LXP Industrial Trust (LXP) 주식 개요
LXP 산업 신탁은 선벨트 및 중서부 지역의 12개 대상 시장에서 A급 창고 및 유통 투자에 중점을 둔 상장 부동산 투자 신탁(REIT)입니다. 자세히 보기
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Analyst Price Targets
LXP Industrial Trust 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$54.29 |
| 52주 최고가 | US$54.71 |
| 52주 최저가 | US$38.20 |
| 베타 | 1.08 |
| 1개월 변동 | 3.92% |
| 3개월 변동 | 17.77% |
| 1년 변동 | 24.09% |
| 3년 변동 | 11.25% |
| 5년 변동 | -9.67% |
| IPO 이후 변동 | 18.99% |
최근 뉴스 및 업데이트
분석 기사 • Jun 19
LXP Industrial Trust (LXP) Stock Could Be 1% Undervalued As Debt Progress Supports The Narrative
LXP Industrial Trust (LXP) has drawn fresh attention after its recent share price move, with the stock showing gains over the month and the past 3 months. Investors are reassessing the REIT’s warehouse focused portfolio. See our latest analysis for LXP Industrial Trust. At a latest share price of $53.18, LXP Industrial Trust has built momentum, with a 30 day share price return of 3.30% and a 90 day share price return of 14.22%, while the 1 year total shareholder return of 30.01% points to a...Seeking Alpha • Jun 14
LXP Industrial Trust: A Good REIT In An Increasingly Uncertain Environment (Rating Downgrade)
Summary LXP Industrial Trust is downgraded to Hold as shares now trade near intrinsic value following the price jump, diminishing the prior margin of safety. LXP’s Q1 results showed resilient FFO growth, continued debt reduction, and a $103M Phoenix acquisition with a 15.6% initial cash yield. Guidance was raised recently: 2026 Adj. Company FFO is expected at $3.30–$3.40/share, with $200M in non-core dispositions planned for H2 2026. While LXP benefits from industrial demand and even data center adjacency, macro risks and high payout ratios temper enthusiasm at current valuation. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 09
LXP: Future Returns Will Reflect Steady Leasing And Capital Recycling Progress
Analysts have raised their price target on LXP Industrial Trust to $54 from $53, citing refreshed assumptions from the recent NAREIT conference that slightly adjust fair value, discount rate, revenue growth, profit margin, and forward P/E expectations. What's in the News LXP Industrial Trust raised its 2026 Adjusted Company FFO guidance, citing strong leasing momentum and demand tied to e commerce, data centers, and advanced manufacturing, according to recent news reports.Recent updates
분석 기사 • Jun 19
LXP Industrial Trust (LXP) Stock Could Be 1% Undervalued As Debt Progress Supports The Narrative
LXP Industrial Trust (LXP) has drawn fresh attention after its recent share price move, with the stock showing gains over the month and the past 3 months. Investors are reassessing the REIT’s warehouse focused portfolio. See our latest analysis for LXP Industrial Trust. At a latest share price of $53.18, LXP Industrial Trust has built momentum, with a 30 day share price return of 3.30% and a 90 day share price return of 14.22%, while the 1 year total shareholder return of 30.01% points to a...Seeking Alpha • Jun 14
LXP Industrial Trust: A Good REIT In An Increasingly Uncertain Environment (Rating Downgrade)
Summary LXP Industrial Trust is downgraded to Hold as shares now trade near intrinsic value following the price jump, diminishing the prior margin of safety. LXP’s Q1 results showed resilient FFO growth, continued debt reduction, and a $103M Phoenix acquisition with a 15.6% initial cash yield. Guidance was raised recently: 2026 Adj. Company FFO is expected at $3.30–$3.40/share, with $200M in non-core dispositions planned for H2 2026. While LXP benefits from industrial demand and even data center adjacency, macro risks and high payout ratios temper enthusiasm at current valuation. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 09
LXP: Future Returns Will Reflect Steady Leasing And Capital Recycling Progress
Analysts have raised their price target on LXP Industrial Trust to $54 from $53, citing refreshed assumptions from the recent NAREIT conference that slightly adjust fair value, discount rate, revenue growth, profit margin, and forward P/E expectations. What's in the News LXP Industrial Trust raised its 2026 Adjusted Company FFO guidance, citing strong leasing momentum and demand tied to e commerce, data centers, and advanced manufacturing, according to recent news reports.내러티브 업데이트 • May 25
