First Industrial Realty Trust (FR) 주식 개요
는 물류 부동산을 소유, 운영, 개발 및 인수하는 미국 유일의 선도적인 물류 부동산 소유주, 운영자, 개발업체입니다. 자세히 보기
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Analyst Price Targets
First Industrial Realty Trust, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$65.98 |
| 52주 최고가 | US$69.88 |
| 52주 최저가 | US$47.38 |
| 베타 | 1.07 |
| 1개월 변동 | 7.62% |
| 3개월 변동 | 6.18% |
| 1년 변동 | 35.43% |
| 3년 변동 | 28.52% |
| 5년 변동 | 20.07% |
| IPO 이후 변동 | 179.28% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 27
FR: Leasing Momentum And Steady Execution Will Support A Balanced Outlook
The analyst price target for First Industrial Realty Trust has been reset from $67.88 to $70.19 as analysts incorporate updated fair value estimates that reflect revised assumptions for revenue growth, profit margins, discount rates, and future P/E expectations. What’s in the News for First Industrial Realty Trust First Industrial Realty Trust reported second quarter 2026 results, including figures for diluted net income per share and funds from operations, according to the company’s latest earnings release.Seeking Alpha • Jul 10
First Industrial Realty: Strong Fundamentals But Expensive (Rating Downgrade)
Summary First Industrial Realty Trust, Inc. is downgraded to Hold after a strong price run and elevated valuation. FR stock trades at a forward price to AFFO of 24.75x, well above the sector median, despite slowing same-store NOI growth. Portfolio strength is supported by diversification, data center land sales, and robust dividend coverage with a 3% yield. Higher interest rates and sub-90% occupancy in key regions present risks; future growth hinges on management execution and market sentiment. Read the full article on Seeking AlphaRecent updates
내러티브 업데이트 • Jul 27
FR: Leasing Momentum And Steady Execution Will Support A Balanced Outlook
The analyst price target for First Industrial Realty Trust has been reset from $67.88 to $70.19 as analysts incorporate updated fair value estimates that reflect revised assumptions for revenue growth, profit margins, discount rates, and future P/E expectations. What’s in the News for First Industrial Realty Trust First Industrial Realty Trust reported second quarter 2026 results, including figures for diluted net income per share and funds from operations, according to the company’s latest earnings release.Seeking Alpha • Jul 10
First Industrial Realty: Strong Fundamentals But Expensive (Rating Downgrade)
Summary First Industrial Realty Trust, Inc. is downgraded to Hold after a strong price run and elevated valuation. FR stock trades at a forward price to AFFO of 24.75x, well above the sector median, despite slowing same-store NOI growth. Portfolio strength is supported by diversification, data center land sales, and robust dividend coverage with a 3% yield. Higher interest rates and sub-90% occupancy in key regions present risks; future growth hinges on management execution and market sentiment. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 23
FR: Leasing Tailwinds And Activist Pressure Will Shape A Balanced Outlook
Analysts have slightly raised their price target for First Industrial Realty Trust to about $67.88 from roughly $66.87. This change reflects updated assumptions for fair value, discount rate, margin profile, and future P/E expectations.분석 기사 • Jun 16
First Industrial Realty Trust (FR) Stock Could Be 5.2% Undervalued After Earnings Beat
First Industrial Realty Trust (FR) drew fresh attention after reporting quarterly earnings and revenue that exceeded expectations, supported by healthy leasing activity, rental growth, and demand for its logistics and warehouse focused industrial portfolio. See our latest analysis for First Industrial Realty Trust. Against this earnings backdrop, First Industrial Realty Trust’s share price has moved steadily higher, with a year to date share price return of 9.45% and a 1 year total...내러티브 업데이트 • Jun 08
FR: Leasing Momentum, Data Centers And Buybacks Will Guide A Balanced Outlook
Analysts have made a slight trim to their price target for First Industrial Realty Trust to $66.87 from $66.93, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Leasing momentum continues across key U.S. industrial markets, with strong tenant demand, rent growth, and a focus on speculative development, supported by data center land sales and e commerce trends as key tailwinds for the business (source: FR leasing and growth update, 2 June 2026).내러티브 업데이트 • May 01
