BXP (BXP) 주식 개요
는 미국 최대 규모의 상장 개발업체이자 소유주, 관리업체입니다. 자세히 보기
BXP Community Fair Values
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Analyst Price Targets
BXP, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$70.12 |
| 52주 최고가 | US$79.33 |
| 52주 최저가 | US$49.72 |
| 베타 | 1.04 |
| 1개월 변동 | 3.48% |
| 3개월 변동 | 18.11% |
| 1년 변동 | 8.51% |
| 3년 변동 | 2.32% |
| 5년 변동 | -40.53% |
| IPO 이후 변동 | 162.13% |
최근 뉴스 및 업데이트
Seeking Alpha • Jul 28
BXP: Solid Q2, But Long-Term Debt Concerns Limit Upside
Summary BXP remains a "Hold" as near-term fundamentals are solid, but long-term debt concerns persist. Recent leasing momentum, low lease maturities, and strong Boston occupancy support stable FFO guidance of $7.05 for 2024. Balance sheet leverage remains elevated at 7.9x net debt/EBITDA, with $15.4 billion in debt and refinancing headwinds ahead. A successful equity partner for 343 Madison or a rally past $77 would be key catalysts for a reassessment. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 27
BXP: Strong Leasing And 7 Times Square Sale Will Support Future Cash Flow
The updated analyst price target framework for BXP edges fair value up from $86.24 to $90.89, reflecting analyst expectations for solid leasing activity, potential occupancy uplift, and modestly higher projected revenue growth and P/E assumptions across recent research updates. Analyst Commentary Recent Street research on Boston Properties, or BXP, shows a cluster of target price revisions and rating changes that center on leasing trends, funds from operations, and balance sheet considerations.Recent updates
Seeking Alpha • Jul 28
BXP: Solid Q2, But Long-Term Debt Concerns Limit Upside
Summary BXP remains a "Hold" as near-term fundamentals are solid, but long-term debt concerns persist. Recent leasing momentum, low lease maturities, and strong Boston occupancy support stable FFO guidance of $7.05 for 2024. Balance sheet leverage remains elevated at 7.9x net debt/EBITDA, with $15.4 billion in debt and refinancing headwinds ahead. A successful equity partner for 343 Madison or a rally past $77 would be key catalysts for a reassessment. Read the full article on Seeking Alpha내러티브 업데이트 • Jul 27
BXP: Strong Leasing And 7 Times Square Sale Will Support Future Cash Flow
The updated analyst price target framework for BXP edges fair value up from $86.24 to $90.89, reflecting analyst expectations for solid leasing activity, potential occupancy uplift, and modestly higher projected revenue growth and P/E assumptions across recent research updates. Analyst Commentary Recent Street research on Boston Properties, or BXP, shows a cluster of target price revisions and rating changes that center on leasing trends, funds from operations, and balance sheet considerations.
내러티브 업데이트 • Jul 13
BXP: Heavier Interest Costs And Capex Will Pressure Leasing-Driven Optimism
Analysts have made a small adjustment to fair value for Boston Properties, trimming the target from $60.00 to $58.00 as they balance higher published price targets from firms citing stronger leasing trends and easing AI disruption concerns with more cautious views that factor in higher interest costs, elevated capital expenditure, and refinancing pressure. Analyst Commentary Recent research on Boston Properties highlights a split view, with some firms lifting price targets and others turning more guarded as they reassess refinancing needs, capital expenditures, and the pace of leasing activity.내러티브 업데이트 • Jun 29
BXP: Strong Leasing Pipeline Will Support Future Occupancy And Cash Flow Stability
The analyst price target for BXP has shifted as recent updates, including Scotiabank's move to $70 and several downward revisions from other firms, reflect a mix of stronger leasing activity alongside concerns around higher interest costs and capital expenditures. Analyst Commentary Recent research on Boston Properties highlights a split view, with some bullish analysts pointing to improving leasing trends and relative valuation, while others focus on interest costs, capital expenditures and refinancing risks.분석 기사 • Jun 18
BXP (BXP) Stock Could Be 6.3% Undervalued as Return to Office Narrative Builds
BXP (BXP) has drawn investor interest after its shares closed at US$64.70, with recent performance metrics offering a fresh reference point for how the stock has traded over the past year. See our latest analysis for BXP. At a share price of US$64.70, BXP’s recent 1 month share price return of 10.28% and 3 month share price return of 24.23% contrasts with a year to date share price decline of 4.60% and a 1 year total shareholder return decline of 5.39%. The 3 year total shareholder return...