LXP: Future Returns Will Reflect Reset 2026 To 2027 Earnings Expectations
The analyst price target for LXP Industrial Trust has shifted slightly lower to $49. Analysts point to reduced 2026 and 2027 estimates as the key driver behind this adjustment.내러티브 업데이트 • Apr 25
LXP: Future Returns Will Hinge On Reset 2026 To 2027 Earnings Path
Analysts now see only a modest uptick in fair value to $53.17, even as they lower price targets, such as JPMorgan's move to $49, and trim out year estimates. This reflects more cautious assumptions on revenue growth, along with slightly higher profit margin and P/E expectations.내러티브 업데이트 • Apr 09
LXP: Future Returns Will Depend On Adjusted 2026 To 2027 Estimates
Analysts have trimmed their average price target for LXP Industrial Trust by $1 to $49. This reflects updated 2026 and 2027 estimates that leave the stock's implied fair value and supporting assumptions broadly unchanged.내러티브 업데이트 • Mar 26
LXP: Future Returns Will Hinge On Refined 2026 To 2027 Outlook
Analysts have modestly trimmed their price targets for LXP Industrial Trust, with one moving to $49 and another cutting by $4.50. The changes reflect updated 2026 and 2027 estimates while leaving the broader valuation inputs largely unchanged.내러티브 업데이트 • Mar 12
LXP: Future Returns Will Reflect Cleaner 2026 To 2027 Earnings Baseline
Analysts have trimmed their average price target for LXP Industrial Trust by about $0.17 to roughly $52.83, reflecting refreshed assumptions on long term growth, profitability, discount rates, and future P/E following recent target cuts from firms revisiting 2026 and 2027 estimates. Analyst Commentary Recent research updates on LXP Industrial Trust focus on refreshed 2026 and 2027 assumptions, with JPMorgan and other firms revisiting how earnings power, valuation, and execution risks compare with current trading levels.내러티브 업데이트 • Feb 26
LXP: Future Returns Will Reflect Reset Discount Rates And Execution Risks
Narrative Update Analysts have trimmed their price target on LXP Industrial Trust by $1.36 to $53.00, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples reflected in recent Street research. Analyst Commentary Street research around the latest price target move focuses on how current assumptions for discount rates, revenue growth, profit margins, and future P/E multiples compare with the trust's execution risks and potential upside.내러티브 업데이트 • Feb 11
LXP: Stable Outlook Will Reflect Unchanged Fair Value And Profitability Assumptions
Analysts kept their $54.36 price target for LXP Industrial Trust effectively unchanged, citing only small adjustments to inputs such as discount rate, revenue growth, profit margin, and long term P/E assumptions in their updated models. Valuation Changes Fair Value: Model fair value remains at $54.36 with no change in the latest update.내러티브 업데이트 • Jan 27
LXP: Stable Outlook Will Reflect Buybacks Split And Dividend Policy
Analysts have kept their price target for LXP Industrial Trust broadly stable, with only a marginal adjustment reflecting minor tweaks to assumptions around the discount rate, profit margin and very large forward P/E, rather than any major change in the underlying outlook. What's in the News A planned 1 for 5 stock split or significant stock dividend is scheduled for November 11, 2025.내러티브 업데이트 • Jan 13
LXP: Asset Sales And Policy Tailwinds Will Shape Balanced Future Returns
Narrative Update on LXP Industrial Trust Analysts have lifted their price target on LXP Industrial Trust to $11.50, citing the recent sale of two vacant developments as a key factor. They noted that the sale removed an overhang on the shares, supported earnings accretion, strengthened the balance sheet, and left the remaining portfolio positioned to benefit from current policy measures.내러티브 업데이트 • Dec 25
LXP: Asset Sales Will Drive Balance Sheet Repair And Rerating Potential
