First Industrial Realty Trust, Inc. (FR)

Over the past six months, First Industrial Realty Trust's stock has been impacted by several key events. The company reported strong fourth-quarter 2025 results, with earnings per share of $0.59, exceeding analyst forecasts, and revenue surpassing expectations at $188.4 million. The stock reached new 52-week highs and the company increased its first-quarter 2026 dividend to $0.50 per share. Several investment banks updated their ratings and price targets. First Industrial closed $425 million and $375 million unsecured term loans. The company reported diluted EPS of $0.49 and funds from operations of $0.76 per share/unit for the third quarter. Short interest in First Industrial Realty Trust recently increased by 4.26%.

The provided information does not explicitly detail demand seasonality for First Industrial Realty Trust's products and services. Demand is primarily influenced by broader economic trends, the growth of e-commerce, and ongoing supply chain dynamics. The company's focus on key logistics corridors positions it to benefit from continuous e-commerce growth and supply chain reconfiguration.

First Industrial Realty Trust, Inc. is a leading U.S.-only real estate investment trust specializing in industrial properties. The company owns, operates, develops, and acquires logistics properties across the United States, focusing on industrial real estate. As of December 31, 2025, First Industrial owned and had under development approximately 71.6 million square feet of industrial space. The company provides high-quality facilities and industry-leading customer service to multinational corporations and regional firms.

First Industrial Realty Trust's geographic footprint is concentrated in 15 target metropolitan statistical areas across the United States, emphasizing supply-constrained, coastally oriented markets and major logistics hubs. Southern California represents the largest market, accounting for 25% of its rent revenue, followed by Central/Eastern Pennsylvania at 10.7% and Dallas/Fort Worth at 8.7%.

First Industrial Realty Trust's brand reputation over the past year appears to be strong within the investment community, driven by its solid financial performance and strategic operational execution. The company emphasizes providing high-quality facilities and industry-leading customer service, contributing to a positive image. The stock's performance, gaining 8% over the past year and reaching 52-week highs, reflects positive investor sentiment.

Institutional investors hold a significant majority of First Industrial Realty Trust's shares, accounting for 82.45% of ownership. Major institutional owners include Vanguard Fiduciary Trust Co., BlackRock Advisors LLC, State Street Corporation, Norges Bank, and Invesco Advisers, Inc. Individual ownership stands at 0.34%. The geographical origin of shareholders is predominantly the United States, followed by the United Kingdom and Norway.