LXP Industrial Trust（LXP）株式概要
LXPインダストリアル・トラストは上場不動産投資信託（REIT）で、サンベルト地帯と中西部低地帯の12の対象市場におけるAクラス倉庫および流通投資に重点を置いている。 詳細
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Analyst Price Targets
LXP Industrial Trust 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$61.15 |
| 52週高値 | US$61.61 |
| 52週安値 | US$38.20 |
| ベータ | 1.07 |
| 1ヶ月の変化 | 13.58% |
| 3ヶ月変化 | 21.07% |
| 1年変化 | 46.82% |
| 3年間の変化 | 14.30% |
| 5年間の変化 | -5.34% |
| IPOからの変化 | 34.03% |
最新ニュース
ナラティブ更新 • Jul 09
LXP: Future Returns Will Reflect Industrial Leasing Progress And Phoenix Development Execution
Analysts have raised the fair value estimate for LXP Industrial Trust from about $53.67 to $56.57, reflecting updated assumptions around earnings growth, profit margins and valuation multiples following recent research coverage and price target revisions. Analyst Commentary Recent Street research on LXP Industrial Trust gives you a mixed but useful snapshot of how professionals are framing the stock, with opinions clustering around its repositioned industrial portfolio, valuation gap and execution risks over the next few years.分析記事 • Jun 19
LXP Industrial Trust (LXP) Stock Could Be 1% Undervalued As Debt Progress Supports The Narrative
LXP Industrial Trust (LXP) has drawn fresh attention after its recent share price move, with the stock showing gains over the month and the past 3 months. Investors are reassessing the REIT’s warehouse focused portfolio. See our latest analysis for LXP Industrial Trust. At a latest share price of $53.18, LXP Industrial Trust has built momentum, with a 30 day share price return of 3.30% and a 90 day share price return of 14.22%, while the 1 year total shareholder return of 30.01% points to a...Recent updates
ナラティブ更新 • Jul 09
LXP: Future Returns Will Reflect Industrial Leasing Progress And Phoenix Development Execution
Analysts have raised the fair value estimate for LXP Industrial Trust from about $53.67 to $56.57, reflecting updated assumptions around earnings growth, profit margins and valuation multiples following recent research coverage and price target revisions. Analyst Commentary Recent Street research on LXP Industrial Trust gives you a mixed but useful snapshot of how professionals are framing the stock, with opinions clustering around its repositioned industrial portfolio, valuation gap and execution risks over the next few years.分析記事 • Jun 19
LXP Industrial Trust (LXP) Stock Could Be 1% Undervalued As Debt Progress Supports The Narrative
LXP Industrial Trust (LXP) has drawn fresh attention after its recent share price move, with the stock showing gains over the month and the past 3 months. Investors are reassessing the REIT’s warehouse focused portfolio. See our latest analysis for LXP Industrial Trust. At a latest share price of $53.18, LXP Industrial Trust has built momentum, with a 30 day share price return of 3.30% and a 90 day share price return of 14.22%, while the 1 year total shareholder return of 30.01% points to a...Seeking Alpha • Jun 14
LXP Industrial Trust: A Good REIT In An Increasingly Uncertain Environment (Rating Downgrade)
Summary LXP Industrial Trust is downgraded to Hold as shares now trade near intrinsic value following the price jump, diminishing the prior margin of safety. LXP’s Q1 results showed resilient FFO growth, continued debt reduction, and a $103M Phoenix acquisition with a 15.6% initial cash yield. Guidance was raised recently: 2026 Adj. Company FFO is expected at $3.30–$3.40/share, with $200M in non-core dispositions planned for H2 2026. While LXP benefits from industrial demand and even data center adjacency, macro risks and high payout ratios temper enthusiasm at current valuation. Read the full article on Seeking Alphaナラティブ更新 • Jun 09