FR: Guidance, Buybacks And Activism Will Shape A Measured Forward Outlook
Analysts have raised their price target for First Industrial Realty Trust to about $66.93 from roughly $65.47, citing slight adjustments to discount rate assumptions, a modestly different revenue growth outlook, and a somewhat higher projected profit margin, alongside a similar future P/E expectation. What's in the News New 2026 earnings guidance points to Net Income Available to Common Stockholders and Unitholders in a range of $2.32 to $2.42 per share, providing an updated profitability reference for longer term planning (company guidance).내러티브 업데이트 • Apr 10
FR: Buybacks, Higher Dividend And Activism Will Shape A Balanced Outlook
Analysts have nudged their price target for First Industrial Realty Trust slightly higher to about $65.47 from roughly $65.27, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Land & Buildings Investment Management has been actively urging shareholders to vote against the re-election of Chairman Matt Dominski and Director H.내러티브 업데이트 • Mar 27
FR: Share Repurchases And Higher Dividend Will Support A More Bullish Outlook
Analysts now set their price target for First Industrial Realty Trust at about $65.27, a slight move from roughly $65.07. This change reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E levels.내러티브 업데이트 • Mar 12
FR: Activist Campaign And Higher Dividend Will Shape A Balanced Outlook
Analysts have nudged their price target for First Industrial Realty Trust higher to about $65.07 from roughly $64.47. This reflects updated views on its discount rate, long term revenue growth, profit margin assumptions, and expected future P/E.내러티브 업데이트 • Feb 25
FR: Activist Pressure And Higher Dividend Will Shape A Measured Outlook
Analysts have nudged their price target on First Industrial Realty Trust higher to about $64.47, up from roughly $63.60, citing refreshed assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that slightly adjust their long term outlook. What's in the News Issued 2026 earnings guidance, with expected net income available to common stockholders and unitholders in a range of $1.58 to $1.68 per share.내러티브 업데이트 • Feb 10
FR: Activist Pressure And Dividend Outlook Will Shape A Measured Future
Analysts have adjusted their price target on First Industrial Realty Trust to $63.60 from $62.63. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples.내러티브 업데이트 • Jan 25
FR: Activist Sale Pressure And Updated Assumptions Will Shape A Balanced Outlook
Analysts have lifted their fair value estimate for First Industrial Realty Trust to $62.63 from $61.13, citing updated assumptions for revenue growth, profit margin, and future P/E that modestly increase their long term return expectations for the business. What's in the News On December 4, 2025, Land and Buildings Investment Management LLC publicly urged First Industrial Realty Trust to divest certain assets and return capital to shareholders, and called for a review of potential options, including a possible sale of the company if other efforts do not narrow the gap between the share price and net asset value (Key Developments).내러티브 업데이트 • Jan 09
FR: Activist Sale Pressure And Stable Outlook Will Shape A Balanced Future
Analysts have nudged their price target on First Industrial Realty Trust from US$60.00 to about US$61.13, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E levels. What's in the News Land and Buildings Investment Management LLC is pressuring First Industrial Realty Trust to divest assets and return capital to shareholders, and is urging a review of alternatives, including a potential sale, if these steps do not close the gap between the share price and net asset value (Key Developments).내러티브 업데이트 • Dec 19
FR: Activist Pressure And Raised Earnings Outlook Will Shape A Balanced Outlook
Analysts have nudged their price target for First Industrial Realty Trust slightly higher, raising fair value by 0.50 dollars to 60.00 dollars as they factor in marginally stronger revenue growth and a modestly lower discount rate, while maintaining largely stable profitability expectations. What's in the News Land and Buildings Investment Management LLC launched an activist campaign on December 4, 2025, urging First Industrial Realty Trust to sell assets and return capital to shareholders, and to consider strategic alternatives, including a potential sale, if the share price discount to net asset value persists (Key Developments).내러티브 업데이트 • Dec 05
