Regency Centers Corporation

NasdaqGS:REG 주식 리포트

시가총액: US$14.5b

Regency Centers 향후 성장

Future 기준 점검 0/6

Regency Centers (는) 각각 연간 1.9% 및 1.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 2.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.3% 로 예상됩니다.

핵심 정보

1.9%

이익 성장률

2.21%

EPS 성장률

Retail REITs 이익 성장-2.3%
매출 성장률1.9%
향후 자기자본이익률8.32%
애널리스트 커버리지

Good

마지막 업데이트04 May 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha Apr 30

Regency Centers: Fairly Valued Given Moderate Growth

Summary Regency Centers remains a resilient, grocery-anchored REIT with a strong tenant mix and high occupancy, trading near 52-week highs. Q1 results were in line, with FFO of $1.20, and same-property NOI up 4.4%, but margins compressed due to higher property taxes. REG maintains conservative leverage (net 4.9x), funds $635 million redevelopment at 9% yield, and offers a secure 3.8% dividend yield. I maintain a "Hold" rating, seeing REG as an income play with ~8% long-term return potential and limited near-term valuation upside. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 24

REG: Index Removal And Buyback Plan Will Shape A Balanced 2026 Outlook

Analysts have nudged their price target on Regency Centers slightly higher to reflect a fair value of about $82.84 per share. They cite updated assumptions around revenue growth, discount rate, profit margins, and future P/E as key drivers of the revision.
내러티브 업데이트 Apr 10

REG: Index Removal And Buyback Authorization Will Shape A Measured 2026 Outlook

Analysts have modestly adjusted their price targets on Regency Centers, reflecting a fine tuning of assumptions around discount rates and future P/E expectations rather than a fundamental shift in the $81.79 fair value estimate. What's in the News Regency Centers Corporation (NasdaqGS: REG) was removed from the FTSE All-World Index (USD), which may affect index-linked ownership and trading volumes (Index Constituent Drops).
내러티브 업데이트 Mar 27

REG: Index Removal And Buyback Capacity Will Frame A Balanced 2026 Outlook

Analysts have nudged their price target for Regency Centers slightly higher to about $81.79 from $81.45, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Regency Centers is set to be removed from the FTSE All World Index, which can affect how some index funds and ETFs allocate to the stock (Index Constituent Drops).
내러티브 업데이트 Mar 12

REG: 2026 Guidance And Slight Multiple Shift Will Shape A Measured Outlook

Analysts have nudged their price target for Regency Centers slightly higher to about $81 from roughly $80, citing modest adjustments to fair value estimates, discount rate assumptions, and expected future P/E levels, along with a small revision to projected profit margins. What's in the News Regency Centers issued earnings guidance for 2026, giving investors a baseline for what management currently expects from the business.
내러티브 업데이트 Feb 25

REG: 2026 Earnings Guidance And Margins Will Support A Measured Outlook

Analysts have made a small upward adjustment to their price target for Regency Centers, lifting fair value from $80.10 to $80.30. The change reflects refreshed assumptions around revenue growth, profit margins, discount rate and future P/E expectations.
내러티브 업데이트 Feb 11

REG: 2026 Earnings Guidance And Margins Will Shape A Balanced Outlook

Analysts have raised their price target for Regency Centers by $0.05 to $80.10 as they factor in updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Regency Centers issued earnings guidance for 2026, outlining expectations for net income attributable to common shareholders.
내러티브 업데이트 Nov 06

REG: Dividend Increase And Margin Gains Will Drive Improved Outlook

Analysts have adjusted the price target for Regency Centers to $80.05, reflecting modest improvements in projected profit margins and a slightly reduced discount rate in their updated outlook. What's in the News Declared a quarterly cash dividend of $0.755 per share, which is an approximate 7.1% increase.
내러티브 업데이트 Oct 23

Analysts Lift Regency Centers Price Target Amid Mixed Earnings and Valuation Updates

Narrative Update on Regency Centers: Analyst Price Target Adjustment Analysts have modestly increased their price target for Regency Centers from $79.75 to $80.05. This change reflects improved profit margin expectations and a slightly decreased discount rate, even with a more conservative revenue growth outlook.
Seeking Alpha Feb 24

Regency Centers: A Strong Business With A Weak Investment Case

Summary Regency Centers Corporation boasts a strong business model, robust financials, and durable competitive advantages, but its current overvaluation makes it an unattractive investment. The REIT focuses on high-quality grocery-anchored shopping centers in affluent suburban areas, ensuring consistent foot traffic and tenant stability. Despite impressive financial performance, including rising NOPAT and consistent dividend growth, Regency Centers' intrinsic value is significantly lower than its market cap. Investors should watch Regency Centers for potential future opportunities but avoid immediate investment due to its current overvaluation. Read the full article on Seeking Alpha
Seeking Alpha Feb 11

Regency Centers: Great Candidate For Dollar-Cost-Averaging

Summary Regency Centers is a strong candidate for income-focused and DCA investors due to its high-quality, grocery-anchored retail portfolio and resilient performance. REG has demonstrated solid growth with strong leasing demand and same-property NOI growth. REG's investment-grade balance sheet, reliable dividend payouts, and development projects offer the potential for market-beating total returns from the current valuation. The stock remains a compelling long-term investment for patient investors seeking wealth compounding. Read the full article on Seeking Alpha
Seeking Alpha Nov 19

