Alexander & Baldwin, Inc.

Report azionario NYSE:ALEX

Capitalizzazione di mercato: US$1.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Alexander & Baldwin Crescita futura

Criteri Future verificati 0/6

Si prevede che i ricavi e gli utili di Alexander & Baldwin diminuiranno rispettivamente del 1.7% e 9.3% all'anno.

Informazioni chiave

-9.3%

Tasso di crescita degli utili

n/a

Tasso di crescita dell'EPS

REITs crescita degli utili12.1%
Tasso di crescita dei ricavi-1.7%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento27 Feb 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • Dec 15

ALEX: Shopping Centers And Buyout Deal Will Offset REIT Fund Flow Headwinds

Analysts have modestly reduced their price target on Alexander & Baldwin by about $1 to approximately $21 per share. This reflects slightly lower fair value and profit margin expectations, even as projected revenue declines appear less severe and long term earnings multiples compress amid ongoing REIT fund flow headwinds.
Seeking Alpha • Dec 10

Alexander & Baldwin: Little Upside After Take-Private Deal

Summary Alexander & Baldwin is set to be taken private at $21.20/share in an all-cash deal by an investor group that includes funds affiliated with Blackstone Real Estate. Shareholders will receive a $0.35/share dividend in January 2026; post ex-dividend on December 19, 2025, the offer adjusts to $20.85/share. With ALEX trading at ~$20.85/share, only a 1.7% upside remains, justifying a Hold rating. The deal values the company at an enterprise value of $2.3 billion, or 15.1x its 2025 FFO midpoint, with a cap rate of 5.7% for its commercial real estate portfolio. The risks of a higher rival bid or deal collapse are remote, making the current offer the most likely outcome. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Alexander & Baldwin: High Quality Hawaiian REIT At A Decent Price

Summary Alexander & Baldwin offers a unique investment in Hawaiian commercial real estate, with strong financial performance and a 5% dividend yield. ALEX's strategy includes monetizing non-core landholdings and reinvesting in industrial development, supported by a low leverage ratio and robust leasing activity. It demonstrates solid FFO growth, high occupancy rates, and a well-covered dividend, making it a compelling choice for income investors. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

Alexander & Baldwin: This Rock Solid Hawaiian REIT Is Built To Last

Summary Alexander & Baldwin offers exposure to Hawaii with a strong dividend yield and one of the best REIT balance sheets, making it a conservative investment. The company has refocused on Hawaiian real estate, owning 22 retail centers, 13 industrial assets, 4 office properties, and 142 acres of ground lease assets. A&B's low debt-to-asset ratio of 24% and effective interest rate of 4.7% highlight its financial strength, appealing to risk-averse investors. The ongoing simplification plan and strategic land sales are expected to improve FFO and reduce G&A expenses, further strengthening the company's financial position. Read the full article on Seeking Alpha
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Nuova narrazione • Sep 24

Risky Land Sales And Volatile Investments Threaten Financial Stability

Divesting noncore land and episodic sales may impact future revenues and investor trust with fluctuating financial performance.
Seeking Alpha • Aug 29

Alexander & Baldwin: Low Gearing Will Hurt Returns As Fed Set To Cut Rates (Rating Downgrade)

Summary Alexander & Baldwin is a diversified REIT operating exclusively in Hawaii, with the majority of net operating income coming from retail and industrial properties, as well as ground leases. The company also has a legacy Land Operations segment, with a land sale in Q3 2024 contributing to the REIT's 2024 guidance increase. Net debt accounts for just 24% of enterprise value, which coupled with no floating rate debt points to limited benefits from Fed rate cuts. The REIT's valuation appears high with an 18.8x adjusted FFO multiple and a 6.7% market-implied cap rate, suggesting limited upside. Geographic concentration in Hawaii and the uncertain market value of the remaining land portfolio are key risks to consider. Read the full article on Seeking Alpha
Seeking Alpha • Mar 06

