American Assets Trust, Inc.

NYSE:AAT 주식 리포트

시가총액: US$2.0b

American Assets Trust 향후 성장

Future 기준 점검 2/6

American Assets Trust (는) 각각 연간 19.6% 및 2.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 2.8% 로 예상됩니다.

핵심 정보

19.6%

이익 성장률

9.48%

EPS 성장률

REITs 이익 성장17.2%
매출 성장률2.3%
향후 자기자본이익률2.82%
애널리스트 커버리지

Low

마지막 업데이트22 Jul 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • Jun 26

AAT: Elevated P E And Insider Euphoria Will Test Margin Assumptions

Analysts have lifted their price target on American Assets Trust from $19.00 to $20.50, citing updated assumptions for slightly higher revenue growth, a wider profit margin, a lower discount rate, and a revised future P/E multiple. What’s in the News for American Assets Trust Executive Chairman Ernest S.
Seeking Alpha • Jun 19

American Assets Trust: High Yield Isn't Enough To Justify The Valuation

Summary American Assets Trust is a diversified REIT with significant office, retail, multifamily, and mixed-use exposure, primarily on the West Coast and Hawaii. I rate AAT a Hold due to lackluster FFO growth, elevated valuation at 18.2x AFFO, and limited near-term catalysts for capital appreciation. FFO per share guidance for 2024 is flat at $1.96–$2.10, with multifamily as the portfolio's lone bright spot and mixed-use/retail underperforming. The 6.5% yield is solid, but high leverage (6.9x) and office exposure limit dividend growth and justify caution until FFO growth resumes. Read the full article on Seeking Alpha
분석 기사 • Jun 17

American Assets Trust (AAT) Stock Could Be 28% Overvalued After Its Recent Rally

American Assets Trust (AAT) has drawn fresh attention after recent trading pushed the stock to a one-month return of about 17% and an approximate 29% gain over the past 3 months. See our latest analysis for American Assets Trust. At the latest share price of $24.40, American Assets Trust has had a strong run in recent months, with a 30-day share price return of 17.5% and a 90-day share price return of 28.9%, while the 1-year total shareholder return of 26.2% and 3-year total shareholder...
새로운 내러티브 • Jun 05

Office Leasing Headwinds And Slowing Tourism Will Pressure Coastal REIT Fundamentals

Catalysts About American Assets Trust American Assets Trust is a real estate investment trust that owns and operates a diversified portfolio of office, retail, multifamily and mixed-use properties in coastal and supply constrained markets. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 • May 22

Coastal Office And Retail Strength Will Support Long Term Cash Flow Stability

Catalysts About American Assets Trust American Assets Trust is a real estate investment trust that owns and operates a diversified portfolio of coastal office, retail, multifamily and mixed-use properties. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 • Apr 28

AAT: Future P E Reliance Will Test Compressed Margin Assumptions

Analysts have raised their price target on American Assets Trust by $0.50 to $19.00, citing updated assumptions on fair value, discount rate, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$19.00 price target as more aligned with their updated fair value work, suggesting the previous target did not fully reflect current assumptions on earnings and cash flow quality.
내러티브 업데이트 • Apr 11

AAT: Fair Value View Will Rely On Margin Stability And P E Expectations

Analysts have nudged their fair value estimate for American Assets Trust from $18.00 to $18.50, reflecting updated assumptions on the discount rate, expectations for modest revenue growth, the profit margin outlook, and a slightly higher future P/E multiple following recent research updates. Analyst Commentary Recent research updates on American Assets Trust have focused on aligning target prices and ratings with revised expectations for revenue growth, profit margins, and future P/E assumptions.
내러티브 업데이트 • Mar 26

AAT: Peak Fundamentals And Sector Reset Will Likely Limit Near Term Upside

Narrative Update Analysts have nudged their price target on American Assets Trust higher by $1, citing a modestly lower discount rate, steady fair value at $18.0, and largely unchanged revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research on American Assets Trust shows a mix of cautious and constructive views, with price targets and ratings adjusted as analysts reassess sector conditions and company specific risks and opportunities.
내러티브 업데이트 • Mar 12

