Rexford Industrial Realty (NYSE:REXR) Issues FY 2026 Earnings Guidance

Rexford Industrial Realty (NYSE:REXR) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 2.350-2.400 for the period, compared to the consensus earnings per share estimate of 1.630. The company issued revenue guidance of -.

Rexford Industrial Realty Stock Up 2.0%

Shares of REXR stock traded up $0.83 on Wednesday, reaching $41.39. 2,415,206 shares of the company’s stock traded hands, compared to its average volume of 2,211,746. The company has a market capitalization of $9.64 billion, a P/E ratio of 29.15, a price-to-earnings-growth ratio of 2.54 and a beta of 1.23. Rexford Industrial Realty has a 12-month low of $29.68 and a 12-month high of $44.38. The company has a debt-to-equity ratio of 0.37, a quick ratio of 2.95 and a current ratio of 2.95. The business’s 50 day moving average price is $40.29 and its two-hundred day moving average price is $40.50.

Rexford Industrial Realty (NYSE:REXR) last announced its quarterly earnings data on Wednesday, February 4th. The real estate investment trust reported ($0.30) EPS for the quarter, missing analysts’ consensus estimates of $0.59 by ($0.89). Rexford Industrial Realty had a return on equity of 3.81% and a net margin of 33.88%.The business had revenue of $248.10 million for the quarter, compared to analyst estimates of $249.05 million. Rexford Industrial Realty has set its FY 2026 guidance at 2.350-2.400 EPS. On average, equities analysts forecast that Rexford Industrial Realty will post 2.38 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several analysts recently commented on REXR shares. Evercore ISI decreased their price target on shares of Rexford Industrial Realty from $41.00 to $40.00 and set an “in-line” rating for the company in a report on Monday, December 22nd. Wells Fargo & Company increased their target price on shares of Rexford Industrial Realty from $40.00 to $47.00 and gave the stock an “overweight” rating in a research report on Monday, October 27th. UBS Group set a $44.00 price target on shares of Rexford Industrial Realty in a report on Monday, November 10th. BNP Paribas Exane downgraded shares of Rexford Industrial Realty to a “hold” rating in a research note on Tuesday, October 21st. Finally, Industrial Alliance Securities set a $42.00 price objective on Rexford Industrial Realty in a research report on Wednesday, November 19th. Three equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $43.00.

Insider Buying and Selling at Rexford Industrial Realty

In related news, CEO Michael S. Frankel sold 20,318 shares of Rexford Industrial Realty stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $41.61, for a total value of $845,431.98. Following the completion of the sale, the chief executive officer owned 602,288 shares of the company’s stock, valued at approximately $25,061,203.68. The trade was a 3.26% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In the last quarter, insiders have sold 57,118 shares of company stock worth $2,345,706. 1.20% of the stock is currently owned by company insiders.

Institutional Trading of Rexford Industrial Realty

A number of institutional investors and hedge funds have recently made changes to their positions in REXR. Utah Retirement Systems raised its stake in shares of Rexford Industrial Realty by 5.3% in the 3rd quarter. Utah Retirement Systems now owns 39,110 shares of the real estate investment trust’s stock valued at $1,608,000 after acquiring an additional 1,953 shares in the last quarter. Amundi boosted its position in Rexford Industrial Realty by 5.9% during the third quarter. Amundi now owns 122,591 shares of the real estate investment trust’s stock worth $5,107,000 after purchasing an additional 6,833 shares during the period. Quantinno Capital Management LP grew its holdings in Rexford Industrial Realty by 55.7% during the second quarter. Quantinno Capital Management LP now owns 47,329 shares of the real estate investment trust’s stock valued at $1,684,000 after purchasing an additional 16,928 shares during the last quarter. Franklin Resources Inc. raised its position in shares of Rexford Industrial Realty by 119.7% in the third quarter. Franklin Resources Inc. now owns 46,436 shares of the real estate investment trust’s stock valued at $1,909,000 after purchasing an additional 25,296 shares during the period. Finally, Ieq Capital LLC acquired a new stake in shares of Rexford Industrial Realty in the second quarter worth $3,404,000. Institutional investors and hedge funds own 99.52% of the company’s stock.

About Rexford Industrial Realty

Rexford Industrial Realty, Inc (NYSE: REXR) is a real estate investment trust (REIT) specializing in the acquisition, ownership and operation of industrial properties in Southern California. The company’s portfolio is concentrated in infill locations across key supply-chain markets, where it targets modern distribution centers, logistics facilities and light manufacturing spaces. Rexford’s strategy emphasizes buildings that offer proximity to major transportation routes and labor pools, catering to tenants in e-commerce, third-party logistics and manufacturing industries.

Since its founding in 2013, Rexford Industrial Realty has executed a disciplined growth plan driven by property acquisitions, selective development projects and strategic value-add initiatives.