Regency Centers CorporationNasdaq: REG
Real Estate · Retail REITs
$78.60
+0.96%
Vol: 1.2M
Research Digest
Friday, May 1, 2026
Q1 FFO $1.20 meets estimate; same-property NOI +4.4%; strong leasing; affirms FY26 guidance
Regency Centers reported Q1 2026 net income of $0.68 per share (beat by 9.47%) and Nareit FFO of $1.20 per diluted share, meeting analyst expectations. Same-Property NOI growth of 4.4% with base rent growth of 3.5%. Company achieved 97% leased occupancy and executed 1.5M SF of comparable leases at double-digit spreads. Regency started $73M in redevelopment, completed $42M of ground-up/redevelopment, and acquired remaining 60% of Haddon Commons (NJ). Issued $450M senior notes at 4.50% coupon and refreshed $500M share repurchase authorization. Maintained full-year Nareit FFO forecast on resilient leasing demand. Analyst consensus Buy with $79.46 PT (+3.22% upside).
Previous Market Intelligence
13 daysApr 30Regency Centers beats Q1, raises 2026 net income guidance, stock up on strong fundamentalsPositive▶
Regency Centers reported Q1 net income of $0.68 per share and Nareit FFO of $1.20 per share with Core Operating Earnings of $1.16. Same Property NOI increased 4.4% YoY. Company executed 1.5M sq ft in leasing (more than entire prior year) with 96.6% occupancy. Foot traffic rose 2.3% in Q1 and additional 3% in April. Lifted FY26 net income guidance to $2.45-$2.49 from $2.35-$2.39. Analyst consensus: Buy. No material overnight movement reported.
Apr 16Regency Centers Q1 2026 earnings call scheduled for April 30; short interest rose 66% in MarchNeutral▶
Regency Centers announced first quarter 2026 earnings results will be released April 29, with conference call April 30 at 11:00 a.m. ET. Short interest increased 66% on the stock in March, reflecting mixed sentiment. Analyst Truist raised price target to $84 from $77, and Barclays raised target to $85 from $82. The company paid quarterly dividend of $0.755 on April 1 to shareholders of record March 11.
Apr 15REG raises Q1 earnings expectations to $1.21 FFO per share ahead of April 29 earnings; 12-month analyst consensus at $81.53.Neutral▶
Regency Centers Corp expects Q1 2026 FFO per share of $1.21, representing 5.2% growth from $1.15 in the year-ago quarter. The grocery-anchored REIT completed a follow-on equity offering of 100,000 shares at $77 each. Among 21 analysts, 10 recommend Strong Buy, two Moderate Buy, and nine Hold, with mean price target of $81.53 indicating 3.1% upside potential.
Apr 14Regency Centers to report Q1 2026 earnings April 29; Q4 2025 EPS beat forecast 96.5%.Positive▶
Regency Centers announced Q1 2026 earnings release on April 29 after market close. Q4 2025 EPS of $1.12 beat forecasts by 96.49%. 2026 Same-Property NOI guidance 3.25-3.75% growth with $325M development spending. Consensus analyst rating is Buy.
Apr 13Regency Centers schedules Q1 2026 earnings for April 29 after market close with conference call April 30.Neutral▶
Regency Centers announced it will release Q1 2026 earnings on April 29 after market close. The company recently completed a follow-on equity offering of 100,000 shares at $77 each. A quarterly dividend of $0.755 was paid on April 1.
Apr 10Regency Centers reports 5% same-property NOI growth and surpasses $1B EBITDA milestone; Q1 earnings April 29.Positive▶
Regency Centers achieved over 5% same-property NOI growth and surpassed $1 billion in EBITDA for the first time. CEO Lisa Palmer highlighted strength in grocery-anchored retail. Scotiabank raised price target to $82. Consensus rating Buy from 13 of 13 analysts with average target $81.79. Dividend of $0.755 paid April 1.
Apr 9Regency Centers guides 3.25-3.375% same-property NOI growth for 2026, completes debt offeringsNeutral▶
Regency Centers announced Q1 2026 earnings April 30, 2026 after market close with call at 11:00 AM ET April 30. Company provided 2026 guidance of 3.25-3.375% same-property NOI growth. Completed $450 million senior unsecured notes offering in February 2026 and announced $500 million common stock offering. Development/redevelopment spend budgeted at $325 million with two-thirds ground-up development. Anticipates 100-150 basis points earnings impact from debt refinancing in 2026. Institutional investment increased (Tudor Corp up 226.6% in Q3). Stock at $76.58 with 3.22% upside to $79.46 price target from 14 analysts with Buy rating.
Apr 8Regency Centers Priced $450M Senior Notes Offering; Multiple Analyst Price Target IncreasesPositive▶
Regency Centers priced $450 million public offering of senior unsecured notes in February 2026. Truist raised price target to $84 from $77, Barclays raised to $85 from $82 in early March. REG opened at $76.98 with 52-week range of $63.44-$79.89. Analyst consensus Buy with $79.46 average price target, 3.22% upside.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Regency Centers priced $450M offering of senior unsecured notes.Positive▶
Regency Centers priced $450M public offering of senior unsecured notes. FY 2025 revenue $1.61B (+7.17% YoY). Portfolio: 565 shopping centers in first-ring suburbs. Cash dividend $0.755 with ex-date March 11. Scotiabank raised PT to $82. Avg Buy rating PT $79.46.
Apr 3Regency Centers to announce Q1 2026 earnings April 29; acquired Crystal Brook Corner redevelopment for $30M.Neutral▶
Regency Centers will announce Q1 2026 earnings on April 29 after market close. The company declared a common dividend of $0.755 per share payable April 1. Regency guided 2026 Nareit FFO to $4.83-4.87 per diluted share. Same Property NOI rose 5.3% for full-year 2025. The company acquired Crystal Brook Corner for $30 million.
Apr 2Regency Centers announces Q1 2026 earnings April 29; Scotiabank raises PT to $82 from $76 on March 24.Neutral▶
Regency Centers scheduled Q1 2026 earnings April 29 after market close. Scotiabank lifted PT to $82 (from $76) on March 24 with Sector Perform. Truist raised PT to $84 (from $77) March 2; Barclays to $85 (from $82). Debt: $450M senior notes offering priced. Dividend $0.755 with ex-date March 11. 14 analysts avg Buy, PT $78.54 (+2.56%). Grocery-anchor performance remains strong vs e-commerce headwinds.
Apr 1Regency Centers raises 2026 earnings expectations on strong development pipeline.Positive▶
Regency Centers expanding development pipeline with top tenants. Scotiabank raised price target to $82 from $76 while maintaining Sector Perform rating on March 24. Quarterly dividend of $0.755 per share announced.
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
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.