Getty Realty Corp. (GTY)

In the past six months, Getty Realty Corp. reported strong Q3 2025 results, including increased base rental income and raised its 2025 AFFO guidance. The company expected to receive $250 million in funding in November 2025 and invested $269 million in convenience and automotive retail assets by January 2026. Getty Realty announced dividends of $0.47 in October 2025 and $0.48 per share in December 2025. A management transition was announced in January 2026. Analyst sentiment is mixed, with buy signals from moving averages but sell signals from MACD; the consensus rating is "Buy" with a 12-month price target of $31.25.

Getty Realty Corp.'s products and services have limited demand seasonality due to their essential and non-discretionary nature. The company's portfolio benefits from durable consumer trends favoring convenience, speed, and service. The business model is described as recession-resistant and internet-resistant, suggesting a stable demand base regardless of broader economic fluctuations or shifts to online retail.

Getty Realty Corp. is a publicly traded REIT specializing in the acquisition, financing, and development of convenience, automotive, and other single-tenant retail real estate. The company operates within the Real Estate sector and the Retail REITs industry. Getty Realty owns and leases real estate through a net-lease structure, where tenants are responsible for most property expenses. Its major property types include convenience and gas properties, express tunnel car washes, automotive service centers, and quick-service restaurants. The company's portfolio includes properties operating under various national and regional brands.

As of December 31, 2025, Getty Realty Corp. owned 1,174 freestanding properties across 44 states and Washington, D.C. The company prioritizes properties in high-density and growing metropolitan areas, with approximately 65% of its rent derived from the top 50 MSAs in the U.S. Getty Realty has expanded its presence in high-growth markets, particularly in the southern half of the U.S.

Getty Realty Corp. maintains a positive brand reputation, recognized for its focus on the convenience and automotive sectors and its triple-net lease business model. The company's in-place portfolio achieved 100% occupancy, near-perfect rent collection, and strong tenant rent coverage in 2025. Getty Realty has been actively engaged in strategic acquisitions and developments, deploying significant capital at attractive initial cash yields. The company maintains a strong balance sheet with conservative leverage and proactive capital management. Getty Realty's portfolio is described as largely recession-resistant and internet-resistant.

Institutional ownership of Getty Realty Corp. is substantial at 82.17%, with BlackRock, Inc. and Vanguard Group Inc holding significant stakes. Insider ownership is also strong at 9.73%. Individual investors and smaller, non-institutional holdings account for the remaining ownership.