AH REALTY TRUST INC

NYSE:AHRT 주식 리포트

시가총액: US$696.9m

AH REALTY TRUST 향후 성장

Future 기준 점검 0/6

AH REALTY TRUST 의 수익과 수익은 각각 연간 10.3% 및 34.7% 감소할 것으로 예상됩니다 while EPS는 연간 95.8% 만큼 쇠퇴할 것으로 예상됩니다.

핵심 정보

-34.7%

이익 성장률

-95.79%

EPS 성장률

REITs 이익 성장12.1%
매출 성장률-10.3%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트04 May 2026

최근 향후 성장 업데이트

Recent updates

Seeking Alpha • May 07

AH Realty Trust: 7.95% Yielding Preferred Stock Is Increasingly Attractive

Summary AH Realty Trust delivers strong preferred dividend coverage, with only 17%-20% of pre-dividend FFO required for payouts. Applying reasonable NOI yields, AHRT's NAV per share is estimated near $10, well above current market pricing. The Series A preferred shares offer a compelling 7.95% yield, with cumulative, well-covered dividends and a significant common equity cushion. Monetizing the multifamily portfolio and potential dividend cuts could further strengthen AHRT’s balance sheet and investment case. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 20

AHRT: Rebrand And Funding Clarity Will Shape Future Confidence And Execution Risk

The analyst price target for AH REALTY TRUST has been trimmed by $0.50 to $7, as analysts point to lower expectations for same store net operating income growth relative to peers, reduced profit margin assumptions, and a desire for clearer visibility into funding and external growth, even as the fair value estimate remains unchanged at $6 and the assumed future P/E rises. Analyst Commentary Bearish analysts trimming the AH REALTY TRUST price target to $7 from $7.50 are signaling that they want more proof that the current valuation is backed by consistent operational delivery and a clearer funding plan.
내러티브 업데이트 • Apr 06

AHRT: Future Same Store NOI And Funding Clarity Could Unlock Rerating Potential

Analysts have trimmed their price target on AH Realty Trust by $0.50 to $7, citing a desire to see same store net operating income growth more in line with peers and clearer visibility on funding and external growth before becoming more positive. Analyst Commentary Recent research on AH Realty Trust highlights a mixed but constructive backdrop, with some firms calling for more evidence on execution, while others across the broader real estate and healthcare REIT space point to supportive readthroughs on valuation and growth potential.
내러티브 업데이트 • Mar 22

AHRT: Future Same Store NOI Execution Will Likely Drive Rerating Potential

Analysts cut AH Realty Trust's fair value estimate from $10.50 to $9.00 and lowered the price target to $9, citing more conservative revenue assumptions, a slightly higher discount rate, and a lower future P/E multiple, even though projected profit margins are higher. Analyst Commentary Recent Street research around AH Realty Trust and comparable healthcare focused REITs gives you a sense of how sentiment is splitting between caution and optimism.
내러티브 업데이트 • Mar 08

AHRT: Earnings Beat And Rebrand Will Shape Future Market Confidence

Analysts have trimmed their price target on AH REALTY TRUST to $9 from $10.50, citing updated assumptions around fair value, discount rate, revenue trends, profit margins, and a lower expected future P/E multiple. Analyst Commentary Bearish analysts are signaling a more cautious stance on AH REALTY TRUST, even as recent results have come in ahead of expectations.
내러티브 업데이트 • Feb 17

AHH: Strong Q4 FFO Execution Will Support Future Margin Expansion

Analysts have trimmed their average price target on Armada Hoffler Properties to $9, down from $10.50, citing recent revisions to fair value estimates, updated discount rate assumptions, and a shift to a lower projected future P/E multiple, despite stronger profit margin expectations. Analyst Commentary Analysts are recalibrating their views on Armada Hoffler Properties around the updated US$9 price target, with recent earnings and valuation work driving both optimism and caution.
내러티브 업데이트 • Jan 06

AHH: High Office Lease Occupancy Will Support Earnings Despite Sector Reset

Analysts have trimmed their price target for Armada Hoffler Properties to US$7 from US$8, citing a broader reset of U.S. Real Estate and REIT valuations as they refresh their coverage models. Analyst Commentary Analysts are framing the lower US$7 price target as part of a broader reset across U.S. Real Estate and REIT names, rather than a company specific call.
내러티브 업데이트 • Dec 17

AHH: Office Lease Momentum Will Support Future Earnings Despite Lower Street Expectations

