View ValuationOne Liberty Properties 将来の成長Future 基準チェック /06One Liberty Propertiesの収益は年間62.3%で減少すると予測されていますが、年間収益は年間4.1%で増加すると予想されています。EPS は年間72.6%で減少すると予想されています。主要情報-62.3%収益成長率-72.62%EPS成長率Industrial REITs 収益成長1.0%収益成長率4.1%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日08 Jun 2026今後の成長に関する最新情報Major Estimate Revision • Jun 09Consensus EPS estimates increase by 78%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.59 to US$1.05. Revenue forecast steady at US$108.8m. Net income forecast to shrink 26% next year vs 11% decline forecast for Industrial REITs industry in the US. Consensus price target broadly unchanged at US$26.50. Share price rose 4.3% to US$24.42 over the past week.Price Target Changed • Feb 02Price target decreased by 12% to US$22.50Down from US$25.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$21.74. Stock is down 15% over the past year. The company is forecast to post earnings per share of US$1.23 for next year compared to US$1.41 last year.Major Estimate Revision • Nov 14Consensus EPS estimates increase by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.92 to US$1.23. Revenue forecast steady at US$96.9m. Net income forecast to shrink 55% next year vs 12% decline forecast for Industrial REITs industry in the US. Consensus price target of US$24.67 unchanged from last update. Share price was steady at US$20.62 over the past week.Price Target Changed • Nov 07Price target decreased by 7.5% to US$24.67Down from US$26.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$20.62. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.92 for next year compared to US$1.41 last year.Price Target Changed • Aug 29Price target decreased by 8.0% to US$26.67Down from US$29.00, the current price target is an average from 3 analysts. New target price is 12% above last closing price of US$23.89. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.89 for next year compared to US$1.41 last year.Price Target Changed • Nov 11Price target increased by 13% to US$28.50Up from US$25.25, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$29.18. Stock is up 55% over the past year. The company is forecast to post earnings per share of US$0.97 for next year compared to US$1.38 last year.すべての更新を表示Recent updatesRecent Insider Transactions • Jul 01Executive VP & COO recently sold US$232k worth of stockOn the 29th of June, Lawrence Ricketts sold around 9k shares on-market at roughly US$24.39 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by US$515k.Recent Insider Transactions Derivative • Jun 26Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of June. If the sale is conducted around the recent share price of US$24.64, it would amount to US$296k. Since September 2025, Lawrence's direct individual holding has increased from 174.93k shares to 177.52k. Company insiders have collectively sold US$484k more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Jun 17One Liberty Properties: The Value Play In IndustrialSummary One Liberty Properties has transitioned from a diversified REIT to a pure-play industrial REIT focused on fungible logistics warehouses. OLP executed a methodical asset rotation, selling retail at favorable cap rates and acquiring logistics assets with strong lease escalators and low capex. Despite flat AFFO/share in 2026 due to transition headwinds, OLP is positioned for moderate AFFO/share growth from 2027 onward. At 12.2X AFFO, OLP trades below industrial REIT peers; I see 22% upside to fair value and a 7.5% yield as the market recognizes its transformation. Read the full article on Seeking AlphaDeclared Dividend • Jun 12First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 25th June 2026 Payment date: 9th July 2026 Dividend yield will be 7.3%, which is higher than the industry average of 2.9%.お知らせ • Jun 11One Liberty Properties, Inc. announces Quarterly dividend, payable on July 09, 2026One Liberty Properties, Inc. announced Quarterly dividend of USD 0.4500 per share payable on July 09, 2026, ex-date on June 25, 2026 and record date on June 25, 2026.Major Estimate Revision • Jun 09Consensus EPS estimates increase by 78%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.59 to US$1.05. Revenue forecast steady at US$108.8m. Net income forecast to shrink 26% next year vs 11% decline forecast for Industrial REITs industry in the US. Consensus price target broadly unchanged at US$26.50. Share price rose 4.3% to US$24.42 over the past week.Recent Insider Transactions • May 15Executive Vice President recently sold US$63k worth of stockOn the 8th of May, Justin Clair sold around 3k shares on-market at roughly US$23.36 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$139k. Insiders have been net sellers, collectively disposing of US$934k more than they bought in the last 12 months.Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (up from US$0.18 in 1Q 2025). Revenue: US$28.3m (up 17% from 1Q 2025). Net income: US$6.24m (up 63% from 1Q 2025). Profit margin: 22% (up from 16% in 1Q 2025). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Industrial REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Apr 28One Liberty Properties, Inc. (NYSE:OLP) acquired 79 North Industrial Park in Aleppo Township for $53.5 million.One Liberty Properties, Inc. (NYSE:OLP) acquired 79 North Industrial Park in Aleppo Township for $53.5 million recently. A cash consideration of $53 million will be paid by One Liberty Properties, Inc. As part of consideration, $53 million is paid towards assets of 79 North Industrial Park in Aleppo Township.お知らせ • Apr 21One Liberty Properties, Inc., Annual General Meeting, Jun 09, 2026One Liberty Properties, Inc., Annual General Meeting, Jun 09, 2026. Location: at 60 cutter mill road, suite 303, great neck, ny, United StatesRecent Insider Transactions • Apr 08Executive VP & COO recently sold US$66k worth of stockOn the 2nd of April, Lawrence Ricketts sold around 3k shares on-market at roughly US$21.86 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$139k. Lawrence has been a net seller over the last 12 months, reducing personal holdings by US$732k.Upcoming Dividend • Mar 23Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 06 April 2026. Trailing yield: 8.1%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (3.8%).Recent Insider Transactions • Mar 13Executive Vice President recently sold US$139k worth of stockOn the 11th of March, Justin Clair sold around 6k shares on-market at roughly US$23.17 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. Insiders have been net sellers, collectively disposing of US$735k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Mar 11Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of March. If the sale is conducted around the recent share price of US$23.26, it would amount to US$513k. Since March 2025, Lawrence's direct individual holding has decreased from 202.34k shares to 195.27k. Company insiders have collectively sold US$596k more than they bought, via options and on-market transactions in the last 12 months.Buy Or Sell Opportunity • Mar 10Now 20% undervaluedOver the last 90 days, the stock has risen 9.9% to US$23.06. The fair value is estimated to be US$28.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.9%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to decline by 65% in the next 2 years.Declared Dividend • Mar 09Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 27th March 2026 Payment date: 6th April 2026 Dividend yield will be 7.6%, which is higher than the industry average of 2.9%.Reported Earnings • Mar 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: FFO per share: US$1.9 (up from US$1.85 in FY 2024). Revenue: US$98.3m (up 8.6% from FY 2024). Funds from operations (FFO): US$39.2m (up 3.0% from FY 2024). FFO margin: 40% (down from 42% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Industrial REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Mar 05One Liberty Properties, Inc. Announces Quarterly Dividend, Payable on April 6, 2026One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on April 6, 2026 to stockholders of record at the close of business on March 27, 2026.Price Target Changed • Feb 02Price target decreased by 12% to US$22.50Down from US$25.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$21.74. Stock is down 15% over the past year. The company is forecast to post earnings per share of US$1.23 for next year compared to US$1.41 last year.Declared Dividend • Dec 12Third quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 22nd December 2025 Payment date: 6th January 2026 Dividend yield will be 8.6%, which is higher than the industry average of 2.9%.お知らせ • Dec 10One Liberty Properties, Inc. Announces Quarterly Dividend, Payable on January 6, 2026One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on January 6, 2026 to stockholders of record at the close of business on December 22, 2025.Major Estimate Revision • Nov 14Consensus EPS estimates increase by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.92 to US$1.23. Revenue forecast steady at US$96.9m. Net income forecast to shrink 55% next year vs 12% decline forecast for Industrial REITs industry in the US. Consensus price target of US$24.67 unchanged from last update. Share price was steady at US$20.62 over the past week.Price Target Changed • Nov 07Price target decreased by 7.5% to US$24.67Down from US$26.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$20.62. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.92 for next year compared to US$1.41 last year.Reported Earnings • Nov 07Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.50 (up from US$0.23 in 3Q 2024). Revenue: US$23.8m (up 7.1% from 3Q 2024). Net income: US$10.5m (up 116% from 3Q 2024). Profit margin: 44% (up from 22% in 3Q 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 85%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Industrial REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 5% per year.Declared Dividend • Sep 12Second quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 24th September 2025 Payment date: 6th October 2025 Dividend yield will be 7.9%, which is higher than the industry average of 4.4%.