First Industrial Realty Trust (FR) Aperçu de l'action
First Industrial Realty Trust, Inc. est l'un des principaux propriétaires, exploitants, promoteurs et acquéreurs d'immeubles logistiques aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 0/6 |
| Performances passées | 4/6 |
| Santé financière | 2/6 |
| Dividendes | 5/6 |
Récompenses
Analyse des risques
FR Community Fair Values
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Analyst Price Targets
First Industrial Realty Trust, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$66.33 |
| Plus haut sur 52 semaines | US$69.88 |
| Plus bas sur 52 semaines | US$47.38 |
| Bêta | 1.07 |
| Variation sur 1 mois | 4.24% |
| Variation sur 3 mois | 8.08% |
| Variation sur 1 an | 32.32% |
| Variation sur 3 ans | 27.22% |
| Variation sur 5 ans | 21.22% |
| Évolution depuis l'introduction en bourse | 180.76% |
Nouvelles et mises à jour récentes
Seeking Alpha • Jul 10
First Industrial Realty: Strong Fundamentals But Expensive (Rating Downgrade)
Summary First Industrial Realty Trust, Inc. is downgraded to Hold after a strong price run and elevated valuation. FR stock trades at a forward price to AFFO of 24.75x, well above the sector median, despite slowing same-store NOI growth. Portfolio strength is supported by diversification, data center land sales, and robust dividend coverage with a 3% yield. Higher interest rates and sub-90% occupancy in key regions present risks; future growth hinges on management execution and market sentiment. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 23
FR: Leasing Tailwinds And Activist Pressure Will Shape A Balanced Outlook
Analysts have slightly raised their price target for First Industrial Realty Trust to about $67.88 from roughly $66.87. This change reflects updated assumptions for fair value, discount rate, margin profile, and future P/E expectations.Article d’analyse • Jun 16
First Industrial Realty Trust (FR) Stock Could Be 5.2% Undervalued After Earnings Beat
First Industrial Realty Trust (FR) drew fresh attention after reporting quarterly earnings and revenue that exceeded expectations, supported by healthy leasing activity, rental growth, and demand for its logistics and warehouse focused industrial portfolio. See our latest analysis for First Industrial Realty Trust. Against this earnings backdrop, First Industrial Realty Trust’s share price has moved steadily higher, with a year to date share price return of 9.45% and a 1 year total...Recent updates
Seeking Alpha • Jul 10
First Industrial Realty: Strong Fundamentals But Expensive (Rating Downgrade)
Summary First Industrial Realty Trust, Inc. is downgraded to Hold after a strong price run and elevated valuation. FR stock trades at a forward price to AFFO of 24.75x, well above the sector median, despite slowing same-store NOI growth. Portfolio strength is supported by diversification, data center land sales, and robust dividend coverage with a 3% yield. Higher interest rates and sub-90% occupancy in key regions present risks; future growth hinges on management execution and market sentiment. Read the full article on Seeking AlphaMise à jour du récit • Jun 23
FR: Leasing Tailwinds And Activist Pressure Will Shape A Balanced Outlook
Analysts have slightly raised their price target for First Industrial Realty Trust to about $67.88 from roughly $66.87. This change reflects updated assumptions for fair value, discount rate, margin profile, and future P/E expectations.Article d’analyse • Jun 16
First Industrial Realty Trust (FR) Stock Could Be 5.2% Undervalued After Earnings Beat
First Industrial Realty Trust (FR) drew fresh attention after reporting quarterly earnings and revenue that exceeded expectations, supported by healthy leasing activity, rental growth, and demand for its logistics and warehouse focused industrial portfolio. See our latest analysis for First Industrial Realty Trust. Against this earnings backdrop, First Industrial Realty Trust’s share price has moved steadily higher, with a year to date share price return of 9.45% and a 1 year total...Mise à jour du récit • Jun 08
FR: Leasing Momentum, Data Centers And Buybacks Will Guide A Balanced Outlook
Analysts have made a slight trim to their price target for First Industrial Realty Trust to $66.87 from $66.93, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Leasing momentum continues across key U.S. industrial markets, with strong tenant demand, rent growth, and a focus on speculative development, supported by data center land sales and e commerce trends as key tailwinds for the business (source: FR leasing and growth update, 2 June 2026).Mise à jour du récit • May 01
