View ValuationCurbline Properties 将来の成長Future 基準チェック /16Curbline Propertiesの収益は年間8.3%で減少すると予測されていますが、年間収益は年間17.8%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に2.8% 21.5%なると予測されています。主要情報-8.3%収益成長率-21.52%EPS成長率Retail REITs 収益成長-1.8%収益成長率17.8%将来の株主資本利益率2.76%アナリストカバレッジGood最終更新日04 Jun 2026今後の成長に関する最新情報Major Estimate Revision • May 24Consensus EPS estimates fall by 36%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.25 to US$0.16 per share. Revenue forecast steady at US$237.8m. Net income forecast to shrink 20% next year vs 6.6% decline forecast for Retail REITs industry in the US. Consensus price target of US$30.83 unchanged from last update. Share price rose 2.6% to US$28.32 over the past week.お知らせ • Apr 30Curbline Properties Corp. Revises Earnings Guidance for the Fiscal Year 2026Curbline Properties Corp. revised earnings guidance for the fiscal year 2026. For the period, the company expects Net income per diluted share attributable to the company to be in the range of $0.29 to $0.36 as compared to $0.32 to $0.40 prior forecast.お知らせ • Feb 10Curbline Properties Corp. Provides Earnings Guidance for the Year 2026Curbline Properties Corp. provided earnings guidance for the year 2026. The Company estimates net income attributable to the company for 2026 to be from $0.32 to $0.40 per diluted share.お知らせ • Oct 28Curbline Properties Corp. Updates Earnings Guidance for the Fiscal Year 2025Curbline Properties Corp. updated earnings guidance for the fiscal year 2025. For the year, the company expects Net income attributable to Curbline of $0.35 to $0.38 per diluted share against previous guidance of $0.37 to $0.44 per diluted share.お知らせ • Jul 29Curbline Properties Corp. Updates Earnings Guidance for the Year 2025Curbline Properties Corp. updated earnings guidance for the year 2025. For the year, the company expects Net income attributable to Curbline of $0.37 to $0.44 per diluted share against previous guidance of $0.43 — $0.50 per diluted share.お知らせ • Apr 24Curbline Properties Corp. Revises Earnings Guidance for the Year 2025Curbline Properties Corp. revised earnings guidance for the year 2025. For the year, the company revised net income attributable to company of $0.43 to $0.50 per share compared to previous guidance of $0.48 to $0.56 per share.すべての更新を表示Recent updatesライブニュース • 6hCurbline Properties Raises US$120 Million With Investors Split on Stock ValuationCurbline Properties has launched an at-the-market equity offering program of up to US$400 million in common stock. The company has already raised about US$120.27 million through this program. Analysts currently hold conflicting views on CURB’s valuation, with some models suggesting the stock is expensive and others indicating it is cheap based on discounted cash flow work. The equity raise gives Curbline additional capital flexibility, while the split in valuation views highlights how uncertain investors are about the company’s future trajectory. You may want to pay close attention to how quickly Curbline uses the remaining capacity under the US$400 million program and what management discloses about intended uses of the proceeds, since both factors can affect dilution risk and sentiment around the stock.Upcoming Dividend • Jun 11Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 18 June 2026. Payment date: 09 July 2026. Trailing yield: 2.4%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (4.3%).お知らせ • Jun 04+ 1 more updateCurbline Properties Corp. has completed a Follow-on Equity Offering in the amount of $120.2665 million.Curbline Properties Corp. has completed a Follow-on Equity Offering in the amount of $120.2665 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,250,764 Price\Range: $23.22 Discount Per Security: $0.4644 Security Features: Income Trust Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,932,000 Price\Range: $23.18 Discount Per Security: $0.4636 Security Features: Income Trust Transaction Features: At the Market Offeringライブニュース • Jun 04Curbline Properties Posts Record US$400m Acquisitions and US$100m Equity Raise in 2026Curbline Properties outlined nearly US$400m of convenience center acquisitions completed in the first five months of 2026. The company expects second quarter acquisition volume to be its highest since its spin-off. Curbline raised more than US$100m in gross proceeds through its at-the-market equity program in May to fund additional deals. This combination of active acquisitions and fresh equity capital points to an aggressive growth plan in convenience center assets, with the ATM raise giving Curbline more flexibility to pursue its current pipeline. Relying on equity issuance to fund expansion can add dilution risk, so it is worth watching how efficiently this new capital is deployed and how it affects per-share metrics over time.Major Estimate Revision • May 24Consensus EPS estimates fall by 36%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.25 to US$0.16 per share. Revenue forecast steady at US$237.8m. Net income forecast to shrink 20% next year vs 6.6% decline forecast for Retail REITs industry in the US. Consensus price target of US$30.83 unchanged from last update. Share price rose 2.6% to US$28.32 over the past week.New Risk • May 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.6% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$3.3m sold).Declared Dividend • May 11First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 18th June 2026 Payment date: 9th July 2026 Dividend yield will be 2.5%, which is lower than the industry average of 5.2%.