お知らせ • Sep 11One Liberty Properties, Inc. announces Quarterly dividend, payable on October 06, 2025One Liberty Properties, Inc. announced Quarterly dividend of USD 0.4500 per share payable on October 06, 2025, ex-date on September 24, 2025 and record date on September 24, 2025.Recent Insider Transactions Derivative • Sep 04Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of September. If the sale is conducted around the recent share price of US$23.55, it would amount to US$489k. Since March 2025, Lawrence's direct individual holding has decreased from 202.34k shares to 189.95k. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Aug 29Price target decreased by 8.0% to US$26.67Down from US$29.00, the current price target is an average from 3 analysts. New target price is 12% above last closing price of US$23.89. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.89 for next year compared to US$1.41 last year.New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 50% 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 Risks Interest payments are not well covered by earnings (1.5x net interest cover). Earnings are forecast to decline by an average of 50% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (102% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$449k sold).Reported Earnings • Aug 06Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: FFO per share: US$0.5 (up from US$0.45 in 2Q 2024). Revenue: US$24.5m (up 12% from 2Q 2024). Funds from operations (FFO): US$9.70m (up 4.9% from 2Q 2024). FFO margin: 40% (down from 42% in 2Q 2024). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 179%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Jun 13Executive VP & COO recently sold US$389k worth of stockOn the 12th of June, Lawrence Ricketts sold around 15k shares on-market at roughly US$25.55 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by US$725k.Recent Insider Transactions Derivative • Jun 11Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$25.90, it would amount to US$847k. Since September 2024, Lawrence's direct individual holding has increased from 193.06k shares to 202.34k. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Jun 09First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 25th June 2025 Payment date: 9th July 2025 Dividend yield will be 7.2%, which is higher than the industry average of 4.4%.お知らせ • Jun 05One Liberty Properties, Inc. Declares Quarterly Dividend, Payable on July 9, 2025One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on July 9, 2025 to stockholders of record at the close of business on June 25, 2025, and represents One Liberty’s 130th consecutive quarterly dividend. One Liberty has increased or maintained its dividend for over 31 consecutive years.分析記事 • May 30Shareholders Will Most Likely Find One Liberty Properties, Inc.'s (NYSE:OLP) CEO Compensation AcceptableKey Insights One Liberty Properties' Annual General Meeting to take place on 5th of June Total pay for CEO Patrick...Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.20 (down from US$0.23 in 1Q 2024). Revenue: US$24.2m (up 7.4% from 1Q 2024). Net income: US$4.16m (down 14% from 1Q 2024). Profit margin: 17% (down from 22% in 1Q 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Apr 16One Liberty Properties, Inc., Annual General Meeting, Jun 05, 2025One Liberty Properties, Inc., Annual General Meeting, Jun 05, 2025. Location: at 60 cutter mill road, suite 303, great neck, ny, United StatesRecent Insider Transactions • Apr 11Executive Vice President recently sold US$83k worth of stockOn the 4th of April, Justin Clair sold around 3k shares on-market at roughly US$25.10 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.9m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Apr 07Executive Vice President notifies of intention to sell stockJustin Clair intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of April. If the sale is conducted around the recent share price of US$25.88, it would amount to US$155k. Since June 2024, Justin's direct individual holding has decreased from 39.25k shares to 39.07k. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.New Risk • Mar 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 47% 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 Risks Interest payments are not well covered by earnings (1.6x net interest cover). Earnings are forecast to decline by an average of 47% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (101% payout ratio). Large one-off items impacting financial results.Recent Insider Transactions Derivative • Mar 12Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of March. If the sale is conducted around the recent share price of US$27.27, it would amount to US$573k. Since March 2024, Lawrence's direct individual holding has increased from 192.10k shares to 204.74k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Mar 09Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 27th March 2025 Payment date: 4th April 2025 Dividend yield will be 6.6%, which is higher than the industry average of 4.4%.Reported Earnings • Mar 06Full year 2024 earnings released: FFO per share: US$1.8 (vs US$1.90 in FY 2023)Full year 2024 results: FFO per share: US$1.8 (down from US$1.90 in FY 2023). Revenue: US$90.5m (flat on FY 2023). Funds from operations (FFO): US$38.0m (down 2.5% from FY 2023). FFO margin: 42% (down from 44% in FY 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Mar 06+ 2 more updatesOne Liberty Properties, Inc. (NYSE:OLP) acquired 138,000 square feet Industrial Property in Wichita, Kansas for $13.3 million.One Liberty Properties, Inc. (NYSE:OLP) acquired 138,000 square feet Industrial Property in Wichita, Kansas for $13.3 million on February 6, 2025. A cash consideration of $13.3 million will be paid by One Liberty Properties, Inc. As part of consideration, $13.3 million is paid towards assets of 138,000 square feet Industrial Property in Wichita, Kansas. The transaction will be financed through senior debt of $7.5 million, maturing in 2030 and bearing an interest rate of 6.09%. One Liberty Properties, Inc. (NYSE:OLP) completed the acquisition of 138,000 square feet Industrial Property in Wichita, Kansas on February 6, 2025.Seeking Alpha • Jan 29One Liberty Properties: Dividend May Not Be SecureSummary One Liberty Properties is successfully pivoting towards owning industrial properties. Management is arguably highly skilled at capital allocation and financing purchases at a favorable interest rate. However, a high payout ratio and a tougher commercial real estate market may put pressure on the dividend. Shares are a hold with a price target of $23. Read the full article on Seeking Alphaお知らせ • Jan 23One Liberty Properties, Inc. (NYSE:OLP) completed the acquisition of Two industrial properties located in Theodore, Alabama.One Liberty Properties, Inc. (NYSE:OLP) agreed to acquire Two industrial properties located in Theodore, Alabama for $49 million on November 19, 2024. The aggregate annual base rent is approximately $3.1 million, with annual rental increases generally ranging from 2.3% to 3.5%, and the weighted average remaining lease term is approximately seven years. The consideration is expect to finance the acquisition with cash and a ten-year $29 million mortgage (interest only for five years and then amortizing on a 30 year schedule) bearing an interest rate of 6.12%. Completion of the transaction is subject to customary conditions, including the completion, to satisfaction, of due diligence investigation. The will be completed in early 2025. One Liberty Properties, Inc. (NYSE:OLP) completed the acquisition of Two industrial properties located in Theodore, Alabama on January 22, 2025.Declared Dividend • Dec 16Third quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 23rd December 2024 Payment date: 6th January 2025 Dividend yield will be 6.2%, which is higher than the industry average of 4.4%.お知らせ • Dec 13One Liberty Properties, Inc. Declares Quarterly Dividend, Payable on January 6, 2025One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on January 6, 2025 to stockholders of record at the close of business on December 23, 2024, and represents One Liberty’s 128th consecutive quarterly dividend. One Liberty has increased or maintained its dividend for over 30 consecutive years.Recent Insider Transactions • Dec 03Executive Vice President recently sold US$186k worth of stockOn the 27th of November, Justin Clair sold around 6k shares on-market at roughly US$30.15 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$381k. Insiders have been net sellers, collectively disposing of US$1.7m more than they bought in the last 12 months.Recent Insider Transactions • Nov 17Senior VP & Director recently sold US$381k worth of stockOn the 12th of November, Jeffrey Gould sold around 13k shares on-market at roughly US$28.50 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.5m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 13Senior VP & Director notifies of intention to sell stockJeffrey Gould intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of November. If the sale is conducted around the recent share price of US$29.06, it would amount to US$388k. Since March 2024, Jeffrey's direct individual holding has decreased from 393.28k shares to 374.02k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Nov 11Price target increased by 13% to US$28.50Up from US$25.25, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$29.18. Stock is up 55% over the past year. The company is forecast to post earnings per share of US$0.97 for next year compared to US$1.38 last year.New Risk • Nov 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 103% Dividend yield: 6.