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Brixmor Property Group Inc.NYSE:BRX 주식 보고서

시가총액 US$9.5b
주가
US$30.84
US$32.67
5.6% 저평가 내재 할인율
1Y25.2%
7D2.7%
1D
포트폴리오 가치
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Brixmor Property Group Inc.

NYSE:BRX 주식 리포트

시가총액: US$9.5b

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Brixmor Property Group Inc. 경쟁사

가격 이력 및 성과

Brixmor Property Group 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$30.84
52주 최고가US$31.49
52주 최저가US$24.66
베타0.98
1개월 변동1.61%
3개월 변동3.46%
1년 변동25.16%
3년 변동56.31%
5년 변동35.80%
IPO 이후 변동51.18%

최근 뉴스 및 업데이트

내러티브 업데이트 May 12

BRX: Strip Centers And Redevelopment Pipeline Are Expected To Support Balanced 2026 Outlook

Analysts have lifted the implied fair value estimate for Brixmor Property Group from about $32.38 to roughly $32.67 per share, citing updated assumptions that include slightly higher revenue growth expectations, a modest adjustment to the discount rate, a lower profit margin input, and a higher forward P/E multiple supported by a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Brixmor Property Group has been consistently focused on refining valuation targets, updating models after quarterly results, and reassessing the outlook for strip retail and shopping center REITs. Most of these views are expressed through higher price targets, updated FFO estimates, and commentary on capital allocation and sector positioning.
내러티브 업데이트 Apr 28

BRX: Strip Centers And Redevelopment Execution Are Expected To Support Balanced 2026 Outlook

Analysts have nudged the fair value estimate for Brixmor Property Group slightly higher to $32.38, reflecting a series of upward price target revisions that reference updated FFO models, a higher future P/E assumption, and continued interest in strip retail REITs and shopping center names heading into 2026. Analyst Commentary Recent Street research on Brixmor Property Group has centered on refreshed models following Q4 retail REIT results, higher forward FFO assumptions, and reassessments of the strip center space heading into 2026.

Recent updates

내러티브 업데이트 May 12

BRX: Strip Centers And Redevelopment Pipeline Are Expected To Support Balanced 2026 Outlook

Analysts have lifted the implied fair value estimate for Brixmor Property Group from about $32.38 to roughly $32.67 per share, citing updated assumptions that include slightly higher revenue growth expectations, a modest adjustment to the discount rate, a lower profit margin input, and a higher forward P/E multiple supported by a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Brixmor Property Group has been consistently focused on refining valuation targets, updating models after quarterly results, and reassessing the outlook for strip retail and shopping center REITs. Most of these views are expressed through higher price targets, updated FFO estimates, and commentary on capital allocation and sector positioning.
내러티브 업데이트 Apr 28

BRX: Strip Centers And Redevelopment Execution Are Expected To Support Balanced 2026 Outlook

Analysts have nudged the fair value estimate for Brixmor Property Group slightly higher to $32.38, reflecting a series of upward price target revisions that reference updated FFO models, a higher future P/E assumption, and continued interest in strip retail REITs and shopping center names heading into 2026. Analyst Commentary Recent Street research on Brixmor Property Group has centered on refreshed models following Q4 retail REIT results, higher forward FFO assumptions, and reassessments of the strip center space heading into 2026.
내러티브 업데이트 Apr 13

BRX: Strip Centers And Redevelopment Pipeline Are Expected To Support Balanced Outlook

Analysts have raised their average price targets for Brixmor Property Group by several dollars per share, citing sector re-rating expectations, updated FFO estimates, and what they view as supportive strip center fundamentals and redevelopment potential. Analyst Commentary Recent Street research on Brixmor highlights a cluster of price target lifts tied to updated models, strip center fundamentals, and expectations around the company’s redevelopment pipeline and earnings power.
내러티브 업데이트 Mar 30

BRX: Strip Center Re Rating And Redevelopment Pipeline Are Expected To Drive Upside

