Whitestone REIT (WSR) Aandelenoverzicht
Whitestone REIT is een gemeenschapsgerichte vastgoedbeleggingsmaatschappij (REIT) die winkelcentra in de open lucht verwerft, bezit, exploiteert en ontwikkelt in enkele van de snelst groeiende markten van het land: Phoenix, Austin, Dallas-Fort Worth, Houston en San Antonio. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 3/6 |
Beloningen
Risicoanalyse
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WSR Community Fair Values
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Analyst Price Targets
Whitestone REIT Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$18.99 |
| 52 Week Hoogtepunt | US$19.01 |
| 52 Week Laag | US$11.43 |
| Bèta | 0.80 |
| 1 maand verandering | 0.21% |
| 3 maanden verandering | 24.52% |
| 1 Jaar Verandering | 57.46% |
| 3 jaar verandering | 118.03% |
| 5 jaar verandering | 129.35% |
| Verandering sinds IPO | 65.13% |
Recent nieuws en updates
Narratiefupdate • Apr 27
WSR: Takeover Deal And Proxy Disputes Will Shape Future Fair Value Outcome
Whitestone REIT's fair value estimate has been adjusted from $18 to $19.00 as analysts factor in recent price target moves, a higher assumed future P/E, and the mixed signal from both upgrades tied to potential takeover interest and a wave of subsequent downgrades citing limited upside around the $15.20 cash offer and proxy overhang. Analyst Commentary Recent research on Whitestone REIT has shifted quickly from optimism around potential takeover scenarios to caution regarding how much upside remains relative to the current cash bid and ongoing proxy issues.Narratiefupdate • Apr 11
WSR: Takeover Deal And Proxy Disputes Will Shape Fair Outcome
Narrative Update The analyst price target for Whitestone REIT has been revised from $17.25 to $18.00. Analysts attribute this change to updated fair value work that incorporates recent takeover interest and prior Street target moves, while also acknowledging a series of more cautious rating changes across the sector.Recent updates
Narratiefupdate • Apr 27
WSR: Takeover Deal And Proxy Disputes Will Shape Future Fair Value Outcome
Whitestone REIT's fair value estimate has been adjusted from $18 to $19.00 as analysts factor in recent price target moves, a higher assumed future P/E, and the mixed signal from both upgrades tied to potential takeover interest and a wave of subsequent downgrades citing limited upside around the $15.20 cash offer and proxy overhang. Analyst Commentary Recent research on Whitestone REIT has shifted quickly from optimism around potential takeover scenarios to caution regarding how much upside remains relative to the current cash bid and ongoing proxy issues.Narratiefupdate • Apr 11
WSR: Takeover Deal And Proxy Disputes Will Shape Fair Outcome
Narrative Update The analyst price target for Whitestone REIT has been revised from $17.25 to $18.00. Analysts attribute this change to updated fair value work that incorporates recent takeover interest and prior Street target moves, while also acknowledging a series of more cautious rating changes across the sector.Seeking Alpha • Apr 07
Whitestone REIT: Acquisition Buzz Keeps It Elevated While Risks Are Rising (Downgrade)
Summary Whitestone REIT (WSR) is downgraded to Hold as shares trade above intrinsic value amid rising macro risks thanks to Blackstone's acquisition offer. WSR delivered solid Core FFO growth, with 2026 guidance implying a 6.67% YoY increase and continued portfolio strength in Sun Belt markets. Acquisition offers from Blackstone/TPG and MCB highlight strategic interest in their shopping centers, but rejection could trigger downside as arbitrage demand would flee. Geopolitical risks, inflationary pressures, and relatively low dividend yield make the risk-reward unattractive at current levels. Read the full article on Seeking AlphaNarratiefupdate • Mar 28
WSR: Takeover Bids And Proxy Fights Will Shape Fair Outlook
Whitestone REIT's analyst price target is updated to $17.25, with analysts pointing to higher published targets from several firms and heightened takeover interest as key factors supporting this revision. Analyst Commentary Bullish Takeaways Bullish analysts are anchoring their targets in the US$17 to US$18 range, which is above the US$15.20 cash takeover offer.Narratiefupdate • Mar 14
WSR: Takeover Interest And Proxy Fights Will Shape Fair Outlook
The analyst fair value estimate for Whitestone REIT has been raised from $15.78 to $17.25. This reflects higher Street price targets around $17 to $18 and analysts' updated assumptions following recent takeover interest and revised revenue and expense forecasts.Narratiefupdate • Feb 28
WSR: Fair Outlook Will Hinge On Activist Pressure And Buyback Execution
Analysts have raised their Whitestone REIT price target by about $0.85 to reflect updated views on fair value, discount rate, revenue growth, profit margins, and a lower future P/E, supported by recent positive coverage and target increases from Wall Street. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent initiation with a positive view as support for the updated fair value framework, suggesting that the current price target move is aligned with where they see the shares trading on a normalized P/E.Seeking Alpha • Apr 16
Whitestone REIT: Undervalued Gem With Double-Digit Rent Spreads
Summary Whitestone REIT focuses on high-growth Sunbelt markets and small shops, offering high margins, pricing power, and robust lease spreads. WSR has demonstrated strong fundamentals, including double-digit FFO/share growth, consistent occupancy, and proactive leasing, driving impressive lease spreads and NOI growth. Redevelopment initiatives provide upside potential, while WSR's improving balance sheet and well-covered monthly dividend enhance its attractiveness. With a guided long-term FFO/share growth of 5-7%, WSR is positioned for strong total returns, making it a compelling opportunity for value and growth investors. Read the full article on Seeking AlphaSeeking Alpha • Jan 30