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 103% Earnings are forecast to decline by an average of 38% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$83k sold).分析記事 • Nov 08Earnings Beat: One Liberty Properties, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsInvestors in One Liberty Properties, Inc. ( NYSE:OLP ) had a good week, as its shares rose 6.5% to close at US$28.44...Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.25 (up from US$0.12 in 3Q 2023). Revenue: US$22.2m (up 2.6% from 3Q 2023). Net income: US$5.18m (up 113% from 3Q 2023). Profit margin: 23% (up from 11% in 3Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 64%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Nov 06+ 2 more updatesAn undisclosed buyer signed an agreement to acquire LA Fitness Property in Secaucus, New Jersey from One Liberty Properties, Inc. (NYSE:OLP) for $21.4 million.An undisclosed buyer signed an agreement to acquire LA Fitness Property in Secaucus, New Jersey from One Liberty Properties, Inc. (NYSE:OLP) for $21.4 million on October 15, 2024. The expected completion of the transaction is by year-end.Recent Insider Transactions Derivative • Sep 19Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of September. If the sale is conducted around the recent share price of US$28.54, it would amount to US$314k. Since December 2023, Lawrence's direct individual holding has increased from 175.00k shares to 193.06k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Sep 13Second quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 24th September 2024 Payment date: 2nd October 2024 Dividend yield will be 6.4%, which is higher than the industry average of 4.4%.Recent Insider Transactions • Sep 01Executive Vice President recently sold US$83k worth of stockOn the 29th of August, Justin Clair sold around 3k shares on-market at roughly US$26.63 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$416k. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.Major Estimate Revision • Aug 14Consensus EPS estimates increase by 47%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$90.5m to US$88.8m. EPS estimate rose from US$0.66 to US$0.97. Net income forecast to shrink 45% next year vs 32% decline forecast for REITs industry in the US. Consensus price target up from US$25.25 to US$26.75. Share price was steady at US$24.65 over the past week.Price Target Changed • Aug 13Price target increased by 8.1% to US$26.75Up from US$24.75, the current price target is an average from 2 analysts. New target price is 8.1% above last closing price of US$24.75. Stock is up 23% over the past year. The company is forecast to post earnings per share of US$0.97 for next year compared to US$1.38 last year.Reported Earnings • Aug 07Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.46 (up from US$0.30 in 2Q 2023). Revenue: US$21.8m (down 3.0% from 2Q 2023). Net income: US$9.55m (up 54% from 2Q 2023). Profit margin: 44% (up from 28% in 2Q 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Jul 07Senior VP & Director recently sold US$416k worth of stockOn the 3rd of July, Jeffrey Gould sold around 18k shares on-market at roughly US$23.11 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$757k more than they bought in the last 12 months.Major Estimate Revision • Jul 05Consensus EPS estimates increase by 22%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.54 to US$0.66. Revenue forecast steady at US$90.5m. Net income forecast to shrink 54% next year vs 18% decline forecast for REITs industry in the US. Consensus price target up from US$24.75 to US$25.25. Share price was steady at US$23.24 over the past week.Seeking Alpha • Jul 05There Are Better Opportunities Than One Liberty PropertiesSummary One Liberty Properties is a diversified REIT with a heavy focus on industrial and retail/service-oriented properties. Specialized REITs tend to outperform diversified REITs, but each diversification strategy should be evaluated individually. The dividend may be tempting. However, OLP has recently delivered a modest AFFO per share growth, no DPS growth, and is accompanied by a high AFFO payout ratio. There are better alternatives within industrial, retail/service-oriented, and diversified REITs. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Jun 28Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of June. If the sale is conducted around the recent share price of US$22.95, it would amount to US$110k. Since September 2023, Lawrence's direct individual holding has increased from 179.67k shares to 192.10k. Company insiders have collectively sold US$341k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Jun 27Executive Vice President recently sold US$92k worth of stockOn the 24th of June, Justin Clair sold around 4k shares on-market at roughly US$24.27 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$341k more than they bought in the last 12 months.Upcoming Dividend • Jun 18Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 09 July 2024. Trailing yield: 7.5%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (5.9%).Declared Dividend • Jun 13First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 25th June 2024 Payment date: 9th July 2024 Dividend yield will be 7.6%, which is higher than the industry average of 4.4%.Recent Insider Transactions Derivative • May 23Executive Vice President notifies of intention to sell stockJustin Clair intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$24.17, it would amount to US$121k. Since September 2023, Justin's direct individual holding has decreased from 46.25k shares to 44.25k. Company insiders have collectively sold US$324k more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • May 15One Liberty Properties: Stable Yield Lacks Compelling GrowthSummary One Liberty Properties is a REIT that primarily focuses on industrial properties but also has exposure to retail properties. The company has shown modest growth over the past decade, with flat results in the last five years due to the impact of COVID and share dilution. While the company maintains a consistent dividend, there are concerns about refinancing their mortgages at higher rates and the permanent loss of business of traditional retail to e-commerce. Read the full article on Seeking Alphaお知らせ • May 09One Liberty Properties, Inc. (NYSE:OLP) acquired 63,421 Square Foot Industrial Property Located in Albuquerque, New Mexico for $6.5 million.One Liberty Properties, Inc. (NYSE:OLP) acquired 63,421 Square Foot Industrial Property Located in Albuquerque, New Mexico for $6.5 million on April 24, 2024. One Liberty Properties, Inc. (NYSE:OLP) completed the acquisition of 63,421 Square Foot Industrial Property Located in Albuquerque, New Mexico on April 24, 2024.Reported Earnings • May 08First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$0.25 (up from US$0.25 in 1Q 2023). Revenue: US$22.7m (down 1.5% from 1Q 2023). Net income: US$5.16m (up 1.9% from 1Q 2023). Profit margin: 23% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 77%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23One Liberty Properties, Inc., Annual General Meeting, Jun 10, 2024One Liberty Properties, Inc., Annual General Meeting, Jun 10, 2024, at 09:00 US Eastern Standard Time. Location: 60 Cutter Mill Road, Suite 303, Great Neck New York United States Agenda: To consider the election of three class 1 directors, each to serve until the 2027 annual meeting of stockholders and until his or her successor is duly elected and qualifies; to consider a proposal to approve, by non-binding vote, executive compensation for 2023, as more fully described in the accompanying proxy statement; to consider a proposal to ratify the appointment of Ernst & Young llp as company's independent registered public accounting firm for the year ending December 31, 2024; and to consider any other business properly brought before the meeting.Recent Insider Transactions Derivative • Apr 05Executive Vice President notifies of intention to sell stockJustin Clair intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of April. If the sale is conducted around the recent share price of US$22.40, it would amount to US$123k. Since September 2023, Justin's direct individual holding has increased from 46.25k shares to 49.75k. Company insiders have collectively sold US$324k more than they bought, via options and on-market transactions in the last 12 months.Upcoming Dividend • Mar 19Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 04 April 2024. Trailing yield: 8.0%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (6.1%).Price Target Changed • Mar 13Price target increased by 8.0% to US$23.50Up from US$21.75, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$22.41. Stock is down 1.2% over the past year. The company is forecast to post earnings per share of US$0.55 for next year compared to US$1.38 last year.Declared Dividend • Mar 07Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 26th March 2024 Payment date: 4th April 2024 Dividend yield will be 8.3%, which is higher than the industry average of 4.4%.Reported Earnings • Mar 06Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$1.45 (down from US$2.00 in FY 2022). Revenue: US$90.6m (down 2.1% from FY 2022). Net income: US$29.6m (down 27% from FY 2022). Profit margin: 33% (down from 44% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 70%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Mar 05One Liberty Properties, Inc. Declares Quarterly Dividend, Payable on April 4, 2024One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on April 4, 2024 to stockholders of record at the close of business on March 27, 2024, and represents One Liberty’s 125th consecutive quarterly dividend.Seeking Alpha • Feb 22One Liberty Properties: Invest With Insiders And Get A 9% YieldSummary The U.S. Bureau of Labor Statistics released a hotter-than-expected CPI report, causing a market sell-off and putting significant pressure on REIT stocks. Investing in select REITs, like One Liberty Properties, could be a buying