First Industrial Realty Trust (FR) Panoramica del titolo
First Industrial Realty Trust, Inc. è uno dei principali proprietari, gestori, sviluppatori e acquirenti di proprietà logistiche negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 5/6 |
Premi
Analisi del rischio
FR Community Fair Values
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Analyst Price Targets
Concorrenti di First Industrial Realty Trust, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$64.64 |
| Massimo di 52 settimane | US$65.42 |
| Minimo di 52 settimane | US$47.38 |
| Beta | 1.07 |
| Variazione di 1 mese | 6.16% |
| Variazione a 3 mesi | 6.90% |
| Variazione di 1 anno | 33.94% |
| Variazione a 3 anni | 18.13% |
| Variazione a 5 anni | 19.57% |
| Variazione dall'IPO | 173.61% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Seeking Alpha • Jun 02
First Industrial Realty: It's Time To Put It On Hold (Rating Downgrade)
Summary First Industrial Realty Trust is downgraded from buy to hold due to less attractive valuation and limited total return potential given market conditions. FR continues to deliver double-digit CAGR in FFO and DPS, with Q1 leasing performance exceeding expectations. Industrial market fundamentals are softening, with supply outpacing demand and vacancy rates rising, impacting FR's negotiating position. Rent growth for FR remains positive but is decelerating, reflecting broader market pressures from increased completions and moderating demand. Read the full article on Seeking AlphaRecent updates
Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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).Seeking Alpha • Jun 02
First Industrial Realty: It's Time To Put It On Hold (Rating Downgrade)
Summary First Industrial Realty Trust is downgraded from buy to hold due to less attractive valuation and limited total return potential given market conditions. FR continues to deliver double-digit CAGR in FFO and DPS, with Q1 leasing performance exceeding expectations. Industrial market fundamentals are softening, with supply outpacing demand and vacancy rates rising, impacting FR's negotiating position. Rent growth for FR remains positive but is decelerating, reflecting broader market pressures from increased completions and moderating demand. Read the full article on Seeking AlphaAggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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
Nuova narrazione • 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 AlphaRendimenti per gli azionisti
| FR | US Industrial REITs | US Mercato | |
|---|---|---|---|
| 7D | 4.9% | 2.4% | -0.4% |
| 1Y | 33.9% | 25.0% | 18.4% |
Ritorno vs Industria: FR ha superato il US Industrial REITs che ha restituito 26.4 % nell'ultimo anno.
Rendimento vs Mercato: FR ha superato il mercato US che ha restituito 20.3 % nell'ultimo anno.
Volatilità dei prezzi
| FR volatility | |
|---|---|
| FR Average Weekly Movement | 3.1% |
| Industrial REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: FR non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di FR è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1993 | 152 | Peter Baccile | www.firstindustrial.com |
First Industrial Realty Trust, Inc. è uno dei principali proprietari, gestori, sviluppatori e acquirenti di immobili logistici, con sede solo negli Stati Uniti. Attraverso la nostra piattaforma operativa e di investimento completamente integrata, forniamo strutture di alta qualità e un servizio clienti leader del settore a multinazionali e aziende regionali che sono essenziali per le loro catene di approvvigionamento. In totale, possediamo e abbiamo in fase di sviluppo circa 71,6 milioni di metri quadrati di spazi industriali concentrati in 15 MSA target al 31 marzo 2026.
First Industrial Realty Trust, Inc. Riepilogo dei fondamenti
| FR statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$8.83b |
| Utili (TTM) | US$342.27m |
| Ricavi(TTM) | US$745.20m |
25.0x
Rapporto P/E11.5x
Rapporto P/SFR è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| FR Conto economico (TTM) | |
|---|---|
| Ricavi | US$745.20m |
| Costo del fatturato | US$197.23m |
| Profitto lordo | US$547.98m |
| Altre spese | US$205.71m |
| Utili | US$342.27m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
Jul 22, 2026
| Utile per azione (EPS) | 2.58 |
| Margine lordo | 73.53% |
| Margine di profitto netto | 45.93% |
| Rapporto debito/patrimonio netto | 90.0% |
Come si è comportato FR nel lungo periodo?
Vedi performance storica e confrontoDividendi
3.1%
Rendimento attuale del dividendo60%
Rapporto di remunerazioneFR paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di FR| First Industrial Realty Trust date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jun 30 2026 |
| Data di pagamento dei dividendi | Jul 20 2026 |
| Giorni fino al dividendo Ex | 9 days |
| Giorni prima della data di pagamento dei dividendi | 11 days |
FR paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di FRAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/08 02:57 |
| Prezzo dell'azione a fine giornata | 2026/07/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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
First Industrial Realty Trust, Inc. è coperta da 27 analisti. 10 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.
| Analista | Istituzione |
|---|---|
| Nicholas Thillman | Baird |
| Anthony Powell | Barclays |
| Brendan Lynch | Barclays |