내러티브 업데이트 • Jun 15
BXP: AI Leasing And Asset Sales Will Offset Higher Rate Headwinds
The updated analyst price target for BXP moves to $69.05 from $68.35 as analysts incorporate lower Street targets tied to higher assumed interest costs, elevated capital spending, and slower than expected office demand trends, partly offset by modestly stronger profit margin assumptions. Analyst Commentary Recent Street research on BXP points to a mixed setup, with most analysts trimming price targets but highlighting both supportive and challenging factors for valuation, execution, and growth.내러티브 업데이트 • Jun 01
BXP: Gateway Leasing Progress Will Support Post AI Disruption Recovery
BXP's analyst fair value estimate has been trimmed by about $1 to $68.35 as analysts factor in higher borrowing costs, heavier capital expenditure, and the potential impact of refinancings on near term growth and leverage. Analyst Commentary Recent Street research on BXP shows a cluster of lower price targets and more cautious modeling, with most analysts focusing on the balance between higher funding costs, capex needs, and the company’s ability to execute on leasing and asset sales.내러티브 업데이트 • Apr 27
BXP: Gateway Leases And Development Projects Will Support Post AI Disruption Recovery
The analyst price target for BXP has been trimmed by $1.80 to reflect a series of recent target cuts across the Street, as analysts factor in updated occupancy expectations, the impact of AI related office demand concerns, and revised sector multiples. Analyst Commentary Recent research updates on BXP point to a reset in expectations, with multiple firms trimming price targets and at least one downgrade in rating.내러티브 업데이트 • Apr 12
BXP: Gateway Offices And 360 Park Leases Will Support Post AI Disruption Recovery
The analyst price target for BXP has been reduced by about $1 to $71.10, as analysts factor in a slightly higher discount rate, modestly lower profit margin assumptions, and ongoing sector headwinds highlighted in recent research. Analyst Commentary Recent Street research on BXP shows a cluster of reduced price targets and one upgrade, reflecting mixed conviction around how the company can balance office sector risks with its development pipeline and current valuation.내러티브 업데이트 • Mar 29
BXP: Gateway Office Portfolio And Long Leases Will Support Post AI Disruption Recovery
Analyst price targets for BXP have edged lower, with the modeled fair value moving from $73.15 to $72.35 as analysts factor in slightly softer profit margins, modestly higher revenue growth assumptions, and a series of reduced Street targets that reflect concerns about office demand and valuation multiples. Analyst Commentary Recent research on BXP centers on how evolving office demand, AI related job risk, and development returns feed into valuation and execution risk.새로운 내러티브 • Mar 18
Premier Workplaces And AI Tenants Will Drive A Powerful Long Term Upside Story
Catalysts About BXP BXP is a large US office and mixed use REIT focused on premier workplace properties in major coastal central business districts and select multifamily and life science assets. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Mar 14
BXP: High-End Gateway Portfolio And Long Leases Will Support 2026 Recovery
Our analyst price target for BXP has been trimmed by about $1.50 per share as analysts factor in slightly higher perceived risk, more cautious margin assumptions, and ongoing sector wide concerns around office demand and valuation multiples. Analyst Commentary Recent Street research on BXP clusters around a common theme of moderating expectations, but there is still a split between analysts who see scope for the company to execute on its portfolio strengths and those who are more focused on structural office headwinds and valuation risk.새로운 내러티브 • Mar 04
Office Demand Shifts And Development Pipeline Will Reshape Premier CBD Cash Flows
Catalysts About BXP BXP is a real estate investment trust that owns, operates, and develops office, life science, and residential properties, with a focus on large coastal CBDs and premier workplace assets. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 28
BXP: Long Leases And Occupancy Trends Will Support 2026 Office Recovery
Narrative Update The BXP analyst price target in our framework shifts modestly lower from $76.50 to $74.65, as analysts incorporate lower group targets and a softer assumed future P/E multiple. This is tied to ongoing concerns that AI related disruption could pressure long term office demand and valuations.내러티브 업데이트 • Feb 14
BXP: Occupancy And New Lease Commitments Will Support 2026 Office Recovery