opportunity as interest rates are expected to drop in the future. One Liberty Properties has positive aspects such as high occupancy rate, impressive insider ownership, and lack of frequent capital raises, making it an attractive stock for income investors. Read the full article on Seeking AlphaRecent Insider Transactions • Dec 31Executive VP & COO recently sold US$104k worth of stockOn the 28th of December, Lawrence Ricketts sold around 5k shares on-market at roughly US$22.33 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by US$585k.Recent Insider Transactions Derivative • Dec 29Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of December. If the sale is conducted around the recent share price of US$22.45, it would amount to US$212k. Since March 2023, Lawrence's direct individual holding has increased from 168.67k shares to 179.67k. Company insiders have collectively sold US$863k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Dec 22An unknown buyer completed the acquisition of three restaurant properties and two retail properties in United State from One Liberty Properties, Inc. (NYSE:OLP).An unknown buyer entered into non-cancellable agreements to acquire three restaurant properties and two retail properties in United States from One Liberty Properties, Inc. (NYSE:OLP) for $23 million on November 30, 2023. The sale includes Applebees restaurants in Lawrenceville, Cartersville, and Cartersville, Georgia and Barnes & Noble retail property in Fort Myers, Florida and Havertys retail property in Virginia Beach, Virginia. In a related transaction, an unknown buyer acquired two restaurant properties and a portion of a retail property from One Liberty Properties, Inc. for $8.7 million. One Liberty Properties anticipates that these sales will be completed before year-end of 2023. On December 5, 2023, Applebees restaurant in Carrolton and Cartersville were sold; On December 7, Applebees restaurant in Lawrenceville was sold. On December 15, 2023, One Liberty Properties completed on the sale of Havertys retail property. One Liberty Properties anticipates using the estimated net proceeds ranging from approximately $19 million to $21 million from the sales of the five properties subject to the non-cancellable agreements to pay-off the balance of the credit facility debt, for general working capital purposes and as appropriate, pay-off mortgage debt or repurchase company stock.An unknown buyer completed the acquisition of three restaurant properties and two retail properties in United State from One Liberty Properties, Inc. (NYSE:OLP) on December 21, 2023. One Liberty Properties estimates it will receive approximately $19 million of net proceeds from these sales. One Liberty Properties anticipates that the approximate $19 million sales’ proceeds balance will be used for general working capital purposes and, as market conditions warrant, to acquire properties, reduce mortgage debt and repurchase Company stock. In the short term, One Liberty Properties anticipates investing the sale proceeds in short-term Treasury bills.Upcoming Dividend • Dec 12Upcoming dividend of US$0.45 per share at 8.1% yieldEligible shareholders must have bought the stock before 19 December 2023. Payment date: 05 January 2024. Trailing yield: 8.1%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (4.6%).お知らせ • Dec 06One Liberty Properties, Inc. Announces 124th Consecutive Quarterly Dividend, Payable on January 5, 2024One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on January 5, 2024 to stockholders of record at the close of business on December 20, 2023, and represents One Liberty’s 124th consecutive quarterly dividend.Seeking Alpha • Dec 04One Liberty Properties: E-Commerce Growth Initiatives, And Not ExpensiveSummary One Liberty Properties expects increased demand for its industrial spaces due to the growth of the e-commerce industry. The sale of a multi-tenant shopping center is expected to lower the company's total debt. The stock repurchase program may lead to increased demand for the stock and potential stock price appreciation. Read the full article on Seeking Alphaお知らせ • Dec 01An unknown buyer acquired Two restaurant properties and a portion of a retail property from One Liberty Properties, Inc. (NYSE:OLP) for $8.7 million.An unknown buyer acquired Two restaurant properties and a portion of a retail property from One Liberty Properties, Inc. (NYSE:OLP) for $8.7 million on November 30, 2023. The Company used the net proceeds from the three completed sales and the refinancing to paydown approximately $15 million of its credit facility debt. An unknown buyer completed the acquisition of Two restaurant properties and a portion of a retail property from One Liberty Properties, Inc. (NYSE:OLP) on November 30, 2023.New Risk • Nov 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 31% 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 Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings are forecast to decline by an average of 31% 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 (23% net profit margin).Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: US$0.13 (vs US$0.34 in 3Q 2022)Third quarter 2023 results: EPS: US$0.13 (down from US$0.34 in 3Q 2022). Revenue: US$22.5m (up 4.6% from 3Q 2022). Net income: US$2.75m (down 60% from 3Q 2022). Profit margin: 12% (down from 32% in 3Q 2022). Revenue is forecast to stay flat during the next 2 years compared to a 5.6% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.お知らせ • Oct 07One Liberty Properties, Inc. (NYSE:OLP) announces an Equity Buyback for $10 million worth of its shares.One Liberty Properties, Inc. (NYSE:OLP) announces a share repurchase program. Under the program, the company will repurchase up to $10 million worth of its common stock.Upcoming Dividend • Sep 25Upcoming dividend of US$0.45 per share at 9.4% yieldEligible shareholders must have bought the stock before 02 October 2023. Payment date: 11 October 2023. Trailing yield: 9.4%. Within top quartile of American dividend payers (5.1%). Higher than average of industry peers (4.8%).お知らせ • Sep 21One Liberty Properties, Inc. Declares Quarterly Dividend, Payable on October 11, 2023One Liberty Properties, Inc. announced that its board of directors declared a quarterly dividend on the company’s common stock of $0.45 per share. The dividend is payable on October 11, 2023 to stockholders of record at the close of business on October 3, 2023.Seeking Alpha • Sep 21One Liberty Properties: 9.2% Yield, 111% Dividend Coverage, Industrial PropertiesSummary One Liberty Properties has kept its quarterly distributions stable and currently yields 9.2%. The REIT is going heavy on new industrial properties as it disposes its retail properties to become a more fully industrial REIT. A 111% dividend coverage against fiscal 2023 second quarter AFFO renders the current distributions safe even with the Fed maintaining a hawkish stance. Read the full article on Seeking AlphaSeeking Alpha • Sep 07Is It Worth Chasing 9% Yielding One Liberty Properties?Summary One Liberty Properties has fallen in price, making it the cheapest triple net REIT on AFFO multiple with a dividend yield of over 9%. The triple net REIT sector has been undervalued due to a flow of funds from income-focused investors towards bonds and Treasuries. OLP has a cheap valuation based on NAV and cash flows, a well-diversified property portfolio, and a healthy balance sheet with amortizing debt. Read the full article on Seeking AlphaRecent Insider Transactions • Sep 03Independent Director recently sold US$143k worth of stockOn the 29th of August, Charles Biederman sold around 7k shares on-market at roughly US$20.58 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$863k more than they bought in the last 12 months.業績と収益の成長予測NYSE:OLP - 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12/31/2028110N/AN/AN/A112/31/20271126N/AN/A312/31/202610924N/AN/A33/31/2026100263838N/A12/31/202597243838N/A9/30/202597324545N/A6/30/202595274444N/A3/31/202592284141N/A12/31/202490293939N/A9/30/202489343737N/A6/30/202489313939N/A3/31/202489284040N/A12/31/202390284646N/A9/30/202395224545N/A6/30/202395274545N/A3/31/202394375050N/A12/31/202293414444N/A9/30/202286384747N/A6/30/202285374545N/A3/31/202283444646N/A12/31/202182384949N/A9/30/202180344646N/A6/30/202181424444N/A3/31/202181213737N/A12/31/202082263535N/A9/30/202085273434N/A6/30/202084193636N/A3/31/202084213838N/A12/31/20198417N/A36N/A9/30/20198312N/A41N/A6/30/20198117N/A42N/A3/31/20198118N/A41N/A12/31/20188019N/A43N/A9/30/20187924N/A44N/A6/30/20187921N/A43N/A3/31/20187826N/A45N/A12/31/20177723N/A44N/A9/30/20177623N/A39N/A6/30/20177521N/A39N/A3/31/20177423N/A35N/A12/31/20167223N/A30N/A9/30/20166924N/A34N/A6/30/20166724N/A32N/A3/31/20166515N/A34N/A12/31/20156320N/A34N/A9/30/20156226N/A32N/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: OLP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-62.3% )。収益対市場: OLP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-62.3% )。高成長収益: OLP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: OLPの収益 ( 4.1% ) US市場 ( 12.6% ) よりも低い成長が予測されています。高い収益成長: OLPの収益 ( 4.1% ) 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: OLPの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘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2026/07/19 20:33終値2026/07/17 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One Liberty Properties, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関John MassoccaB. Riley Securities, Inc.Mitchell GermainCitizens JMP Securities, LLCBarry OxfordColliers Securities3 その他のアナリストを表示
Major Estimate Revision • Jun 09Consensus EPS estimates increase by 78%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.59 to US$1.05. Revenue forecast steady at US$108.8m. Net income forecast to shrink 26% next year vs 11% decline forecast for Industrial REITs industry in the US. Consensus price target broadly unchanged at US$26.50. Share price rose 4.3% to US$24.42 over the past week.
