Brixmor Property Group Inc.

Report azionario NYSE:BRX

Capitalizzazione di mercato: US$9.0b

Brixmor Property Group Performance degli utili passati

Criteri Il passato verificati 3/6

Brixmor Property Group ha registrato una crescita degli utili a un tasso medio annuo di 8.7%, mentre il settore Retail REITs ha registrato utili in crescita a un tasso medio annuo di 10.3%. I ricavi sono stati in crescita a un tasso medio annuo di 4.2%. Il ritorno sul capitale proprio di Brixmor Property Group è 14.2% e ha margini netti di 30.8%.

Informazioni chiave

8.67%

Tasso di crescita degli utili

7.95%

Tasso di crescita dell'EPS

Retail REITs Crescita del settore8.45%
Tasso di crescita dei ricavi4.25%
Rendimento del capitale proprio14.18%
Margine netto30.75%
Prossimo aggiornamento sugli utili27 Oct 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Seeking Alpha Aug 04

Brixmor: An Investment-Grade Retail REIT Seeing Leasing And Portfolio Growth In Q2

Summary For my initial coverage of Brixmor Property Group, I gave it a buy rating. Strengths behind the bull case include recent Q2 results showing meaningful new acquisitions, portfolio and leasing growth, and positive FFO and NOI trends. Fitch gave this REIT an investment-grade BBB rating, and its dividend seems well covered, while the portfolio includes major grocery tenants like Publix and Kroger. Key risks could be a retail downturn, recessions, and excess supply vs. demand in certain property markets. Read the full article on Seeking Alpha
Aggiornamento narrativa Jul 31

BRX: Tight Strip Center Supply Is Expected To Support Stronger 2026 Returns

Analysts have lifted the fair value estimate for Brixmor Property Group from about $34.28 to roughly $35.11. They cited a higher blended set of Street price targets, modestly stronger revenue growth assumptions and a slightly richer future P/E multiple, partly offset by lower profit margin expectations and a marginally higher discount rate.
Aggiornamento narrativa Jul 16

BRX: Strip Centers And Portfolio Moves Are Expected To Support Balanced 2026 Returns

Analysts have raised the fair value estimate for Brixmor Property Group by about $0.72 to $34.28, citing higher Street price targets and continued confidence in retail REIT fundamentals as key supports for the updated outlook. Analyst Commentary Recent research on Brixmor Property Group points to generally constructive sentiment, with several bullish analysts lifting price targets while a few more cautious voices emphasize valuation and positioning risks.
Aggiornamento narrativa Jun 25

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

The analyst price target for Brixmor Property Group has been adjusted to $33.56 from $33.33 as analysts take into account recent Street target increases and maintain generally consistent assumptions for discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Brixmor Property Group points to a cluster of higher price targets, with analysts broadly reassessing their views on the stock in light of sector trends in strip and retail REITs. Bullish Takeaways Bullish analysts are raising price targets on Brixmor Property Group, which signals greater confidence in the stock’s risk and reward profile within the retail REIT sector.
Aggiornamento narrativa Jun 05

BRX: Strip Centers And 2026 Earnings Outlook Are Expected To Support Balanced Returns

Analysts have nudged their fair value estimate for Brixmor Property Group up from $32.67 to $33.33, citing higher price targets around $33 to $34, a slightly lower discount rate, steady revenue growth expectations, and updated P/E assumptions for retail REITs. Analyst Commentary Recent research points to a cluster of price targets around US$33 to US$34, which feeds directly into the higher fair value estimate. The updates reflect how analysts are weighing the current backdrop for retail REITs against Brixmor Property Group's execution and valuation.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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.
Aggiornamento narrativa 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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Nuova narrativa 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.

Ripartizione dei ricavi e delle spese

Come Brixmor Property Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:BRX Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
30 Jun 261,4044321110
31 Mar 261,3894441130
31 Dec 251,3723861130
30 Sep 251,3463321120
30 Jun 251,3263351150
31 Mar 251,3023201160
31 Dec 241,2853391160
30 Sep 241,2733281190
30 Jun 241,2602951180
31 Mar 241,2542811160
31 Dec 231,2453041170
30 Sep 231,2373391170
30 Jun 231,2353551170
31 Mar 231,2313861180
31 Dec 221,2183531170
30 Sep 221,2053271160
30 Jun 221,1902941120
31 Mar 221,1712971090
31 Dec 211,1522691050
30 Sep 211,1262131000
30 Jun 211,0901951020
31 Mar 211,0511131000
31 Dec 201,053121980
30 Sep 201,0771581020
30 Jun 201,116211990
31 Mar 201,159271990
31 Dec 191,1682741020
30 Sep 191,1732901070
30 Jun 191,1863561070
31 Mar 191,2083681040
31 Dec 181,2343661040
30 Sep 181,257358980
30 Jun 181,265295980
31 Mar 181,2752901000
31 Dec 171,284300980
30 Sep 171,288323960
30 Jun 171,292297990
31 Mar 171,2792871000
31 Dec 161,276275990
30 Sep 161,2782381040
30 Jun 161,2722341020
31 Mar 161,274224980
31 Dec 151,2661941080
30 Sep 151,2561601040

Guadagni di qualità: BRX ha un grande una tantum guadagno di $140.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 30th June, 2026.

Margine di profitto in crescita: Gli attuali margini di profitto netti di BRX (30.8%) BRX sono più alti rispetto allo scorso anno (25.2%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di BRX sono cresciuti del 8.7% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di BRX nell'ultimo anno ( 29% ) supera la media quinquennale ( 8.7% all'anno).

Guadagni vs Settore: La crescita degli utili BRX nell'ultimo anno ( 29% ) non ha superato quella del settore Retail REITs 34.1%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 14.2% ) di BRX è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/21 21:56
Prezzo dell'azione a fine giornata2026/08/21 00:00
Utili2026/06/30
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 delle guide su come utilizzare i nostri report e dei 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

Brixmor Property Group Inc. è coperta da 31 analisti. 7 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
Jonathan PongBaird
Ross SmotrichBarclays
John KimBMO Capital Markets Equity Research