Americold Realty Trust Inc. $COLD Holdings Decreased by Sei Investments Co.

Sei Investments Co. reduced its position in shares of Americold Realty Trust Inc. (NYSE:COLD) by 61.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 304,417 shares of the company’s stock after selling 478,703 shares during the period. Sei Investments Co. owned about 0.11% of Americold Realty Trust worth $3,489,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Ameriflex Group Inc. bought a new stake in Americold Realty Trust during the fourth quarter valued at $26,000. Geneos Wealth Management Inc. lifted its position in shares of Americold Realty Trust by 100.0% in the 2nd quarter. Geneos Wealth Management Inc. now owns 1,612 shares of the company’s stock worth $27,000 after buying an additional 806 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of Americold Realty Trust by 63.3% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 2,446 shares of the company’s stock worth $30,000 after buying an additional 948 shares during the last quarter. Farther Finance Advisors LLC boosted its holdings in shares of Americold Realty Trust by 51.1% in the 4th quarter. Farther Finance Advisors LLC now owns 2,786 shares of the company’s stock valued at $36,000 after buying an additional 942 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of Americold Realty Trust by 106.2% in the 4th quarter. EverSource Wealth Advisors LLC now owns 2,781 shares of the company’s stock valued at $36,000 after buying an additional 1,432 shares during the period. 98.14% of the stock is currently owned by institutional investors.

Key Stories Impacting Americold Realty Trust

Here are the key news stories impacting Americold Realty Trust this week:

• Positive Sentiment: Americold reported second-quarter adjusted FFO of $0.35 per share, above the $0.32 consensus estimate, while revenue reached $662.9 million, substantially exceeding expectations of $613.5 million. Revenue increased 1.9% year over year, supporting the view that conditions in temperature-controlled logistics are stabilizing. Americold Realty Trust Q2 FFO and Revenues Surpass Estimates
• Positive Sentiment: The company raised its fiscal 2026 EPS guidance to $1.20-$1.30, above the prior consensus estimate of $1.16. Management also cited year-over-year occupancy growth and advanced a strategic joint venture intended to strengthen the balance sheet and improve financial flexibility. Americold Announces Second Quarter 2026 Results
• Neutral Sentiment: The earnings call and related metric analysis highlighted the quarterly beats, but FFO declined from $0.36 per share in the year-ago period. Americold also continues to report a negative net margin and negative return on equity, factors that may limit the market’s enthusiasm despite the improved outlook. Americold Q2 2026 Earnings Call Transcript
• Negative Sentiment: Pomerantz LLP announced an investigation into potential claims on behalf of Americold investors. The announcement does not establish wrongdoing, but securities investigations can create reputational and legal uncertainty and may pressure the stock if additional details emerge. Pomerantz Investor Alert Regarding Americold Realty Trust

Analyst Ratings Changes

COLD has been the subject of a number of recent research reports. Citigroup boosted their price objective on shares of Americold Realty Trust from $14.00 to $15.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. UBS Group lifted their target price on Americold Realty Trust from $13.00 to $16.00 and gave the company a “neutral” rating in a research note on Friday, July 17th. Robert W. Baird set a $15.00 target price on Americold Realty Trust in a report on Friday, May 8th. Piper Sandler upped their target price on Americold Realty Trust from $13.00 to $17.00 and gave the company a “neutral” rating in a report on Tuesday, July 21st. Finally, Scotiabank set a $15.00 price target on Americold Realty Trust in a research report on Friday, July 24th. Four equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $15.25.

Americold Realty Trust Stock Performance

Shares of COLD opened at $14.44 on Friday. The firm has a fifty day moving average of $15.01 and a 200-day moving average of $13.54. The company has a market cap of $4.12 billion, a price-to-earnings ratio of -37.02 and a beta of 0.97. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.11 and a current ratio of 0.11. Americold Realty Trust Inc. has a 1 year low of $10.10 and a 1 year high of $16.88.

Americold Realty Trust (NYSE:COLD) last released its quarterly earnings data on Thursday, May 7th. The company reported $0.29 earnings per share for the quarter, topping analysts’ consensus estimates of ($0.04) by $0.33. The business had revenue of $629.87 million for the quarter, compared to analysts’ expectations of $613.77 million. Americold Realty Trust had a negative net margin of 4.29% and a negative return on equity of 3.73%. The company’s revenue for the quarter was up .2% compared to the same quarter last year. During the same quarter last year, the company earned $0.34 EPS. As a group, equities analysts anticipate that Americold Realty Trust Inc. will post 1.15 earnings per share for the current year.

Americold Realty Trust Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th were given a $0.23 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $0.92 annualized dividend and a yield of 6.4%. Americold Realty Trust’s dividend payout ratio is -235.90%.

Americold Realty Trust Company Profile

Americold Realty Trust is a real estate investment trust specializing in temperature-controlled warehousing and logistics solutions. The company owns, operates, and develops a global network of cold storage facilities designed to support the storage, handling, and distribution of perishable products. Services include blast freezing, repacking, labeling, cross-docking, and transportation management, all integrated to streamline clients’ cold chain operations and help ensure product quality and safety from origin to point of consumption.

With roots dating back to the early 20th century, Americold has expanded through strategic acquisitions and facility development to become one of the world’s largest publicly traded cold storage providers.