Empire State Realty Trust, Inc.

Report azionario NYSE:ESRT

Capitalizzazione di mercato: US$1.2b

Empire State Realty Trust Crescita futura

Criteri Future verificati 0/6

Si prevede che Empire State Realty Trust aumenterà i ricavi a una percentuale annua pari a 0.4%.

Informazioni chiave

n/a

Tasso di crescita degli utili

n/a

Tasso di crescita dell'EPS

Office REITs crescita degli utili16.3%
Tasso di crescita dei ricavi0.4%
Rendimento futuro del capitale proprio1.00%
Copertura analitica

Low

Ultimo aggiornamento01 Sep 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Aug 05

Empire State Realty: Prime NYC Real Estate At Attractive Discount

Summary I believe shares in Empire State Realty appear attractive at its current 52-week lows and at a forward P/FFO of sub 6x. The multiple is a fraction of its NYC-based peers, SL Green and Vornado, who trade at forwards of 11x and 17x, respectively. I continue to like ESRT’s observatory operations despite the significant decline in YOY visitation. I further view the likelihood of an eventual recovery as a catalyst for continued growth. I can see shares recovering to 8x forward FFO over the medium to long-term. This would imply a fair price of just over $6/share or 20% above current trading levels. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 25

ESRT: Rooftop Amenities And Higher Discount Rate Will Drive Balanced Outlook

Analysts have trimmed their price target on Empire State Realty Trust to $6 from $6.50, citing updated fair value estimates, a higher discount rate, and revised assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News for Empire State Realty Trust Empire State Realty Trust announced the grand opening of the Rooftop at 1333 Broadway, described as the final piece of its Broadway Portfolio amenity package.
Aggiornamento narrativa • Jul 10

ESRT: Refreshed Discount Assumptions And Amenities Will Support Future Upside Potential

Analysts have reduced their fair value estimate for Empire State Realty Trust from $9.00 to $7.00, citing updated assumptions on discount rates, revenue growth, profit margins, and a lower future P/E following recent price target cuts after the NAREIT Conference. Analyst Commentary Recent research on Empire State Realty Trust points to a more cautious stance on valuation, with price targets adjusted following the NAREIT Conference.
Aggiornamento narrativa • Jun 08

ESRT: Capital Recycling And Midtown Land Consolidation Will Support Future Repricing Potential

Analysts have trimmed the 12 month price target for Empire State Realty Trust by $0.50 to $6.00, citing updated views following recent industry conferences and refreshed assumptions for growth, margins, and valuation multiples. Analyst Commentary Recent research updates indicate that analysts are reassessing Empire State Realty Trust's valuation following sector conversations at industry conferences, with price targets nudged lower but core views on the stock's positioning broadly maintained.
Aggiornamento narrativa • May 25

ESRT: NYC Leasing And Capital Recycling Will Support Future Repricing Potential

Analysts recently lowered their price target on Empire State Realty Trust by $1.25 to reflect updated views on the company’s outlook and valuation drivers. Analyst Commentary Analysts trimming the price target by $1.25 signals a recalibration of expectations rather than a complete shift in the core thesis around Empire State Realty Trust.
Aggiornamento narrativa • May 06

ESRT: NYC Leasing And Capital Recycling Will Support Forward Repricing Potential

Analysts have trimmed their price targets on Empire State Realty Trust to $7.00 from $8.25, citing updated views on revenue growth, profit margins, discount rates, and future P/E assumptions. Analyst Commentary Recent research updates on Empire State Realty Trust have focused on recalibrating price targets to US$7.00, with analysts aligning their views around current assumptions for revenue, margins, discount rates, and P/E multiples.
Aggiornamento narrativa • Apr 21

ESRT: NYC Leasing And Capital Recycling Will Support Future Upside

Narrative Update The updated analyst price target for Empire State Realty Trust reflects a modest fair value move from about $6.86 to $6.61. This is in line with recent reductions in Street targets to $7 from $8 as analysts factor in slightly higher discount rates and a lower assumed future P/E multiple.
Aggiornamento narrativa • Apr 07

ESRT: Leasing Momentum And NYC Asset Shift Will Support Future Upside

Analysts have reduced their implied fair value for Empire State Realty Trust from $7.26 to $6.86, reflecting recent cuts in Street price targets to $7 from $8 and a slightly lower future P/E assumption. Analyst Commentary Recent Street research has centered on a reset of price targets for Empire State Realty Trust to $7 from $8, alongside a Neutral and an In Line rating.
Aggiornamento narrativa • Mar 24