The analyst price target for BXP has been trimmed by less than $1 to $76.50 as analysts factor in softer revenue growth and margins, along with a slightly higher assumed P/E multiple, following a series of recent target reductions and one upward revision across the Street. Analyst Commentary Recent research on BXP shows a split in opinion, with several firms cutting price targets while a few raise targets or upgrade ratings.내러티브 업데이트 • Jan 31
BXP: Occupancy Gains And AI Gateway Offices Will Support Future Leasing Demand
Analysts have trimmed their price targets on BXP by a few dollars to align with a fair value estimate of about $77, as they balance expectations for occupancy gains and funds from operations growth against a slightly higher discount rate and more conservative P/E assumptions. Analyst Commentary Recent research on BXP reflects a split view, with some firms trimming price targets while others adjust ratings and targets upward as they reassess valuation, execution risk, and growth potential into 2026.내러티브 업데이트 • Dec 24
BXP: AI Gateway Office Demand Will Drive Future Leasing Upside
Analysts have modestly trimmed their blended price target on BXP, reflecting a slightly lower fundamental fair value, a marginally higher discount rate, and mixed target revisions that range from Wells Fargo's reduction to $74 to Jefferies' and Scotiabank's recent increases toward the low to mid $80s. Analyst Commentary Recent Street research on BXP presents a balanced mix of optimism around long term demand drivers and caution around the current valuation and macro backdrop.내러티브 업데이트 • Dec 10
BXP: AI Gateway Office Demand Will Drive Future Leasing And Returns
Analysts have modestly raised their average price target on BXP by a few dollars per share, to reflect resilient REIT operating trends and improving risk reward in AI driven gateway office markets, despite a slight softening in long term growth and margin assumptions. Analyst Commentary Recent research updates on BXP reflect a nuanced view of its valuation and execution, with modest target price revisions capturing both the upside from AI related office demand and lingering macro and sector specific risks.내러티브 업데이트 • Nov 26
BXP: Future Demand From AI Tenants And Asset Sales Will Shape Returns
BXP’s analyst price target has been modestly revised as recent adjustments reflect shifts in market sentiment and updated expectations for revenue growth, profit margin, and valuations. Analysts are weighing both healthy operational conditions and mixed macroeconomic signals.내러티브 업데이트 • Nov 12
BXP: Future Demand In Gateway Office Markets Will Drive Performance Amid Asset Sales
The analyst price target for BXP has been modestly increased from $79.50 to $79.80. Analysts point to expectations for higher profit margins and continued demand for office properties in key gateway markets.내러티브 업데이트 • Oct 29
Gateway Office Demand And Disposition Plans Will Shape Performance Ahead
Analysts have modestly increased their price target for BXP to $79.50, citing improving revenue growth expectations and positive trends in key office markets that support the stock's outlook. Analyst Commentary Recent street research on BXP reflects a range of perspectives, with both bullish and bearish analysts weighing in on the company’s outlook.내러티브 업데이트 • Oct 14
Premier Office Assets In NYC And Boston Will Attract Tenants
Narrative Update on BXP BXP's analyst price target has increased modestly from $78.22 to $79.45, as analysts cite ongoing strength in key gateway markets, continued development-driven growth, and an evolving office demand landscape shaped by artificial intelligence as supporting factors. Analyst Commentary Recent analyst updates reflect a mixed outlook on BXP, with varying takes on the company's valuation, growth prospects, and execution strategies following its latest investor presentations and sector developments.내러티브 업데이트 • Sep 20
Premier Office Assets In NYC And Boston Will Attract Tenants
Analysts modestly raised BXP’s price target to $78.22, reflecting strong property performance and management’s strategic pivot toward residential development, though upside is tempered by larger asset sales, slower revenue growth, and share price gains. Analyst Commentary Bullish analysts highlight outperformance of BXP's trophy properties versus broader office assets, demonstrated higher occupancy trends, and progress on development-driven growth, with management showing confidence in future capital sources, including private equity.내러티브 업데이트 • Sep 05