Regency Centers: A Solid Business At A Fair Valuation (Downgrade)

Summary Regency Centers has performed well, gaining 19% over the past year, and is now at fair value with a 3.8% dividend yield. The company's high-quality, grocery-anchored portfolio and rising occupancy rates have driven solid financial results, including a 9% revenue increase and 4.9% NOI growth. Regency's conservative balance sheet and limited new retail supply support continued strong performance, with a focus on modest debt and sustainable dividend growth. Despite strong fundamentals, I now rate REG as a hold due to fair valuation and limited upside potential in a high-interest-rate environment. Read the full article on Seeking Alpha
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새 내러티브 Aug 22

Tactical Acquisitions And Value Creation Drive Retail REIT's Bright Future

Focusing on high-quality, grocery-anchored shopping centers in demographically favorable areas aims to improve rent growth and occupancy, positively impacting revenue.
Seeking Alpha Jul 14

Regency Centers: High Conviction REIT So You Can 'Sleep Well At Night'

Summary Strip malls are making a comeback in retail real estate, benefiting companies like Regency Centers. Regency Centers has high-quality grocery-anchored properties, low vacancy rates, and strong financial health, offering growth potential and reliable dividends. Trading below historical valuation, Regency Centers presents a compelling opportunity for long-term investors seeking growth and income in the REIT sector. Read the full article on Seeking Alpha
Seeking Alpha Jun 05

Regency Centers: Ongoing FFO Growth Can Lift Shares If Interest Rates Stop Rising

Summary Regency Centers' stock has underperformed due to elevated interest rates, but its operating results have been strong. The company operates open-air locations anchored by grocery stores, which helps drive foot traffic and protect against e-commerce pressure. Regency has a well-diversified tenant base, strong leasing rates, and a path for meaningful growth in the next two years. With a $50 million backlog in leased-not-commenced rents, 2025 results should have a meaningful tailwind, which can lift shares. Read the full article on Seeking Alpha
Seeking Alpha Mar 25

Regency Centers: A High-Single Digit Return With Moderate Leverage

Summary Regency Centers Corporation delivered 3.2% net operating income growth in 2023, with a marginally lower 2.25% increase expected in 2024. Rising occupancy and positive releasing spreads will continue to drive net operating income higher. I estimate the market cap rate at 6.1%, with redevelopment opportunities delivered at ∼8% yields set to be value creative. Refinancing existing debt at market rates will impact core operating earnings by only 7.7%. I highlight a diversification opportunity with a smaller European peer. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NasdaqGS:REG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20281,752520N/A1,0401
12/31/20271,6904782679864
12/31/20261,6424602269482
3/31/20261,650533819819N/A
12/31/20251,611514828828N/A
9/30/20251,577398815815N/A
6/30/20251,548390824824N/A
3/31/20251,523387783783N/A
12/31/20241,503387790790N/A
9/30/20241,490390771771N/A
6/30/20241,459381756756N/A
3/31/20241,416369725725N/A
12/31/20231,370360720720N/A
9/30/20231,313368675675N/A
6/30/20231,285367663663N/A
3/31/20231,285385675675N/A
12/31/20221,271483656656N/A
9/30/20221,266455679679N/A
6/30/20221,272485662662N/A
3/31/20221,234476663663N/A
12/31/20211,204361659659N/A
9/30/20211,163332633633N/A
6/30/20211,093227607607N/A
3/31/20211,039151513513N/A
12/31/20201,04845499499N/A
9/30/20201,06347527527N/A
6/30/20201,10591549549N/A
3/31/20201,143124616616N/A
12/31/20191,165239N/A621N/A
9/30/20191,176278N/A615N/A
6/30/20191,171291N/A599N/A
3/31/20191,190287N/A592N/A
12/31/20181,160249N/A610N/A
9/30/20181,139255N/A589N/A
6/30/20181,122245N/A594N/A
3/31/20181,103246N/A587N/A
12/31/20171,021160N/A470N/A
9/30/2017892131N/A417N/A
6/30/201779676N/A323N/A
3/31/201768963N/A253N/A
12/31/2016646144N/A297N/A
9/30/2016651106N/A284N/A
6/30/2016623154N/A300N/A
3/31/2016608152N/A298N/A
12/31/2015591129N/A286N/A
9/30/2015573185N/A277N/A
6/30/2015565179N/A286N/A

애널리스트 향후 성장 전망

수입 대 저축률: REG 의 연간 예상 수익 증가율(1.9%)이 saving rate(3.5%) 미만입니다.

수익 vs 시장: REG 의 연간 수익(1.9%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: REG 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: REG 의 수익(연간 1.9%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: REG 의 수익(연간 1.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: REG의 자본 수익률은 3년 후 8.3%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 10:10
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Regency Centers Corporation는 42명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jacob KilsteinArgus Research Company
Wesley GolladayBaird
Ross SmotrichBarclays