Price Target Changed • Feb 02Price target decreased by 12% to US$22.50Down from US$25.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$21.74. Stock is down 15% over the past year. The company is forecast to post earnings per share of US$1.23 for next year compared to US$1.41 last year.
Major Estimate Revision • Nov 14Consensus EPS estimates increase by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.92 to US$1.23. Revenue forecast steady at US$96.9m. Net income forecast to shrink 55% next year vs 12% decline forecast for Industrial REITs industry in the US. Consensus price target of US$24.67 unchanged from last update. Share price was steady at US$20.62 over the past week.
Price Target Changed • Nov 07Price target decreased by 7.5% to US$24.67Down from US$26.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$20.62. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.92 for next year compared to US$1.41 last year.
Price Target Changed • Aug 29Price target decreased by 8.0% to US$26.67Down from US$29.00, the current price target is an average from 3 analysts. New target price is 12% above last closing price of US$23.89. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.89 for next year compared to US$1.41 last year.
Price Target Changed • Nov 11Price target increased by 13% to US$28.50Up from US$25.25, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$29.18. Stock is up 55% over the past year. The company is forecast to post earnings per share of US$0.97 for next year compared to US$1.38 last year.
Recent Insider Transactions • Jul 01Executive VP & COO recently sold US$232k worth of stockOn the 29th of June, Lawrence Ricketts sold around 9k shares on-market at roughly US$24.39 per share. This transaction amounted to 5.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by US$515k.
Recent Insider Transactions Derivative • Jun 26Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of June. If the sale is conducted around the recent share price of US$24.64, it would amount to US$296k. Since September 2025, Lawrence's direct individual holding has increased from 174.93k shares to 177.52k. Company insiders have collectively sold US$484k more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Jun 17One Liberty Properties: The Value Play In IndustrialSummary One Liberty Properties has transitioned from a diversified REIT to a pure-play industrial REIT focused on fungible logistics warehouses. OLP executed a methodical asset rotation, selling retail at favorable cap rates and acquiring logistics assets with strong lease escalators and low capex. Despite flat AFFO/share in 2026 due to transition headwinds, OLP is positioned for moderate AFFO/share growth from 2027 onward. At 12.2X AFFO, OLP trades below industrial REIT peers; I see 22% upside to fair value and a 7.5% yield as the market recognizes its transformation. Read the full article on Seeking Alpha
Declared Dividend • Jun 12First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 25th June 2026 Payment date: 9th July 2026 Dividend yield will be 7.3%, which is higher than the industry average of 2.9%.
お知らせ • Jun 11One Liberty Properties, Inc. announces Quarterly dividend, payable on July 09, 2026One Liberty Properties, Inc. announced Quarterly dividend of USD 0.4500 per share payable on July 09, 2026, ex-date on June 25, 2026 and record date on June 25, 2026.
Major Estimate Revision • Jun 09Consensus EPS estimates increase by 78%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$0.59 to US$1.05. Revenue forecast steady at US$108.8m. Net income forecast to shrink 26% next year vs 11% decline forecast for Industrial REITs industry in the US. Consensus price target broadly unchanged at US$26.50. Share price rose 4.3% to US$24.42 over the past week.
Recent Insider Transactions • May 15Executive Vice President recently sold US$63k worth of stockOn the 8th of May, Justin Clair sold around 3k shares on-market at roughly US$23.36 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$139k. Insiders have been net sellers, collectively disposing of US$934k more than they bought in the last 12 months.
Reported Earnings • May 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.30 (up from US$0.18 in 1Q 2025). Revenue: US$28.3m (up 17% from 1Q 2025). Net income: US$6.24m (up 63% from 1Q 2025). Profit margin: 22% (up from 16% in 1Q 2025). Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.7%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Industrial REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Apr 28One Liberty Properties, Inc. (NYSE:OLP) acquired 79 North Industrial Park in Aleppo Township for $53.5 million.One Liberty Properties, Inc. (NYSE:OLP) acquired 79 North Industrial Park in Aleppo Township for $53.5 million recently. A cash consideration of $53 million will be paid by One Liberty Properties, Inc. As part of consideration, $53 million is paid towards assets of 79 North Industrial Park in Aleppo Township.
お知らせ • Apr 21One Liberty Properties, Inc., Annual General Meeting, Jun 09, 2026One Liberty Properties, Inc., Annual General Meeting, Jun 09, 2026. Location: at 60 cutter mill road, suite 303, great neck, ny, United States
Recent Insider Transactions • Apr 08Executive VP & COO recently sold US$66k worth of stockOn the 2nd of April, Lawrence Ricketts sold around 3k shares on-market at roughly US$21.86 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$139k. Lawrence has been a net seller over the last 12 months, reducing personal holdings by US$732k.
Upcoming Dividend • Mar 23Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 27 March 2026. Payment date: 06 April 2026. Trailing yield: 8.1%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (3.8%).
Recent Insider Transactions • Mar 13Executive Vice President recently sold US$139k worth of stockOn the 11th of March, Justin Clair sold around 6k shares on-market at roughly US$23.17 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. Insiders have been net sellers, collectively disposing of US$735k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Mar 11Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 22k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of March. If the sale is conducted around the recent share price of US$23.26, it would amount to US$513k. Since March 2025, Lawrence's direct individual holding has decreased from 202.34k shares to 195.27k. Company insiders have collectively sold US$596k more than they bought, via options and on-market transactions in the last 12 months.
Buy Or Sell Opportunity • Mar 10Now 20% undervaluedOver the last 90 days, the stock has risen 9.9% to US$23.06. The fair value is estimated to be US$28.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 7.9%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to decline by 65% in the next 2 years.
Declared Dividend • Mar 09Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 27th March 2026 Payment date: 6th April 2026 Dividend yield will be 7.6%, which is higher than the industry average of 2.9%.
Reported Earnings • Mar 08Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: FFO per share: US$1.9 (up from US$1.85 in FY 2024). Revenue: US$98.3m (up 8.6% from FY 2024). Funds from operations (FFO): US$39.2m (up 3.0% from FY 2024). FFO margin: 40% (down from 42% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.5%. Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Industrial REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Mar 05One Liberty Properties, Inc. Announces Quarterly Dividend, Payable on April 6, 2026One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on April 6, 2026 to stockholders of record at the close of business on March 27, 2026.
Price Target Changed • Feb 02Price target decreased by 12% to US$22.50Down from US$25.50, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$21.74. Stock is down 15% over the past year. The company is forecast to post earnings per share of US$1.23 for next year compared to US$1.41 last year.
Declared Dividend • Dec 12Third quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 22nd December 2025 Payment date: 6th January 2026 Dividend yield will be 8.6%, which is higher than the industry average of 2.9%.
お知らせ • Dec 10One Liberty Properties, Inc. Announces Quarterly Dividend, Payable on January 6, 2026One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on January 6, 2026 to stockholders of record at the close of business on December 22, 2025.
Major Estimate Revision • Nov 14Consensus EPS estimates increase by 34%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$0.92 to US$1.23. Revenue forecast steady at US$96.9m. Net income forecast to shrink 55% next year vs 12% decline forecast for Industrial REITs industry in the US. Consensus price target of US$24.67 unchanged from last update. Share price was steady at US$20.62 over the past week.
Price Target Changed • Nov 07Price target decreased by 7.5% to US$24.67Down from US$26.67, the current price target is an average from 3 analysts. New target price is 20% above last closing price of US$20.62. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.92 for next year compared to US$1.41 last year.