お知らせ • May 09Curbline Properties Corp. announces Quarterly dividend, payable on July 09, 2026Curbline Properties Corp. announced Quarterly dividend of USD 0.1700 per share payable on July 09, 2026, ex-date on June 18, 2026 and record date on June 18, 2026.お知らせ • Apr 30Curbline Properties Corp. Revises Earnings Guidance for the Fiscal Year 2026Curbline Properties Corp. revised earnings guidance for the fiscal year 2026. For the period, the company expects Net income per diluted share attributable to the company to be in the range of $0.29 to $0.36 as compared to $0.32 to $0.40 prior forecast.Reported Earnings • Apr 28First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.034 (down from US$0.099 in 1Q 2025). Revenue: US$58.0m (up 50% from 1Q 2025). Net income: US$3.56m (down 66% from 1Q 2025). Profit margin: 6.1% (down from 27% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail REITs industry in the US.お知らせ • Apr 15Curbline Properties Corp. to Report Q1, 2026 Results on Apr 28, 2026Curbline Properties Corp. announced that they will report Q1, 2026 results Pre-Market on Apr 28, 2026お知らせ • Mar 25Curbline Properties Corp., Annual General Meeting, May 07, 2026Curbline Properties Corp., Annual General Meeting, May 07, 2026.Recent Insider Transactions • Mar 19President recently sold US$3.3m worth of stockOn the 16th of March, David Lukes sold around 123k shares on-market at roughly US$26.82 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by US$7.8m.Recent Insider Transactions Derivative • Mar 16President notifies of intention to sell stockDavid Lukes intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of March. If the sale is conducted around the recent share price of US$26.79, it would amount to US$1.1m. For the year to December 2023, David's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2025, David's direct individual holding has decreased from 845.36k shares to 756.01k. Company insiders have collectively sold US$5.1m more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Mar 13Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 08 April 2026. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (4.6%).New Risk • Mar 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Declared Dividend • Feb 27Fourth quarter dividend increased to US$0.17Dividend of US$0.17 is 6.3% higher than last year. Ex-date: 18th March 2026 Payment date: 8th April 2026 Dividend yield will be 2.4%, which is lower than the industry average of 5.2%.お知らせ • Feb 25Curbline Properties Corp. Declares Dividend for the First Quarter 2026, Payable on April 8, 2026Curbline Properties Corp. declared a first quarter 2026 dividend on its common stock of $0.17 per share, which represents a 6% increase from the fourth quarter 2025 dividend. The dividend is payable on April 8, 2026 to stockholders of record at the close of business on March 18, 2026.お知らせ • Feb 12Curbline Properties Corp. has completed a Follow-on Equity Offering in the amount of $204 million.Curbline Properties Corp. has completed a Follow-on Equity Offering in the amount of $204 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,000,000 Price\Range: $25.5 Discount Per Security: $0.4132お知らせ • Feb 11+ 1 more updateCurbline Properties Corp. has filed a Follow-on Equity Offering.Curbline Properties Corp. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,000,000Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: FFO per share: US$1.1 (up from US$0.50 in FY 2024). Revenue: US$182.9m (up 51% from FY 2024). Funds from operations (FFO): US$110.8m (up 112% from FY 2024). FFO margin: 61% (up from 43% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail REITs industry in the US.お知らせ • Feb 10Curbline Properties Corp. Provides Earnings Guidance for the Year 2026Curbline Properties Corp. provided earnings guidance for the year 2026. The Company estimates net income attributable to the company for 2026 to be from $0.32 to $0.40 per diluted share.お知らせ • Jan 27Curbline Properties Corp. to Report Q4, 2025 Results on Feb 09, 2026Curbline Properties Corp. announced that they will report Q4, 2025 results Pre-Market on Feb 09, 2026Declared Dividend • Dec 14Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 22nd December 2025 Payment date: 7th January 2026 Dividend yield will be 2.9%, which is lower than the industry average of 5.2%.お知らせ • Dec 11+ 1 more updateCurbline Properties Corp. Declares Dividend for the Fourth Quarter of 2025, Payable on January 7, 2026Curbline Properties Corp. declared a quarterly dividend on its common stock of $0.16 per share for the fourth quarter of 2025. The dividend is payable on January 7, 2026 to stockholders of record at the close of business on December 22, 2025.New Risk • Nov 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 29Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$0.089 (up from US$0.15 loss in 3Q 2024). Revenue: US$48.6m (up 64% from 3Q 2024). Net income: US$9.35m (up US$24.8m from 3Q 2024). Profit margin: 19% (up from net loss in 3Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail REITs industry in the US.お知らせ • Oct 28Curbline Properties Corp. Updates Earnings Guidance for the Fiscal Year 2025Curbline Properties Corp. updated earnings guidance for the fiscal year 2025. For the year, the company expects Net income attributable to Curbline of $0.35 to $0.38 per diluted share against previous guidance of $0.37 to $0.44 per diluted share.