Alexander & Baldwin: Above-Expectations Results Support My Favorable View

Summary Alexander & Baldwin's actual operating revenue and core FFO per share for Q4 2023 surpassed the sell side analysts' consensus forecasts by +8% and +6%, respectively. ALEX sees its FFO generated from the core Commercial Real Estate operations expanding by a high single digit percentage this year. I maintain a Buy rating for Alexander & Baldwin, taking into account its potential for further portfolio restructuring and expense management. Read the full article on Seeking Alpha
Seeking Alpha • Nov 03

Alexander & Baldwin: Multiple Catalysts

Summary Alexander & Baldwin's current P/FFO valuation multiple is way below its historical average. Alexander & Baldwin's potential catalysts include a faster pace of share repurchases, initiatives to maximize the value of portfolio assets, and earnings beats for Q4 2023 and 2024. I retain my Buy rating for ALEX in consideration of both valuations and catalysts. Read the full article on Seeking Alpha
Seeking Alpha • Aug 15

Alexander & Baldwin: Maui Wildfires Create Downside Risk

Summary Alexander & Baldwin is a pure-play Hawaiian operator of commercial real estate properties. Though operations are centered on the Island of Oahu, the company's overall concentration on the Hawaiian Island chain exposes them to significant risks resulting from the 2023 Maui Wildfires. Rising insurance premiums and disruptions in the ongoing disposition efforts of Grace Pacific are two visible risks. While significant risks are present, I am maintaining a "hold" view on shares until further developments are released by the management team. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:ALEX - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202721054125N/A1
12/31/202620549121N/A2
12/31/2025215658080N/A
9/30/2025226749191N/A
6/30/202523878102102N/A
3/31/202523665108108N/A
12/31/2024241649898N/A
9/30/2024231609797N/A
6/30/2024220529696N/A
3/31/2024222517878N/A
12/31/2023211416767N/A
9/30/2023228486969N/A
6/30/2023225424343N/A
3/31/2023222373232N/A
12/31/2022232373434N/A
9/30/2022167666666N/A
6/30/2022204676565N/A
3/31/202224875111111N/A
12/31/202127275124124N/A
9/30/2021340319393N/A
6/30/2021333279595N/A
3/31/2021312106565N/A
12/31/2020197196363N/A
9/30/2020345119191N/A
6/30/2020356-42105105N/A
3/31/2020392-38152152N/A
12/31/2019441-35158158N/A
9/30/2019623-177N/A376N/A
6/30/2019655-112N/A364N/A
3/31/2019662-109N/A326N/A
12/31/2018640-71N/A310N/A
9/30/2018474277N/A82N/A
6/30/2018465269N/A42N/A
3/31/2018449271N/A18N/A
12/31/2017433228N/A-1N/A
9/30/201743729N/A18N/A
6/30/201742434N/A65N/A
3/31/201740833N/A95N/A
12/31/201640732N/A111N/A
9/30/201631035N/A62N/A
6/30/201635428N/A90N/A
3/31/201642835N/A108N/A
12/31/201551056N/A129N/A
9/30/201564748N/A151N/A
6/30/201565452N/A129N/A
3/31/201564452N/A95N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di ALEX diminuiranno nei prossimi 3 anni ( -9.3% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di ALEX diminuiranno nei prossimi 3 anni ( -9.3% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ALEX diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che i ricavi di ALEX diminuiranno nei prossimi 3 anni ( -1.7% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di ALEX diminuiranno nei prossimi 3 anni ( -1.7% all'anno).

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di ALEX è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

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1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/03/12 05:40
Prezzo dell'azione a fine giornata2026/03/12 00:00
Utili2025/12/31
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; abbiamo anche guide su come utilizzare i nostri report e 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

Alexander & Baldwin, Inc. è coperta da 6 analisti. 2 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
Robert StevensonBrean Capital Historical (Janney Montgomery)
Mitchell GermainCitizens JMP Securities, LLC
Sheila McGrathEvercore ISI