Analysts have trimmed their price target on Armada Hoffler Properties to $7.00 from $8.00, reflecting a modestly lower valuation amid a broader reset of U.S. real estate and REIT assumptions. Analyst Commentary Bullish Takeaways Bullish analysts note that the Sector Perform rating signals expectations for Armada Hoffler Properties to track broader REIT peers despite the reduced price target.
내러티브 업데이트 • Dec 03

AHH: Office Lease Strength Will Support Future Earnings And Undervalued Upside Potential

Analysts trimmed their price target on Armada Hoffler Properties by $1, to $7 from $8, citing a sector wide reset of U.S. real estate and REIT valuation assumptions despite only modest changes to the company’s long term fair value and earnings outlook. Analyst Commentary Recent research updates suggest that the revised price target reflects a recalibration of sector wide assumptions rather than a company specific deterioration in fundamentals.
내러티브 업데이트 • Nov 19

AHH: Office Lease Momentum Will Support Near-Term Earnings Stability

Analysts have lowered their price target for Armada Hoffler Properties from $8 to $7 per share, citing updated models that reflect softer projected revenue growth and slightly reduced profit margins. Analyst Commentary Recent updates from research analysts have led to a reduction in the price target for Armada Hoffler Properties.
User avatar
새로운 내러티브 • Apr 30

T Rowe Price HQ Will Offer Promise Though Challenges Remain

Strategic asset sales and leasing improvements are set to enhance margins, support investments, and boost earnings through renewed profitability in key sectors.
Seeking Alpha • Apr 13

Armada Hoffler: Very Cheap And A Hefty 8%+ Yield

Summary Armada Hoffler Properties is a REIT with high-quality, diversified properties, maintaining a strong 96% occupancy rate and positive re-leasing spreads. Despite recent share price declines and headwinds from interest rates and share dilution, AHH's long-term outlook remains positive, with potential FFO growth in 2026. Trading at a low 6.4x FFO and offering an 8% dividend yield, AHH presents a compelling investment opportunity for long-term investors. The current valuation is historically low, making it an attractive entry point, especially with a sustainable dividend payout ratio in the 50% range. Read the full article on Seeking Alpha
Seeking Alpha • Mar 12

Armada Hoffler Properties: A REIT, A Real Intelligent Investment Today

Summary I rate Armada Hoffler Properties a buy because the stock is selling at a large discount to NAV. The equity dilution and high leverage even for a REIT does not justify the current market price. Investors can earn a nice return on the dividend while they wait for the market to realize the value of AHH’s assets. AHH has strong assets that have been through market cycles with over 40-years of experience. Read the full article on Seeking Alpha
Seeking Alpha • Mar 04

Armada Hoffler: High Yield Spells Big Opportunity

Summary Armada Hoffler Properties is a diversified REIT with strong fundamentals, trading near its 52-week low and offering an attractive 8.9% dividend yield. AHH's robust leasing activity, high occupancy rates, and strategic portfolio recycling highlight its solid performance. Its P/FFO is significantly below its historical average, indicating that near-term headwinds are already priced in. AHH presents a compelling buy-the-drop opportunity for value and high-yield investors, with potential for strong future gains as results normalize. Read the full article on Seeking Alpha
Seeking Alpha • Feb 23

Armada Hoffler Properties: Catching A Falling Knife Or Diamond? I'm Still Long

Summary Since my first article on Armada Hoffler Properties back in mid-2024, the total return level has landed at negative ~20%. The key driver for this performance has been the equity dilution event. Now, the business trades at an even lower multiple and has a more de-risked balance sheet. In this article, I discuss why I remain long on AHH stock. Read the full article on Seeking Alpha
Seeking Alpha • Jan 15

Armada Hoffler: I'm Expanding My Position Before The Market Catches On

Summary Armada Hoffler focuses on A-class multifamily, office, and retail assets, primarily in the Greater Baltimore/Washington D.C. area, enhancing returns through development and construction. Deleveraging efforts combined with a strong portfolio should make AHH even more resilient going into the future. With new assets coming online as we speak and shares trading at depressed levels, you get paid a well-covered 8.5% dividend yield while you wait for a mean reversion. Read the full article on Seeking Alpha
Seeking Alpha • Nov 19

