American Assets Trust（AAT）株式概要
アメリカン・アセット・トラストは、垂直統合された自己管理のフルサービス不動産投資信託である。 詳細
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Analyst Price Targets
American Assets Trust, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$22.60 |
| 52週高値 | US$25.97 |
| 52週安値 | US$17.72 |
| ベータ | 0.98 |
| 1ヶ月の変化 | -11.41% |
| 3ヶ月変化 | 3.86% |
| 1年変化 | 13.40% |
| 3年間の変化 | 10.46% |
| 5年間の変化 | -40.76% |
| IPOからの変化 | 6.35% |
最新ニュース
Recent updates
ナラティブ更新 • Aug 06
AAT: Higher Rents And Extended Credit Facility Will Test Margin Resilience
Analysts have raised the fair value estimate for American Assets Trust from $20.50 to $23.50, citing updated assumptions that incorporate Street research indicating improved office REIT demand and operating income trends, partially offset by higher interest costs and capital expenditures. What's in the News for American Assets Trust American Assets Trust reported financial results for the second quarter of 2026, covering the period ended June 30, 2026.
ナラティブ更新 • Jul 22
AAT: Fair Value View Will Balance 52-Week High And Earnings Miss
Analysts have lifted the fair value estimate for American Assets Trust to $23 from $18, citing a higher $24 street price target, slightly adjusted discount rates, and updated assumptions for revenue growth, profit margins, and future P/E levels. What’s in the News for American Assets Trust American Assets Trust stock reached a 52-week high of $25.54, reflecting recent investor interest in the shares.ナラティブ更新 • 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分析記事 • 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...新しいナラティブ • 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?
新しいナラティブ • 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?ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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分析記事 • 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...
新しいナラティブ • 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.分析記事 • 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分析記事 • 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株主還元
| AAT | US REITs | US 市場 | |
|---|---|---|---|
| 7D | 1.3% | 1.6% | 0.1% |
| 1Y | 13.4% | 8.8% | 18.9% |
業界別リターン: AAT過去 1 年間で8.8 % の収益を上げたUS REITs業界を上回りました。
リターン対市場: AATは、過去 1 年間で18.9 % のリターンを上げたUS市場を下回りました。
価格変動
| AAT volatility | |
|---|---|
| AAT Average Weekly Movement | 3.2% |
| REITs Industry Average Movement | 3.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AAT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AATの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1967 | 232 | Adam Wyll | www.americanassetstrust.com |
アメリカン・アセット・トラスト社は、垂直統合型・自主管理のフルサービス不動産投資信託である。南カリフォルニア、北カリフォルニア、ワシントン州、オレゴン州、テキサス州、ハワイ州を中心に、全米で最もダイナミックで参入障壁の高い市場において、一流のオフィス、店舗、住宅用不動産の取得、改善、開発、管理に55年以上の経験を持つ。オフィスポートフォリオは約430万平方フィート（賃貸可能面積）、リテールポートフォリオは約240万平方フィート（賃貸可能面積）である。また、複合施設1棟（賃貸可能面積約9万4,000平方フィートの店舗と369室の全室スイートのホテルを含む）と2,302戸の集合住宅を所有している。2011年、同社は1967年設立の非上場企業であるアメリカン・アセッツ・インクの不動産事業を継承するために設立されたため、中核市場、サブマーケット、資産クラスについて豊富な経験、長年の関係、幅広い知識を有している。アメリカン・アセット・トラストはカリフォルニア州サンディエゴに本社を置いている。アメリカン・アセット・トラストは1967年にメリーランド州で設立され、カリフォルニア州サンディエゴに本社を置いている。
American Assets Trust, Inc. 基礎のまとめ
| AAT 基礎統計学 | |
|---|---|
| 時価総額 | US$1.76b |
| 収益（TTM） | US$17.97m |
| 売上高(TTM) | US$435.37m |
77.2x
PER（株価収益率3.2x
P/SレシオAAT は割高か？
公正価値と評価分析を参照収益と収入
| AAT 損益計算書（TTM） | |
|---|---|
| 収益 | US$435.37m |
| 売上原価 | US$166.22m |
| 売上総利益 | US$269.15m |
| その他の費用 | US$251.18m |
| 収益 | US$17.97m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.29 |
| グロス・マージン | 61.82% |
| 純利益率 | 4.13% |
| 有利子負債／自己資本比率 | 160.1% |
AAT の長期的なパフォーマンスは？
過去の実績と比較を見る| American Assets Trust 配当日 | |
|---|---|
| 配当落ち日 | Sep 03 2026 |
| 配当支払日 | Sep 17 2026 |
| 配当落ちまでの日数 | 15 days |
| 配当支払日までの日数 | 29 days |
AAT 配当は確実ですか？
AAT 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/18 00:15 |
| 終値 | 2026/08/18 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
American Assets Trust, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Jeffrey Spector | BofA Global Research |
| Paul Morgan | Canaccord Genuity |
| Mitchell Germain | Citizens JMP Securities, LLC |