| FRT |
Report |
Q2 2026 Core/NAREIT FFO per share |
BEAT |
pred ~$1.87 vs. cons ~$1.85 |
MEDIUM |
| FRT |
Report |
Q2 2026 comparable/same-store POI growth (GAAP) |
MISS |
pred ~2.5% vs. cons ~2.9% |
LOW |
| FRT |
Report |
Period-end occupancy (% occupied) |
IN-LINE |
pred ~94.0% vs. cons ~93.9% |
MEDIUM |
| FRT |
Guide |
FY2026 Core/NAREIT FFO per share guidance |
BETTER |
guide ~$7.50-7.58 (mid ~$7.54) vs. cons ~$7.52 (FY2026) |
MEDIUM |
| FRT |
Guide |
Q3 2026 FFO per share guidance |
UNCHANGED |
guide ~$1.84-1.87 (mid ~$1.855) vs. cons ~$1.86 (Q3 2026) |
LOW |
| FRT |
Guide |
Annualized dividend (59th consecutive hike) |
BETTER |
guide ~$4.62 vs. cons ~$4.60 (annualized, Aug-2026 raise) |
MEDIUM |
| FRT |
Guide |
FY2026 comparable POI growth guidance |
BETTER |
guide ~3.25-3.75% (mid ~3.5%) vs. cons ~3.4% (FY2026) |
LOW |
| FRT |
Guide |
Capital recycling / new-market acquisitions 'of size' |
UNKNOWN |
guide ~$1.4B pipeline / 150-200bps spread vs. cons ~$0 announced deals (2H26) |
LOW |
| FRT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| FRT |
Return |
5-day cumulative residual |
+0.3% (FADE) |
Beat-and-raise plus a likely 59th dividend hike drives a modest positive day-1 residual, but the stock is near 52-week highs at ~16.5x forward FFO after a ~17% re-rating, so expectations are elevated. Out-period math tempers follow-through: management pre-telegraphed Q2/Q3 as the 'soft belly' with same-store growth decelerating 'into the 2s' and a flat Q3 FFO guide (trough), so any FY raise is back-half/deployment-dependent rather than organic. Absent a large newly-announced accretive acquisition, gains fade as estimates hold rather than push higher. |
LOW |