Brixmor Property Group（BRX）株式概要
ブリックスモア・プロパティ・グループは、質の高いオープンエア・ショッピングセンターの全国ポートフォリオを所有、運営している。 詳細
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Analyst Price Targets
Brixmor Property Group Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$30.84 |
| 52週高値 | US$31.49 |
| 52週安値 | US$24.66 |
| ベータ | 0.98 |
| 1ヶ月の変化 | 1.61% |
| 3ヶ月変化 | 2.46% |
| 1年変化 | 22.58% |
| 3年間の変化 | 55.60% |
| 5年間の変化 | 31.74% |
| IPOからの変化 | 51.18% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.Seeking Alpha • Jan 12
Brixmor Property Group: A Resilient Retail REIT Paying Solid Dividends
Summary Brixmor Property Group is rated a Buy, offering a solid dividend yield and attractive valuation for long-term, income-focused portfolios. BRX's diversified tenant base, disciplined capital recycling, and focus on value-oriented retail underpin resilient performance and mitigate tenant concentration risk. BRX maintains a solid balance sheet, with fixed-rate debt, manageable maturities, and a healthy AFFO-based payout ratio supporting dividend sustainability. Potential catalysts include lower debt costs and constrained new supply, while risks stem from macro uncertainty and relatively high leverage versus peers. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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 AlphaSeeking 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
新しいナラティブ • 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.Seeking Alpha • Jul 30
Brixmor Property: Strong Leasing Boosts Q2 Results And Creates Further Upside
Summary Brixmor Property Group shares have risen 8% in the past year despite interest rate pressures, with momentum building on expectations of Federal Reserve rate cuts. Q2 results showed strong leasing activity, with rising occupancy and net operating income, as limited supply drives demand for its grocery-anchored centers in desirable locations. The company's balance sheet strength, ongoing revenue growth potential, and attractive dividend yield make Brixmor a buy for income growth-oriented investors. Read the full article on Seeking AlphaSeeking Alpha • May 03
Brixmor Property Group: Occupancy And NOI Rising, The Stock Will Follow
Summary Brixmor Property Group increased its NAREIT FFO (+2.7% vs. 2023) and NOI (+3.9%) 2024 growth guidance. The company's improving occupancy, rising net operating income, and attractive market cap rate make its shares look very attractive. Brixmor enjoys a very strong standing with anchor tenants, with anchor releasing spreads a key NOI driver. Occupancy with smaller shops is less robust, which is one of the key risks, along with lack of complementary metrics to evaluate the sustainability of NOI growth. Net debt accounts for just 42% of enterprise value, with low fixed-rates locked in for the medium term. Read the full article on Seeking Alpha株主還元
| BRX | US Retail REITs | US 市場 | |
|---|---|---|---|
| 7D | 3.3% | 1.7% | 1.2% |
| 1Y | 22.6% | 20.3% | 28.7% |
業界別リターン: BRX過去 1 年間で20.3 % の収益を上げたUS Retail REITs業界を上回りました。
リターン対市場: BRXは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| BRX volatility | |
|---|---|
| BRX Average Weekly Movement | 2.2% |
| Retail REITs Industry Average Movement | 2.5% |
| 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: BRX 、 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: BRXの 週次ボラティリティ ( 2% ) 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 |
|---|---|---|---|
| 2011 | 463 | Brian Finnegan | www.brixmor.com |
ブリックスモア・プロパティ・グループは、高品質なオープンエア・ショッピングセンターの全国ポートフォリオを所有・運営している。344の商業施設は、既成の商圏にある約6,200万平方フィートの優良店舗で構成されている。ブリックスモアの物件は、同社のビジョン（当社がサービスを提供する地域社会の中心となる）を反映しており、全国的、地域的、地元密着型の小売業者が多様に混在しています。ブリックスモアは、TJX カンパニーズ、クローガー社、パブリックス・スーパー・マーケッツ、ロス・ストアーズなど、幅広い小売企業の大切なパートナーである。Brixmor Property Group Inc.は2011年5月27日に設立され、米国ニューヨークに本社を置いている。
Brixmor Property Group Inc. 基礎のまとめ
| BRX 基礎統計学 | |
|---|---|
| 時価総額 | US$9.46b |
| 収益（TTM） | US$443.52m |
| 売上高(TTM) | US$1.39b |
21.3x
PER（株価収益率6.8x
P/SレシオBRX は割高か？
公正価値と評価分析を参照収益と収入
| BRX 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.39b |
| 売上原価 | US$343.73m |
| 売上総利益 | US$1.05b |
| その他の費用 | US$601.66m |
| 収益 | US$443.52m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 28, 2026
| 一株当たり利益（EPS） | 1.45 |
| グロス・マージン | 75.25% |
| 純利益率 | 31.93% |
| 有利子負債／自己資本比率 | 181.0% |
BRX の長期的なパフォーマンスは？
過去の実績と比較を見る| Brixmor Property Group 配当日 | |
|---|---|
| 配当落ち日 | Jul 02 2026 |
| 配当支払日 | Jul 15 2026 |
| 配当落ちまでの日数 | 37 days |
| 配当支払日までの日数 | 50 days |
BRX 配当は確実ですか？
BRX 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 | 2026/05/26 07:07 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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
Brixmor Property Group Inc. 7 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。31
| アナリスト | 機関 |
|---|---|
| Jonathan Pong | Baird |
| Ross Smotrich | Barclays |
| John Kim | BMO Capital Markets Equity Research |