American Assets Trust, Inc.

Report azionario NYSE:AAT

Capitalizzazione di mercato: US$2.0b

American Assets Trust Crescita futura

Criteri Future verificati 2/6

American Assets Trust prevede che gli utili e i ricavi cresceranno rispettivamente di 19.6% e 2.4% all'anno. Si prevede che l'EPS crescerà di 12.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 3.3% in 3 anni.

Informazioni chiave

19.6%

Tasso di crescita degli utili

12.81%

Tasso di crescita dell'EPS

REITs crescita degli utili17.1%
Tasso di crescita dei ricavi2.4%
Rendimento futuro del capitale proprio3.32%
Copertura analitica

Low

Ultimo aggiornamento22 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • Jun 26

AAT: Elevated P E And Insider Euphoria Will Test Margin Assumptions

Analysts have lifted their price target on American Assets Trust from $19.00 to $20.50, citing updated assumptions for slightly higher revenue growth, a wider profit margin, a lower discount rate, and a revised future P/E multiple. What’s in the News for American Assets Trust Executive Chairman Ernest S.
Seeking Alpha • Jun 19

American Assets Trust: High Yield Isn't Enough To Justify The Valuation

Summary American Assets Trust is a diversified REIT with significant office, retail, multifamily, and mixed-use exposure, primarily on the West Coast and Hawaii. I rate AAT a Hold due to lackluster FFO growth, elevated valuation at 18.2x AFFO, and limited near-term catalysts for capital appreciation. FFO per share guidance for 2024 is flat at $1.96–$2.10, with multifamily as the portfolio's lone bright spot and mixed-use/retail underperforming. The 6.5% yield is solid, but high leverage (6.9x) and office exposure limit dividend growth and justify caution until FFO growth resumes. Read the full article on Seeking Alpha
Articolo di analisi • Jun 17

American Assets Trust (AAT) Stock Could Be 28% Overvalued After Its Recent Rally

American Assets Trust (AAT) has drawn fresh attention after recent trading pushed the stock to a one-month return of about 17% and an approximate 29% gain over the past 3 months. See our latest analysis for American Assets Trust. At the latest share price of $24.40, American Assets Trust has had a strong run in recent months, with a 30-day share price return of 17.5% and a 90-day share price return of 28.9%, while the 1-year total shareholder return of 26.2% and 3-year total shareholder...
Nuova narrazione • Jun 05

Office Leasing Headwinds And Slowing Tourism Will Pressure Coastal REIT Fundamentals

Catalysts About American Assets Trust American Assets Trust is a real estate investment trust that owns and operates a diversified portfolio of office, retail, multifamily and mixed-use properties in coastal and supply constrained markets. What are the underlying business or industry changes driving this perspective?
Nuova narrazione • May 22

Coastal Office And Retail Strength Will Support Long Term Cash Flow Stability

Catalysts About American Assets Trust American Assets Trust is a real estate investment trust that owns and operates a diversified portfolio of coastal office, retail, multifamily and mixed-use properties. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • Apr 28

AAT: Future P E Reliance Will Test Compressed Margin Assumptions

Analysts have raised their price target on American Assets Trust by $0.50 to $19.00, citing updated assumptions on fair value, discount rate, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$19.00 price target as more aligned with their updated fair value work, suggesting the previous target did not fully reflect current assumptions on earnings and cash flow quality.
Aggiornamento della narrazione • Apr 11

AAT: Fair Value View Will Rely On Margin Stability And P E Expectations

Analysts have nudged their fair value estimate for American Assets Trust from $18.00 to $18.50, reflecting updated assumptions on the discount rate, expectations for modest revenue growth, the profit margin outlook, and a slightly higher future P/E multiple following recent research updates. Analyst Commentary Recent research updates on American Assets Trust have focused on aligning target prices and ratings with revised expectations for revenue growth, profit margins, and future P/E assumptions.
Aggiornamento della narrazione • Mar 26

AAT: Peak Fundamentals And Sector Reset Will Likely Limit Near Term Upside

Narrative Update Analysts have nudged their price target on American Assets Trust higher by $1, citing a modestly lower discount rate, steady fair value at $18.0, and largely unchanged revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on American Assets Trust shows a mix of cautious and constructive views, with price targets and ratings adjusted as analysts reassess sector conditions and company specific risks and opportunities.
Aggiornamento della narrazione • Mar 12

