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Brixmor Property Group Inc.NYSE:BRX Rapport sur les actions

Capitalisation boursière US$9.5b
Prix de l'action
US$30.84
US$32.67
5.6% sous-évalué décote intrinsèque
1Y22.6%
7D3.3%
1D
Valeur du portefeuille
Voir

Brixmor Property Group Inc.

NYSE:BRX Rapport sur les actions

Capitalisation boursière : US$9.5b

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Brixmor Property Group Inc. Concurrents

Historique des prix et performances

Résumé des hausses, des baisses et des variations du cours de l'action pour la période du 1er janvier au 31 décembre 2009 Brixmor Property Group
Historique des cours de bourse
Prix actuel de l'actionUS$30.84
Plus haut sur 52 semainesUS$31.49
Plus bas sur 52 semainesUS$24.66
Bêta0.98
Variation sur 1 mois1.61%
Variation sur 3 mois2.46%
Variation sur 1 an22.58%
Variation sur 3 ans55.60%
Variation sur 5 ans31.74%
Évolution depuis l'introduction en bourse51.18%

Nouvelles et mises à jour récentes

Mise à jour du récit May 12

BRX: Strip Centers And Redevelopment Pipeline Are Expected To Support Balanced 2026 Outlook

Analysts have lifted the implied fair value estimate for Brixmor Property Group from about $32.38 to roughly $32.67 per share, citing updated assumptions that include slightly higher revenue growth expectations, a modest adjustment to the discount rate, a lower profit margin input, and a higher forward P/E multiple supported by a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Brixmor Property Group has been consistently focused on refining valuation targets, updating models after quarterly results, and reassessing the outlook for strip retail and shopping center REITs. Most of these views are expressed through higher price targets, updated FFO estimates, and commentary on capital allocation and sector positioning.
Mise à jour du récit Apr 28

BRX: Strip Centers And Redevelopment Execution Are Expected To Support Balanced 2026 Outlook

Analysts have nudged the fair value estimate for Brixmor Property Group slightly higher to $32.38, reflecting a series of upward price target revisions that reference updated FFO models, a higher future P/E assumption, and continued interest in strip retail REITs and shopping center names heading into 2026. Analyst Commentary Recent Street research on Brixmor Property Group has centered on refreshed models following Q4 retail REIT results, higher forward FFO assumptions, and reassessments of the strip center space heading into 2026.

Recent updates

Mise à jour du récit May 12

BRX: Strip Centers And Redevelopment Pipeline Are Expected To Support Balanced 2026 Outlook

Analysts have lifted the implied fair value estimate for Brixmor Property Group from about $32.38 to roughly $32.67 per share, citing updated assumptions that include slightly higher revenue growth expectations, a modest adjustment to the discount rate, a lower profit margin input, and a higher forward P/E multiple supported by a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Brixmor Property Group has been consistently focused on refining valuation targets, updating models after quarterly results, and reassessing the outlook for strip retail and shopping center REITs. Most of these views are expressed through higher price targets, updated FFO estimates, and commentary on capital allocation and sector positioning.
Mise à jour du récit Apr 28

BRX: Strip Centers And Redevelopment Execution Are Expected To Support Balanced 2026 Outlook

Analysts have nudged the fair value estimate for Brixmor Property Group slightly higher to $32.38, reflecting a series of upward price target revisions that reference updated FFO models, a higher future P/E assumption, and continued interest in strip retail REITs and shopping center names heading into 2026. Analyst Commentary Recent Street research on Brixmor Property Group has centered on refreshed models following Q4 retail REIT results, higher forward FFO assumptions, and reassessments of the strip center space heading into 2026.
Mise à jour du récit Apr 13

BRX: Strip Centers And Redevelopment Pipeline Are Expected To Support Balanced Outlook

Analysts have raised their average price targets for Brixmor Property Group by several dollars per share, citing sector re-rating expectations, updated FFO estimates, and what they view as supportive strip center fundamentals and redevelopment potential. Analyst Commentary Recent Street research on Brixmor highlights a cluster of price target lifts tied to updated models, strip center fundamentals, and expectations around the company’s redevelopment pipeline and earnings power.
Mise à jour du récit Mar 30

BRX: Strip Center Re Rating And Redevelopment Pipeline Are Expected To Drive Upside

Narrative Update The analyst price target for Brixmor Property Group has moved modestly higher to reflect a fair value estimate of about $32.21. This is supported by analysts updating their models for slightly stronger revenue growth, an improved profit margin profile, and sector wide re-rating expectations for shopping center REITs. Analyst Commentary Recent research updates show a clear cluster of price target revisions for Brixmor Property Group, with most firms setting targets in a US$31 to US$34 range and maintaining positive ratings such as Buy or Overweight.
Mise à jour du récit Mar 15

