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Brixmor Property Group Inc.NYSE:BRX 株式レポート

時価総額 US$9.0b
株価
n/a
1Y7.5%
7D-0.6%
1D0.9%
ポートフォリオ価値
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Brixmor Property Group Inc.

NYSE:BRX 株式レポート

時価総額:US$9.0b

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

BRX ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長0/6
過去の実績3/6
財務の健全性1/6
配当金5/6

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Brixmor Property Group Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要Brixmor Property Group
過去の株価
現在の株価US$29.58
52週高値US$32.86
52週安値US$24.66
ベータ0.97
1ヶ月の変化-8.82%
3ヶ月変化-5.04%
1年変化7.49%
3年間の変化36.50%
5年間の変化26.79%
IPOからの変化45.00%

最新ニュース

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
ナラティブ更新 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.

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
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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 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
User avatar
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.

株主還元

BRXUS Retail REITsUS 市場
7D-0.6%-0.8%-1.2%
1Y7.5%14.0%18.3%

業界別リターン: BRX過去 1 年間で14 % の収益を上げたUS Retail REITs業界を下回りました。

リターン対市場: BRXは、過去 1 年間で18.3 % のリターンを上げたUS市場を下回りました。

価格変動

Is BRX's price volatile compared to industry and market?
BRX volatility
BRX Average Weekly Movement2.6%
Retail REITs Industry Average Movement2.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

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 ( 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
2011463Brian Finneganwww.brixmor.com

Brixmor Property Group Inc. は、全米にわたり高品質なオープンエア型ショッピングセンターのポートフォリオを所有・運営しています。同社の346カ所の小売施設は、確立された商圏内に位置し、約6,300万平方フィートの優良小売スペースを構成しています。 ブリックスモアの物件は、「サービスを提供する地域社会の中心となる」という同社のビジョンを体現しており、全国規模、地域、地元の各小売業者が活況を呈する多様なテナント構成を誇っています。 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・スーパーマーケット、ロス・ストアーズなど、幅広い小売業者にとって重要なパートナーとなっています。ブリックスモア・プロパティ・グループ社は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ます。

Brixmor Property Group Inc. 基礎のまとめ

Brixmor Property Group の収益と売上を時価総額と比較するとどうか。
BRX 基礎統計学
時価総額US$8.99b
収益(TTM)US$431.62m
売上高(TTM)US$1.40b
21.0x
PER(株価収益率
6.5x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BRX 損益計算書(TTM)
収益US$1.40b
売上原価US$348.80m
売上総利益US$1.05b
その他の費用US$623.19m
収益US$431.62m

直近の収益報告

Jun 30, 2026

次回決算日

Oct 27, 2026

一株当たり利益(EPS)1.41
グロス・マージン75.15%
純利益率30.75%
有利子負債/自己資本比率174.4%

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

配当金

4.2%
現在の配当利回り
52%
配当性向

BRX 配当は確実ですか?

BRX 配当履歴とベンチマークを見る
BRX 、いつまでに購入すれば配当金を受け取れますか?
Brixmor Property Group 配当日
配当落ち日Oct 02 2026
配当支払日Oct 15 2026
配当落ちまでの日数38 days
配当支払日までの日数51 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2026/08/24 22:19
終値2026/08/24 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

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 PongBaird
Ross SmotrichBarclays
John KimBMO Capital Markets Equity Research