neutral Sentiment: Reported Q1 results showing $0.80 FFO/earnings and revenue of $85.95M (company materials/slides available); results were mixed year?over?year (revenue down ~3.3%) but management emphasized leasing growth and pipeline activity — the print provides context for guidance but didn’t dramatically change the outlook. LXP Industrial Trust Reports First Quarter 2026 Results
• Negative Sentiment: Some outlets/analysts flagged a slight miss on FFO versus certain consensus figures and flagged mixed metrics (Zacks noted a miss to its FFO and revenue estimates), which fuels caution that near?term cash?flow beats are not assured and could pressure the multiple if the company fails to convert development pipeline to income quickly. LXP Industrial (LXP) Misses Q1 FFO and Revenue Estimates

Analyst Ratings Changes

LXP has been the subject of several recent analyst reports. Citigroup restated an “outperform” rating on shares of LXP Industrial Trust in a research note on Friday, February 13th. JPMorgan Chase & Co. lowered their target price on shares of LXP Industrial Trust from $50.00 to $49.00 and set a “neutral” rating for the company in a research note on Thursday, March 5th. Evercore set a $51.00 target price on shares of LXP Industrial Trust in a research note on Friday, February 13th. Weiss Ratings restated a “hold (c+)” rating on shares of LXP Industrial Trust in a research note on Friday, April 10th. Finally, Wall Street Zen upgraded shares of LXP Industrial Trust from a “sell” rating to a “hold” rating in a research note on Sunday, April 5th. Three equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, LXP Industrial Trust currently has a consensus rating of “Hold” and a consensus price target of $51.50.

LXP Industrial Trust Price Performance

Shares of LXP opened at $50.89 on Friday. The company has a market cap of $3.00 billion, a price-to-earnings ratio of 34.38 and a beta of 1.09. LXP Industrial Trust has a twelve month low of $38.20 and a twelve month high of $52.52. The company has a quick ratio of 0.24, a current ratio of 0.21 and a debt-to-equity ratio of 0.18. The company has a 50 day moving average of $48.54 and a two-hundred day moving average of $48.47.

LXP Industrial Trust (NYSE:LXP) last announced its earnings results on Wednesday, April 29th. The real estate investment trust reported $0.80 earnings per share for the quarter. The company had revenue of $85.95 million during the quarter, compared to the consensus estimate of $81.47 million. LXP Industrial Trust had a net margin of 27.05% and a return on equity of 4.80%. LXP Industrial Trust’s revenue was down 3.3% compared to the same quarter last year. During the same period last year, the firm earned $0.16 earnings per share. LXP Industrial Trust has set its FY 2026 guidance at 3.220-3.370 EPS. As a group, analysts predict that LXP Industrial Trust will post 3.31 earnings per share for the current fiscal year.

LXP Industrial Trust Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st were issued a $0.70 dividend. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $2.80 dividend on an annualized basis and a dividend yield of 5.5%. LXP Industrial Trust’s dividend payout ratio (DPR) is currently 189.19%.

LXP Industrial Trust Company Profile

LXP Industrial Trust is a real estate investment trust that specializes in the ownership, acquisition and management of industrial properties across North America. The company’s portfolio consists of warehouses, distribution centers and manufacturing facilities designed to support supply-chain and logistics operations. By focusing on long-term leasing arrangements, LXP Industrial Trust aims to provide stable income streams while delivering value to tenants through modern, well-positioned industrial space.

The firm’s primary business activities include sourcing and under-writing new property investments, overseeing development and redevelopment projects, and implementing asset-management strategies to enhance the performance of its holdings.