LXP: Future Returns Will Reflect Steady Leasing And Capital Recycling Progress
Analysts have raised their price target on LXP Industrial Trust to $54 from $53, citing refreshed assumptions from the recent NAREIT conference that slightly adjust fair value, discount rate, revenue growth, profit margin, and forward P/E expectations. What's in the News LXP Industrial Trust raised its 2026 Adjusted Company FFO guidance, citing strong leasing momentum and demand tied to e commerce, data centers, and advanced manufacturing, according to recent news reports.ナラティブ更新 • May 25
LXP: Future Returns Will Reflect Reset 2026 To 2027 Earnings Expectations
The analyst price target for LXP Industrial Trust has shifted slightly lower to $49. Analysts point to reduced 2026 and 2027 estimates as the key driver behind this adjustment.ナラティブ更新 • Apr 25
LXP: Future Returns Will Hinge On Reset 2026 To 2027 Earnings Path
Analysts now see only a modest uptick in fair value to $53.17, even as they lower price targets, such as JPMorgan's move to $49, and trim out year estimates. This reflects more cautious assumptions on revenue growth, along with slightly higher profit margin and P/E expectations.ナラティブ更新 • Apr 09
LXP: Future Returns Will Depend On Adjusted 2026 To 2027 Estimates
Analysts have trimmed their average price target for LXP Industrial Trust by $1 to $49. This reflects updated 2026 and 2027 estimates that leave the stock's implied fair value and supporting assumptions broadly unchanged.ナラティブ更新 • Mar 26
LXP: Future Returns Will Hinge On Refined 2026 To 2027 Outlook
Analysts have modestly trimmed their price targets for LXP Industrial Trust, with one moving to $49 and another cutting by $4.50. The changes reflect updated 2026 and 2027 estimates while leaving the broader valuation inputs largely unchanged.ナラティブ更新 • Mar 12
LXP: Future Returns Will Reflect Cleaner 2026 To 2027 Earnings Baseline
Analysts have trimmed their average price target for LXP Industrial Trust by about $0.17 to roughly $52.83, reflecting refreshed assumptions on long term growth, profitability, discount rates, and future P/E following recent target cuts from firms revisiting 2026 and 2027 estimates. Analyst Commentary Recent research updates on LXP Industrial Trust focus on refreshed 2026 and 2027 assumptions, with JPMorgan and other firms revisiting how earnings power, valuation, and execution risks compare with current trading levels.ナラティブ更新 • Feb 26
LXP: Future Returns Will Reflect Reset Discount Rates And Execution Risks
Narrative Update Analysts have trimmed their price target on LXP Industrial Trust by $1.36 to $53.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples reflected in recent Street research. Analyst Commentary Street research around the latest price target move focuses on how current assumptions for discount rates, revenue growth, profit margins, and future P/E multiples compare with the trust's execution risks and potential upside.ナラティブ更新 • Feb 11
LXP: Stable Outlook Will Reflect Unchanged Fair Value And Profitability Assumptions
Analysts kept their $54.36 price target for LXP Industrial Trust effectively unchanged, citing only small adjustments to inputs such as discount rate, revenue growth, profit margin, and long term P/E assumptions in their updated models. Valuation Changes Fair Value: Model fair value remains at $54.36 with no change in the latest update.ナラティブ更新 • Jan 27
LXP: Stable Outlook Will Reflect Buybacks Split And Dividend Policy
Analysts have kept their price target for LXP Industrial Trust broadly stable, with only a marginal adjustment reflecting minor tweaks to assumptions around the discount rate, profit margin and very large forward P/E, rather than any major change in the underlying outlook. What's in the News A planned 1 for 5 stock split or significant stock dividend is scheduled for November 11, 2025.ナラティブ更新 • Jan 13