Armada Hoffler: Resilient 7.4% Yield With Upside Potential

Summary Armada Hoffler Properties offers a diversified, high-quality portfolio with strong occupancy rates and resilient performance, despite market bearishness and office sector headwinds. Recent developments, including the Southern Post property and T. Rowe Price headquarters, position AHH for future growth, supported by robust leasing spreads and FFO growth. With a 7.4% dividend yield, well-covered payout, and discounted valuation at 8.8x forward P/FFO, AHH presents significant income and upside potential. Risk-conscious investors may consider AHH’s Preferred Series A stock for a 7.5% yield and a significant discount to par value. Read the full article on Seeking Alpha
Seeking Alpha • Nov 12

Indebtedness Warrants A Hold For Armada Hoffler

Summary Armada Hoffler offers a 7% dividend yield, but is troubled by near-term debt maturities and uncertain dividend growth prospects. Despite revenue and FFO growth, AHH's dividends haven't fully recovered post-pandemic, as management prioritized reinvestment over immediate dividend restoration. Overall, the commercial real estate portfolio is historically sound, and the company smartly leverages its expertise to earn additional revenues. Because of this mixed picture, the current yield seems a fair one for income investors, deserving a Hold rating. Read the full article on Seeking Alpha
Seeking Alpha • Aug 30

Armada Hoffler Properties: The P/FFO Multiple Of 9.7x Provides An Opportunity

Summary Armada Hoffler Properties has continued to register solid results across the board. While the normalized FFO per share slightly increased, the key performance indicators across the portfolio exhibited much stronger dynamics. Because of elevated leasing activity, the AFFO has dropped, we have to keep in mind that this will bounce back in Q3, 2024, as there are no meaningful lease expirations left. Given the strong cash leasing spreads and NOI growth, the prospects for continued increases in cash generation look solid. In this article, I explain in more detail why I remain bullish on AHH after Q2 and why the risk of high leverage is well-mitigated. Read the full article on Seeking Alpha
Seeking Alpha • Aug 18

Armada Hoffler: Capture Up To 7.5% Yield From This Diversified REIT

Summary Underfollowed stocks can offer opportunities for profit due to market misconceptions or lack of investor awareness. AHH is a diversified REIT with a 7.1% dividend yield, strong occupancy rates, and strategic development projects. Conservative investors may consider AHH's Preferred Series A stock for a stable 7.5% yield and potential immediate gains if called away. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:AHRT - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2028231N/AN/AN/A1
12/31/2027209-11N/AN/A2
12/31/2026213-34N/AN/A1
3/31/202628716767N/A
12/31/2025283-115050N/A
9/30/2025-46-25858N/A
6/30/202546-75959N/A
3/31/2025130-106666N/A
12/31/20242749112112N/A
9/30/2024757-15106106N/A
6/30/2024735-3117117N/A
3/31/20247166127127N/A
12/31/2023254-149393N/A
9/30/202363424117117N/A
6/30/202359546107107N/A
3/31/2023532589999N/A
12/31/202247163117117N/A
9/30/202238355100100N/A
6/30/202232432101101N/A
3/31/202228615114114N/A
12/31/2021303109191N/A
9/30/2021313119393N/A
6/30/2021344148282N/A
3/31/2021375187979N/A
12/31/2020384229191N/A
9/30/2020367269090N/A
6/30/2020338268989N/A
3/31/2020299237272N/A
12/31/201925722N/A68N/A
9/30/201922014N/A74N/A
6/30/201919911N/A73N/A
3/31/201919011N/A68N/A
12/31/201819417N/A56N/A
9/30/201821018N/A47N/A
6/30/201823021N/A46N/A
3/31/201826420N/A47N/A
12/31/201730312N/A51N/A
9/30/201731920N/A53N/A
6/30/201731518N/A58N/A
3/31/201728917N/A57N/A
12/31/201625828N/A57N/A
9/30/201624430N/A54N/A
6/30/201625627N/A47N/A
3/31/201626532N/A45N/A
12/31/201525220N/A33N/A
9/30/201523918N/A28N/A
6/30/201521217N/A28N/A

애널리스트 향후 성장 전망

수입 대 저축률: AHRT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -34.7%).

수익 vs 시장: AHRT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -34.7%).

고성장 수익: AHRT 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: AHRT 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -10.3%).

고성장 매출: AHRT 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -10.3%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AHRT의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/24 16:07
종가2026/05/22 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.

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 가이드와 YouTube 튜토리얼도 제공합니다.

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

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

AH REALTY TRUST INC는 11명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David RodgersBaird
Nicholas ThillmanBaird
Jana GalanBofA Global Research