AAT: Peak Occupancy And Sector Reset Will Likely Cap Near Term Upside

Narrative Update on American Assets Trust Analysts trimmed their price target on American Assets Trust by $2 to $19, citing a sector-wide reset in expectations for shopping center REITs, as occupancy levels are viewed as close to all-time highs and fundamentals are seen as peaking. Analyst Commentary Recent research on American Assets Trust has centered on valuation reset and sector positioning, rather than company specific execution issues.
내러티브 업데이트 • Feb 25

AAT: Peak Occupancy And Sector Downgrades Will Likely Limit Upside Potential

Analysts have trimmed their price target on American Assets Trust to $19 from $21, citing a more cautious stance on the shopping center REIT space, as fundamentals appear to be at or near peak occupancy levels. Analyst Commentary Recent research has focused less on company specific missteps and more on where American Assets Trust sits within a shopping center REIT group that analysts view as close to peak fundamentals.
내러티브 업데이트 • Feb 11

AAT: Peak Occupancy And Sector Caution Are Expected To Temper Prospects

Analysts have trimmed their price target on American Assets Trust to $19 from $21, citing sector-level caution around shopping center REITs, as fundamentals are seen as peaking and occupancy nearing all-time highs. Analyst Commentary Recent research on American Assets Trust focuses less on company specific missteps and more on a shift in sentiment toward shopping center REITs as a group, with some analysts questioning how much upside is left after a long run of improving fundamentals and tight occupancy.
내러티브 업데이트 • Jan 27

AAT: Peak Occupancy And Sector Downgrades Are Expected To Balance Prospects

Narrative Update: American Assets Trust Analysts have trimmed their fair value estimate for American Assets Trust to $18.00 from $19.00, reflecting slightly higher discount rate inputs and a lower assumed future P/E multiple, following recent sector downgrades and reduced price targets for shopping center REITs. Analyst Commentary Recent research updates on American Assets Trust have focused on sector level shifts in shopping center REITs and how those feed into valuation assumptions for the stock. Bullish Takeaways Bullish analysts point to portfolio occupancy levels that are described as approaching or surpassing all time highs, which they see as supportive of current cash flow generation underlying fair value estimates.
내러티브 업데이트 • Jan 11

AAT: Peak Occupancy And Sector Reset Are Expected To Shape Prospects

Analysts have cut their price target on American Assets Trust from US$26 to US$19, citing sector-level concerns about shopping center REIT fundamentals, with occupancy now viewed as being close to peak levels as a key reason for the reset. Analyst Commentary Recent commentary around American Assets Trust highlights a more cautious stance on the shopping center REIT space, with the latest price target reset to US$19.
Seeking Alpha • Feb 18

American Assets Trust: Now May Be The Time To Back The Truck Up On This Near 6% Yield

Summary American Assets Trust offers a near 6% dividend yield, strong fundamentals, and upside potential, making it attractive for income-focused investors. Despite recent pullbacks and weak 2025 guidance, AAT's high-quality properties and expected interest rate declines could drive price appreciation. AAT's multifamily segment shows strong growth, offsetting office sector headwinds, with management confident in future office utilization increases. AAT's solid balance sheet and liquidity position support continued growth and potential dividend increases, making it a strong candidate for long-term investors. Read the full article on Seeking Alpha
분석 기사 • Feb 06

Is Now The Time To Put American Assets Trust (NYSE:AAT) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
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새로운 내러티브 • Sep 11

Challenges And Missteps Cloud Commercial Real Estate's Future Growth

Heavy investment in the fluctuating office and retail sectors may risk long-term financial performance due to evolving work habits and consumer behaviors.
분석 기사 • Sep 06

If EPS Growth Is Important To You, American Assets Trust (NYSE:AAT) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Aug 24

American Assets Trust: Collect A 5.2% Yield From This Quality Office REIT

Summary American Assets Trust has performed well, despite pandemic uncertainties surrounding the office sector, offering a 5% yield and solid financials. AAT's office portfolio is strong at 86.6%. They also saw strong leasing activity during their latest quarter, positioning them well for the future. With a 5.2% forward yield, growing FFO, and manageable debt, AAT is a quality REIT that offers potential upside for long-term investors. Downside risks include higher for longer interest rates, slower Return To Work policy, and a recession. AAT has outperformed the S&P, up roughly 22% compared to 7.40% for the index. Read the full article on Seeking Alpha
분석 기사 • Aug 01