ESRT: Neutral Ratings And Leasing Progress Will Support Future Upside Potential

Analysts have trimmed their 12 month price target for Empire State Realty Trust to $7 from $8, reflecting updated views on fair value, discount rate, growth, margins and future P/E assumptions. Analyst Commentary Recent research updates show a consistent reset of fair value assumptions for Empire State Realty Trust, with both major firms now aligning on a US$7 price target and maintaining neutral stances rather than expressing clear positive or negative conviction.
Aggiornamento narrativa • Mar 08

ESRT: Leasing Momentum And Buybacks Will Support Future Upside Potential

Analysts have trimmed their average price target on Empire State Realty Trust to $7 from $8, with the shift reflecting updated views on discount rates, profit margins, and longer term P/E assumptions in recent research. Analyst Commentary Recent research on Empire State Realty Trust points to a more measured stance on the shares, with price targets adjusted to $7 and ratings held in the middle of the range.
Aggiornamento narrativa • Feb 22

ESRT: Buybacks And New Manhattan Leasing Are Expected To Unlock Upside

Narrative Update The analyst price target for Empire State Realty Trust has been reduced by $1 to $7, as analysts reflect a lower fair value estimate of $7.36, a slightly higher discount rate, softer revenue growth and profit margin assumptions, and a higher future P/E of 129.45x. Analyst Commentary Recent research updates point to a tighter range of expectations around Empire State Realty Trust, with several firms reducing price targets but maintaining their existing ratings.
Aggiornamento narrativa • Feb 08

ESRT: Cautious Outlook Will Balance Buybacks With Broadway Acquisition Risk

Analysts have trimmed their price target on Empire State Realty Trust to US$6.80 from US$8.30, citing generally healthy REIT operating conditions while maintaining a cautious stance on the shares. Analyst Commentary Bearish analysts are signaling a more cautious stance on Empire State Realty Trust after the latest review of the stock, pointing to risks that they believe are not fully reflected in the current share price.
Aggiornamento narrativa • Jan 24

ESRT: Share Repurchases And Portfolio Leasing Will Support Future Upside Potential

Narrative Update Analysts have trimmed their fair value estimate for Empire State Realty Trust from about US$10.00 to roughly US$9.00, citing modestly higher discount rates, slightly softer revenue growth and profit margin assumptions, and a lower future P/E outlook, even as recent REIT earnings broadly reflected healthy operating conditions. Analyst Commentary Recent research commentary points to a more cautious stance on Empire State Realty Trust, with a lower fair value framework and a reduced published price target.
Aggiornamento narrativa • Jan 09

ESRT: Buybacks And Leasing Execution Will Drive Future Upside Potential

Analysts have trimmed their price targets on Empire State Realty Trust, with one prominent cut from US$8.30 to US$6.80. This reflects updated fair value estimates and views on sector operating conditions despite generally healthy recent REIT earnings.
Aggiornamento narrativa • Dec 14

ESRT: Share Repurchases And Leasing Strength Will Support Future Upside Potential

Analysts have lowered their price target on Empire State Realty Trust to $6.80 from $8.30, citing a more cautious view on valuation despite generally healthy operating conditions across most REITs. Analyst Commentary Analysts remain divided on Empire State Realty Trust, with the latest price target cut to $6.80 reflecting a more conservative stance on valuation, even as fundamentals appear broadly stable across the REIT sector. Bullish Takeaways Bullish analysts point to generally healthy Q3 2025 operating conditions across the REIT universe, suggesting that Empire State Realty Trust should continue to benefit from a supportive demand backdrop.
Aggiornamento narrativa • Nov 30

ESRT: Leasing Momentum Will Support Resilient Performance Amid Market Uncertainty

Empire State Realty Trust's analyst price target has been reduced from $8.97 to $8.55 per share, as analysts cite ongoing macroeconomic and labor market concerns even though the REIT sector has generally shown stable performance. Analyst Commentary Bullish Takeaways Several analysts note that, despite current macroeconomic and labor market headwinds, the majority of REITs, including Empire State Realty Trust, reported stable earnings and maintained positive outlooks for Q3 2025.
Articolo di analisi • Feb 22

Earnings Beat: Empire State Realty Trust, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Empire State Realty Trust, Inc. ( NYSE:ESRT ) shareholders are probably feeling a little disappointed, since its shares...
Seeking Alpha • Jan 20

Empire State Realty Trust In An Empire State Of Mind, As NYC Office Demand Returns