BRX: Fair Return Profile To Reflect Strip Center Fundamentals And Redevelopment Pipeline

Narrative Update The analyst price target for Brixmor Property Group has edged higher from $31.38 to $31.65. This reflects analysts' updated models that incorporate sector re-rating expectations, modestly higher profit margin assumptions, and refreshed FFO forecasts for 2026 and 2027.
Mise à jour du récit Mar 01

BRX: Steady Fundamentals And Redevelopment Pipeline Will Shape Future Return Profile

Analysts have nudged our fair value estimate for Brixmor Property Group up to $31.38 from $30.65, reflecting a wave of higher Street price targets in the $31 to $34 range as they factor in updated Q4 results, redevelopment potential, and a modest adjustment to long term profitability and P/E assumptions. Analyst Commentary Recent Street research on Brixmor points to a generally constructive tone, with several firms lifting their price targets into the low to mid US$30s while one recent update trimmed expectations slightly.
Mise à jour du récit Feb 15

BRX: Steady Fundamentals And CEO Transition Will Shape Future Return Profile

The analyst price target for Brixmor Property Group is essentially unchanged at about $30.65 from $30.67, as analysts weigh slightly softer revenue growth assumptions against stronger profit margins and a lower forward P/E, informed by a mix of recent target raises and trims across the Street. Analyst Commentary Recent research updates present a mixed but fairly balanced view on Brixmor Property Group, with several firms adjusting price targets in a relatively tight range and recalibrating expectations for the broader shopping center REIT sector.
Seeking Alpha Jan 12

Brixmor Property Group: A Resilient Retail REIT Paying Solid Dividends

Summary Brixmor Property Group is rated a Buy, offering a solid dividend yield and attractive valuation for long-term, income-focused portfolios. BRX's diversified tenant base, disciplined capital recycling, and focus on value-oriented retail underpin resilient performance and mitigate tenant concentration risk. BRX maintains a solid balance sheet, with fixed-rate debt, manageable maturities, and a healthy AFFO-based payout ratio supporting dividend sustainability. Potential catalysts include lower debt costs and constrained new supply, while risks stem from macro uncertainty and relatively high leverage versus peers. Read the full article on Seeking Alpha
Mise à jour du récit Nov 13

BRX: Moderating Construction Costs And Leasing Strength Will Drive Stronger Returns

Brixmor Property Group's analyst price target has been increased modestly to $31 from $30. This reflects analysts' optimism due to moderating construction costs and stronger-than-expected leasing activity at recent acquisitions.
Mise à jour du récit Oct 29

Moderating Construction Costs And Strong Leasing Will Support Occupancy Resilience

Brixmor Property Group’s analyst price target has increased from approximately $29.94 to $30.56. This change reflects analysts' positive outlook, driven by moderating construction costs, strong leasing performance, and favorable updates following recent quarterly results.
Seeking Alpha Feb 13

Brixmor Property: Income And Value All In One

Summary Brixmor Property offers a well-covered dividend supported by resilient fundamentals, strong occupancy, and strategic redevelopment projects with high NOI yields. BRX's portfolio of grocery-anchored centers ensures e-commerce and recession resilience, with strong demand reflected by a 21% blended rent spread. BRX maintains a healthy balance sheet, upgraded credit rating, and ample liquidity, supporting continued growth and stability. BRX's valuation remains below that of large peers, setting up investors for value and income. Read the full article on Seeking Alpha
Seeking Alpha Nov 04

Brixmor Property Group: Weighing The Impact Of Non-Essential Retail And Tenant Quality

Summary Brixmor Property Group has delivered over 37% total returns since November 2023, with a current forward yield of 4.16% and a low P/FFO multiple of 12.92x. Looking at BRX stock, I can see a compelling entry point in terms of the valuations relative to other peers such as REG, KIM and FRT. However, diving deeper a bit more, I will also identify some reasons why the discount could be justified. I recommend holding BRX for diversification, given the sector's recent rally. Read the full article on Seeking Alpha
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Nouveau récit Aug 27

Optimizing Assets And Embracing Growth Amid Industry Headwinds

Brixmor Property Group shows strong potential for sustained revenue growth through increased occupancy and higher rental rates.
Seeking Alpha Jul 30

