Alexander & Baldwin, Inc. (ALEX)

Alexander & Baldwin's stock has experienced some movement and analyst attention in the past six months. The stock had one downgrade by analysts over the previous 90 days, with a consensus "Hold" rating from three Wall Street analysts. The average twelve-month stock price forecast for ALEX is $24.00, representing a potential upside of 41.10% from a recent price of $17.01. The share price experienced a decline of 9.69% between October 18, 2024, and October 17, 2025, and a 6.0% slip in the month leading up to October 4, 2025. Alexander & Baldwin announced its second quarter 2025 earnings release for July 24, 2025, and its third quarter 2025 earnings are scheduled for November 3, 2025. The company completed an off-market acquisition of an 81,500-square-foot industrial property in Pearl City, O'ahu, for $29.7 million, which is expected to be immediately accretive to the REIT's funds from operations.

Demand for Alexander & Baldwin's commercial real estate products and services in Hawaii appears to be relatively stable rather than highly seasonal. Hawaii's persistent population growth, ongoing urbanization, and tight land-use restrictions contribute to high occupancy rates and steady rental growth, creating a durable competitive advantage where demand consistently outpaces supply. This supports consistent revenue and net operating income growth for the company's commercial real estate portfolio.

Alexander & Baldwin, Inc. operates in the Real Estate sector, specifically within the REIT - Retail industry, owning, operating, and managing a diverse portfolio of commercial properties in Hawaii. Its major products and assets include approximately four million square feet of commercial space, comprising 21 retail centers, 14 industrial assets, four office properties, and 146 acres of ground lease assets. The company also engages in land operations, managing land for agriculture, conservation, and development projects, and has a materials and construction segment that provides construction materials and infrastructure services for Hawaii's development needs.

Alexander & Baldwin, Inc. maintains an exclusive geographic focus on Hawaii, being the state's largest owner of grocery-anchored, neighborhood shopping centers and managing its entire commercial space portfolio within the state.

There is no readily available information in the past year indicating significant events or controversies that have negatively impacted Alexander & Baldwin, Inc.'s brand reputation.

Institutional investors hold approximately 87% of Alexander & Baldwin, Inc.'s shares, with major shareholders including BlackRock, Inc., Vanguard Group Inc., IJR - iShares Core S&P Small-Cap ETF, State Street Corp, VGSIX - Vanguard Real Estate Index Fund Investor Shares, and Franklin Resources Inc. The general public, including retail investors, owns a 12% stake in the company.