お知らせ • Oct 15Curbline Properties Corp. to Report Q3, 2025 Results on Oct 28, 2025Curbline Properties Corp. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025お知らせ • Oct 02+ 1 more updateCurbline Properties Corp. (NYSE:CURB) announces an Equity Buyback for $250 million worth of its shares.Curbline Properties Corp. (NYSE:CURB) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of it's shares.Upcoming Dividend • Sep 23Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 30 September 2025. Payment date: 21 October 2025. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (4.9%).お知らせ • Sep 18Curbline Properties Corp. Declares Common Stock Dividend for Third Quarter 2025, Payable on October 21, 2025Curbline Properties Corp. declared a dividend on its common stock of $0.16 per share for the third quarter of 2025. The dividend is payable on October 21, 2025 to stockholders of record at the close of business on September 30, 2025.Seeking Alpha • Aug 10Curbline: Rapid Growth At A Fair Valuation, But Waiting Makes SenseSummary CURB targets smaller, high-traffic properties for higher margins and occupancy, differentiating from larger-format retail REITs, focusing on strategic MSAs like Miami and Atlanta. Aggressive but disciplined expansion: 2025 acquisition target raised to $700M, with a long-term hold strategy and selective geographic focus. Despite strong FFO growth and a cheap PEG, CURB trades at a premium P/FFO multiple (21.5x), signaling overvaluation versus peers like FVR and IVT. Dividend yield remains low (1.42%), with limited near-term upside due to high reinvestment, lagging behind peers in income return despite strong cash flow growth. Read the full article on Seeking AlphaRecent Insider Transactions • Aug 10President recently sold US$4.5m worth of stockOn the 7th of August, David Lukes sold around 200k shares on-market at roughly US$22.50 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Aug 07President notifies of intention to sell stockDavid Lukes intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of August. If the sale is conducted around the recent share price of US$22.53, it would amount to US$2.3m. For the year to December 2023, David's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, David's direct individual holding has decreased from 1.14m shares to 702.29k. Company insiders have collectively sold US$644k more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jul 29Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$0.099 (up from US$0.059 in 2Q 2024). Revenue: US$41.4m (up 47% from 2Q 2024). Net income: US$10.4m (up 67% from 2Q 2024). Profit margin: 25% (up from 22% in 2Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Retail REITs industry in the US.お知らせ • Jul 29Curbline Properties Corp. Updates Earnings Guidance for the Year 2025Curbline Properties Corp. updated earnings guidance for the year 2025. For the year, the company expects Net income attributable to Curbline of $0.37 to $0.44 per diluted share against previous guidance of $0.43 — $0.50 per diluted share.お知らせ • Jul 15Curbline Properties Corp. to Report Q2, 2025 Results on Jul 28, 2025Curbline Properties Corp. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Jul 28, 2025Recent Insider Transactions • Jul 01Executive VP recently sold US$639k worth of stockOn the 27th of June, Conor Fennerty sold around 28k shares on-market at roughly US$22.81 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Conor's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Jun 29Executive VP notifies of intention to sell stockConor Fennerty intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of June. If the sale is conducted around the recent share price of US$22.61, it would amount to US$633k. Since December 2024, Conor's direct individual holding has decreased from 212.98k shares to 67.10k. There has only been one transaction (US$5.1k sale) from insiders over the last 12 months.Upcoming Dividend • Jun 11Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 18 June 2025. Payment date: 09 July 2025. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (5.1%).お知らせ • May 08Curbline Properties Corp. Declares Dividend for the Second Quarter of 2025, Payable on July 9, 2025Curbline Properties Corp. declared a dividend on its common stock of $0.16 per share for the second quarter of 2025. The dividend is payable on July 9, 2025 to stockholders of record at the close of business on June 18, 2025.Reported Earnings • Apr 25First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: FFO per share: US$0.2 (up from US$0.16 in 1Q 2024). Revenue: US$38.7m (up 38% from 1Q 2024). Funds from operations (FFO): US$25.0m (up 45% from 1Q 2024). FFO margin: 65% (up from 61% in 1Q 2024). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Retail REITs industry in the US.お知らせ • Apr 24Curbline Properties Corp. Revises Earnings Guidance for the Year 2025Curbline Properties Corp. revised earnings guidance for the year 2025. For the year, the company revised net income attributable to company of $0.43 to $0.50 per share compared to previous guidance of $0.48 to $0.56 per share.New Risk • Apr 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.3% net profit margin).お知らせ • Apr 11Curbline Properties Corp. to Report Q1, 2025 Results on Apr 24, 2025Curbline Properties Corp. