Empire State Realty Trust (ESRT) 주식 개요
엠파이어 스테이트 리얼티 트러스트(Empire State Realty Trust, Inc.)는 뉴욕시를 중심으로 활동하는 부동산 투자 신탁(REIT)으로, 임대율이 높고 최고 수준의 품질을 자랑하며 현대화되고 편의 시설이 잘 갖춰진, 입지가 우수한 사무실, 소매점 및 다세대 주택 자산을 보유하고 운영하고 있습니다. 자세히 보기
ESRT Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Empire State Realty Trust, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$4.09 |
| 52주 최고가 | US$8.04 |
| 52주 최저가 | US$4.04 |
| 베타 | 1.37 |
| 1개월 변동 | -12.23% |
| 3개월 변동 | -21.95% |
| 1년 변동 | -45.54% |
| 3년 변동 | -52.16% |
| 5년 변동 | -58.44% |
| IPO 이후 변동 | -68.78% |
최근 뉴스 및 업데이트
Recent updates
Seeking Alpha • Aug 05
Empire State Realty: Prime NYC Real Estate At Attractive Discount
Summary I believe shares in Empire State Realty appear attractive at its current 52-week lows and at a forward P/FFO of sub 6x. The multiple is a fraction of its NYC-based peers, SL Green and Vornado, who trade at forwards of 11x and 17x, respectively. I continue to like ESRT’s observatory operations despite the significant decline in YOY visitation. I further view the likelihood of an eventual recovery as a catalyst for continued growth. I can see shares recovering to 8x forward FFO over the medium to long-term. This would imply a fair price of just over $6/share or 20% above current trading levels. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 25
ESRT: Rooftop Amenities And Higher Discount Rate Will Drive Balanced Outlook
Analysts have trimmed their price target on Empire State Realty Trust to $6 from $6.50, citing updated fair value estimates, a higher discount rate, and revised assumptions for revenue growth, profit margins, and future P/E multiples. What's in the News for Empire State Realty Trust Empire State Realty Trust announced the grand opening of the Rooftop at 1333 Broadway, described as the final piece of its Broadway Portfolio amenity package.
내러티브 업데이트 • Jul 10
ESRT: Refreshed Discount Assumptions And Amenities Will Support Future Upside Potential
Analysts have reduced their fair value estimate for Empire State Realty Trust from $9.00 to $7.00, citing updated assumptions on discount rates, revenue growth, profit margins, and a lower future P/E following recent price target cuts after the NAREIT Conference. Analyst Commentary Recent research on Empire State Realty Trust points to a more cautious stance on valuation, with price targets adjusted following the NAREIT Conference.
내러티브 업데이트 • Jun 08
ESRT: Capital Recycling And Midtown Land Consolidation Will Support Future Repricing Potential
Analysts have trimmed the 12 month price target for Empire State Realty Trust by $0.50 to $6.00, citing updated views following recent industry conferences and refreshed assumptions for growth, margins, and valuation multiples. Analyst Commentary Recent research updates indicate that analysts are reassessing Empire State Realty Trust's valuation following sector conversations at industry conferences, with price targets nudged lower but core views on the stock's positioning broadly maintained.내러티브 업데이트 • May 25
ESRT: NYC Leasing And Capital Recycling Will Support Future Repricing Potential
Analysts recently lowered their price target on Empire State Realty Trust by $1.25 to reflect updated views on the company’s outlook and valuation drivers. Analyst Commentary Analysts trimming the price target by $1.25 signals a recalibration of expectations rather than a complete shift in the core thesis around Empire State Realty Trust.내러티브 업데이트 • May 06
ESRT: NYC Leasing And Capital Recycling Will Support Forward Repricing Potential
Analysts have trimmed their price targets on Empire State Realty Trust to $7.00 from $8.25, citing updated views on revenue growth, profit margins, discount rates, and future P/E assumptions. Analyst Commentary Recent research updates on Empire State Realty Trust have focused on recalibrating price targets to US$7.00, with analysts aligning their views around current assumptions for revenue, margins, discount rates, and P/E multiples.내러티브 업데이트 • Apr 21
ESRT: NYC Leasing And Capital Recycling Will Support Future Upside
Narrative Update The updated analyst price target for Empire State Realty Trust reflects a modest fair value move from about $6.86 to $6.61. This is in line with recent reductions in Street targets to $7 from $8 as analysts factor in slightly higher discount rates and a lower assumed future P/E multiple.내러티브 업데이트 • Apr 07
ESRT: Leasing Momentum And NYC Asset Shift Will Support Future Upside
Analysts have reduced their implied fair value for Empire State Realty Trust from $7.26 to $6.86, reflecting recent cuts in Street price targets to $7 from $8 and a slightly lower future P/E assumption. Analyst Commentary Recent Street research has centered on a reset of price targets for Empire State Realty Trust to $7 from $8, alongside a Neutral and an In Line rating.내러티브 업데이트 • Mar 24