Reported Earnings • Nov 07Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.50 (up from US$0.23 in 3Q 2024). Revenue: US$23.8m (up 7.1% from 3Q 2024). Net income: US$10.5m (up 116% from 3Q 2024). Profit margin: 44% (up from 22% in 3Q 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 85%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Industrial REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 5% per year.
Declared Dividend • Sep 12Second quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 24th September 2025 Payment date: 6th October 2025 Dividend yield will be 7.9%, which is higher than the industry average of 4.4%.
お知らせ • Sep 11One Liberty Properties, Inc. announces Quarterly dividend, payable on October 06, 2025One Liberty Properties, Inc. announced Quarterly dividend of USD 0.4500 per share payable on October 06, 2025, ex-date on September 24, 2025 and record date on September 24, 2025.
Recent Insider Transactions Derivative • Sep 04Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of September. If the sale is conducted around the recent share price of US$23.55, it would amount to US$489k. Since March 2025, Lawrence's direct individual holding has decreased from 202.34k shares to 189.95k. Company insiders have collectively sold US$1.4m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Aug 29Price target decreased by 8.0% to US$26.67Down from US$29.00, the current price target is an average from 3 analysts. New target price is 12% above last closing price of US$23.89. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.89 for next year compared to US$1.41 last year.
New Risk • Aug 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 50% 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 Risks Interest payments are not well covered by earnings (1.5x net interest cover). Earnings are forecast to decline by an average of 50% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (102% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$449k sold).
Reported Earnings • Aug 06Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: FFO per share: US$0.5 (up from US$0.45 in 2Q 2024). Revenue: US$24.5m (up 12% from 2Q 2024). Funds from operations (FFO): US$9.70m (up 4.9% from 2Q 2024). FFO margin: 40% (down from 42% in 2Q 2024). Revenue missed analyst estimates by 2.1%. Earnings per share (EPS) exceeded analyst estimates by 179%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Jun 13Executive VP & COO recently sold US$389k worth of stockOn the 12th of June, Lawrence Ricketts sold around 15k shares on-market at roughly US$25.55 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by US$725k.
Recent Insider Transactions Derivative • Jun 11Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 33k shares in the next 90 days after lodging an Intent To Sell Form on the 10th of June. If the sale is conducted around the recent share price of US$25.90, it would amount to US$847k. Since September 2024, Lawrence's direct individual holding has increased from 193.06k shares to 202.34k. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Jun 09First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 25th June 2025 Payment date: 9th July 2025 Dividend yield will be 7.2%, which is higher than the industry average of 4.4%.
お知らせ • Jun 05One Liberty Properties, Inc. Declares Quarterly Dividend, Payable on July 9, 2025One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on July 9, 2025 to stockholders of record at the close of business on June 25, 2025, and represents One Liberty’s 130th consecutive quarterly dividend. One Liberty has increased or maintained its dividend for over 31 consecutive years.
分析記事 • May 30Shareholders Will Most Likely Find One Liberty Properties, Inc.'s (NYSE:OLP) CEO Compensation AcceptableKey Insights One Liberty Properties' Annual General Meeting to take place on 5th of June Total pay for CEO Patrick...
Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: US$0.20 (down from US$0.23 in 1Q 2024). Revenue: US$24.2m (up 7.4% from 1Q 2024). Net income: US$4.16m (down 14% from 1Q 2024). Profit margin: 17% (down from 22% in 1Q 2024). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) also missed analyst estimates by 5.3%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 16One Liberty Properties, Inc., Annual General Meeting, Jun 05, 2025One Liberty Properties, Inc., Annual General Meeting, Jun 05, 2025. Location: at 60 cutter mill road, suite 303, great neck, ny, United States
Recent Insider Transactions • Apr 11Executive Vice President recently sold US$83k worth of stockOn the 4th of April, Justin Clair sold around 3k shares on-market at roughly US$25.10 per share. This transaction amounted to 8.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.9m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Apr 07Executive Vice President notifies of intention to sell stockJustin Clair intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of April. If the sale is conducted around the recent share price of US$25.88, it would amount to US$155k. Since June 2024, Justin's direct individual holding has decreased from 39.25k shares to 39.07k. Company insiders have collectively sold US$1.8m more than they bought, via options and on-market transactions in the last 12 months.
New Risk • Mar 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 47% 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 Risks Interest payments are not well covered by earnings (1.6x net interest cover). Earnings are forecast to decline by an average of 47% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (101% payout ratio). Large one-off items impacting financial results.
Recent Insider Transactions Derivative • Mar 12Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 21k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of March. If the sale is conducted around the recent share price of US$27.27, it would amount to US$573k. Since March 2024, Lawrence's direct individual holding has increased from 192.10k shares to 204.74k. Company insiders have collectively sold US$1.7m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Mar 09Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 27th March 2025 Payment date: 4th April 2025 Dividend yield will be 6.6%, which is higher than the industry average of 4.4%.
Reported Earnings • Mar 06Full year 2024 earnings released: FFO per share: US$1.8 (vs US$1.90 in FY 2023)Full year 2024 results: FFO per share: US$1.8 (down from US$1.90 in FY 2023). Revenue: US$90.5m (flat on FY 2023). Funds from operations (FFO): US$38.0m (down 2.5% from FY 2023). FFO margin: 42% (down from 44% in FY 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 3.9% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 06+ 2 more updatesOne Liberty Properties, Inc. (NYSE:OLP) acquired 138,000 square feet Industrial Property in Wichita, Kansas for $13.3 million.One Liberty Properties, Inc. (NYSE:OLP) acquired 138,000 square feet Industrial Property in Wichita, Kansas for $13.3 million on February 6, 2025. A cash consideration of $13.3 million will be paid by One Liberty Properties, Inc. As part of consideration, $13.3 million is paid towards assets of 138,000 square feet Industrial Property in Wichita, Kansas. The transaction will be financed through senior debt of $7.5 million, maturing in 2030 and bearing an interest rate of 6.09%. One Liberty Properties, Inc. (NYSE:OLP) completed the acquisition of 138,000 square feet Industrial Property in Wichita, Kansas on February 6, 2025.
Seeking Alpha • Jan 29One Liberty Properties: Dividend May Not Be SecureSummary One Liberty Properties is successfully pivoting towards owning industrial properties. Management is arguably highly skilled at capital allocation and financing purchases at a favorable interest rate. However, a high payout ratio and a tougher commercial real estate market may put pressure on the dividend. Shares are a hold with a price target of $23. Read the full article on Seeking Alpha
お知らせ • Jan 23One Liberty Properties, Inc. (NYSE:OLP) completed the acquisition of Two industrial properties located in Theodore, Alabama.One Liberty Properties, Inc. (NYSE:OLP) agreed to acquire Two industrial properties located in Theodore, Alabama for $49 million on November 19, 2024. The aggregate annual base rent is approximately $3.1 million, with annual rental increases generally ranging from 2.3% to 3.5%, and the weighted average remaining lease term is approximately seven years. The consideration is expect to finance the acquisition with cash and a ten-year $29 million mortgage (interest only for five years and then amortizing on a 30 year schedule) bearing an interest rate of 6.12%. Completion of the transaction is subject to customary conditions, including the completion, to satisfaction, of due diligence investigation. The will be completed in early 2025. One Liberty Properties, Inc. (NYSE:OLP) completed the acquisition of Two industrial properties located in Theodore, Alabama on January 22, 2025.
Declared Dividend • Dec 16Third quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 23rd December 2024 Payment date: 6th January 2025 Dividend yield will be 6.2%, which is higher than the industry average of 4.4%.
お知らせ • Dec 13One Liberty Properties, Inc. Declares Quarterly Dividend, Payable on January 6, 2025One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on January 6, 2025 to stockholders of record at the close of business on December 23, 2024, and represents One Liberty’s 128th consecutive quarterly dividend. One Liberty has increased or maintained its dividend for over 30 consecutive years.
