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FRT 
Federal Realty Investment Trust (FRT)
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Upturn Advisory Summary
11/05/2025: FRT (1-star) is a SELL. SELL since 4 days. Simulated Profits (-5.25%). Updated daily EoD!
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 $110.24
1 Year Target Price $110.24
| 6 | Strong Buy |
| 5 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -9.95% | Avg. Invested days 33 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.32B USD | Price to earnings Ratio 24.34 | 1Y Target Price 110.24 |
Price to earnings Ratio 24.34 | 1Y Target Price 110.24 | ||
Volume (30-day avg) 17 | Beta 1.02 | 52 Weeks Range 78.83 - 113.00 | Updated Date 11/6/2025 |
52 Weeks Range 78.83 - 113.00 | Updated Date 11/6/2025 | ||
Dividends yield (FY) 4.60% | Basic EPS (TTM) 3.94 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-05 | When After Market | Estimate 0.8 | Actual 0.69 |
Profitability
Profit Margin 27.59% | Operating Margin (TTM) 34.47% |
Management Effectiveness
Return on Assets (TTM) 3.28% | Return on Equity (TTM) 10.52% |
Valuation
Trailing PE 24.34 | Forward PE 30.67 | Enterprise Value 13097994937 | Price to Sales(TTM) 6.62 |
Enterprise Value 13097994937 | Price to Sales(TTM) 6.62 | ||
Enterprise Value to Revenue 10.6 | Enterprise Value to EBITDA 14.83 | Shares Outstanding 86270031 | Shares Floating 77957914 |
Shares Outstanding 86270031 | Shares Floating 77957914 | ||
Percent Insiders 1.04 | Percent Institutions 97.43 |
Upturn AI SWOT
Federal Realty Investment Trust
Company Overview
History and Background
Federal Realty Investment Trust (FRT) was founded in 1952, making it one of the oldest REITs in the United States. Initially focused on community shopping centers, it has evolved to focus on mixed-use properties in high-barrier-to-entry markets.
Core Business Areas
- Retail Properties: Federal Realty owns, manages, and redevelops high-quality retail properties, primarily open-air shopping centers and mixed-use projects. These properties house a diverse tenant mix, including grocery stores, restaurants, apparel retailers, and service providers.
- Mixed-Use Properties: FRT focuses on creating vibrant mixed-use environments that combine retail, residential, and office spaces. These developments aim to create walkable communities with a strong sense of place.
Leadership and Structure
Donald C. Wood is the Chief Executive Officer. The company operates under a traditional REIT structure with a Board of Trustees.
Top Products and Market Share
Key Offerings
- Retail Spaces: FRT provides retail space to a diverse set of tenants. Market share is difficult to pinpoint precisely due to the fragmented nature of the retail REIT sector, but FRT is a leading player in its chosen markets. Competitors include Simon Property Group, Regency Centers, and Kimco Realty.
- Mixed-Use Developments: FRT develops and manages mixed-use properties, generating revenue through retail leases, residential rentals, and office leases. Competitors include Brookfield Properties and Related Companies.
Market Dynamics
Industry Overview
The retail REIT sector is evolving, with a focus on experiential retail and mixed-use developments. Demand for high-quality retail space in prime locations remains strong.
Positioning
FRT is positioned as a leading owner and operator of high-quality retail and mixed-use properties in densely populated, affluent areas with high barriers to entry. This strategy allows FRT to command premium rents and maintain high occupancy rates.
Total Addressable Market (TAM)
The TAM for retail REITs is large, estimated in the hundreds of billions of dollars. FRT's strategy of focusing on prime locations and mixed-use developments positions it well to capture a significant portion of this market.
Upturn SWOT Analysis
Strengths
- High-quality portfolio
- Strong balance sheet
- Experienced management team
- Focus on prime locations
- Long history of dividend growth
Weaknesses
- Exposure to retail sector risks
- Relatively smaller market capitalization compared to some peers
- Geographic concentration
Opportunities
- Redevelopment and expansion of existing properties
- Acquisition of high-quality assets
- Growth in mixed-use developments
- Increased demand for experiential retail
Threats
- Economic downturn
- Rising interest rates
- Increased competition
- Changes in consumer spending habits
- Online retail growth
Competitors and Market Share
Key Competitors
- SPG
- REG
- KIM
Competitive Landscape
FRT differentiates itself through its focus on high-quality properties in prime locations and its mixed-use development expertise. Its long history and strong balance sheet are also competitive advantages. However, its smaller market capitalization compared to larger REITs like SPG can be a disadvantage.
Major Acquisitions
Assembly Row (Partial)
- Year: 2024
- Acquisition Price (USD millions): 220
- Strategic Rationale: Enhances FRT's presence in a high-growth, mixed-use environment. It already had the majority stake.
Growth Trajectory and Initiatives
Historical Growth: FRT has grown steadily over the years through acquisitions, development, and redevelopment of its properties.
Future Projections: Future growth projections depend on analyst estimates and company guidance. Analysts typically project steady, albeit moderate, growth in revenue and earnings.
Recent Initiatives: Recent initiatives include focusing on mixed-use developments, redeveloping existing properties, and enhancing the tenant mix.
Summary
Federal Realty Investment Trust is a strong and established REIT with a focus on high-quality retail and mixed-use properties in prime locations. Its long history of dividend growth and experienced management team are significant strengths. However, the company faces risks related to the retail sector and rising interest rates, and also needs to focus on evolving consumer preferences and growth in online retail.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Industry publications
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and based on available data. Actual results may vary.
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 and select underserved regions with strong economic and demographic fundamentals. Founded in 1962, Federal Realty's mission is to deliver long-term, sustainable growth through investing in communities where retail demand exceeds supply. This includes a portfolio of open-air shopping centers and mixed-use destinations"such as Santana Row, Pike & Rose and Assembly Row"which together reflect the company's ability to create distinctive, high-performing environments that serve as vibrant destinations for their communities. Federal Realty's 102 properties include approximately 3,500 tenants in 27 million commercial square feet, and approximately 3,000 residential units. Federal Realty has increased its quarterly dividends to its shareholders for 58 consecutive years, the longest record in the REIT industry. The company is an S&P 500 index member, and its shares are traded on the NYSE under the symbol FRT.
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