LXP Industrial Trust (LXP)

In the past six months, LXP Industrial Trust's stock has experienced several notable events, including a reverse share split on November 10, 2025. LXP reported its Third Quarter 2025 results on October 30, 2025, announcing an EPS of $0.12 and revenue of $86.9 million. In October 2025, LXP announced the pricing and early results of a cash tender offer for up to $150 million of its outstanding 6.750% Notes due 2028. Additionally, Nathan Brunner was appointed as Chief Financial Officer on March 4, 2025. Over the past six months, LXP's stock has trended upwards by 20.07%.

LXP Industrial Trust's business model and portfolio characteristics help mitigate significant demand seasonality. The company's portfolio consists of relatively new properties with modern specifications, and approximately half of its tenants are investment-grade, contributing to high tenant retention and the ability to raise rents. Although analysts anticipated a normalization of demand in late 2025 and into 2026, LXP has maintained an active leasing pipeline. The demand for industrial real estate is generally benefiting from new manufacturing facilities, suppliers to these facilities, and population and job growth in LXP's target markets.

LXP Industrial Trust (LXP) is a real estate investment trust (REIT) focused on acquiring, owning, developing, and operating high-quality, single-tenant industrial real estate across the United States. LXP operates within the Real Estate sector, specifically in the Industrial REITs industry, investing in single-tenant warehouse and distribution properties. Its portfolio supports diverse industries, providing stable income streams through long-term leasing arrangements and delivering value to tenants with modern, strategically located industrial spaces.

LXP Industrial Trust's properties are concentrated in 12 key logistics markets across the Sunbelt and Lower Midwest regions of the United States. The company has ownership interests in approximately 115 consolidated real estate properties, spanning 18 states and encompassing about 54.6 million square feet of space, with a high occupancy rate of approximately 99.8%. These targeted markets are chosen for their favorable demographics, business-friendly government policies, modern logistics infrastructure, and significant investment in advanced manufacturing reshoring.

LXP Industrial Trust has demonstrated a commitment to corporate responsibility and sustainability. In October 2023, the company published its 2022 Corporate Responsibility Report, highlighting its environmental, social, governance, and resilience (ESG+R) initiatives. LXP improved its 2023 GRESB® Real Estate Assessment results compared to 2022, ranking third in its U.S. Industrial: Distribution/Warehouse, Listed Peer Group, and maintained an "A" for public disclosure. The company also executed over five million square feet of green leases in its consolidated portfolio.

LXP Industrial Trust has significant institutional ownership, with institutions holding approximately 97.3% of the shares. Major institutional shareholders include BlackRock, Inc., The Vanguard Group, Inc., State Street Global Advisors, Inc., PGIM, Inc., Charles Schwab Investment Management, Inc., Kennedy Capital Management, Inc., Public Employees Retirement System Of Ohio, and Price T Rowe Associates Inc /md/. Individual insiders hold about 2.61% of the shares.