Brixmor Property: Strong Leasing Boosts Q2 Results And Creates Further Upside

Summary Brixmor Property Group shares have risen 8% in the past year despite interest rate pressures, with momentum building on expectations of Federal Reserve rate cuts. Q2 results showed strong leasing activity, with rising occupancy and net operating income, as limited supply drives demand for its grocery-anchored centers in desirable locations. The company's balance sheet strength, ongoing revenue growth potential, and attractive dividend yield make Brixmor a buy for income growth-oriented investors. Read the full article on Seeking Alpha
Seeking Alpha May 03

Brixmor Property Group: Occupancy And NOI Rising, The Stock Will Follow

Summary Brixmor Property Group increased its NAREIT FFO (+2.7% vs. 2023) and NOI (+3.9%) 2024 growth guidance. The company's improving occupancy, rising net operating income, and attractive market cap rate make its shares look very attractive. Brixmor enjoys a very strong standing with anchor tenants, with anchor releasing spreads a key NOI driver. Occupancy with smaller shops is less robust, which is one of the key risks, along with lack of complementary metrics to evaluate the sustainability of NOI growth. Net debt accounts for just 42% of enterprise value, with low fixed-rates locked in for the medium term. Read the full article on Seeking Alpha

Rendement pour les actionnaires

BRXUS Retail REITsUS Marché
7D3.3%1.7%1.2%
1Y22.6%20.3%28.7%

Rendement vs Industrie: BRX a dépassé le secteur US Retail REITs qui a rapporté 20.3 % au cours de l'année écoulée.

Rendement vs marché: BRX a sous-performé le marché US qui a rapporté 28.7 % au cours de l'année écoulée.

Volatilité des prix

Is BRX's price volatile compared to industry and market?
BRX volatility
BRX Average Weekly Movement2.2%
Retail REITs Industry Average Movement2.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Cours de l'action stable: BRX n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.

Volatilité au fil du temps: La volatilité hebdomadaire de BRX ( 2% ) est restée stable au cours de l'année écoulée.

À propos de l'entreprise

FondéeSalariésPDGSite web
2011463Brian Finneganwww.brixmor.com

Brixmor Property Group Inc. possède et exploite un portefeuille national de centres commerciaux à ciel ouvert de grande qualité. Les 344 centres commerciaux de la société représentent environ 62 millions de pieds carrés d'espace commercial de premier ordre dans des zones commerciales bien établies. Les propriétés de Brixmor reflètent leur vision (être le centre des communautés que nous servons) et abritent un mélange diversifié de détaillants nationaux, régionaux et locaux prospères.

Brixmor Property Group Inc. Résumé des fondamentaux

Comment les bénéfices et les revenus de Brixmor Property Group se comparent-ils à sa capitalisation boursière ?
BRX statistiques fondamentales
Capitalisation boursièreUS$9.46b
Bénéfices(TTM)US$443.52m
Recettes(TTM)US$1.39b
21.3x
Ratio P/E
6.8x
Ratio P/S

Le site BRX est-il surévalué ?

Voir Juste valeur et analyse de l'évaluation

Bénéfices et recettes

Principales statistiques de rentabilité tirées du dernier rapport sur les bénéfices (TTM)
BRX compte de résultat (TTM)
RecettesUS$1.39b
Coût des recettesUS$343.73m
Marge bruteUS$1.05b
Autres dépensesUS$601.66m
Les revenusUS$443.52m

Derniers bénéfices déclarés

Mar 31, 2026

Prochaine date de publication des résultats

Jul 28, 2026

Résultat par action (EPS)1.45
Marge brute75.25%
Marge bénéficiaire nette31.93%
Ratio dettes/capitaux propres181.0%

Quelles ont été les performances à long terme de BRX?

Voir les performances historiques et les comparaisons

Dividendes

4.0%
Rendement actuel des dividendes
52%
Ratio de distribution

Le site BRX verse-t-il des dividendes fiables ?

Voir BRX l'historique des dividendes et les indices de référence
Quand faut-il acheter BRX pour recevoir un dividende à venir ?
Brixmor Property Group dates des dividendes
Date ex-dividendeJul 02 2026
Date de paiement du dividendeJul 15 2026
Jours jusqu'au dividende Ex37 days
Jours jusqu'à la date de paiement du dividende50 days

Le site BRX verse-t-il des dividendes fiables ?

Voir BRX l'historique des dividendes et les indices de référence

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/26 08:23
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Brixmor Property Group Inc. est couverte par 31 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jonathan PongBaird
Ross SmotrichBarclays
John KimBMO Capital Markets Equity Research