Empire State Realty Trust (ESRT) Aandelenoverzicht
Empire State Realty Trust, Inc. is een op NYC gerichte REIT die een portefeuille bezit en beheert van goed verhuurde, gemoderniseerde, goed gelegen kantoren en meergezinswoningen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 1/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 1/6 |
| Financiële gezondheid | 1/6 |
| Dividenden | 3/6 |
Beloningen
Risicoanalyse
ESRT Community Fair Values
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Analyst Price Targets
Empire State Realty Trust, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$5.44 |
| 52 Week Hoogtepunt | US$8.76 |
| 52 Week Laag | US$4.87 |
| Bèta | 1.36 |
| 1 maand verandering | 1.12% |
| 3 maanden verandering | 4.82% |
| 1 Jaar Verandering | -37.04% |
| 3 jaar verandering | -23.16% |
| 5 jaar verandering | -56.09% |
| Verandering sinds IPO | -58.47% |
Recent nieuws en updates
Narratiefupdate • 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.Narratiefupdate • 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.Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Seeking Alpha • Apr 07
Empire State Realty: Positive Leasing Spreads On Healthy Manhattan Office Market
Summary Empire State Realty Trust trades at a historically low 5.6x multiple to FFO despite resilient Manhattan leasing and NOI growth. ESRT has maintained positive leasing spreads for 18 consecutive quarters, with its office occupancy at 89.9% and total commercial occupancy at 90.3%. Dividend yield is 2.71%, below the US 10-year Treasury, making ESRT more of an FFO recovery play than an income play. I rate ESRT a Buy, supported by manageable debt maturities, growing retail exposure, and discounted valuation versus broader market headwinds. Read the full article on Seeking AlphaNarratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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
Nieuw narratief • 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.Analyseartikel • May 03
Shareholders May Not Be So Generous With Empire State Realty Trust, Inc.'s (NYSE:ESRT) CEO Compensation And Here's Why
Key Insights Empire State Realty Trust will host its Annual General Meeting on 9th of May CEO Tony Malkin's total...Seeking Alpha • Mar 05
Empire State Realty Trust: A Bet On The Mean Reversion
Summary Like its peers, Empire State Realty Trust suffered greatly through the pandemic. But Empire State has done perhaps the best job of any NYC REIT of returning to pre-pandemic levels. It's now expanding and diversifying, leveraging its strong financial position. A massive buyback program could turbocharge returns going forward. Read the full article on Seeking AlphaRendement voor aandeelhouders
| ESRT | US Office REITs | US Markt | |
|---|---|---|---|
| 7D | 1.7% | 3.4% | 0.5% |
| 1Y | -37.0% | -7.5% | 23.5% |
Rendement versus industrie: ESRT presteerde slechter dan de US Office REITs -sector, die het afgelopen jaar een rendement van -7.5 % opleverde.
Rendement versus markt: ESRT presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 23.5 % opleverde.
Prijsvolatiliteit
| ESRT volatility | |
|---|---|
| ESRT Average Weekly Movement | 4.7% |
| Office REITs Industry Average Movement | 4.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: ESRT heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van ESRT is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2011 | 642 | Tony Malkin | www.esrtreit.com |
Empire State Realty Trust, Inc. is een op NYC gerichte REIT die een portefeuille bezit en beheert van goed verhuurde, gemoderniseerde, goed gelegen kantoren en meergezinswoningen. Het vlaggenschip van ESRT, het Empire State Building (World's Most Famous Building) beschikt over het iconische Observatory. Het bedrijf is een erkend leider op het gebied van energie-efficiëntie en kwaliteit van het binnenmilieu.
Empire State Realty Trust, Inc. Samenvatting
| ESRT fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$1.54b |
| Inkomsten(TTM) | US$35.42m |
| Inkomsten(TTM) | US$776.71m |
26.5x
Koers/Winstverhouding1.2x
P/S-verhoudingIs ESRT overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ESRT resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$776.71m |
| Kosten van inkomsten | US$369.01m |
| Brutowinst | US$407.70m |
| Overige uitgaven | US$372.28m |
| Inkomsten | US$35.42m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.21 |
| Brutomarge | 52.49% |
| Nettowinstmarge | 4.56% |
| Schuld/Eigen Vermogen Verhouding | 127.1% |
Hoe presteerde ESRT op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
2.6%
Huidig dividendrendement12%
UitbetalingsratioBetaalt ESRT een betrouwbaar dividend?
Zie ESRT dividendgeschiedenis en benchmarks| Empire State Realty Trust dividenddata | |
|---|---|
| Ex Dividend Datum | Jun 15 2026 |
| Betaaldatum dividend | Jun 30 2026 |
| Dagen tot Ex-dividend | 1 day |
| Dagen tot dividendbetaaldatum | 14 days |
Betaalt ESRT een betrouwbaar dividend?
Zie ESRT dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/15 20:29 |
| Aandelenkoers aan het einde van de dag | 2026/06/12 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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
Empire State Realty Trust, Inc. wordt gevolgd door 17 analisten. 2 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.
| Analist | Instelling |
|---|---|
| John Kim | BMO Capital Markets Equity Research |
| Jing Xian Tan Bonnel | BofA Global Research |
| William Catherwood | BTIG |