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025お知らせ • Mar 27Curbline Properties Corp., Annual General Meeting, May 07, 2025Curbline Properties Corp., Annual General Meeting, May 07, 2025.Upcoming Dividend • Mar 07Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 14 March 2025. Payment date: 08 April 2025. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (4.7%).お知らせ • Feb 28Curbline Properties Corp. Declares Common Stock Dividend for First Quarter 2025, Payable on April 8, 2025Curbline Properties Corp. declared a dividend on its common stock of $0.16 per share for the first quarter of 2025. The dividend is payable on April 8, 2025 to stockholders of record at the close of business on March 14, 2025.Major Estimate Revision • Feb 21Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$153.4m to US$145.7m. EPS estimate rose from US$0.38 to US$0.42. Net income forecast to grow 336% next year vs 0.5% growth forecast for Retail REITs industry in the US. Consensus price target of US$26.00 unchanged from last update. Share price was steady at US$24.36 over the past week.Major Estimate Revision • Feb 18Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$138.8m to US$153.4m. EPS estimate unchanged from US$0.38 at last update. Retail REITs industry in the US expected to see average net income growth of 0.5% next year. Consensus price target up from US$25.11 to US$26.00. Share price was steady at US$24.74 over the past week.Reported Earnings • Feb 12Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: FFO per share: US$0.5. Revenue: US$120.9m (up 29% from FY 2023). Funds from operations (FFO): US$52.2m (down 17% from FY 2023). FFO margin: 43% (down from 67% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) missed analyst estimates by 55%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail REITs industry in the US.お知らせ • Jan 29Curbline Properties Corp. to Report Q4, 2024 Results on Feb 11, 2025Curbline Properties Corp. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 11, 2025お知らせ • Dec 20Curbline Properties Corp. Declares Cash Special Dividend, Payable on January 16, 2025Curbline Properties Corp. declared a special cash dividend of $0.25 per share. The dividend is payable on January 16, 2025 to stockholders of record at the close of business on December 31, 2024.Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: US$0.041 FFO loss per share. Funds from operations (FFO) loss: US$4.30m (flat on 3Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Retail REITs industry in the US.Seeking Alpha • Oct 25Curbline Properties: Despite Huge Net Cash, Not A No-Brainer BuySummary Curbline Properties spun off from SITE Centers and boasts a market cap three times larger than its parent company. CURB's diversified tenant base, substantial cash reserves, and no leverage offer significant growth potential through acquisitions and higher rent escalations. Despite its strong financial position, CURB's valuation is high, with a premium priced in. The cyclical nature of CURB's tenants and current high valuation present risks, making it less attractive until valuation multiples decrease. Read the full article on Seeking AlphaSeeking Alpha • Oct 12Curbline Properties: Evaluating This Recent SpinoffSummary Curbline Properties, spun out from Site Centers, focuses on convenience centers with a portfolio of 78 assets, 96% leased, and geographically diversified. Convenience centers have lower capex needs compared to shopping centers, making them attractive investments with potential for cap rate compression. Curbline trades at a 5.3% implied cap rate, a 20% premium to private market NAV, enabling accretive external growth through share issuances and acquisitions. Despite risks like limited trading history and interest rate sensitivity, I hold shares due to the under-appreciated low capex nature and growth potential. Read the full article on Seeking Alpha業績と収益の成長予測NYSE:CURB - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202829830N/AN/A412/31/202726031N/AN/A712/31/202623824N/AN/A73/31/202620232121121N/A12/31/202518339125125N/A9/30/202516441128128N/A6/30/2025145168181N/A3/31/2025132126464N/A12/31/2024121105454N/A9/30/202411163636N/A6/30/2024106316060N/A3/31/2024100325959N/A12/31/202394315959N/A12/31/202273265050N/A12/31/202152213636N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: CURBの収益は今後 3 年間で減少すると予測されています (年間-8.3% )。収益対市場: CURBの収益は今後 3 年間で減少すると予測されています (年間-8.3% )。高成長収益: CURBの収益は今後 3 年間で減少すると予測されています。収益対市場: CURBの収益 ( 17.8% ) US市場 ( 12.7% ) よりも速いペースで成長すると予測されています。高い収益成長: CURBの収益 ( 17.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: CURBの 自己資本利益率 は、3年後には低くなると予測されています ( 2.8 %)。成長企業の発掘7D1Y7D1Y7D1YReal-estate 業界の高成長企業。View Past Performance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2026/06/14 12:41終値2026/06/12 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Curbline Properties Corp. 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。10 アナリスト機関Nicholas JosephCitigroup IncMichael MuellerJ.P. MorganTodd ThomasKeyBanc Capital Markets Inc.7 その他のアナリストを表示
Major Estimate Revision • May 24Consensus EPS estimates fall by 36%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.25 to US$0.16 per share. Revenue forecast steady at US$237.8m. Net income forecast to shrink 20% next year vs 6.6% decline forecast for Retail REITs industry in the US. Consensus price target of US$30.83 unchanged from last update. Share price rose 2.6% to US$28.32 over the past week.