ESRT: Neutral Ratings And Leasing Progress Will Support Future Upside Potential
Analysts have trimmed their 12 month price target for Empire State Realty Trust to $7 from $8, reflecting updated views on fair value, discount rate, growth, margins and future P/E assumptions. Analyst Commentary Recent research updates show a consistent reset of fair value assumptions for Empire State Realty Trust, with both major firms now aligning on a US$7 price target and maintaining neutral stances rather than expressing clear positive or negative conviction.내러티브 업데이트 • Mar 08
ESRT: Leasing Momentum And Buybacks Will Support Future Upside Potential
Analysts have trimmed their average price target on Empire State Realty Trust to $7 from $8, with the shift reflecting updated views on discount rates, profit margins, and longer term P/E assumptions in recent research. Analyst Commentary Recent research on Empire State Realty Trust points to a more measured stance on the shares, with price targets adjusted to $7 and ratings held in the middle of the range.내러티브 업데이트 • Feb 22
ESRT: Buybacks And New Manhattan Leasing Are Expected To Unlock Upside
Narrative Update The analyst price target for Empire State Realty Trust has been reduced by $1 to $7, as analysts reflect a lower fair value estimate of $7.36, a slightly higher discount rate, softer revenue growth and profit margin assumptions, and a higher future P/E of 129.45x. Analyst Commentary Recent research updates point to a tighter range of expectations around Empire State Realty Trust, with several firms reducing price targets but maintaining their existing ratings.내러티브 업데이트 • Feb 08
ESRT: Cautious Outlook Will Balance Buybacks With Broadway Acquisition Risk
Analysts have trimmed their price target on Empire State Realty Trust to US$6.80 from US$8.30, citing generally healthy REIT operating conditions while maintaining a cautious stance on the shares. Analyst Commentary Bearish analysts are signaling a more cautious stance on Empire State Realty Trust after the latest review of the stock, pointing to risks that they believe are not fully reflected in the current share price.내러티브 업데이트 • Jan 24
ESRT: Share Repurchases And Portfolio Leasing Will Support Future Upside Potential
Narrative Update Analysts have trimmed their fair value estimate for Empire State Realty Trust from about US$10.00 to roughly US$9.00, citing modestly higher discount rates, slightly softer revenue growth and profit margin assumptions, and a lower future P/E outlook, even as recent REIT earnings broadly reflected healthy operating conditions. Analyst Commentary Recent research commentary points to a more cautious stance on Empire State Realty Trust, with a lower fair value framework and a reduced published price target.내러티브 업데이트 • Jan 09
ESRT: Buybacks And Leasing Execution Will Drive Future Upside Potential
Analysts have trimmed their price targets on Empire State Realty Trust, with one prominent cut from US$8.30 to US$6.80. This reflects updated fair value estimates and views on sector operating conditions despite generally healthy recent REIT earnings.내러티브 업데이트 • Dec 14
ESRT: Share Repurchases And Leasing Strength Will Support Future Upside Potential
Analysts have lowered their price target on Empire State Realty Trust to $6.80 from $8.30, citing a more cautious view on valuation despite generally healthy operating conditions across most REITs. Analyst Commentary Analysts remain divided on Empire State Realty Trust, with the latest price target cut to $6.80 reflecting a more conservative stance on valuation, even as fundamentals appear broadly stable across the REIT sector. Bullish Takeaways Bullish analysts point to generally healthy Q3 2025 operating conditions across the REIT universe, suggesting that Empire State Realty Trust should continue to benefit from a supportive demand backdrop.내러티브 업데이트 • Nov 30
ESRT: Leasing Momentum Will Support Resilient Performance Amid Market Uncertainty
Empire State Realty Trust's analyst price target has been reduced from $8.97 to $8.55 per share, as analysts cite ongoing macroeconomic and labor market concerns even though the REIT sector has generally shown stable performance. Analyst Commentary Bullish Takeaways Several analysts note that, despite current macroeconomic and labor market headwinds, the majority of REITs, including Empire State Realty Trust, reported stable earnings and maintained positive outlooks for Q3 2025.분석 기사 • Feb 22
