| FRT |
Report |
Core FFO per share (Q2'26) |
BEAT |
pred ~$1.87 vs. cons $1.85 |
MEDIUM |
| FRT |
Report |
Comparable POI/Cash NOI growth (Q2'26) |
IN-LINE |
pred ~2.3% vs. cons ~2.5% |
LOW |
| FRT |
Report |
Portfolio leased % (Q2'26) |
BEAT |
pred ~96.4% vs. cons ~96.1% |
MEDIUM |
| FRT |
Guide |
FY2026 Core FFO/share guidance |
BETTER |
guide ~$7.50-$7.58 (mid $7.54) vs. cons $7.53 (FY2026) |
MEDIUM |
| FRT |
Guide |
Q3 2026 FFO/share guidance |
UNCHANGED |
guide ~$1.84-$1.87 (mid $1.855) vs. cons $1.855 (Q3 2026) |
MEDIUM |
| FRT |
Guide |
Q4'26 comparable NOI growth reacceleration commentary |
UNCHANGED |
guide ~3.5%-4.0% vs. cons ~3.7% (Q4 2026) |
LOW |
| FRT |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.7% |
— |
MEDIUM |
| FRT |
Return |
5-day cumulative residual |
-0.6% (FADE) |
Stock has already re-rated well above price targets into the print on Investor Day enthusiasm; a modest FFO beat and only incremental full-year guidance raise is largely priced in, while the flagged Q2/Q3 dip in comparable NOI growth into the 'low-2s' and the known 175bps refinancing drag give bears room to argue out-period estimates get trimmed even after a headline beat, prompting profit-taking and fade over the following days. |
MEDIUM |