FR: Raised Earnings Outlook Will Support Measured Fair-Value Case Going Forward
Analysts have modestly raised their price target on First Industrial Realty Trust, increasing fair value by approximately $0.38 per share to $59.50, as they factor in a slightly higher future valuation multiple that more than offsets marginally lower long term revenue growth and profit margin assumptions and a higher discount rate. What's in the News Raised 2025 earnings guidance, now expecting net income available to common stockholders and unitholders of $1.67 to $1.71 per unit, which signals improved profitability expectations (Key Developments) Valuation Changes The fair value estimate has risen slightly, moving from $59.13 to $59.50 per share, reflecting a modest uplift in intrinsic valuation.내러티브 업데이트 • Nov 21
FR: Earnings Guidance Increase And Stable Margins Signal Balanced Outlook
Analysts have maintained their price target for First Industrial Realty Trust at $59.13 per share. This reflects continued confidence in the firm’s outlook despite minor adjustments to underlying financial assumptions.내러티브 업데이트 • Nov 03
FR: 2025 Guidance And Resilient Margins Will Balance Uncertainties Ahead
Analysts have raised their price target for First Industrial Realty Trust from $56.94 to $59.13, citing improved profit margins and continued financial resilience as reasons for this upward revision. What's in the News The company has revised its 2025 earnings guidance to a range of $1.67 to $1.71 per unit (Key Developments).내러티브 업데이트 • Oct 20
Overvalued Industrial REIT Will Underperform In Uncertain Markets
First Industrial Realty Trust's analyst price target has been raised from $56.33 to $56.94, as analysts cite a modestly improved profit margin outlook, even though there is a slight moderation in projected revenue growth and future earnings multiples. What's in the News Revised 2025 earnings guidance: Net Income Available to Common Stockholders and Unitholders increased from $1.67 per unit to $1.71 per unit (Key Developments) Announced an $800 million follow-on equity offering of common stock with income trust features.Seeking Alpha • Mar 30
First Industrial: The Dividend Growth Giant That Doesn't Get Enough Attention
Summary First Industrial Realty Trust stands out among REITs, offering a well-supported dividend and consistent earnings increases over time. FR's portfolio focuses on industrial and commercial properties, ensuring stability and resilience, with a 96.2% occupancy rate and high-profile tenants like Amazon. Despite trading at a premium, FR's financial strength and consistent earnings growth justify its valuation, with a potential 10% price increase in the next year. The strong dividend coverage and ongoing developments support future earnings growth, making FR a reliable source of dividend income with potential for future raises. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
First Industrial Realty: A Top Industrial Pick With Solid Upside Potential
Summary REITs have faced challenges but now trade at attractive valuations with solid upside potential over the next 1 to 2 years. Industrial REITs, especially in Southern California, have experienced downward pressure but maintain strong fundamentals despite market volatility. First Industrial Realty Trust is a fundamentally sound industrial REIT with significant long-term upside potential. Post-election interest rate uncertainty presents opportunities for REITs, making them appealing investments in the current market environment. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
First Industrial: Still Attractive Despite Policy Risk
Summary First Industrial Realty has shown solid performance, with a 26% rise in the past year and a 12% return since my last "buy" rating. Despite strong renewal lease signings and a robust balance sheet, elevated interest rates and geopolitical risks could cap FR's upside potential. FR's 2.8% dividend yield, 7+% expected dividend growth, and strong renewal activity support a "buy" rating, targeting 10% long-term returns. Caution is warranted due to potential trade policy impacts and interest rate volatility, but FR remains positioned for solid long-term returns. Read the full article on Seeking AlphaSeeking Alpha • Sep 08