FR: Guidance, Buybacks And Activism Will Shape A Measured Forward Outlook
Analysts have raised their price target for First Industrial Realty Trust to about $66.93 from roughly $65.47, citing slight adjustments to discount rate assumptions, a modestly different revenue growth outlook, and a somewhat higher projected profit margin, alongside a similar future P/E expectation. What's in the News New 2026 earnings guidance points to Net Income Available to Common Stockholders and Unitholders in a range of $2.32 to $2.42 per share, providing an updated profitability reference for longer term planning (company guidance).Mise à jour du récit • Apr 10
FR: Buybacks, Higher Dividend And Activism Will Shape A Balanced Outlook
Analysts have nudged their price target for First Industrial Realty Trust slightly higher to about $65.47 from roughly $65.27, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Land & Buildings Investment Management has been actively urging shareholders to vote against the re-election of Chairman Matt Dominski and Director H.Mise à jour du récit • Mar 27
FR: Share Repurchases And Higher Dividend Will Support A More Bullish Outlook
Analysts now set their price target for First Industrial Realty Trust at about $65.27, a slight move from roughly $65.07. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.Mise à jour du récit • Mar 12
FR: Activist Campaign And Higher Dividend Will Shape A Balanced Outlook
Analysts have nudged their price target for First Industrial Realty Trust higher to about $65.07 from roughly $64.47. This reflects updated views on its discount rate, long term revenue growth, profit margin assumptions, and expected future P/E.Mise à jour du récit • Feb 25
FR: Activist Pressure And Higher Dividend Will Shape A Measured Outlook
Analysts have nudged their price target on First Industrial Realty Trust higher to about $64.47, up from roughly $63.60, citing refreshed assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that slightly adjust their long term outlook. What's in the News Issued 2026 earnings guidance, with expected net income available to common stockholders and unitholders in a range of $1.58 to $1.68 per share.Mise à jour du récit • Feb 10
FR: Activist Pressure And Dividend Outlook Will Shape A Measured Future
Analysts have adjusted their price target on First Industrial Realty Trust to $63.60 from $62.63. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples.Mise à jour du récit • Jan 25
FR: Activist Sale Pressure And Updated Assumptions Will Shape A Balanced Outlook
Analysts have lifted their fair value estimate for First Industrial Realty Trust to $62.63 from $61.13, citing updated assumptions for revenue growth, profit margin, and future P/E that modestly increase their long term return expectations for the business. What's in the News On December 4, 2025, Land and Buildings Investment Management LLC publicly urged First Industrial Realty Trust to divest certain assets and return capital to shareholders, and called for a review of potential options, including a possible sale of the company if other efforts do not narrow the gap between the share price and net asset value (Key Developments).Mise à jour du récit • Jan 09
FR: Activist Sale Pressure And Stable Outlook Will Shape A Balanced Future
Analysts have nudged their price target on First Industrial Realty Trust from US$60.00 to about US$61.13, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E levels. What's in the News Land and Buildings Investment Management LLC is pressuring First Industrial Realty Trust to divest assets and return capital to shareholders, and is urging a review of alternatives, including a potential sale, if these steps do not close the gap between the share price and net asset value (Key Developments).Mise à jour du récit • Dec 19
FR: Activist Pressure And Raised Earnings Outlook Will Shape A Balanced Outlook
Analysts have nudged their price target for First Industrial Realty Trust slightly higher, raising fair value by 0.50 dollars to 60.00 dollars as they factor in marginally stronger revenue growth and a modestly lower discount rate, while maintaining largely stable profitability expectations. What's in the News Land and Buildings Investment Management LLC launched an activist campaign on December 4, 2025, urging First Industrial Realty Trust to sell assets and return capital to shareholders, and to consider strategic alternatives, including a potential sale, if the share price discount to net asset value persists (Key Developments).Mise à jour du récit • Dec 05
FR: Raised Earnings Outlook Will Support Measured Fair-Value Case Going Forward