American Assets Trust, Inc. Just Beat EPS By 48%: Here's What Analysts Think Will Happen Next

Investors in American Assets Trust, Inc. ( NYSE:AAT ) had a good week, as its shares rose 7.8% to close at US$26.52...
Seeking Alpha • Jun 11

American Assets Trust: Office Weakness Trumps Green Shoots In Mixed-Use

Summary American Assets Trust is a diversified REIT with a 50.1% exposure to the office sector. Net operating income grew 1.5% Y/Y in Q1 2024 on strength in hotels. Occupancy was down Y/Y in offices but increased in all other property sectors. The company trades at a market-implied cap rate of around 8.3% with a potential 0.3% boost from development projects coming online. Net debt accounts for 49% of enterprise value, with refinancing likely to weigh on FFO growth. Read the full article on Seeking Alpha
Seeking Alpha • Mar 27

American Assets Trust: A Quality 6% Yielding REIT For Income-Focused Investors

Summary American Assets Trust is a high-quality REIT that offers income investors a buying opportunity at a low P/FFO ratio of less than 9.0x, well below its 5-year average. AAT owns quality real estate in the Western US, with properties in high-income areas like San Diego and Oahu. Despite headwinds and expected declines in NOI, AAT's balance sheet is strong and their dividend is well-covered with a payout ratio of 76%. Due to properties in the office segment, this has caused more headwinds that some retail peers, suppressing the share price. For 2024 FFO is also expected to be lower than 2023 with a mid-point of $2.26. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:AAT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028454N/AN/AN/A1
12/31/202745925N/AN/A3
12/31/202644420N/AN/A3
3/31/20264341893169N/A
12/31/20254325695167N/A
9/30/20254356193167N/A
6/30/20254487498179N/A
3/31/202545180113189N/A
12/31/202445357137207N/A
9/30/202445258136205N/A
6/30/202444153140205N/A
3/31/202444054122192N/A
12/31/202343750106189N/A
9/30/20234305098188N/A
6/30/20234305196191N/A
3/31/20234254983192N/A
12/31/20224194465179N/A
9/30/20224154243180N/A
6/30/20224023946178N/A
3/31/20223903842165N/A
12/31/20213732864168N/A
9/30/20213532376147N/A
6/30/20213391871135N/A
3/31/20213301770124N/A
12/31/20203422863127N/A
9/30/20203593869141N/A
6/30/20203724577153N/A
3/31/20203744774162N/A
12/31/201936346N/A154N/A
9/30/201934640N/A140N/A
6/30/201933037N/A124N/A
3/31/201933131N/A129N/A
12/31/201832720N/A137N/A
9/30/201832620N/A139N/A
6/30/201832519N/A145N/A
3/31/201831721N/A142N/A
12/31/201731129N/A146N/A
9/30/201730531N/A144N/A
6/30/201729930N/A140N/A
3/31/201729432N/A134N/A
12/31/201629133N/A121N/A
9/30/201628632N/A123N/A
6/30/201628137N/A117N/A
3/31/201627638N/A112N/A
12/31/201527139N/A110N/A
9/30/201526637N/A114N/A

애널리스트 향후 성장 전망

수입 대 저축률: AAT 의 연간 예상 수익 증가율(19.6%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: AAT 의 연간 수익(19.6%)이 US 시장(17.7%)보다 빠르게 성장할 것으로 예상됩니다.

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

수익 대 시장: AAT 의 수익(연간 2.3%)이 US 시장(연간 12.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: AAT 의 수익(연간 2.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AAT의 자본 수익률은 3년 후 2.8%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/22 22:01
종가2026/07/22 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.

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분석가 소스

American Assets Trust, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jeffrey SpectorBofA Global Research
Paul MorganCanaccord Genuity
Mitchell GermainCitizens JMP Securities, LLC