First Industrial Realty Trust: One Of My Top Industrial REIT Picks
Summary First Industrial Realty Trust is an industrial REIT with 67.9m sq. ft. of leasable area. Rising interest rates and oversupply have pressured the industrial property sector, but signs of a market shift are emerging. Demand is improving, and construction is cooling, suggesting a future undersupply that will benefit industrial REITs like FR. Read the full article on Seeking Alpha
새로운 내러티브 • Aug 27
Leasing Focus In Volatile Markets And Speculative Developments May Stifle Growth Prospects
Focusing on leasing in improving markets with rising vacancies risks occupancy rates and revenue growth if demand doesn't match new supply.Seeking Alpha • Jul 24
First Industrial Realty Trust Sets The Ground For The Upcoming Upside
Summary First Industrial Realty released strong Q2 2024 results, delivering solid FFO per share growth. FR showcased robust investment & deal activity during the recent quarter, setting the ground for the upcoming upside. The Company is likely to benefit greatly from the upcoming shift in market conditions. There's still room for upside resulting from the multiple appreciation. Read the full article on Seeking AlphaSeeking Alpha • Jul 09
First Industrial: Recent Volatility Makes Them More Attractive Compared To Peers
Summary First Industrial is a quality REIT with a long operating history, focusing on logistics properties in supply-constrained markets. Despite missing Q1 FFO estimates, they expect to FFO and revenue growth of 7.4% and 3.2% respectively in their upcoming Q2. The recent dip in share price presents a buying opportunity, with a price target of $59 and potential for 23% upside. Their balance sheet is also solid with no debt maturing until 2026, putting them in a comfortable position to continue growth. Their dividend is also well-covered with a forward FFO payout ratio of 57%. Read the full article on Seeking AlphaSeeking Alpha • Jun 20
First Industrial Looks Buyable As Market Conditions Improve
Summary Industrial REITs face challenges due to high supply and low demand, leading to increased vacancy rates and disparity between buyers' and sellers' expectations. However, the market conditions will shift due to significantly decreased new construction starts. FR is well-positioned to benefit from the improvement in market conditions, with no debt maturities until 2026, vast land bank, and solid business metrics. Moreover, the Company offers well-covered, dynamically growing dividends and has an upside potential resulting from the multiple appreciation. Read the full article on Seeking Alpha주주 수익률
| FR | US Industrial REITs | US 시장 | |
|---|---|---|---|
| 7D | -0.5% | 0.7% | 0.5% |
| 1Y | 35.4% | 29.3% | 16.5% |
수익률 대 산업: FR은 지난 1년 동안 29.3%의 수익을 기록한 US Industrial REITs 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: FR은 지난 1년 동안 16.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| FR volatility | |
|---|---|
| FR Average Weekly Movement | 3.2% |
| Industrial REITs Industry Average Movement | 3.3% |
| 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: FR는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: FR의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1993 | 152 | Peter Baccile | www.firstindustrial.com |
퍼스트 인더스트리얼 리얼티 트러스트(First Industrial Realty Trust, Inc.)는 미국 내 물류 부동산을 전문으로 하는 선도적인 소유·운영·개발 및 인수 기업입니다. 당사는 완벽하게 통합된 운영 및 투자 플랫폼을 통해 다국적 기업과 지역 기업들에게 공급망 운영에 필수적인 고품질 시설과 업계 최고 수준의 고객 서비스를 제공합니다. 2026년 6월 30일 기준, 당사는 총 15개 주요 대도시권(MSA)에 집중된 약 7,210만 제곱피트의 산업용 공간을 소유하고 있으며, 이를 개발 중입니다.
First Industrial Realty Trust, Inc. 기초 지표 요약
| FR 기초 통계 | |
|---|---|
| 시가총액 | US$8.95b |
| 순이익 (TTM) | US$364.18m |
| 매출 (TTM) | US$760.37m |
24.0x
주가수익비율(P/E)11.5x
주가매출비율(P/S)FR는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| FR 손익계산서 (TTM) | |
|---|---|
| 매출 | US$760.37m |
| 매출원가 | US$199.63m |
| 총이익 | US$560.74m |
| 기타 비용 | US$196.56m |
| 순이익 | US$364.18m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 2.75 |
| 총이익률 | 73.75% |
| 순이익률 | 47.89% |
| 부채/자본 비율 | 89.4% |
FR의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
3.0%
현재 배당 수익률60%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/30 15:56 |
| 종가 | 2026/07/30 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
First Industrial Realty Trust, Inc.는 27명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Nicholas Thillman | Baird |
| Anthony Powell | Barclays |
| Brendan Lynch | Barclays |