お知らせ • Apr 30Curbline Properties Corp. Revises Earnings Guidance for the Fiscal Year 2026Curbline Properties Corp. revised earnings guidance for the fiscal year 2026. For the period, the company expects Net income per diluted share attributable to the company to be in the range of $0.29 to $0.36 as compared to $0.32 to $0.40 prior forecast.
お知らせ • Feb 10Curbline Properties Corp. Provides Earnings Guidance for the Year 2026Curbline Properties Corp. provided earnings guidance for the year 2026. The Company estimates net income attributable to the company for 2026 to be from $0.32 to $0.40 per diluted share.
お知らせ • Oct 28Curbline Properties Corp. Updates Earnings Guidance for the Fiscal Year 2025Curbline Properties Corp. updated earnings guidance for the fiscal year 2025. For the year, the company expects Net income attributable to Curbline of $0.35 to $0.38 per diluted share against previous guidance of $0.37 to $0.44 per diluted share.
お知らせ • Jul 29Curbline Properties Corp. Updates Earnings Guidance for the Year 2025Curbline Properties Corp. updated earnings guidance for the year 2025. For the year, the company expects Net income attributable to Curbline of $0.37 to $0.44 per diluted share against previous guidance of $0.43 — $0.50 per diluted share.
お知らせ • Apr 24Curbline Properties Corp. Revises Earnings Guidance for the Year 2025Curbline Properties Corp. revised earnings guidance for the year 2025. For the year, the company revised net income attributable to company of $0.43 to $0.50 per share compared to previous guidance of $0.48 to $0.56 per share.
ライブニュース • 6hCurbline Properties Raises US$120 Million With Investors Split on Stock ValuationCurbline Properties has launched an at-the-market equity offering program of up to US$400 million in common stock. The company has already raised about US$120.27 million through this program. Analysts currently hold conflicting views on CURB’s valuation, with some models suggesting the stock is expensive and others indicating it is cheap based on discounted cash flow work. The equity raise gives Curbline additional capital flexibility, while the split in valuation views highlights how uncertain investors are about the company’s future trajectory. You may want to pay close attention to how quickly Curbline uses the remaining capacity under the US$400 million program and what management discloses about intended uses of the proceeds, since both factors can affect dilution risk and sentiment around the stock.
Upcoming Dividend • Jun 11Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 18 June 2026. Payment date: 09 July 2026. Trailing yield: 2.4%. Lower than top quartile of American dividend payers (4.2%). Lower than average of industry peers (4.3%).
お知らせ • Jun 04+ 1 more updateCurbline Properties Corp. has completed a Follow-on Equity Offering in the amount of $120.2665 million.Curbline Properties Corp. has completed a Follow-on Equity Offering in the amount of $120.2665 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 3,250,764 Price\Range: $23.22 Discount Per Security: $0.4644 Security Features: Income Trust Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,932,000 Price\Range: $23.18 Discount Per Security: $0.4636 Security Features: Income Trust Transaction Features: At the Market Offering
ライブニュース • Jun 04Curbline Properties Posts Record US$400m Acquisitions and US$100m Equity Raise in 2026Curbline Properties outlined nearly US$400m of convenience center acquisitions completed in the first five months of 2026. The company expects second quarter acquisition volume to be its highest since its spin-off. Curbline raised more than US$100m in gross proceeds through its at-the-market equity program in May to fund additional deals. This combination of active acquisitions and fresh equity capital points to an aggressive growth plan in convenience center assets, with the ATM raise giving Curbline more flexibility to pursue its current pipeline. Relying on equity issuance to fund expansion can add dilution risk, so it is worth watching how efficiently this new capital is deployed and how it affects per-share metrics over time.
Major Estimate Revision • May 24Consensus EPS estimates fall by 36%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$0.25 to US$0.16 per share. Revenue forecast steady at US$237.8m. Net income forecast to shrink 20% next year vs 6.6% decline forecast for Retail REITs industry in the US. Consensus price target of US$30.83 unchanged from last update. Share price rose 2.6% to US$28.32 over the past week.
New Risk • May 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 4.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 4.6% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (US$3.3m sold).