Analysts have modestly raised their price target on First Industrial Realty Trust, increasing fair value by approximately $0.38 per share to $59.50, as they factor in a slightly higher future valuation multiple that more than offsets marginally lower long term revenue growth and profit margin assumptions and a higher discount rate. What's in the News Raised 2025 earnings guidance, now expecting net income available to common stockholders and unitholders of $1.67 to $1.71 per unit, which signals improved profitability expectations (Key Developments) Valuation Changes The fair value estimate has risen slightly, moving from $59.13 to $59.50 per share, reflecting a modest uplift in intrinsic valuation.Mise à jour du récit • Nov 21
FR: Earnings Guidance Increase And Stable Margins Signal Balanced Outlook
Analysts have maintained their price target for First Industrial Realty Trust at $59.13 per share. This reflects continued confidence in the firm’s outlook despite minor adjustments to underlying financial assumptions.Mise à jour du récit • Nov 03
FR: 2025 Guidance And Resilient Margins Will Balance Uncertainties Ahead
Analysts have raised their price target for First Industrial Realty Trust from $56.94 to $59.13, citing improved profit margins and continued financial resilience as reasons for this upward revision. What's in the News The company has revised its 2025 earnings guidance to a range of $1.67 to $1.71 per unit (Key Developments).Mise à jour du récit • Oct 20
Overvalued Industrial REIT Will Underperform In Uncertain Markets
First Industrial Realty Trust's analyst price target has been raised from $56.33 to $56.94, as analysts cite a modestly improved profit margin outlook, even though there is a slight moderation in projected revenue growth and future earnings multiples. What's in the News Revised 2025 earnings guidance: Net Income Available to Common Stockholders and Unitholders increased from $1.67 per unit to $1.71 per unit (Key Developments) Announced an $800 million follow-on equity offering of common stock with income trust features.Seeking Alpha • Mar 30
First Industrial: The Dividend Growth Giant That Doesn't Get Enough Attention
Summary First Industrial Realty Trust stands out among REITs, offering a well-supported dividend and consistent earnings increases over time. FR's portfolio focuses on industrial and commercial properties, ensuring stability and resilience, with a 96.2% occupancy rate and high-profile tenants like Amazon. Despite trading at a premium, FR's financial strength and consistent earnings growth justify its valuation, with a potential 10% price increase in the next year. The strong dividend coverage and ongoing developments support future earnings growth, making FR a reliable source of dividend income with potential for future raises. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
First Industrial Realty: A Top Industrial Pick With Solid Upside Potential
Summary REITs have faced challenges but now trade at attractive valuations with solid upside potential over the next 1 to 2 years. Industrial REITs, especially in Southern California, have experienced downward pressure but maintain strong fundamentals despite market volatility. First Industrial Realty Trust is a fundamentally sound industrial REIT with significant long-term upside potential. Post-election interest rate uncertainty presents opportunities for REITs, making them appealing investments in the current market environment. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
First Industrial: Still Attractive Despite Policy Risk
Summary First Industrial Realty has shown solid performance, with a 26% rise in the past year and a 12% return since my last "buy" rating. Despite strong renewal lease signings and a robust balance sheet, elevated interest rates and geopolitical risks could cap FR's upside potential. FR's 2.8% dividend yield, 7+% expected dividend growth, and strong renewal activity support a "buy" rating, targeting 10% long-term returns. Caution is warranted due to potential trade policy impacts and interest rate volatility, but FR remains positioned for solid long-term returns. Read the full article on Seeking AlphaSeeking Alpha • Sep 08
First Industrial Realty Trust: One Of My Top Industrial REIT Picks
Summary First Industrial Realty Trust is an industrial REIT with 67.9m sq. ft. of leasable area. Rising interest rates and oversupply have pressured the industrial property sector, but signs of a market shift are emerging. Demand is improving, and construction is cooling, suggesting a future undersupply that will benefit industrial REITs like FR. Read the full article on Seeking Alpha
Nouveau récit • Aug 27
Leasing Focus In Volatile Markets And Speculative Developments May Stifle Growth Prospects