Recent Insider Transactions • Dec 03Executive Vice President recently sold US$186k worth of stockOn the 27th of November, Justin Clair sold around 6k shares on-market at roughly US$30.15 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$381k. Insiders have been net sellers, collectively disposing of US$1.7m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 17Senior VP & Director recently sold US$381k worth of stockOn the 12th of November, Jeffrey Gould sold around 13k shares on-market at roughly US$28.50 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.5m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 13Senior VP & Director notifies of intention to sell stockJeffrey Gould intends to sell 13k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of November. If the sale is conducted around the recent share price of US$29.06, it would amount to US$388k. Since March 2024, Jeffrey's direct individual holding has decreased from 393.28k shares to 374.02k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Nov 11Price target increased by 13% to US$28.50Up from US$25.25, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$29.18. Stock is up 55% over the past year. The company is forecast to post earnings per share of US$0.97 for next year compared to US$1.38 last year.
New Risk • Nov 08New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 103% Dividend yield: 6.2% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 103% Earnings are forecast to decline by an average of 38% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$83k sold).
分析記事 • Nov 08Earnings Beat: One Liberty Properties, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsInvestors in One Liberty Properties, Inc. ( NYSE:OLP ) had a good week, as its shares rose 6.5% to close at US$28.44...
Reported Earnings • Nov 06Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.25 (up from US$0.12 in 3Q 2023). Revenue: US$22.2m (up 2.6% from 3Q 2023). Net income: US$5.18m (up 113% from 3Q 2023). Profit margin: 23% (up from 11% in 3Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 64%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 06+ 2 more updatesAn undisclosed buyer signed an agreement to acquire LA Fitness Property in Secaucus, New Jersey from One Liberty Properties, Inc. (NYSE:OLP) for $21.4 million.An undisclosed buyer signed an agreement to acquire LA Fitness Property in Secaucus, New Jersey from One Liberty Properties, Inc. (NYSE:OLP) for $21.4 million on October 15, 2024. The expected completion of the transaction is by year-end.
Recent Insider Transactions Derivative • Sep 19Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of September. If the sale is conducted around the recent share price of US$28.54, it would amount to US$314k. Since December 2023, Lawrence's direct individual holding has increased from 175.00k shares to 193.06k. Company insiders have collectively sold US$1.1m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Sep 13Second quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 24th September 2024 Payment date: 2nd October 2024 Dividend yield will be 6.4%, which is higher than the industry average of 4.4%.
Recent Insider Transactions • Sep 01Executive Vice President recently sold US$83k worth of stockOn the 29th of August, Justin Clair sold around 3k shares on-market at roughly US$26.63 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$416k. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.
Major Estimate Revision • Aug 14Consensus EPS estimates increase by 47%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$90.5m to US$88.8m. EPS estimate rose from US$0.66 to US$0.97. Net income forecast to shrink 45% next year vs 32% decline forecast for REITs industry in the US. Consensus price target up from US$25.25 to US$26.75. Share price was steady at US$24.65 over the past week.
Price Target Changed • Aug 13Price target increased by 8.1% to US$26.75Up from US$24.75, the current price target is an average from 2 analysts. New target price is 8.1% above last closing price of US$24.75. Stock is up 23% over the past year. The company is forecast to post earnings per share of US$0.97 for next year compared to US$1.38 last year.
Reported Earnings • Aug 07Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: US$0.46 (up from US$0.30 in 2Q 2023). Revenue: US$21.8m (down 3.0% from 2Q 2023). Net income: US$9.55m (up 54% from 2Q 2023). Profit margin: 44% (up from 28% in 2Q 2023). Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) exceeded analyst estimates significantly. Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 3.8% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Jul 07Senior VP & Director recently sold US$416k worth of stockOn the 3rd of July, Jeffrey Gould sold around 18k shares on-market at roughly US$23.11 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$757k more than they bought in the last 12 months.
Major Estimate Revision • Jul 05Consensus EPS estimates increase by 22%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.54 to US$0.66. Revenue forecast steady at US$90.5m. Net income forecast to shrink 54% next year vs 18% decline forecast for REITs industry in the US. Consensus price target up from US$24.75 to US$25.25. Share price was steady at US$23.24 over the past week.
Seeking Alpha • Jul 05There Are Better Opportunities Than One Liberty PropertiesSummary One Liberty Properties is a diversified REIT with a heavy focus on industrial and retail/service-oriented properties. Specialized REITs tend to outperform diversified REITs, but each diversification strategy should be evaluated individually. The dividend may be tempting. However, OLP has recently delivered a modest AFFO per share growth, no DPS growth, and is accompanied by a high AFFO payout ratio. There are better alternatives within industrial, retail/service-oriented, and diversified REITs. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Jun 28Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 26th of June. If the sale is conducted around the recent share price of US$22.95, it would amount to US$110k. Since September 2023, Lawrence's direct individual holding has increased from 179.67k shares to 192.10k. Company insiders have collectively sold US$341k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Jun 27Executive Vice President recently sold US$92k worth of stockOn the 24th of June, Justin Clair sold around 4k shares on-market at roughly US$24.27 per share. This transaction amounted to 8.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$341k more than they bought in the last 12 months.
Upcoming Dividend • Jun 18Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 25 June 2024. Payment date: 09 July 2024. Trailing yield: 7.5%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (5.9%).
Declared Dividend • Jun 13First quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 25th June 2024 Payment date: 9th July 2024 Dividend yield will be 7.6%, which is higher than the industry average of 4.4%.
Recent Insider Transactions Derivative • May 23Executive Vice President notifies of intention to sell stockJustin Clair intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$24.17, it would amount to US$121k. Since September 2023, Justin's direct individual holding has decreased from 46.25k shares to 44.25k. Company insiders have collectively sold US$324k more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • May 15One Liberty Properties: Stable Yield Lacks Compelling GrowthSummary One Liberty Properties is a REIT that primarily focuses on industrial properties but also has exposure to retail properties. The company has shown modest growth over the past decade, with flat results in the last five years due to the impact of COVID and share dilution. While the company maintains a consistent dividend, there are concerns about refinancing their mortgages at higher rates and the permanent loss of business of traditional retail to e-commerce. Read the full article on Seeking Alpha
お知らせ • May 09One Liberty Properties, Inc. (NYSE:OLP) acquired 63,421 Square Foot Industrial Property Located in Albuquerque, New Mexico for $6.5 million.One Liberty Properties, Inc. (NYSE:OLP) acquired 63,421 Square Foot Industrial Property Located in Albuquerque, New Mexico for $6.5 million on April 24, 2024. One Liberty Properties, Inc. (NYSE:OLP) completed the acquisition of 63,421 Square Foot Industrial Property Located in Albuquerque, New Mexico on April 24, 2024.
Reported Earnings • May 08First quarter 2024 earnings: EPS exceeds analyst expectationsFirst quarter 2024 results: EPS: US$0.25 (up from US$0.25 in 1Q 2023). Revenue: US$22.7m (down 1.5% from 1Q 2023). Net income: US$5.16m (up 1.9% from 1Q 2023). Profit margin: 23% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 77%. Revenue is forecast to grow 1.4% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23One Liberty Properties, Inc., Annual General Meeting, Jun 10, 2024One Liberty Properties, Inc., Annual General Meeting, Jun 10, 2024, at 09:00 US Eastern Standard Time. Location: 60 Cutter Mill Road, Suite 303, Great Neck New York United States Agenda: To consider the election of three class 1 directors, each to serve until the 2027 annual meeting of stockholders and until his or her successor is duly elected and qualifies; to consider a proposal to approve, by non-binding vote, executive compensation for 2023, as more fully described in the accompanying proxy statement; to consider a proposal to ratify the appointment of Ernst & Young llp as company's independent registered public accounting firm for the year ending December 31, 2024; and to consider any other business properly brought before the meeting.
Recent Insider Transactions Derivative • Apr 05Executive Vice President notifies of intention to sell stockJustin Clair intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of April. If the sale is conducted around the recent share price of US$22.40, it would amount to US$123k. Since September 2023, Justin's direct individual holding has increased from 46.25k shares to 49.75k. Company insiders have collectively sold US$324k more than they bought, via options and on-market transactions in the last 12 months.
Upcoming Dividend • Mar 19Upcoming dividend of US$0.45 per shareEligible shareholders must have bought the stock before 26 March 2024. Payment date: 04 April 2024. Trailing yield: 8.0%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (6.1%).
Price Target Changed • Mar 13Price target increased by 8.0% to US$23.50Up from US$21.75, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$22.41. Stock is down 1.2% over the past year. The company is forecast to post earnings per share of US$0.55 for next year compared to US$1.38 last year.