Declared Dividend • May 11First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 18th June 2026 Payment date: 9th July 2026 Dividend yield will be 2.5%, which is lower than the industry average of 5.2%.
お知らせ • May 09Curbline Properties Corp. announces Quarterly dividend, payable on July 09, 2026Curbline Properties Corp. announced Quarterly dividend of USD 0.1700 per share payable on July 09, 2026, ex-date on June 18, 2026 and record date on June 18, 2026.
お知らせ • Apr 30Curbline Properties Corp. Revises Earnings Guidance for the Fiscal Year 2026Curbline Properties Corp. revised earnings guidance for the fiscal year 2026. For the period, the company expects Net income per diluted share attributable to the company to be in the range of $0.29 to $0.36 as compared to $0.32 to $0.40 prior forecast.
Reported Earnings • Apr 28First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.034 (down from US$0.099 in 1Q 2025). Revenue: US$58.0m (up 50% from 1Q 2025). Net income: US$3.56m (down 66% from 1Q 2025). Profit margin: 6.1% (down from 27% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates by 45%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail REITs industry in the US.
お知らせ • Apr 15Curbline Properties Corp. to Report Q1, 2026 Results on Apr 28, 2026Curbline Properties Corp. announced that they will report Q1, 2026 results Pre-Market on Apr 28, 2026
お知らせ • Mar 25Curbline Properties Corp., Annual General Meeting, May 07, 2026Curbline Properties Corp., Annual General Meeting, May 07, 2026.
Recent Insider Transactions • Mar 19President recently sold US$3.3m worth of stockOn the 16th of March, David Lukes sold around 123k shares on-market at roughly US$26.82 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by US$7.8m.
Recent Insider Transactions Derivative • Mar 16President notifies of intention to sell stockDavid Lukes intends to sell 40k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of March. If the sale is conducted around the recent share price of US$26.79, it would amount to US$1.1m. For the year to December 2023, David's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since September 2025, David's direct individual holding has decreased from 845.36k shares to 756.01k. Company insiders have collectively sold US$5.1m more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Mar 13Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 18 March 2026. Payment date: 08 April 2026. Trailing yield: 2.5%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (4.6%).
New Risk • Mar 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Declared Dividend • Feb 27Fourth quarter dividend increased to US$0.17Dividend of US$0.17 is 6.3% higher than last year. Ex-date: 18th March 2026 Payment date: 8th April 2026 Dividend yield will be 2.4%, which is lower than the industry average of 5.2%.
お知らせ • Feb 25Curbline Properties Corp. Declares Dividend for the First Quarter 2026, Payable on April 8, 2026Curbline Properties Corp. declared a first quarter 2026 dividend on its common stock of $0.17 per share, which represents a 6% increase from the fourth quarter 2025 dividend. The dividend is payable on April 8, 2026 to stockholders of record at the close of business on March 18, 2026.
お知らせ • Feb 12Curbline Properties Corp. has completed a Follow-on Equity Offering in the amount of $204 million.Curbline Properties Corp. has completed a Follow-on Equity Offering in the amount of $204 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,000,000 Price\Range: $25.5 Discount Per Security: $0.4132
お知らせ • Feb 11+ 1 more updateCurbline Properties Corp. has filed a Follow-on Equity Offering.Curbline Properties Corp. has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 8,000,000
Reported Earnings • Feb 10Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: FFO per share: US$1.1 (up from US$0.50 in FY 2024). Revenue: US$182.9m (up 51% from FY 2024). Funds from operations (FFO): US$110.8m (up 112% from FY 2024). FFO margin: 61% (up from 43% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail REITs industry in the US.
お知らせ • Feb 10Curbline Properties Corp. Provides Earnings Guidance for the Year 2026Curbline Properties Corp. provided earnings guidance for the year 2026. The Company estimates net income attributable to the company for 2026 to be from $0.32 to $0.40 per diluted share.
お知らせ • Jan 27Curbline Properties Corp. to Report Q4, 2025 Results on Feb 09, 2026Curbline Properties Corp. announced that they will report Q4, 2025 results Pre-Market on Feb 09, 2026
Declared Dividend • Dec 14Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 22nd December 2025 Payment date: 7th January 2026 Dividend yield will be 2.9%, which is lower than the industry average of 5.2%.
お知らせ • Dec 11+ 1 more updateCurbline Properties Corp. Declares Dividend for the Fourth Quarter of 2025, Payable on January 7, 2026Curbline Properties Corp. declared a quarterly dividend on its common stock of $0.16 per share for the fourth quarter of 2025. The dividend is payable on January 7, 2026 to stockholders of record at the close of business on December 22, 2025.