Analysts nudged their price target for LXP Industrial Trust slightly higher to $11.50, citing the sale of two vacant developments that removed a key overhang, strengthened the balance sheet, and allowed focus to shift toward rent growth among peers and an attractive valuation. Analyst Commentary Recent research updates have turned incrementally more constructive on LXP Industrial Trust following the sale of the two vacant developments, with analysts highlighting both improved balance sheet positioning and clearer visibility on growth drivers.내러티브 업데이트 • Dec 11
LXP: Asset Sales And Balance Sheet Actions Will Shape Rerating Prospects
Analysts have modestly raised their price target on LXP Industrial Trust to $11.50 from $11.00, citing the accretive sale of vacant development projects, improved balance sheet strength, and expectations that investors will refocus on the company’s rent growth and valuation discount to industrial peers. Analyst Commentary Analyst commentary on LXP Industrial Trust has turned increasingly constructive following the sale of its vacant development projects, with most views skewing positively toward the company’s growth prospects and valuation.내러티브 업데이트 • Nov 27
LXP: Recent Asset Sales Will Alleviate Overhang As Balance Sheet Improves
Analysts have raised their price target for LXP Industrial Trust to $11.50. This upgrade is attributed to recent asset sales that strengthened the balance sheet and alleviated overhang concerns, positioning the stock more favorably among its industrial peers.내러티브 업데이트 • Nov 12
LXP: Share Overhang Will Lift Following Sale of Vacant Properties
Analysts have substantially raised their price target for LXP Industrial Trust from $10.64 to $53.93, citing the accretive sale of vacant development projects and an improved rent growth outlook. Analyst Commentary Following recent strategic moves by LXP Industrial Trust, analysts have offered perspectives on the company’s positioning, valuation, and growth outlook.내러티브 업데이트 • Oct 28
Industrial Sector Strength Will Drive Momentum As Overhangs Are Eliminated
The analyst price target for LXP Industrial Trust has increased from $10.33 to $10.64. Analysts cite the accretive impact of recent asset sales and an improved financial outlook as key factors for this change.Seeking Alpha • Mar 12
LXP Industrial Trust Is Strong Buy At Cheap Price And Growing Sunbelt Portfolio
Summary LXP Industrial Trust gets a strong buy rating today for my initial coverage. This industrial REIT has a growing and diversified portfolio of warehouses with a strong focus on the US Sunbelt region, and tenants like Amazon and Walmart. It has proven itself in growing dividends, profits, and cash flow, while also keeping leverage low and getting investment-grade credit ratings. Some macro-level risks to consider include the elevated interest rate environment impacting real estate, and tariffs impacting import trade. Read the full article on Seeking AlphaSeeking Alpha • Feb 27
LXP Industrial: The Common, The Preferred, Or The Bonds?
Summary We identified mispricing in LXP Industrial Trust's capital structure, particularly in its preferred stock, amidst a challenging market for undervalued high-yield instruments. LXP's bonds, with yields between 5% and 5.4%, are reasonably priced and offer no significant alpha compared to similar REIT bonds. LXP's 6.5% convertible preferred stock, yielding 6.87%, shows a notable spread to similar REIT preferred stocks, indicating a potential mispricing. Despite not being a massive bargain, LXP-C's near 7% yield and relative safety make it a valuable addition to our portfolio. Read the full article on Seeking Alpha
새로운 내러티브 • Feb 09
Sun Belt Expansion And Leasing Gains Will Strengthen Future Prospects
Strategic focus on high-growth markets like the Sun Belt should drive revenue growth from favorable demographic trends in population and job growth.Seeking Alpha • Jan 02
LXP Industrial: Great Assets, Great Dividend, But No Growth
