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Upturn AI SWOT - About
FRT 
Federal Realty Investment Trust (FRT)
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Upturn Advisory Summary
07/03/2025: FRT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $112.06
1 Year Target Price $112.06
| 6 | Strong Buy |
| 5 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.97% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.32B USD | Price to earnings Ratio 27.53 | 1Y Target Price 112.06 |
Price to earnings Ratio 27.53 | 1Y Target Price 112.06 | ||
Volume (30-day avg) 17 | Beta 1.12 | 52 Weeks Range 79.72 - 114.28 | Updated Date 07/4/2025 |
52 Weeks Range 79.72 - 114.28 | Updated Date 07/4/2025 | ||
Dividends yield (FY) 4.63% | Basic EPS (TTM) 3.48 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 24.7% | Operating Margin (TTM) 34.64% |
Management Effectiveness
Return on Assets (TTM) 3.17% | Return on Equity (TTM) 9.45% |
Valuation
Trailing PE 27.53 | Forward PE 31.35 | Enterprise Value 12914711892 | Price to Sales(TTM) 6.8 |
Enterprise Value 12914711892 | Price to Sales(TTM) 6.8 | ||
Enterprise Value to Revenue 10.58 | Enterprise Value to EBITDA 15.5 | Shares Outstanding 86260704 | Shares Floating 77988335 |
Shares Outstanding 86260704 | Shares Floating 77988335 | ||
Percent Insiders 1.05 | Percent Institutions 97.75 |
Upturn AI SWOT
Federal Realty Investment Trust
Company Overview
History and Background
Federal Realty Investment Trust was founded in 1952 as a real estate investment trust. It focuses on the ownership, management, and redevelopment of high-quality retail properties. A major milestone was its sustained dividend growth, achieving REIT status early on and adapting to evolving retail trends.
Core Business Areas
- Retail Properties: Federal Realty owns and manages open-air shopping centers and mixed-use properties, primarily located in densely populated, high-income areas. These properties typically feature a mix of retailers, restaurants, and entertainment venues.
- Mixed-Use Developments: Federal Realty incorporates residential, office, and hotel components into some of its properties, creating vibrant, community-oriented environments.
Leadership and Structure
Donald C. Wood is the Chairman and Chief Executive Officer. The company operates with a Board of Trustees overseeing strategic direction and executive management responsible for day-to-day operations.
Top Products and Market Share
Key Offerings
- Retail Space Leasing: Federal Realty leases retail space to a diverse range of tenants, including national chains, regional brands, and local businesses. Market share is difficult to pinpoint exactly, but FRT's focus on high-quality properties gives it a competitive edge. Competitors include Simon Property Group and Regency Centers.
- Property Management: Federal Realty provides property management services for its properties, ensuring a high-quality tenant experience and maintaining property values. Competitors include Brookfield Properties and Cushman & Wakefield.
Market Dynamics
Industry Overview
The retail REIT industry is evolving, with a focus on experiential retail and mixed-use developments. E-commerce and changing consumer preferences are key factors influencing the market.
Positioning
Federal Realty is positioned as a leading owner and operator of high-quality retail properties in affluent, densely populated markets. Its focus on mixed-use developments provides a competitive advantage.
Total Addressable Market (TAM)
The TAM for retail real estate is in the trillions of dollars. Federal Realty is positioned to capture a portion of this market by focusing on high-quality properties and mixed-use developments, with a focus on the experiential retail segment.
Upturn SWOT Analysis
Strengths
- High-quality portfolio
- Strong management team
- Proven track record of dividend growth
- Focus on affluent markets
- Emphasis on mixed-use developments
Weaknesses
- Exposure to retail industry trends
- High debt levels
- Geographic concentration
- Potential impact of interest rate changes
Opportunities
- Expansion into new markets
- Redevelopment and repositioning of existing properties
- Increased demand for mixed-use developments
- Growing trend of experiential retail
Threats
- E-commerce disruption
- Economic downturn
- Rising interest rates
- Increased competition
Competitors and Market Share
Key Competitors
- SPG
- REG
- BAM
Competitive Landscape
Federal Realty's advantages include its high-quality portfolio and focus on affluent markets. Disadvantages include its geographic concentration and exposure to retail industry trends.
Growth Trajectory and Initiatives
Historical Growth: Federal Realty has grown steadily over the years through acquisitions, development, and redevelopment of properties.
Future Projections: Future growth is expected to be driven by continued investment in high-quality properties and mixed-use developments. Analyst estimates can be obtained from financial data providers.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Federal Realty Investment Trust.
Summary
Federal Realty is a well-established REIT with a strong portfolio of high-quality retail properties. Its focus on affluent markets and mixed-use developments provides a competitive advantage. The company faces challenges from e-commerce and economic uncertainty, but its long history of dividend growth and strong management team make it a solid investment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share estimations are based on publicly available information and may not be exact.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Federal Realty Investment Trust
Exchange NYSE | Headquaters North Bethesda, MD, United States | ||
IPO Launch date 1973-05-03 | CEO, President & Director Mr. Donald C. Wood CPA | ||
Sector Real Estate | Industry REIT - Retail | Full time employees 304 | Website https://www.federalrealty.com |
Full time employees 304 | Website https://www.federalrealty.com | ||
Federal Realty is a recognized leader in the ownership, operation and redevelopment of high-quality retail-based properties located primarily in major coastal markets from Washington, D.C. to Boston as well as Northern and Southern California. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in communities where retail demand exceeds supply. Its expertise includes creating urban, mixed-use neighborhoods like Santana Row in San Jose, California, Pike & Rose in North Bethesda, Maryland and Assembly Row in Somerville, Massachusetts. These unique and vibrant environments that combine shopping, dining, living and working provide a destination experience valued by their respective communities. Federal Realty's 103 properties include approximately 3,500 tenants, in 27 million commercial square feet, and approximately 3,100 residential units.
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