Federal Realty Investment TrustNYSE: FRT
Real Estate · Retail REITs
$114.77
+3.49%
Vol: 1.8M
Research Digest
Friday, May 1, 2026
Federal Realty reports Q1 earnings today; raised and tightened 2026 FFO guidance
Federal Realty announced Q1 2026 results this morning (May 1) after tightening 2026 FFO guidance upward. Company closed Congressional North Shopping Center acquisition and $10M Courthouse Center sale, advancing capital recycling. Board declared $0.3125 dividend on Class C shares. Stock up 25% YTD; analyst consensus Buy with $112.23 PT.
Previous Market Intelligence
13 daysApr 30Federal Realty set to report Q1 earnings on May 1 with expectations of 7.1% FFO growthPositive▶
Federal Realty Investment Trust is scheduled to report Q1 2026 results on May 1 with analyst expectations for FFO of $1.82 per share, reflecting 7.1% year-over-year increase. Company has 58-year consecutive dividend increase record, longest in REIT industry. FRT sold 212-unit residential asset and Courthouse Center for $10M, advancing capital recycling program. Stock up 25% over past year and 13.5% year-to-date.
Apr 16Federal Realty gained 1.55% April 10 after executing capital recycling strategy; Q1 earnings May 1Positive▶
Federal Realty Investment Trust showed positive momentum in April 2026. Stock gained 1.55% on April 10, rising from $107.39 to $109.05. The company executed its capital recycling program, selling a 212-unit residential asset and the $10M Courthouse Center property. Analysts maintain Buy consensus with $112.17 price target. Q1 2026 earnings scheduled for May 1, 2026. The REIT is up 34.02% over the past year.
Apr 15Federal Realty announced quarterly dividend payment on April 15; Q1 earnings guidance reaffirmed.Mixed▶
FRT announced its quarterly dividend of $1.13 per share payable April 15 to shareholders of record April 1, representing a $4.52 annualized yield of 4.3%. Q1 2026 EPS came in at $1.48, missing analyst consensus of $1.86, though revenue reached $336.05 million. The company reaffirmed FY 2026 guidance of $7.42-$7.52 EPS. Current analyst consensus price target is $112.57.
Apr 14Federal Realty Investment Trust stock rises 1.55% as company advances capital recycling with asset sales; 58-year dividend streak.Positive▶
Federal Realty stock gained 1.55% on April 10. Company continues capital recycling program, having sold a 212-unit residential asset and Courthouse Center property. Will report next earnings May 1. Maintains 58-year dividend increase streak, longest in REIT industry. Consensus Buy with $112.23 average target. Scotiabank raised target to $118.
Apr 13Federal Realty maintains Buy rating with Q1 dividend ahead of April 15 payment.Positive▶
Federal Realty Investment Trust announced a quarterly dividend of $1.13 per share payable April 15, 2026 with annualized yield of 4.3%. Stock trading at $109.05. FY 2026 guidance is 7.420-7.520 EPS. 11 analysts recommend Buy with average target of $115.58.
Apr 10Federal Realty posted strong 2025 results with 6.24% revenue growth, record leasing, and raised 2026 FFO guidance.Positive▶
Federal Realty reported excellent 2025 performance with revenue of $1.28 billion (up 6.24%) and earnings of $401.70 million (up 40.51%). The company raised 2026 guidance with Core FFO of $7.42-$7.52 (5.1%-6.5% growth). Declared quarterly dividend of $1.13 per share, maintaining 58-year dividend increase streak. Analysts rate Moderate Buy with $112.57 target.
Apr 9Federal Realty completes Maryland shopping center acquisition for $72.3 millionPositive▶
Federal Realty Investment Trust acquired a Maryland shopping center for $72.3 million as part of its capital recycling strategy. The company maintains strong analyst support with a Buy consensus rating. Scotiabank raised price target to $118 from $113, while Truist raised to $112 from $111. Federal Realty has increased dividends for 58 consecutive years. The acquisition advances the company's disciplined capital recycling program following earlier dispositions.
Apr 8Jefferies reaffirmed buy rating as Federal Realty targets $118 price amid 58-year dividend streakPositive▶
Federal Realty Investment Trust (FRT), a retail REIT, announced strong analyst support with Jefferies reaffirming a buy rating in March 2026 and Scotiabank raising the price target to $118. With 58 consecutive years of dividend increases (longest in REIT industry) and recent promotions including Jeff Kreshek to Executive Vice President, the company continues retail development in coastal markets. Q1 2026 earnings expected May 1.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6No significant overnight updatesNeutral▶
No material news in the last 48 hours. Q1 2026 earnings scheduled May 1.
Apr 3Federal Realty ex-dividend on April 1 with 4.3% yield; analyst consensus remains moderate buy.Positive▶
Federal Realty went ex-dividend on April 1, 2026, with a $1.13 quarterly dividend ($4.52 annualized, 4.3% yield). Brokerages maintain Moderate Buy consensus with average price target of $112.57. FY2026 EPS guidance stands at 7.420-7.520. Earnings report scheduled for April 30.
Apr 2Wells Fargo raises Federal Realty price target to $120; Scotiabank to $118 with strong Q1 guidance and 58-year dividend streak.Positive▶
Federal Realty announced strong leasing activity and higher occupancy, with Q1 earnings set for May 1. The company has increased its quarterly dividend for 58 consecutive years. Wells Fargo raised price target from $113 to $120 with overweight rating. Scotiabank raised target from $113 to $118 with sector outperform rating.
Apr 1Federal Realty expands Washington DC presence with Congressional North acquisition; record 2025 leasing drives FFO growth.Positive▶
Federal Realty reported Q4 2025 FFO per share of $7.22 (up 6.6% YoY) and record total leasing volume of 2.5M sq ft. Acquired Congressional North Shopping Center in Montgomery County, Maryland. 58 consecutive years of dividend increases.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| SPGSIMON | $202.41 | -0.64% | +7.1% | 29.5x | 1.40 | $77.5B |
| OREALTY | $63.97 | -0.42% | +3.9% | 35.3x | 0.80 | $59.9B |
| KIMKIMCO | $23.41 | -0.97% | +5.3% | 27.6x | 1.05 | $15.9B |
| REGREGENCY | $78.60 | +0.96% | +1.6% | 30.7x | 0.92 | $14.6B |
| FRTFEDERAL | $114.77 | +3.49% | +3.9% | 34.9x | 0.99 | $9.6B |
| WELLWELLTOWER | $217.35 | +0.00% | +8.2% | 66.1x | — | $153.2B |
Key Fundamentals
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Moving Averages
Price above both MAs — bullish structure.