New Risk • Nov 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 8.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 29Third quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2025 results: EPS: US$0.089 (up from US$0.15 loss in 3Q 2024). Revenue: US$48.6m (up 64% from 3Q 2024). Net income: US$9.35m (up US$24.8m from 3Q 2024). Profit margin: 19% (up from net loss in 3Q 2024). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Retail REITs industry in the US.
お知らせ • Oct 28Curbline Properties Corp. Updates Earnings Guidance for the Fiscal Year 2025Curbline Properties Corp. updated earnings guidance for the fiscal year 2025. For the year, the company expects Net income attributable to Curbline of $0.35 to $0.38 per diluted share against previous guidance of $0.37 to $0.44 per diluted share.
お知らせ • Oct 15Curbline Properties Corp. to Report Q3, 2025 Results on Oct 28, 2025Curbline Properties Corp. announced that they will report Q3, 2025 results Pre-Market on Oct 28, 2025
お知らせ • Oct 02+ 1 more updateCurbline Properties Corp. (NYSE:CURB) announces an Equity Buyback for $250 million worth of its shares.Curbline Properties Corp. (NYSE:CURB) announces a share repurchase program. Under the program, the company will repurchase up to $250 million worth of it's shares.
Upcoming Dividend • Sep 23Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 30 September 2025. Payment date: 21 October 2025. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.5%). Lower than average of industry peers (4.9%).
お知らせ • Sep 18Curbline Properties Corp. Declares Common Stock Dividend for Third Quarter 2025, Payable on October 21, 2025Curbline Properties Corp. declared a dividend on its common stock of $0.16 per share for the third quarter of 2025. The dividend is payable on October 21, 2025 to stockholders of record at the close of business on September 30, 2025.
Seeking Alpha • Aug 10Curbline: Rapid Growth At A Fair Valuation, But Waiting Makes SenseSummary CURB targets smaller, high-traffic properties for higher margins and occupancy, differentiating from larger-format retail REITs, focusing on strategic MSAs like Miami and Atlanta. Aggressive but disciplined expansion: 2025 acquisition target raised to $700M, with a long-term hold strategy and selective geographic focus. Despite strong FFO growth and a cheap PEG, CURB trades at a premium P/FFO multiple (21.5x), signaling overvaluation versus peers like FVR and IVT. Dividend yield remains low (1.42%), with limited near-term upside due to high reinvestment, lagging behind peers in income return despite strong cash flow growth. Read the full article on Seeking Alpha
Recent Insider Transactions • Aug 10President recently sold US$4.5m worth of stockOn the 7th of August, David Lukes sold around 200k shares on-market at roughly US$22.50 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Aug 07President notifies of intention to sell stockDavid Lukes intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 6th of August. If the sale is conducted around the recent share price of US$22.53, it would amount to US$2.3m. For the year to December 2023, David's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, David's direct individual holding has decreased from 1.14m shares to 702.29k. Company insiders have collectively sold US$644k more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jul 29Second quarter 2025 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2025 results: EPS: US$0.099 (up from US$0.059 in 2Q 2024). Revenue: US$41.4m (up 47% from 2Q 2024). Net income: US$10.4m (up 67% from 2Q 2024). Profit margin: 25% (up from 22% in 2Q 2024). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Retail REITs industry in the US.
お知らせ • Jul 29Curbline Properties Corp. Updates Earnings Guidance for the Year 2025Curbline Properties Corp. updated earnings guidance for the year 2025. For the year, the company expects Net income attributable to Curbline of $0.37 to $0.44 per diluted share against previous guidance of $0.43 — $0.50 per diluted share.
お知らせ • Jul 15Curbline Properties Corp. to Report Q2, 2025 Results on Jul 28, 2025Curbline Properties Corp. announced that they will report Q2, 2025 results at 4:00 PM, Eastern Standard Time on Jul 28, 2025
Recent Insider Transactions • Jul 01Executive VP recently sold US$639k worth of stockOn the 27th of June, Conor Fennerty sold around 28k shares on-market at roughly US$22.81 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Conor's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Jun 29Executive VP notifies of intention to sell stockConor Fennerty intends to sell 28k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of June. If the sale is conducted around the recent share price of US$22.61, it would amount to US$633k. Since December 2024, Conor's direct individual holding has decreased from 212.98k shares to 67.10k. There has only been one transaction (US$5.1k sale) from insiders over the last 12 months.
Upcoming Dividend • Jun 11Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 18 June 2025. Payment date: 09 July 2025. Trailing yield: 2.8%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (5.1%).
お知らせ • May 08Curbline Properties Corp. Declares Dividend for the Second Quarter of 2025, Payable on July 9, 2025Curbline Properties Corp. declared a dividend on its common stock of $0.16 per share for the second quarter of 2025. The dividend is payable on July 9, 2025 to stockholders of record at the close of business on June 18, 2025.