AAT: Peak Occupancy And Sector Reset Will Likely Cap Near Term Upside

Narrative Update on American Assets Trust Analysts trimmed their price target on American Assets Trust by $2 to $19, citing a sector-wide reset in expectations for shopping center REITs, as occupancy levels are viewed as close to all-time highs and fundamentals are seen as peaking. Analyst Commentary Recent research on American Assets Trust has centered on valuation reset and sector positioning, rather than company specific execution issues.
Aggiornamento della narrazione • Feb 25

AAT: Peak Occupancy And Sector Downgrades Will Likely Limit Upside Potential

Analysts have trimmed their price target on American Assets Trust to $19 from $21, citing a more cautious stance on the shopping center REIT space, as fundamentals appear to be at or near peak occupancy levels. Analyst Commentary Recent research has focused less on company specific missteps and more on where American Assets Trust sits within a shopping center REIT group that analysts view as close to peak fundamentals.
Aggiornamento della narrazione • Feb 11

AAT: Peak Occupancy And Sector Caution Are Expected To Temper Prospects

Analysts have trimmed their price target on American Assets Trust to $19 from $21, citing sector-level caution around shopping center REITs, as fundamentals are seen as peaking and occupancy nearing all-time highs. Analyst Commentary Recent research on American Assets Trust focuses less on company specific missteps and more on a shift in sentiment toward shopping center REITs as a group, with some analysts questioning how much upside is left after a long run of improving fundamentals and tight occupancy.
Aggiornamento della narrazione • Jan 27

AAT: Peak Occupancy And Sector Downgrades Are Expected To Balance Prospects

Narrative Update: American Assets Trust Analysts have trimmed their fair value estimate for American Assets Trust to $18.00 from $19.00, reflecting slightly higher discount rate inputs and a lower assumed future P/E multiple, following recent sector downgrades and reduced price targets for shopping center REITs. Analyst Commentary Recent research updates on American Assets Trust have focused on sector level shifts in shopping center REITs and how those feed into valuation assumptions for the stock. Bullish Takeaways Bullish analysts point to portfolio occupancy levels that are described as approaching or surpassing all time highs, which they see as supportive of current cash flow generation underlying fair value estimates.
Aggiornamento della narrazione • Jan 11

AAT: Peak Occupancy And Sector Reset Are Expected To Shape Prospects

Analysts have cut their price target on American Assets Trust from US$26 to US$19, citing sector-level concerns about shopping center REIT fundamentals, with occupancy now viewed as being close to peak levels as a key reason for the reset. Analyst Commentary Recent commentary around American Assets Trust highlights a more cautious stance on the shopping center REIT space, with the latest price target reset to US$19.
Seeking Alpha • Feb 18

American Assets Trust: Now May Be The Time To Back The Truck Up On This Near 6% Yield

Summary American Assets Trust offers a near 6% dividend yield, strong fundamentals, and upside potential, making it attractive for income-focused investors. Despite recent pullbacks and weak 2025 guidance, AAT's high-quality properties and expected interest rate declines could drive price appreciation. AAT's multifamily segment shows strong growth, offsetting office sector headwinds, with management confident in future office utilization increases. AAT's solid balance sheet and liquidity position support continued growth and potential dividend increases, making it a strong candidate for long-term investors. Read the full article on Seeking Alpha
Articolo di analisi • Feb 06

Is Now The Time To Put American Assets Trust (NYSE:AAT) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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Nuova narrazione • Sep 11

Challenges And Missteps Cloud Commercial Real Estate's Future Growth

Heavy investment in the fluctuating office and retail sectors may risk long-term financial performance due to evolving work habits and consumer behaviors.
Articolo di analisi • Sep 06

If EPS Growth Is Important To You, American Assets Trust (NYSE:AAT) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Aug 24