Summary Industrial REITs, including LXP Industrial, are trading at low valuations, with LXP offering a compelling 6.6% dividend yield, higher than the sector average. LXP's portfolio focuses on large, single-tenant properties in the Sunbelt and Midwest, with a high occupancy. LXP's revenue growth lags behind peers, and recent transactions do not suggest significant earnings growth for 2025. LXP is a stable income play with a high dividend yield, but limited growth potential means this investment is not for everyone. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
LXP Industrial: Attractive Dividend Yield, Upside Potential In A Lower Rate Environment
Summary LXP Industrial owns a high-quality portfolio of single-tenant industrial properties across the U.S. The company recently became a pure-play industrial REIT after fully exiting its office portfolio. While LXP carries higher leverage, it has maintained its high-yield dividend. Shares have held flat since my last update, but I remain bullish on its prospects. In my view, strong leasing momentum, robust same-property performance, and positive trends in its debt profile position LXP well for future gains. Read the full article on Seeking AlphaSeeking Alpha • Jul 09
LXP Industrial: Dividend Bargain Flying Under The Radar
Summary I find value in underfollowed stocks with attractive prices and high yields, like LXP Industrial. LXP has transitioned to an industrial REIT with strong portfolio fundamentals, strong tenant profile, and growth potential through rent escalations and new developments. LXP's 5.6% dividend yield, strategic market positioning, and solid balance sheet make it an attractive buy for value investors compared to more expensive peers in the industrial sector. Read the full article on Seeking AlphaSeeking Alpha • Apr 08
LXP Industrial Trust: A Speculative Case For M&A
Summary 54 million square foot Class A warehouse/distribution portfolio. Reasonable 14 P/FFO valuation, with 5.9% dividend. Underperformed vs. peers over 1, 3, and 5 years. We speculate that good assets, reasonable valuation, and underperformance might create an attractive M&A target for larger industrial REITs, and discuss some possibilities. Read the full article on Seeking Alpha주주 수익률
| LXP | US Industrial REITs | US 시장 | |
|---|---|---|---|
| 7D | 0.4% | -0.7% | -2.3% |
| 1Y | 24.1% | 23.1% | 21.2% |
수익률 대 산업: LXP은 지난 1년 동안 23.1%의 수익을 기록한 US Industrial REITs 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: LXP은 지난 1년 동안 21.2%의 수익을 기록한 US 시장과 동일한 성과를 보였습니다.
주가 변동성
| LXP volatility | |
|---|---|
| LXP Average Weekly Movement | 3.4% |
| Industrial REITs Industry Average Movement | 3.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: LXP는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: LXP의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1993 | 58 | Will Eglin | www.lxp.com |
LXP Industrial Trust는 선벨트 및 중서부 지역의 12개 대상 시장에서 A등급 창고 및 유통 투자에 주력하는 상장 부동산 투자신탁(REIT)입니다. LXP는 인수, 빌드 투 슈트 거래, 세일즈-리스백 거래, 개발 프로젝트 및 기타 거래를 통해 창고 및 유통 포트폴리오를 확장하고자 합니다. LXP Industrial Trust는 1993년에 설립되었으며 미국 웨스트팜비치에 본사를 두고 있습니다.
LXP Industrial Trust 기초 지표 요약
| LXP 기초 통계 | |
|---|---|
| 시가총액 | US$3.17b |
| 순이익 (TTM) | US$87.25m |
| 매출 (TTM) | US$347.31m |
36.7x
주가수익비율(P/E)9.2x
주가매출비율(P/S)LXP는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| LXP 손익계산서 (TTM) | |
|---|---|
| 매출 | US$347.31m |
| 매출원가 | US$64.19m |
| 총이익 | US$283.12m |
| 기타 비용 | US$195.87m |
| 순이익 | US$87.25m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.48 |
| 총이익률 | 81.52% |
| 순이익률 | 25.12% |
| 부채/자본 비율 | 67.5% |
LXP의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| LXP Industrial Trust 배당 일정 | |
|---|---|
| 배당락일 | Jun 30 2026 |
| 배당 지급일 | Jul 15 2026 |
| 배당락일까지 남은 일수 | 5 days |
| 배당 지급일까지 남은 일수 | 20 days |
LXP는 안정적으로 배당을 지급합니까?
LXP 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/23 07:08 |
| 종가 | 2026/06/23 00:00 |
| 수익 | 2026/03/31 |
| 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 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
LXP Industrial Trust는 19명의 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 |
|---|---|
| Ross Smotrich | Barclays |
| Nathan Crossett | BNP Paribas |
| Jing Xian Tan Bonnel | BofA Global Research |