Brixmor Property Group Inc.

NYSE:BRX Voorraadrapport

Marktkapitalisatie: US$9.5b

Brixmor Property Group Inkomsten in het verleden

Verleden criteriumcontroles 4/6

Brixmor Property Group heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 10.7%, terwijl de Retail REITs-industrie de winst zag groeien met 13.1% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 4.5%. Het rendement op eigen vermogen van Brixmor Property Group is 14.6%, en het heeft een nettomarge van 31.9%.

Belangrijke informatie

10.67%

Groei van de winst

10.00%

Groei van de winst per aandeel

Retail REITs Groei van de industrie8.45%
Inkomstengroei4.46%
Rendement op eigen vermogen14.63%
Nettomarge31.93%
Volgende winstupdate28 Jul 2026

Recente prestatie-updates uit het verleden

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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
Narratiefupdate 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.
Narratiefupdate 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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Nieuw narratief 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

Opbrengsten en kosten

Hoe Brixmor Property Group geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

NYSE:BRX Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Mar 261,3894441130
31 Dec 251,3723861130
30 Sep 251,3463321120
30 Jun 251,3263351150
31 Mar 251,3023201160
31 Dec 241,2853391160
30 Sep 241,2733281190
30 Jun 241,2602951180
31 Mar 241,2542811160
31 Dec 231,2453041170
30 Sep 231,2373391170
30 Jun 231,2353551170
31 Mar 231,2313861180
31 Dec 221,2183531170
30 Sep 221,2053271160
30 Jun 221,1902941120
31 Mar 221,1712971090
31 Dec 211,1522691050
30 Sep 211,1262131000
30 Jun 211,0901951020
31 Mar 211,0511131000
31 Dec 201,053121980
30 Sep 201,0771581020
30 Jun 201,116211990
31 Mar 201,159271990
31 Dec 191,1682741020
30 Sep 191,1732901070
30 Jun 191,1863561070
31 Mar 191,2083681040
31 Dec 181,2343661040
30 Sep 181,257358980
30 Jun 181,265295980
31 Mar 181,2752901000
31 Dec 171,284300980
30 Sep 171,288323960
30 Jun 171,292297990
31 Mar 171,2792871000
31 Dec 161,276275990
30 Sep 161,2782381040
30 Jun 161,2722341020
31 Mar 161,274224980
31 Dec 151,2661941080
30 Sep 151,2561601040
30 Jun 151,2491331020

Kwaliteitswinsten: BRX heeft een grote eenmalige winst van $151.6M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st March, 2026.

Groeiende winstmarge: De huidige netto winstmarges (31.9%) BRX } zijn hoger dan vorig jaar (24.5%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: De winst van BRX is de afgelopen 5 jaar met 10.7% per jaar gegroeid.

Versnelling van de groei: De winstgroei van BRX over het afgelopen jaar ( 38.8% ) overtreft het 5-jarig gemiddelde ( 10.7% per jaar).

Winst versus industrie: De winstgroei BRX over het afgelopen jaar ( 38.8% ) overtrof de Retail REITs -sector 38%.


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 14.6% ) van BRX wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/24 17:48
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Brixmor Property Group Inc. wordt gevolgd door 31 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Jonathan PongBaird
Ross SmotrichBarclays
John KimBMO Capital Markets Equity Research