Update shared on05 Sep 2025
Fair value Increased 1.30%Analysts modestly raised Tanger’s price target to $35.55, citing strong Q2 earnings, improved free cash flow, and balance sheet strength, while noting ongoing macro concerns.
Analyst Commentary
- Increased retail REIT estimates following Q2 earnings strength.
- Bullish analysts citing improved free cash flow profiles as a positive.
- Continued concerns over tariffs and a slowing consumer environment.
- Observations that investors may be overpaying for defensiveness in grocery-anchored portfolios compared to Tanger’s offerings.
- Favorability towards companies with strong balance sheets within the sector.
What's in the News
- Tanger raised its 2025 diluted net income per share guidance to $0.93–$1.00 from $0.91–$0.99.
- No shares were repurchased from May 9 to June 30, 2025, under the buyback announced in May 2025.
- No shares were repurchased from April 1 to May 9, 2025, under the buyback announced in May 2023.
Valuation Changes
Summary of Valuation Changes for Tanger
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $35.09 to $35.55.
- The Future P/E for Tanger has fallen slightly from 41.56x to 40.41x.
- The Discount Rate for Tanger remained effectively unchanged, moving only marginally from 7.90% to 7.89%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.