Reported Earnings • Apr 25First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: FFO per share: US$0.2 (up from US$0.16 in 1Q 2024). Revenue: US$38.7m (up 38% from 1Q 2024). Funds from operations (FFO): US$25.0m (up 45% from 1Q 2024). FFO margin: 65% (up from 61% in 1Q 2024). Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) missed analyst estimates by 17%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Retail REITs industry in the US.
お知らせ • Apr 24Curbline Properties Corp. Revises Earnings Guidance for the Year 2025Curbline Properties Corp. revised earnings guidance for the year 2025. For the year, the company revised net income attributable to company of $0.43 to $0.50 per share compared to previous guidance of $0.48 to $0.56 per share.
New Risk • Apr 24New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.7% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (8.3% net profit margin).
お知らせ • Apr 11Curbline Properties Corp. to Report Q1, 2025 Results on Apr 24, 2025Curbline Properties Corp. announced that they will report Q1, 2025 results Pre-Market on Apr 24, 2025
お知らせ • Mar 27Curbline Properties Corp., Annual General Meeting, May 07, 2025Curbline Properties Corp., Annual General Meeting, May 07, 2025.
Upcoming Dividend • Mar 07Upcoming dividend of US$0.16 per shareEligible shareholders must have bought the stock before 14 March 2025. Payment date: 08 April 2025. Trailing yield: 1.0%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (4.7%).
お知らせ • Feb 28Curbline Properties Corp. Declares Common Stock Dividend for First Quarter 2025, Payable on April 8, 2025Curbline Properties Corp. declared a dividend on its common stock of $0.16 per share for the first quarter of 2025. The dividend is payable on April 8, 2025 to stockholders of record at the close of business on March 14, 2025.
Major Estimate Revision • Feb 21Consensus EPS estimates increase by 11%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$153.4m to US$145.7m. EPS estimate rose from US$0.38 to US$0.42. Net income forecast to grow 336% next year vs 0.5% growth forecast for Retail REITs industry in the US. Consensus price target of US$26.00 unchanged from last update. Share price was steady at US$24.36 over the past week.
Major Estimate Revision • Feb 18Consensus revenue estimates increase by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from US$138.8m to US$153.4m. EPS estimate unchanged from US$0.38 at last update. Retail REITs industry in the US expected to see average net income growth of 0.5% next year. Consensus price target up from US$25.11 to US$26.00. Share price was steady at US$24.74 over the past week.
Reported Earnings • Feb 12Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: FFO per share: US$0.5. Revenue: US$120.9m (up 29% from FY 2023). Funds from operations (FFO): US$52.2m (down 17% from FY 2023). FFO margin: 43% (down from 67% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) missed analyst estimates by 55%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail REITs industry in the US.
お知らせ • Jan 29Curbline Properties Corp. to Report Q4, 2024 Results on Feb 11, 2025Curbline Properties Corp. announced that they will report Q4, 2024 results at 9:30 AM, US Eastern Standard Time on Feb 11, 2025
お知らせ • Dec 20Curbline Properties Corp. Declares Cash Special Dividend, Payable on January 16, 2025Curbline Properties Corp. declared a special cash dividend of $0.25 per share. The dividend is payable on January 16, 2025 to stockholders of record at the close of business on December 31, 2024.
Reported Earnings • Nov 15Third quarter 2024 earnings releasedThird quarter 2024 results: US$0.041 FFO loss per share. Funds from operations (FFO) loss: US$4.30m (flat on 3Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Retail REITs industry in the US.
Seeking Alpha • Oct 25Curbline Properties: Despite Huge Net Cash, Not A No-Brainer BuySummary Curbline Properties spun off from SITE Centers and boasts a market cap three times larger than its parent company. CURB's diversified tenant base, substantial cash reserves, and no leverage offer significant growth potential through acquisitions and higher rent escalations. Despite its strong financial position, CURB's valuation is high, with a premium priced in. The cyclical nature of CURB's tenants and current high valuation present risks, making it less attractive until valuation multiples decrease. Read the full article on Seeking Alpha
Seeking Alpha • Oct 12Curbline Properties: Evaluating This Recent SpinoffSummary Curbline Properties, spun out from Site Centers, focuses on convenience centers with a portfolio of 78 assets, 96% leased, and geographically diversified. Convenience centers have lower capex needs compared to shopping centers, making them attractive investments with potential for cap rate compression. Curbline trades at a 5.3% implied cap rate, a 20% premium to private market NAV, enabling accretive external growth through share issuances and acquisitions. Despite risks like limited trading history and interest rate sensitivity, I hold shares due to the under-appreciated low capex nature and growth potential. Read the full article on Seeking Alpha