Regency Centers Corporation (REG)

In Q2 2025, Regency Centers reported an EPS of $1.16, surpassing estimates, and a 6.6% increase in revenue, leading to an increased FFO forecast. A quarterly dividend of $0.705 per share was paid on October 2, 2025. The acquisition of shopping centers in Orange County was reported in August 2025. As of October 28, 2025, the consensus recommendation was "Moderate Buy" with an average 12-month target price of $79.10. The stock has traded between $63.44 and $78.18. Institutional investors adjusted their stakes in the first and second quarters of 2025.

Demand for Regency Centers' retail spaces is relatively stable due to its focus on grocery-anchored properties and necessity-based retailers. These tenants provide consistent foot traffic and are less susceptible to seasonal fluctuations. The company's locations in affluent suburban areas further contribute to stable demand, and it has reported robust tenant demand and record leasing activity.

Regency Centers Corp. is a REIT specializing in the ownership, operation, and development of grocery-anchored shopping centers. Its business model focuses on leasing retail space to necessity-based tenants, including supermarket chains, restaurants, and service providers, to ensure consistent foot traffic and tenant stability. The company also develops and redevelops retail and mixed-use properties, creating community hubs.

Regency Centers has a national presence across the United States, with its portfolio located in affluent suburban trade areas. As of August 2023, it had an interest in 483 properties, encompassing over 57 million square feet of retail space. Recent acquisitions include shopping centers in Orange County, California, and Brentwood Place in Nashville.

Regency Centers maintains a strong brand reputation, demonstrated by its recognition as a Green Lease Leaders Platinum recipient and a 17-year streak of receiving the First Coast Healthiest Companies Award. The company received two 2024 ICSC MAXI Global Awards. It actively participates in industry events such as the Nareit REITweek Investor Conference and the Citi Global Property CEO Conference.

Institutional investors own 96.07% of Regency Centers Corp. stock, with major holders including The Vanguard Group, Inc., and BlackRock Institutional Trust Company, N.A. Individual insiders hold 0.612% of the shares.