FRT

Over the past six months (April to October 2026), Federal Realty's stock price declined by 1.80% due to broader real estate market headwinds and interest rate concerns. In Q1 2026, the company reported net income of $157.1 million and EPS of $1.81, with Core FFO increasing 10.6% year-over-year to $1.88 per diluted share. Q2 2026 saw net income of $83.7 million and EPS of $0.97, with Core FFO up 6.8% year-over-year to $1.88 per diluted share, leading to raised full-year guidance and a 3% dividend increase to $1.16 per share, extending its 59-year streak of annual dividend hikes. The Q3 2026 earnings release is scheduled for October 30, 2026. On October 1, 2026, Federal Realty acquired The Summit in Birmingham, Alabama, for $508 million, an acquisition expected to be immediately accretive to FFO per share. In August 2026, the company priced a private placement of $400 million of exchangeable senior notes. Analyst ratings have been mixed, with Piper Sandler maintaining an Overweight rating and a $149 price target, while others like UBS and Wells Fargo trimmed price targets due to rising Treasury yields, which have pressured rate-sensitive REITs. Insider trading over the past three months showed sales totaling $163,335.00, including Nicole Lamb-Hale's sale of 1,500 shares on October 1, 2026.