Federal Realty Investment Trust (NYSE:FRT) Updates FY 2026 Earnings Guidance

Federal Realty Investment Trust (NYSE:FRT) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 7.480-7.560 for the period, compared to the consensus estimate of 7.520. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of research analysts recently commented on the company. UBS Group upped their target price on Federal Realty Investment Trust from $118.00 to $127.00 and gave the company a “neutral” rating in a research note on Thursday, July 9th. Wells Fargo & Company lifted their price target on shares of Federal Realty Investment Trust from $129.00 to $134.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. Evercore set a $122.00 price target on shares of Federal Realty Investment Trust in a report on Tuesday, July 7th. Mizuho set a $130.00 price objective on shares of Federal Realty Investment Trust and gave the company an “outperform” rating in a research note on Monday, June 1st. Finally, Barclays raised their price objective on shares of Federal Realty Investment Trust from $116.00 to $120.00 and gave the stock an “equal weight” rating in a report on Wednesday, May 27th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, Federal Realty Investment Trust currently has an average rating of “Moderate Buy” and an average target price of $127.62.

Federal Realty Investment Trust Price Performance

Federal Realty Investment Trust stock traded up $0.09 during mid-day trading on Friday, hitting $124.18. 1,242,003 shares of the company were exchanged, compared to its average volume of 885,148. The company has a quick ratio of 1.64, a current ratio of 1.64 and a debt-to-equity ratio of 1.51. The business has a fifty day moving average of $122.74 and a 200 day moving average of $112.86. Federal Realty Investment Trust has a 1-year low of $89.99 and a 1-year high of $128.21. The company has a market capitalization of $10.73 billion, a PE ratio of 21.56, a price-to-earnings-growth ratio of 2.99 and a beta of 0.93.

Federal Realty Investment Trust (NYSE:FRT) last posted its earnings results on Friday, July 31st. The real estate investment trust reported $1.88 earnings per share for the quarter, topping the consensus estimate of $1.85 by $0.03. The business had revenue of $338.39 million for the quarter, compared to analyst estimates of $331.92 million. Federal Realty Investment Trust had a net margin of 38.63% and a return on equity of 15.99%. The firm’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.91 EPS. Federal Realty Investment Trust has set its FY 2026 guidance at 7.480-7.560 EPS. As a group, sell-side analysts expect that Federal Realty Investment Trust will post 7.52 earnings per share for the current year.

Key Stories Impacting Federal Realty Investment Trust

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

• Positive Sentiment: Second-quarter core funds from operations (FFO) came in at $1.88 per share, above the $1.85 analyst consensus. Revenue of approximately $338.4 million also exceeded expectations and increased 7.8% year over year. Federal Realty Investment Trust Q2 FFO and Revenues Beat Estimates
• Positive Sentiment: Leasing momentum was a key catalyst: FRT signed 124 comparable retail leases covering 819,273 square feet, with cash rent growth of 15%. Portfolio occupancy reached 93.8%, while the leased rate was 96.1%, signaling sustained tenant demand and potential for further rent growth. Federal Realty’s Q2 FFO Beats on Record Leasing, Dividend Raised
• Positive Sentiment: Management raised and tightened its 2026 outlook, including core FFO guidance of approximately $7.48 to $7.56 per share and earnings-per-share guidance of $4.22 to $4.30. The company also increased its regular common dividend by 3% to $1.16 per share, extending its record of annual dividend increases to 59 consecutive years. Federal Realty Reports Second Quarter Results and Guidance Raise
• Neutral Sentiment: Analysts maintain a consensus rating of “Moderate Buy”, providing supportive sentiment but not representing a new, company-specific earnings catalyst. Federal Realty Given Consensus Rating of Moderate Buy
• Negative Sentiment: Reported net income fell sharply year over year, with EPS declining to $0.97 from $1.78 and operating income decreasing to $138.7 million from $202.7 million. However, the decline was less important to investors than the growth in recurring core FFO, revenue and leasing results. Federal Realty Q2 EPS Hits 97 Cents as Guidance Rises

Institutional Investors Weigh In On Federal Realty Investment Trust

A number of hedge funds and other institutional investors have recently bought and sold shares of FRT. Advisory Services Network LLC bought a new stake in shares of Federal Realty Investment Trust during the third quarter worth $35,000. Los Angeles Capital Management LLC bought a new position in shares of Federal Realty Investment Trust in the fourth quarter valued at about $39,000. Brown Brothers Harriman & Co. lifted its position in Federal Realty Investment Trust by 87.4% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 491 shares of the real estate investment trust’s stock worth $50,000 after buying an additional 229 shares in the last quarter. Danske Bank A S bought a new position in shares of Federal Realty Investment Trust in the third quarter worth about $61,000. Finally, EverSource Wealth Advisors LLC raised its stake in shares of Federal Realty Investment Trust by 18.8% in the second quarter. EverSource Wealth Advisors LLC now owns 690 shares of the real estate investment trust’s stock worth $66,000 after acquiring an additional 109 shares during the last quarter. 93.86% of the stock is owned by institutional investors and hedge funds.

Federal Realty Investment Trust Company Profile

Federal Realty Investment Trust (NYSE: FRT) is a real estate investment trust specializing in the ownership, management, and redevelopment of high-quality retail, restaurant, and mixed-use properties. With a strategic focus on open-air shopping centers and lifestyle-oriented urban destinations, the company partners with leading national and regional retailers to curate environments that blend shopping, dining, entertainment, office, and residential uses. Its asset management capabilities extend from initial site selection and development through ongoing property operations and tenant relations.

Federal Realty’s portfolio comprises approximately 100 properties totaling more than 25 million square feet of gross leasable area.