Declared Dividend • Mar 07Fourth quarter dividend of US$0.45 announcedDividend of US$0.45 is the same as last year. Ex-date: 26th March 2024 Payment date: 4th April 2024 Dividend yield will be 8.3%, which is higher than the industry average of 4.4%.
Reported Earnings • Mar 06Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: US$1.45 (down from US$2.00 in FY 2022). Revenue: US$90.6m (down 2.1% from FY 2022). Net income: US$29.6m (down 27% from FY 2022). Profit margin: 33% (down from 44% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 70%. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Mar 05One Liberty Properties, Inc. Declares Quarterly Dividend, Payable on April 4, 2024One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on April 4, 2024 to stockholders of record at the close of business on March 27, 2024, and represents One Liberty’s 125th consecutive quarterly dividend.
Seeking Alpha • Feb 22One Liberty Properties: Invest With Insiders And Get A 9% YieldSummary The U.S. Bureau of Labor Statistics released a hotter-than-expected CPI report, causing a market sell-off and putting significant pressure on REIT stocks. Investing in select REITs, like One Liberty Properties, could be a buying opportunity as interest rates are expected to drop in the future. One Liberty Properties has positive aspects such as high occupancy rate, impressive insider ownership, and lack of frequent capital raises, making it an attractive stock for income investors. Read the full article on Seeking Alpha
Recent Insider Transactions • Dec 31Executive VP & COO recently sold US$104k worth of stockOn the 28th of December, Lawrence Ricketts sold around 5k shares on-market at roughly US$22.33 per share. This transaction amounted to 2.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lawrence has been a net seller over the last 12 months, reducing personal holdings by US$585k.
Recent Insider Transactions Derivative • Dec 29Executive VP & COO notifies of intention to sell stockLawrence Ricketts intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 27th of December. If the sale is conducted around the recent share price of US$22.45, it would amount to US$212k. Since March 2023, Lawrence's direct individual holding has increased from 168.67k shares to 179.67k. Company insiders have collectively sold US$863k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Dec 22An unknown buyer completed the acquisition of three restaurant properties and two retail properties in United State from One Liberty Properties, Inc. (NYSE:OLP).An unknown buyer entered into non-cancellable agreements to acquire three restaurant properties and two retail properties in United States from One Liberty Properties, Inc. (NYSE:OLP) for $23 million on November 30, 2023. The sale includes Applebees restaurants in Lawrenceville, Cartersville, and Cartersville, Georgia and Barnes & Noble retail property in Fort Myers, Florida and Havertys retail property in Virginia Beach, Virginia. In a related transaction, an unknown buyer acquired two restaurant properties and a portion of a retail property from One Liberty Properties, Inc. for $8.7 million. One Liberty Properties anticipates that these sales will be completed before year-end of 2023. On December 5, 2023, Applebees restaurant in Carrolton and Cartersville were sold; On December 7, Applebees restaurant in Lawrenceville was sold. On December 15, 2023, One Liberty Properties completed on the sale of Havertys retail property. One Liberty Properties anticipates using the estimated net proceeds ranging from approximately $19 million to $21 million from the sales of the five properties subject to the non-cancellable agreements to pay-off the balance of the credit facility debt, for general working capital purposes and as appropriate, pay-off mortgage debt or repurchase company stock.An unknown buyer completed the acquisition of three restaurant properties and two retail properties in United State from One Liberty Properties, Inc. (NYSE:OLP) on December 21, 2023. One Liberty Properties estimates it will receive approximately $19 million of net proceeds from these sales. One Liberty Properties anticipates that the approximate $19 million sales’ proceeds balance will be used for general working capital purposes and, as market conditions warrant, to acquire properties, reduce mortgage debt and repurchase Company stock. In the short term, One Liberty Properties anticipates investing the sale proceeds in short-term Treasury bills.
Upcoming Dividend • Dec 12Upcoming dividend of US$0.45 per share at 8.1% yieldEligible shareholders must have bought the stock before 19 December 2023. Payment date: 05 January 2024. Trailing yield: 8.1%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (4.6%).
お知らせ • Dec 06One Liberty Properties, Inc. Announces 124th Consecutive Quarterly Dividend, Payable on January 5, 2024One Liberty Properties, Inc. announced that its Board of Directors declared a quarterly dividend on the Company’s common stock of $0.45 per share. The dividend is payable on January 5, 2024 to stockholders of record at the close of business on December 20, 2023, and represents One Liberty’s 124th consecutive quarterly dividend.
Seeking Alpha • Dec 04One Liberty Properties: E-Commerce Growth Initiatives, And Not ExpensiveSummary One Liberty Properties expects increased demand for its industrial spaces due to the growth of the e-commerce industry. The sale of a multi-tenant shopping center is expected to lower the company's total debt. The stock repurchase program may lead to increased demand for the stock and potential stock price appreciation. Read the full article on Seeking Alpha
お知らせ • Dec 01An unknown buyer acquired Two restaurant properties and a portion of a retail property from One Liberty Properties, Inc. (NYSE:OLP) for $8.7 million.An unknown buyer acquired Two restaurant properties and a portion of a retail property from One Liberty Properties, Inc. (NYSE:OLP) for $8.7 million on November 30, 2023. The Company used the net proceeds from the three completed sales and the refinancing to paydown approximately $15 million of its credit facility debt. An unknown buyer completed the acquisition of Two restaurant properties and a portion of a retail property from One Liberty Properties, Inc. (NYSE:OLP) on November 30, 2023.
New Risk • Nov 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 31% 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 Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings are forecast to decline by an average of 31% 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 (23% net profit margin).
Reported Earnings • Nov 07Third quarter 2023 earnings released: EPS: US$0.13 (vs US$0.34 in 3Q 2022)Third quarter 2023 results: EPS: US$0.13 (down from US$0.34 in 3Q 2022). Revenue: US$22.5m (up 4.6% from 3Q 2022). Net income: US$2.75m (down 60% from 3Q 2022). Profit margin: 12% (down from 32% in 3Q 2022). Revenue is forecast to stay flat during the next 2 years compared to a 5.6% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Oct 07One Liberty Properties, Inc. (NYSE:OLP) announces an Equity Buyback for $10 million worth of its shares.One Liberty Properties, Inc. (NYSE:OLP) announces a share repurchase program. Under the program, the company will repurchase up to $10 million worth of its common stock.
Upcoming Dividend • Sep 25Upcoming dividend of US$0.45 per share at 9.4% yieldEligible shareholders must have bought the stock before 02 October 2023. Payment date: 11 October 2023. Trailing yield: 9.4%. Within top quartile of American dividend payers (5.1%). Higher than average of industry peers (4.8%).
お知らせ • Sep 21One Liberty Properties, Inc. Declares Quarterly Dividend, Payable on October 11, 2023One Liberty Properties, Inc. announced that its board of directors declared a quarterly dividend on the company’s common stock of $0.45 per share. The dividend is payable on October 11, 2023 to stockholders of record at the close of business on October 3, 2023.
Seeking Alpha • Sep 21One Liberty Properties: 9.2% Yield, 111% Dividend Coverage, Industrial PropertiesSummary One Liberty Properties has kept its quarterly distributions stable and currently yields 9.2%. The REIT is going heavy on new industrial properties as it disposes its retail properties to become a more fully industrial REIT. A 111% dividend coverage against fiscal 2023 second quarter AFFO renders the current distributions safe even with the Fed maintaining a hawkish stance. Read the full article on Seeking Alpha
Seeking Alpha • Sep 07Is It Worth Chasing 9% Yielding One Liberty Properties?Summary One Liberty Properties has fallen in price, making it the cheapest triple net REIT on AFFO multiple with a dividend yield of over 9%. The triple net REIT sector has been undervalued due to a flow of funds from income-focused investors towards bonds and Treasuries. OLP has a cheap valuation based on NAV and cash flows, a well-diversified property portfolio, and a healthy balance sheet with amortizing debt. Read the full article on Seeking Alpha
Recent Insider Transactions • Sep 03Independent Director recently sold US$143k worth of stockOn the 29th of August, Charles Biederman sold around 7k shares on-market at roughly US$20.58 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$863k more than they bought in the last 12 months.