LXP: Asset Sales And Policy Tailwinds Will Shape Balanced Future Returns
Narrative Update on LXP Industrial Trust Analysts have lifted their price target on LXP Industrial Trust to $11.50, citing the recent sale of two vacant developments as a key factor. They noted that the sale removed an overhang on the shares, supported earnings accretion, strengthened the balance sheet, and left the remaining portfolio positioned to benefit from current policy measures.ナラティブ更新 • Dec 25
LXP: Asset Sales Will Drive Balance Sheet Repair And Rerating Potential
Analysts nudged their price target for LXP Industrial Trust slightly higher to $11.50, citing the sale of two vacant developments that removed a key overhang, strengthened the balance sheet, and allowed focus to shift toward rent growth among peers and an attractive valuation. Analyst Commentary Recent research updates have turned incrementally more constructive on LXP Industrial Trust following the sale of the two vacant developments, with analysts highlighting both improved balance sheet positioning and clearer visibility on growth drivers.ナラティブ更新 • Dec 11
LXP: Asset Sales And Balance Sheet Actions Will Shape Rerating Prospects
Analysts have modestly raised their price target on LXP Industrial Trust to $11.50 from $11.00, citing the accretive sale of vacant development projects, improved balance sheet strength, and expectations that investors will refocus on the company’s rent growth and valuation discount to industrial peers. Analyst Commentary Analyst commentary on LXP Industrial Trust has turned increasingly constructive following the sale of its vacant development projects, with most views skewing positively toward the company’s growth prospects and valuation.ナラティブ更新 • Nov 27
LXP: Recent Asset Sales Will Alleviate Overhang As Balance Sheet Improves
Analysts have raised their price target for LXP Industrial Trust to $11.50. This upgrade is attributed to recent asset sales that strengthened the balance sheet and alleviated overhang concerns, positioning the stock more favorably among its industrial peers.ナラティブ更新 • Nov 12
LXP: Share Overhang Will Lift Following Sale of Vacant Properties
Analysts have substantially raised their price target for LXP Industrial Trust from $10.64 to $53.93, citing the accretive sale of vacant development projects and an improved rent growth outlook. Analyst Commentary Following recent strategic moves by LXP Industrial Trust, analysts have offered perspectives on the company’s positioning, valuation, and growth outlook.ナラティブ更新 • Oct 28
Industrial Sector Strength Will Drive Momentum As Overhangs Are Eliminated
The analyst price target for LXP Industrial Trust has increased from $10.33 to $10.64. Analysts cite the accretive impact of recent asset sales and an improved financial outlook as key factors for this change.Seeking Alpha • Mar 12
LXP Industrial Trust Is Strong Buy At Cheap Price And Growing Sunbelt Portfolio
Summary LXP Industrial Trust gets a strong buy rating today for my initial coverage. This industrial REIT has a growing and diversified portfolio of warehouses with a strong focus on the US Sunbelt region, and tenants like Amazon and Walmart. It has proven itself in growing dividends, profits, and cash flow, while also keeping leverage low and getting investment-grade credit ratings. Some macro-level risks to consider include the elevated interest rate environment impacting real estate, and tariffs impacting import trade. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
LXP Industrial: The Common, The Preferred, Or The Bonds?