American Assets Trust: Collect A 5.2% Yield From This Quality Office REIT

Summary American Assets Trust has performed well, despite pandemic uncertainties surrounding the office sector, offering a 5% yield and solid financials. AAT's office portfolio is strong at 86.6%. They also saw strong leasing activity during their latest quarter, positioning them well for the future. With a 5.2% forward yield, growing FFO, and manageable debt, AAT is a quality REIT that offers potential upside for long-term investors. Downside risks include higher for longer interest rates, slower Return To Work policy, and a recession. AAT has outperformed the S&P, up roughly 22% compared to 7.40% for the index. Read the full article on Seeking Alpha
Articolo di analisi • Aug 01

American Assets Trust, Inc. Just Beat EPS By 48%: Here's What Analysts Think Will Happen Next

Investors in American Assets Trust, Inc. ( NYSE:AAT ) had a good week, as its shares rose 7.8% to close at US$26.52...
Seeking Alpha • Jun 11

American Assets Trust: Office Weakness Trumps Green Shoots In Mixed-Use

Summary American Assets Trust is a diversified REIT with a 50.1% exposure to the office sector. Net operating income grew 1.5% Y/Y in Q1 2024 on strength in hotels. Occupancy was down Y/Y in offices but increased in all other property sectors. The company trades at a market-implied cap rate of around 8.3% with a potential 0.3% boost from development projects coming online. Net debt accounts for 49% of enterprise value, with refinancing likely to weigh on FFO growth. Read the full article on Seeking Alpha
Seeking Alpha • Mar 27

American Assets Trust: A Quality 6% Yielding REIT For Income-Focused Investors

Summary American Assets Trust is a high-quality REIT that offers income investors a buying opportunity at a low P/FFO ratio of less than 9.0x, well below its 5-year average. AAT owns quality real estate in the Western US, with properties in high-income areas like San Diego and Oahu. Despite headwinds and expected declines in NOI, AAT's balance sheet is strong and their dividend is well-covered with a payout ratio of 76%. Due to properties in the office segment, this has caused more headwinds that some retail peers, suppressing the share price. For 2024 FFO is also expected to be lower than 2023 with a mid-point of $2.26. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:AAT - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028457N/AN/AN/A1
12/31/202746025N/AN/A3
12/31/202644720N/AN/A2
3/31/20264341893169N/A
12/31/20254325695167N/A
9/30/20254356193167N/A
6/30/20254487498179N/A
3/31/202545180113189N/A
12/31/202445357137207N/A
9/30/202445258136205N/A
6/30/202444153140205N/A
3/31/202444054122192N/A
12/31/202343750106189N/A
9/30/20234305098188N/A
6/30/20234305196191N/A
3/31/20234254983192N/A
12/31/20224194465179N/A
9/30/20224154243180N/A
6/30/20224023946178N/A
3/31/20223903842165N/A
12/31/20213732864168N/A
9/30/20213532376147N/A
6/30/20213391871135N/A
3/31/20213301770124N/A
12/31/20203422863127N/A
9/30/20203593869141N/A
6/30/20203724577153N/A
3/31/20203744774162N/A
12/31/201936346N/A154N/A
9/30/201934640N/A140N/A
6/30/201933037N/A124N/A
3/31/201933131N/A129N/A
12/31/201832720N/A137N/A
9/30/201832620N/A139N/A
6/30/201832519N/A145N/A
3/31/201831721N/A142N/A
12/31/201731129N/A146N/A
9/30/201730531N/A144N/A
6/30/201729930N/A140N/A
3/31/201729432N/A134N/A
12/31/201629133N/A121N/A
9/30/201628632N/A123N/A
6/30/201628137N/A117N/A
3/31/201627638N/A112N/A
12/31/201527139N/A110N/A
9/30/201526637N/A114N/A
6/30/201526330N/A113N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AAT ( 19.6% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di AAT ( 19.6% all'anno) cresceranno più rapidamente del mercato US ( 18.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AAT cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di AAT ( 2.4% all'anno) crescerà più lentamente rispetto al mercato US ( 12.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AAT ( 2.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AAT sarà basso tra 3 anni ( 3.3 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/28 09:35
Prezzo dell'azione a fine giornata2026/06/26 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

American Assets Trust, Inc. è coperta da 10 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jeffrey SpectorBofA Global Research
Paul MorganCanaccord Genuity
Mitchell GermainCitizens JMP Securities, LLC