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FRT 
Federal Realty Investment Trust (FRT)
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Upturn Advisory Summary
12/03/2025: 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 $110.18
1 Year Target Price $110.18
| 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 PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.50B USD | Price to earnings Ratio 24.78 | 1Y Target Price 110.18 |
Price to earnings Ratio 24.78 | 1Y Target Price 110.18 | ||
Volume (30-day avg) 17 | Beta 1.02 | 52 Weeks Range 78.83 - 111.10 | Updated Date 12/3/2025 |
52 Weeks Range 78.83 - 111.10 | Updated Date 12/3/2025 | ||
Dividends yield (FY) 4.54% | Basic EPS (TTM) 3.95 |
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 24.78 | Forward PE 30.49 | Enterprise Value 13339756447 | Price to Sales(TTM) 6.76 |
Enterprise Value 13339756447 | Price to Sales(TTM) 6.76 | ||
Enterprise Value to Revenue 10.63 | Enterprise Value to EBITDA 14.91 | Shares Outstanding 86270031 | Shares Floating 77933758 |
Shares Outstanding 86270031 | Shares Floating 77933758 | ||
Percent Insiders 1.04 | Percent Institutions 98.65 |
Upturn AI SWOT
Federal Realty Investment Trust
Company Overview
History and Background
Federal Realty Investment Trust was founded in 1952. It is a real estate investment trust (REIT) specializing in the ownership, management, and redevelopment of high-quality retail and mixed-use properties in densely populated, affluent areas.
Core Business Areas
- Retail Property Ownership: Owns, manages, and redevelops a portfolio of shopping centers and mixed-use properties, primarily located in first-ring suburbs of major metropolitan markets.
- Property Management: Provides property management services to its own portfolio of properties.
- Redevelopment and Development: Engages in the redevelopment and development of existing properties and new projects to enhance their value and attract high-quality tenants.
Leadership and Structure
Donald C. Wood is the Chief Executive Officer and Chairman of the Board. The company operates with a traditional corporate structure, with a board of trustees and an executive management team overseeing operations.
Top Products and Market Share
Key Offerings
- Retail Space: Leases retail space to a diverse mix of tenants, including grocery stores, restaurants, apparel retailers, and service providers. The company does not report specific revenue breakdowns per tenant type, but retail space leasing forms the core of its business. Competitors include other REITs like Regency Centers (REG) and Kimco Realty (KIM).
- Mixed-Use Properties: Develops and operates mixed-use properties that combine retail, residential, and office space. Again, FRT does not release revenue for each property, but each contributes to revenue based on leasing and usage. Competitors also include the previously mentioned KIM and REG
Market Dynamics
Industry Overview
The REIT industry is influenced by interest rates, economic growth, and consumer spending patterns. The retail sector faces challenges from e-commerce and changing consumer preferences but high-quality, well-located properties remain in demand.
Positioning
Federal Realty Investment Trust focuses on high-barrier-to-entry markets and well-located properties, giving it a competitive advantage in attracting and retaining tenants. The quality of FRT's tenants is much higher compared to other REITs.
Total Addressable Market (TAM)
The total market value of retail real estate in the US is estimated to be in the trillions of dollars. Federal Realty Investment Trust is positioned to capture a portion of this market by focusing on premium properties in strong demographic areas.
Upturn SWOT Analysis
Strengths
- High-quality properties in prime locations
- Strong tenant base
- Proven track record of redevelopment and development
- Strong financial position and access to capital
- Long history of dividend growth
Weaknesses
- Exposure to economic cycles
- Sensitivity to interest rate changes
- High property operating expenses
- Geographic concentration
Opportunities
- Further redevelopment and development of existing properties
- Expansion into new markets
- Acquisition of high-quality properties
- Leveraging mixed-use development opportunities
- Increase leasing rate
Threats
- Economic downturns
- Increased competition from other REITs
- Rise of e-commerce and changing consumer preferences
- Increases in interest rates
- Inflation
Competitors and Market Share
Key Competitors
- REG
- KIM
- SPG
Competitive Landscape
Federal Realty Investment Trust differentiates itself through its focus on high-quality properties in prime locations and its proven track record of redevelopment. It is challenged by competitors with larger portfolios and greater geographic diversification.
Major Acquisitions
Pruneyard Shopping Center
- Year: 2022
- Acquisition Price (USD millions): 430
- Strategic Rationale: Expanded presence in the affluent Silicon Valley market and added a high-quality, mixed-use property to the portfolio.
Growth Trajectory and Initiatives
Historical Growth: Federal Realty Investment Trust has demonstrated consistent growth in revenue and FFO (Funds From Operations) over the long term, driven by its focus on high-quality properties and strategic redevelopment.
Future Projections: Analysts project continued growth in revenue and FFO, driven by redevelopment projects and strong leasing activity. Analyst estimates vary, but consensus estimates point to moderate growth in the coming years.
Recent Initiatives: Recent initiatives include the redevelopment of existing properties, the acquisition of new properties in target markets, and the expansion of its mixed-use development platform.
Summary
Federal Realty Investment Trust is a stable and well-managed REIT with a strong portfolio of high-quality properties. Its focus on prime locations and redevelopment gives it a competitive edge. However, it is exposed to economic cycles and interest rate risk. Its long history of dividend growth and stable performance make it a desirable REIT to buy.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Federal Realty Investment Trust Investor Relations
- SEC Filings
- Analyst Reports
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share are approximations only. Actual data 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 103 properties include approximately 3,600 tenants in 27.9 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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