Summary We identified mispricing in LXP Industrial Trust's capital structure, particularly in its preferred stock, amidst a challenging market for undervalued high-yield instruments. LXP's bonds, with yields between 5% and 5.4%, are reasonably priced and offer no significant alpha compared to similar REIT bonds. LXP's 6.5% convertible preferred stock, yielding 6.87%, shows a notable spread to similar REIT preferred stocks, indicating a potential mispricing. Despite not being a massive bargain, LXP-C's near 7% yield and relative safety make it a valuable addition to our portfolio. Read the full article on Seeking Alpha
新しいナラティブ • Feb 09
Sun Belt Expansion And Leasing Gains Will Strengthen Future Prospects
Strategic focus on high-growth markets like the Sun Belt should drive revenue growth from favorable demographic trends in population and job growth.Seeking Alpha • Jan 02
LXP Industrial: Great Assets, Great Dividend, But No Growth
Summary Industrial REITs, including LXP Industrial, are trading at low valuations, with LXP offering a compelling 6.6% dividend yield, higher than the sector average. LXP's portfolio focuses on large, single-tenant properties in the Sunbelt and Midwest, with a high occupancy. LXP's revenue growth lags behind peers, and recent transactions do not suggest significant earnings growth for 2025. LXP is a stable income play with a high dividend yield, but limited growth potential means this investment is not for everyone. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
LXP Industrial: Attractive Dividend Yield, Upside Potential In A Lower Rate Environment
Summary LXP Industrial owns a high-quality portfolio of single-tenant industrial properties across the U.S. The company recently became a pure-play industrial REIT after fully exiting its office portfolio. While LXP carries higher leverage, it has maintained its high-yield dividend. Shares have held flat since my last update, but I remain bullish on its prospects. In my view, strong leasing momentum, robust same-property performance, and positive trends in its debt profile position LXP well for future gains. Read the full article on Seeking AlphaSeeking Alpha • Jul 09
LXP Industrial: Dividend Bargain Flying Under The Radar
Summary I find value in underfollowed stocks with attractive prices and high yields, like LXP Industrial. LXP has transitioned to an industrial REIT with strong portfolio fundamentals, strong tenant profile, and growth potential through rent escalations and new developments. LXP's 5.6% dividend yield, strategic market positioning, and solid balance sheet make it an attractive buy for value investors compared to more expensive peers in the industrial sector. Read the full article on Seeking Alpha株主還元
| LXP | US Industrial REITs | US 市場 | |
|---|---|---|---|
| 7D | 9.1% | 1.2% | -1.4% |
| 1Y | 46.8% | 25.1% | 16.4% |
業界別リターン: LXP過去 1 年間で25.1 % の収益を上げたUS Industrial REITs業界を上回りました。
リターン対市場: LXP過去 1 年間で16.4 % の収益を上げたUS市場を上回りました。
価格変動
| LXP volatility | |
|---|---|
| LXP Average Weekly Movement | 3.3% |
| Industrial REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: LXP 、 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: LXP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 |
|---|---|---|---|
| 1993 | 58 | Will Eglin | www.lxp.com |
LXPインダストリアル・トラストは上場不動産投資信託（REIT）で、サンベルト地帯と中西部低地帯の12の対象市場におけるAクラス倉庫・流通投資に重点を置いている。LXPは、買収、ビルド・トゥ・スーツ取引、セール・リースバック取引、開発プロジェクト、その他の取引を通じて倉庫・流通ポートフォリオを拡大しようとしている。LXPインダストリアル・トラストは1993年に設立され、米国ウェストパームビーチに拠点を置く。
LXP Industrial Trust 基礎のまとめ
| LXP 基礎統計学 | |
|---|---|
| 時価総額 | US$3.60b |
| 収益（TTM） | US$87.25m |
| 売上高(TTM) | US$347.31m |
41.3x
PER（株価収益率10.4x
P/SレシオLXP は割高か？
公正価値と評価分析を参照収益と収入
| LXP 損益計算書（TTM） | |
|---|---|
| 収益 | US$347.31m |
| 売上原価 | US$64.19m |
| 売上総利益 | US$283.12m |
| その他の費用 | US$195.87m |
| 収益 | US$87.25m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 29, 2026
| 一株当たり利益（EPS） | 1.48 |
| グロス・マージン | 81.52% |
| 純利益率 | 25.12% |
| 有利子負債／自己資本比率 | 67.5% |
LXP 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
4.6%
現在の配当利回り98%
配当性向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 | 2026/07/22 01:40 |
| 終値 | 2026/07/22 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
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
LXP Industrial Trust 6 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。20
| アナリスト | 機関 |
|---|---|
| Ross Smotrich | Barclays |
| John Kim | BMO Capital Markets Equity Research |
| Nathan Crossett | BNP Paribas |