Summary ESRT gets a buy rating, more bullish than the consensus, as macro and micro-level growth factors drive future upside potential. A strong profit margin vs peers, and stable positive cash flow per share, add to the upside case. This stock does not have a strong 5-year dividend growth CAGR, for investors focused on proven dividend growth stocks. An overconcentration in one geography, and heavy concentration in office property, could pose a portfolio risk to consider, compared to REITs that have nationwide properties. Read the full article on Seeking Alpha
Seeking Alpha • Dec 15

Empire State Realty Trust Is A Way To Go Long New York City

Summary Empire State Realty Trust has surged 16% in the past year, driven by Manhattan's office market recovery and increasing return-to-office mandates. ESRT's fiscal 2024 third-quarter revenue rose 4.2% year-over-year, fueled by its diversified portfolio, including the iconic Empire State Building. The REIT's strong FFO growth, record free cash flow, and strategic acquisitions position it well for future expansion and increased occupancy rates. Trading at 10.8x annualized Q3 FFO, ESRT is reasonably valued, with a promising outlook for its core assets. Read the full article on Seeking Alpha
Seeking Alpha • Sep 10

Empire State Realty Trust: Expensive Valuation, Wait For A Better Entry Point

Summary Empire State Realty Trust offers investors exposure to NYC real estate, including office, retail, and multifamily properties, and the iconic Empire State Building. The REIT's diverse portfolio includes significant rentable office and retail space, along with 727 residential units, providing a balanced investment opportunity. Q2'24 results came in better than expected and the near-term outlook looks strong with occupancy gains ahead for the office portfolio. Compared to its peers, ESRT looks expensive and so investors should consider waiting for a better entry point before initiating a position. Read the full article on Seeking Alpha
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Nuova narrativa • Sep 05

Williamsburg Expansion And ESG Focus Risk Undermining ESRT's Financial Stability

Expansion into Williamsburg and an optimistic office leasing strategy amidst evolving work dynamics might increase operational risks and strain occupancy rates.

Previsioni di crescita degli utili e dei ricavi

NYSE:ESRT - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/2028792N/AN/AN/A1
12/31/2027770N/AN/AN/A3
12/31/2026754N/AN/AN/A3
6/30/20267833228228N/A
3/31/202677735235235N/A
12/31/202576843249249N/A
9/30/202576635265265N/A
6/30/202576340263263N/A
3/31/202576251273273N/A
12/31/202476347261261N/A
9/30/202475845247247N/A
6/30/202475543235235N/A
3/31/202475648217217N/A
12/31/202374049232232N/A
9/30/202372853233233N/A
6/30/202372047233233N/A
3/31/202370954230230N/A
12/31/202270736211211N/A
9/30/202268621219219N/A
6/30/20226568212212N/A
3/31/2022627-19207207N/A
12/31/2021608-11212212N/A
9/30/2021591-8186186N/A
6/30/2021584-9192192N/A
3/31/2021574-24191191N/A
12/31/2020600-17182182N/A
9/30/20206500198198N/A
6/30/202069424218218N/A
3/31/202073048N/A219N/A
12/31/201972749N/A233N/A
9/30/201971455N/A290N/A
6/30/201970956N/A259N/A
3/31/201971161N/A288N/A
12/31/201870866N/A279N/A
9/30/201870560N/A207N/A
6/30/201870562N/A212N/A
3/31/201870262N/A202N/A
12/31/201769663N/A194N/A
9/30/201768862N/A231N/A
6/30/201767959N/A219N/A
3/31/201767054N/A220N/A
12/31/201667051N/A215N/A
9/30/201666443N/A206N/A
6/30/201666138N/A218N/A
3/31/201666038N/A215N/A
12/31/201565634N/A203N/A
9/30/201566030N/A197N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Dati insufficienti per determinare se la crescita degli utili prevista ESRT è superiore al tasso di risparmio ( 3.7% ).

Guadagni vs Mercato: Dati insufficienti per determinare se si prevede che gli utili di ESRT cresceranno più velocemente del mercato US

Guadagni ad alta crescita: Dati insufficienti per determinare se si prevede che gli utili di ESRT cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di ESRT ( 0.4% all'anno) crescerà più lentamente rispetto al mercato US ( 13.3% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ESRT ( 0.4% 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 ESRT sarà basso tra 3 anni ( 1 %).

Scoprire le aziende in crescita

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1Y

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1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/09/16 11:48
Prezzo dell'azione a fine giornata2026/09/16 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 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

Empire State Realty Trust, Inc. è coperta da 18 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
John KimBMO Capital Markets Equity Research
Juan SanabriaBMO Capital Markets Equity Research
Jing Xian Tan BonnelBofA Global Research