Focusing on leasing in improving markets with rising vacancies risks occupancy rates and revenue growth if demand doesn't match new supply.Seeking Alpha • Jul 24
First Industrial Realty Trust Sets The Ground For The Upcoming Upside
Summary First Industrial Realty released strong Q2 2024 results, delivering solid FFO per share growth. FR showcased robust investment & deal activity during the recent quarter, setting the ground for the upcoming upside. The Company is likely to benefit greatly from the upcoming shift in market conditions. There's still room for upside resulting from the multiple appreciation. Read the full article on Seeking AlphaSeeking Alpha • Jul 09
First Industrial: Recent Volatility Makes Them More Attractive Compared To Peers
Summary First Industrial is a quality REIT with a long operating history, focusing on logistics properties in supply-constrained markets. Despite missing Q1 FFO estimates, they expect to FFO and revenue growth of 7.4% and 3.2% respectively in their upcoming Q2. The recent dip in share price presents a buying opportunity, with a price target of $59 and potential for 23% upside. Their balance sheet is also solid with no debt maturing until 2026, putting them in a comfortable position to continue growth. Their dividend is also well-covered with a forward FFO payout ratio of 57%. Read the full article on Seeking AlphaSeeking Alpha • Jun 20
First Industrial Looks Buyable As Market Conditions Improve
Summary Industrial REITs face challenges due to high supply and low demand, leading to increased vacancy rates and disparity between buyers' and sellers' expectations. However, the market conditions will shift due to significantly decreased new construction starts. FR is well-positioned to benefit from the improvement in market conditions, with no debt maturities until 2026, vast land bank, and solid business metrics. Moreover, the Company offers well-covered, dynamically growing dividends and has an upside potential resulting from the multiple appreciation. Read the full article on Seeking AlphaRendement pour les actionnaires
| FR | US Industrial REITs | US Marché | |
|---|---|---|---|
| 7D | -3.4% | -3.7% | -2.0% |
| 1Y | 32.3% | 25.0% | 15.1% |
Rendement vs Industrie: FR a dépassé le secteur US Industrial REITs qui a rapporté 25.1 % au cours de l'année écoulée.
Rendement vs marché: FR a dépassé le marché US qui a rapporté 16.4 % au cours de l'année écoulée.
Volatilité des prix
| FR volatility | |
|---|---|
| FR Average Weekly Movement | 3.3% |
| Industrial REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: FR 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 FR ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1993 | 152 | Peter Baccile | www.firstindustrial.com |
First Industrial Realty Trust, Inc. est l'un des principaux propriétaires, exploitants, promoteurs et acquéreurs de biens logistiques aux États-Unis. Grâce à notre plateforme d'exploitation et d'investissement entièrement intégrée, nous fournissons aux multinationales et aux entreprises régionales des installations de haute qualité et un service à la clientèle de premier plan, essentiels à leurs chaînes d'approvisionnement. Au total, nous possédons et avons en cours de développement environ 71,6 millions de pieds carrés d'espace industriel concentrés dans 15 MSA cibles au 31 mars 2026.
First Industrial Realty Trust, Inc. Résumé des fondamentaux
| FR statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$9.28b |
| Bénéfices(TTM) | US$364.18m |
| Recettes(TTM) | US$760.09m |
24.1x
Ratio P/E11.6x
Ratio P/SLe site FR est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| FR compte de résultat (TTM) | |
|---|---|
| Recettes | US$760.09m |
| Coût des recettes | US$199.63m |
| Marge brute | US$560.46m |
| Autres dépenses | US$196.28m |
| Les revenus | US$364.18m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 2.75 |
| Marge brute | 73.74% |
| Marge bénéficiaire nette | 47.91% |
| Ratio dettes/capitaux propres | 90.0% |
Quelles ont été les performances à long terme de FR?
Voir les performances historiques et les comparaisonsDividendes
3.0%
Rendement actuel des dividendes60%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/23 06:28 |
| Cours de l'action en fin de journée | 2026/07/23 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 sur la façon d’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
First Industrial Realty Trust, Inc. est couverte par 27 analystes. 9 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.
| Analyste | Institution |
|---|---|
| Nicholas Thillman | Baird |
| Anthony Powell | Barclays |
| Brendan Lynch | Barclays |