Premier Office Assets In NYC And Boston Will Attract Tenants
Analysts slightly reduced BXP's price targets amid sector-wide revisions, updated occupancy and interest expense assumptions, and raised risk premiums for office REITs following share price outperformance, resulting in an unchanged consensus fair value of $76.00. Analyst Commentary Bearish analysts have made modest downward adjustments to price targets reflecting updated occupancy and interest expense assumptions.Seeking Alpha • Mar 24
BXP: Strong Player In Office Real Estate
Summary Boston Properties offers a 5.7% dividend yield, with properties in prime locations, making it attractive despite challenges in the office real estate market. Office space demand has declined, but high-quality A locations remain stable, presenting opportunities as BXP leases to financially strong Fortune 500 clients. Rising interest rates and debt refinancing pose risks, but potential rate cuts and stable rental income could improve financials and investor confidence. BXP's valuation and dividend yield are attractive compared to peers, making it a worthwhile investment amid current market conditions. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
BXP: A Hidden Gem In Office Space Revival
Summary I recommend buying Boston Properties due to its strong portfolio, solid financials, and potential for growth as office demand rebounds and interest rates decline. BXP's diverse tenant base, including major companies like Google and Microsoft, ensures stable rent collection and reduces concentration risk. The REIT's active development pipeline in life sciences, residential, and retail properties adds growth potential and diversification away from office properties. BXP's attractive valuation, high dividend yield of 5.3%, and potential for future dividend increases make it a compelling investment opportunity. Future interest rates can serve as a catalyst for growth as the cost of borrowing becomes more affordable. This can drive future growth as lower rates improve operating margins and can accelerate new developments. Read the full article on Seeking AlphaSeeking Alpha • Oct 04
BXP, Inc.: Easy Money Has Been Made (Rating Downgrade)
Summary BXP, Inc.'s high-quality, centrally located, and young office portfolio positions it well to capture demand and maintain high occupancy rates. Easing macroeconomic pressures, such as declining interest rates and a shift away from remote work, benefit BXP's refinancing and long-term outlook. Despite risks like potential interest rate hikes and recession, BXP offers a solid 5% dividend yield and long-term price appreciation potential. Given significant appreciation, I downgrade BXP to a HOLD, expecting moderate returns and recommending holding shares rather than buying at current levels. Read the full article on Seeking Alpha주주 수익률
| BXP | US Office REITs | US 시장 | |
|---|---|---|---|
| 7D | 1.5% | -1.2% | 0.9% |
| 1Y | 8.5% | 3.4% | 17.5% |
수익률 대 산업: BXP은 지난 1년 동안 3.4%의 수익을 기록한 US Office REITs 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BXP은 지난 1년 동안 17.5%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| BXP volatility | |
|---|---|
| BXP Average Weekly Movement | 3.8% |
| Office REITs Industry Average Movement | 4.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: BXP는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BXP의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1970 | 826 | Owen Thomas | www.bxp.com |
BXP, Inc.는 미국 내 최고급 업무 공간을 개발, 소유 및 관리하는 최대 규모의 상장 기업입니다. 이 회사는 보스턴, 로스앤젤레스, 뉴욕, 샌프란시스코, 시애틀, 워싱턴 D.C. 등 6개 역동적인 관문 시장에 집중하고 있습니다. BXP는 55년 이상 고객과 지역사회의 발전을 이끄는 공간을 제공해 왔습니다.
BXP, Inc. 기초 지표 요약
| BXP 기초 통계 | |
|---|---|
| 시가총액 | US$12.78b |
| 순이익 (TTM) | US$296.83m |
| 매출 (TTM) | US$3.23b |
37.7x
주가수익비율(P/E)3.5x
주가매출비율(P/S)BXP는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BXP 손익계산서 (TTM) | |
|---|---|
| 매출 | US$3.23b |
| 매출원가 | US$1.39b |
| 총이익 | US$1.84b |
| 기타 비용 | US$1.54b |
| 순이익 | US$296.83m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.86 |
| 총이익률 | 56.93% |
| 순이익률 | 9.20% |
| 부채/자본 비율 | 202.1% |
BXP의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| BXP 배당 일정 | |
|---|---|
| 배당락일 | Jun 30 2026 |
| 배당 지급일 | Jul 31 2026 |
| 배당락일까지 남은 일수 | 35 days |
| 배당 지급일까지 남은 일수 | 4 days |
BXP는 안정적으로 배당을 지급합니까?
BXP 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/31 12:27 |
| 종가 | 2026/07/31 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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
BXP, Inc.는 43명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Rodgers | Baird |
| Brendan Lynch | Barclays |
| Ross Smotrich | Barclays |