Narrative Update The analyst price target for Brixmor Property Group has moved modestly higher to reflect a fair value estimate of about $32.21. This is supported by analysts updating their models for slightly stronger revenue growth, an improved profit margin profile, and sector wide re-rating expectations for shopping center REITs. Analyst Commentary Recent research updates show a clear cluster of price target revisions for Brixmor Property Group, with most firms setting targets in a US$31 to US$34 range and maintaining positive ratings such as Buy or Overweight.
내러티브 업데이트 Mar 15

BRX: Fair Return Profile To Reflect Strip Center Fundamentals And Redevelopment Pipeline

Narrative Update The analyst price target for Brixmor Property Group has edged higher from $31.38 to $31.65. This reflects analysts' updated models that incorporate sector re-rating expectations, modestly higher profit margin assumptions, and refreshed FFO forecasts for 2026 and 2027.
내러티브 업데이트 Mar 01

BRX: Steady Fundamentals And Redevelopment Pipeline Will Shape Future Return Profile

Analysts have nudged our fair value estimate for Brixmor Property Group up to $31.38 from $30.65, reflecting a wave of higher Street price targets in the $31 to $34 range as they factor in updated Q4 results, redevelopment potential, and a modest adjustment to long term profitability and P/E assumptions. Analyst Commentary Recent Street research on Brixmor points to a generally constructive tone, with several firms lifting their price targets into the low to mid US$30s while one recent update trimmed expectations slightly.
내러티브 업데이트 Feb 15

BRX: Steady Fundamentals And CEO Transition Will Shape Future Return Profile

The analyst price target for Brixmor Property Group is essentially unchanged at about $30.65 from $30.67, as analysts weigh slightly softer revenue growth assumptions against stronger profit margins and a lower forward P/E, informed by a mix of recent target raises and trims across the Street. Analyst Commentary Recent research updates present a mixed but fairly balanced view on Brixmor Property Group, with several firms adjusting price targets in a relatively tight range and recalibrating expectations for the broader shopping center REIT sector.
Seeking Alpha Jan 12

Brixmor Property Group: A Resilient Retail REIT Paying Solid Dividends

Summary Brixmor Property Group is rated a Buy, offering a solid dividend yield and attractive valuation for long-term, income-focused portfolios. BRX's diversified tenant base, disciplined capital recycling, and focus on value-oriented retail underpin resilient performance and mitigate tenant concentration risk. BRX maintains a solid balance sheet, with fixed-rate debt, manageable maturities, and a healthy AFFO-based payout ratio supporting dividend sustainability. Potential catalysts include lower debt costs and constrained new supply, while risks stem from macro uncertainty and relatively high leverage versus peers. Read the full article on Seeking Alpha
내러티브 업데이트 Nov 13

BRX: Moderating Construction Costs And Leasing Strength Will Drive Stronger Returns

Brixmor Property Group's analyst price target has been increased modestly to $31 from $30. This reflects analysts' optimism due to moderating construction costs and stronger-than-expected leasing activity at recent acquisitions.
내러티브 업데이트 Oct 29

Moderating Construction Costs And Strong Leasing Will Support Occupancy Resilience

Brixmor Property Group’s analyst price target has increased from approximately $29.94 to $30.56. This change reflects analysts' positive outlook, driven by moderating construction costs, strong leasing performance, and favorable updates following recent quarterly results.
Seeking Alpha Feb 13

Brixmor Property: Income And Value All In One

Summary Brixmor Property offers a well-covered dividend supported by resilient fundamentals, strong occupancy, and strategic redevelopment projects with high NOI yields. BRX's portfolio of grocery-anchored centers ensures e-commerce and recession resilience, with strong demand reflected by a 21% blended rent spread. BRX maintains a healthy balance sheet, upgraded credit rating, and ample liquidity, supporting continued growth and stability. BRX's valuation remains below that of large peers, setting up investors for value and income. Read the full article on Seeking Alpha
Seeking Alpha Nov 04

Brixmor Property Group: Weighing The Impact Of Non-Essential Retail And Tenant Quality