Earnings Beat: Empire State Realty Trust, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Empire State Realty Trust, Inc. ( NYSE:ESRT ) shareholders are probably feeling a little disappointed, since its shares...Seeking Alpha • Jan 20
Empire State Realty Trust In An Empire State Of Mind, As NYC Office Demand Returns
Summary ESRT gets a buy rating, more bullish than the consensus, as macro and micro-level growth factors drive future upside potential. A strong profit margin vs peers, and stable positive cash flow per share, add to the upside case. This stock does not have a strong 5-year dividend growth CAGR, for investors focused on proven dividend growth stocks. An overconcentration in one geography, and heavy concentration in office property, could pose a portfolio risk to consider, compared to REITs that have nationwide properties. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
Empire State Realty Trust Is A Way To Go Long New York City
Summary Empire State Realty Trust has surged 16% in the past year, driven by Manhattan's office market recovery and increasing return-to-office mandates. ESRT's fiscal 2024 third-quarter revenue rose 4.2% year-over-year, fueled by its diversified portfolio, including the iconic Empire State Building. The REIT's strong FFO growth, record free cash flow, and strategic acquisitions position it well for future expansion and increased occupancy rates. Trading at 10.8x annualized Q3 FFO, ESRT is reasonably valued, with a promising outlook for its core assets. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
Empire State Realty Trust: Expensive Valuation, Wait For A Better Entry Point
Summary Empire State Realty Trust offers investors exposure to NYC real estate, including office, retail, and multifamily properties, and the iconic Empire State Building. The REIT's diverse portfolio includes significant rentable office and retail space, along with 727 residential units, providing a balanced investment opportunity. Q2'24 results came in better than expected and the near-term outlook looks strong with occupancy gains ahead for the office portfolio. Compared to its peers, ESRT looks expensive and so investors should consider waiting for a better entry point before initiating a position. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 05
Williamsburg Expansion And ESG Focus Risk Undermining ESRT's Financial Stability
Expansion into Williamsburg and an optimistic office leasing strategy amidst evolving work dynamics might increase operational risks and strain occupancy rates.주주 수익률
| ESRT | US Office REITs | US 시장 | |
|---|---|---|---|
| 7D | -3.5% | -2.6% | -1.6% |
| 1Y | -45.5% | -18.0% | 12.1% |
수익률 대 산업: ESRT은 지난 1년 동안 -18%의 수익을 기록한 US Office REITs 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: ESRT은 지난 1년 동안 12.1%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| ESRT volatility | |
|---|---|
| ESRT Average Weekly Movement | 5.8% |
| Office REITs Industry Average Movement | 4.1% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
안정적인 주가: ESRT는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: ESRT의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2011 | 642 | Tony Malkin | www.esrtreit.com |
엠파이어 스테이트 리얼티 트러스트(Empire State Realty Trust, Inc.)는 뉴욕시를 중심으로 활동하는 부동산 투자 신탁(REIT)으로, 임대율이 높고 최상급 수준이며 현대화되고 편의 시설이 잘 갖춰진, 입지가 우수한 사무실, 소매점 및 다세대 주택 자산을 보유하고 운영합니다. 당사는 에너지 효율 및 실내 환경 품질 분야에서 인정받는 선도 기업입니다. 2026년 6월 30일 현재, ESRT의 포트폴리오는 약 750만 임대 가능 평방피트의 사무실 공간, 80만 임대 가능 평방피트의 소매 공간 및 743세대의 주거 단위로 구성되어 있습니다.
Empire State Realty Trust, Inc. 기초 지표 요약
| ESRT 기초 통계 | |
|---|---|
| 시가총액 | US$1.20b |
| 순이익 (TTM) | US$3.07m |
| 매출 (TTM) | US$782.82m |
230.4x
주가수익비율(P/E)0.9x
주가매출비율(P/S)ESRT는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| ESRT 손익계산서 (TTM) | |
|---|---|
| 매출 | US$782.82m |
| 매출원가 | US$373.36m |
| 총이익 | US$409.46m |
| 기타 비용 | US$406.39m |
| 순이익 | US$3.07m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.018 |
| 총이익률 | 52.31% |
| 순이익률 | 0.39% |
| 부채/자본 비율 | 124.4% |
ESRT의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Empire State Realty Trust 배당 일정 | |
|---|---|
| 배당락일 | Sep 15 2026 |
| 배당 지급일 | Sep 30 2026 |
| 배당락일까지 남은 일수 | 2 days |
| 배당 지급일까지 남은 일수 | 13 days |
ESRT는 안정적으로 배당을 지급합니까?
ESRT 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/16 22:41 |
| 종가 | 2026/09/16 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 에 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
Empire State Realty Trust, Inc.는 18명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| John Kim | BMO Capital Markets Equity Research |
| Juan Sanabria | BMO Capital Markets Equity Research |
| Jing Xian Tan Bonnel | BofA Global Research |