Summary Brixmor Property Group has delivered over 37% total returns since November 2023, with a current forward yield of 4.16% and a low P/FFO multiple of 12.92x. Looking at BRX stock, I can see a compelling entry point in terms of the valuations relative to other peers such as REG, KIM and FRT. However, diving deeper a bit more, I will also identify some reasons why the discount could be justified. I recommend holding BRX for diversification, given the sector's recent rally. Read the full article on Seeking Alpha
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새로운 내러티브 Aug 27

Optimizing Assets And Embracing Growth Amid Industry Headwinds

Brixmor Property Group shows strong potential for sustained revenue growth through increased occupancy and higher rental rates.
Seeking Alpha Jul 30

Brixmor Property: Strong Leasing Boosts Q2 Results And Creates Further Upside

Summary Brixmor Property Group shares have risen 8% in the past year despite interest rate pressures, with momentum building on expectations of Federal Reserve rate cuts. Q2 results showed strong leasing activity, with rising occupancy and net operating income, as limited supply drives demand for its grocery-anchored centers in desirable locations. The company's balance sheet strength, ongoing revenue growth potential, and attractive dividend yield make Brixmor a buy for income growth-oriented investors. Read the full article on Seeking Alpha
Seeking Alpha May 03

Brixmor Property Group: Occupancy And NOI Rising, The Stock Will Follow

Summary Brixmor Property Group increased its NAREIT FFO (+2.7% vs. 2023) and NOI (+3.9%) 2024 growth guidance. The company's improving occupancy, rising net operating income, and attractive market cap rate make its shares look very attractive. Brixmor enjoys a very strong standing with anchor tenants, with anchor releasing spreads a key NOI driver. Occupancy with smaller shops is less robust, which is one of the key risks, along with lack of complementary metrics to evaluate the sustainability of NOI growth. Net debt accounts for just 42% of enterprise value, with low fixed-rates locked in for the medium term. Read the full article on Seeking Alpha

주주 수익률

BRXUS Retail REITsUS 시장
7D2.7%1.7%1.1%
1Y25.2%20.3%28.7%

수익률 대 산업: BRX은 지난 1년 동안 20.3%의 수익을 기록한 US Retail REITs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: BRX은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is BRX's price volatile compared to industry and market?
BRX volatility
BRX Average Weekly Movement2.2%
Retail REITs Industry Average Movement2.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

안정적인 주가: BRX는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: BRX의 주간 변동성(2%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
2011463Brian Finneganwww.brixmor.com

는 고품질의 전국적인 야외 쇼핑 센터 포트폴리오를 소유 및 운영하고 있습니다. 이 회사의 344개 리테일 센터는 기존 상업 지역에 약 6,200만 평방피트의 주요 리테일 공간으로 구성되어 있습니다. 브릭모어의 부동산은 지역사회의 중심이 되고자 하는 회사의 비전을 반영하며, 전국, 지역 및 지역 소매업체가 다양하게 혼합되어 번창하고 있습니다.

Brixmor Property Group Inc. 기초 지표 요약

Brixmor Property Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
BRX 기초 통계
시가총액US$9.46b
순이익 (TTM)US$443.52m
매출 (TTM)US$1.39b
21.3x
주가수익비율(P/E)
6.8x
주가매출비율(P/S)

BRX는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
BRX 손익계산서 (TTM)
매출US$1.39b
매출원가US$343.73m
총이익US$1.05b
기타 비용US$601.66m
순이익US$443.52m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Jul 28, 2026

주당순이익(EPS)1.45
총이익률75.25%
순이익률31.93%
부채/자본 비율181.0%

BRX의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.0%
현재 배당 수익률
52%
배당 성향

BRX는 안정적으로 배당을 지급합니까?

BRX 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 BRX를 매수해야 하나요?
Brixmor Property Group 배당 일정
배당락일Jul 02 2026
배당 지급일Jul 15 2026
배당락일까지 남은 일수37 days
배당 지급일까지 남은 일수50 days

BRX는 안정적으로 배당을 지급합니까?

BRX 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 02:56
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 가이드YouTube 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

Brixmor Property Group Inc.는 31명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jonathan PongBaird
Ross SmotrichBarclays
John KimBMO Capital Markets Equity Research