Whitestone REIT: Sunbelt Powerhouse Poised For Potential Market-Beating Returns
Summary Whitestone REIT owns high-quality open-air retail centers in fast-growing Sunbelt markets, achieving strong leasing spreads and consistent NOI growth. WSR's remerchandising and asset recycling initiatives are enhancing portfolio quality, driving robust Core FFO/share growth, and improving financial flexibility. The improved balance sheet, with a declining leverage ratio and well-covered 4% dividend yield, supports further deleveraging and growth. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Whitestone REIT: Retail Has Finally Right Sized
Summary Whitestone REIT's COO Christine Mastandrea emphasizes the resilience of retail, focusing on smaller format centers that prioritize services and convenience. Geographic trends show a demographic shift towards Southern states, with Whitestone strategically investing in Texas and Arizona due to pro-growth policies and university expansions. Key metrics for Whitestone include sales per square foot, customer stickiness, and net operating income, ensuring profitable growth and value for shareholders. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Whitestone REIT: Weighing Potential Amid Risks
Summary Whitestone REIT has delivered over 35% total returns since November 2023, with a current forward yield of 3.44% and a low P/FFO multiple of 14.62x. Looking at WSR stock, I can see a compelling entry point in terms of the valuations relative to other peers such as KIM, REG and FRT. However, diving deeper a bit more, I will also identify some reasons why the discount could be justified. I recommend holding WSR for diversification, given the sector's recent rally. Read the full article on Seeking AlphaSeeking Alpha • Oct 11
Whitestone Buyout Offer Undervalues Its Assets
Summary MCB Real Estate's $15 per share buyout offer for Whitestone REIT is too low, with WSR's fair value estimated closer to $17 per share. The hostile takeover attempt by MCB could spark competing bids from other REITs or private equity, given improved market conditions and lower interest rates. Whitestone REIT's standalone prospects are favorable, with strong leasing, rising occupancy, and healthy NOI growth, making a buyout less necessary. Investing in WSR now offers potential upside from either a higher bid or continued growth, despite typical shopping center risks and slightly higher leverage. Read the full article on Seeking Alpha
Nieuw narratief • Sep 24
Revitalizing Real Estate Through Critical Leasing And Re-merchandising Spurs Earnings Surge
Strong leasing spreads and improvement in same-store NOI highlight robust demand, operational efficiency, and potential for revenue and profit margin growth.Seeking Alpha • Sep 09
Whitestone: Growth At A Great Price
Summary Whitestone REIT owns and operates a diversified portfolio of retail properties in major metropolitan areas. The REIT's favorable market dynamics support its positive outlook and potential for growth. WSR's recent performance has been very good, with meaningful projected NOI and core FFO increases for 2024. Most importantly, the shares are trading at a discount to NAV, and this is one of the cheapest retail REITs on an FFO-multiple basis. Read the full article on Seeking AlphaSeeking Alpha • Aug 30
Whitestone REIT: Southwest's Growing Pains Will Be Retail Landlords' Growing Gains
Summary Monitoring demographic trends reveals strong housing demand in the sunbelt, creating opportunities for retail real estate investment. Whitestone REIT is highlighted for its significant exposure to high-growth markets in Texas and Arizona, making it a compelling investment. Whitestone is undervalued compared to peers, with potential for mergers and acquisitions boosting its attractiveness. Lower interest rates could further enhance REIT valuations, making Whitestone a prime acquisition target in thriving markets. Read the full article on Seeking AlphaSeeking Alpha • Aug 02
Whitestone REIT: Taking Profits Home And Downgrading To Hold
Summary Since November last year, when I issued a bullish article on WSR, the stock has surged higher, benefiting from favorable court ruling and solid financial performance. Despite strong same store NOI growth and occupancy rates, WSR's leasing spreads and occupancy levels have been declining. WSR continues to also carry a high leverage, which limits its M&A options and its overall growth potential. On top of this, WSR's multiple has now bounced back to the pre-pandemic level, when the interest rate dynamics were entirely different. As a result of this, I am downgrading WSR from buy to hold. Read the full article on Seeking AlphaSeeking Alpha • Jul 08
Whitestone REIT: Monthly-Paying Growth REIT With A 3.7% Yield
Summary Whitestone REIT offers long-term growth prospects with positive leasing spreads and potential for organic growth and acquisitions. The trust has a low payout ratio, growing dividend, and attractive valuation, making it a compelling investment for passive income investors. Whitestone REIT's concentrated portfolio in strong markets like Texas and Arizona, along with favorable market dynamics, indicates potential for sustained rental growth and outperformance. Read the full article on Seeking AlphaRendement voor aandeelhouders
| WSR | US Retail REITs | US Markt | |
|---|---|---|---|
| 7D | 0% | 2.7% | 1.1% |
| 1Y | 57.5% | 20.3% | 28.7% |
Rendement versus industrie: WSR overtrof de US Retail REITs industrie, die het afgelopen jaar een rendement 20.3 % opleverde.
Rendement versus markt: WSR overtrof de US markt, die het afgelopen jaar een rendement opleverde van 28.7 %.
Prijsvolatiliteit
| WSR volatility | |
|---|---|
| WSR Average Weekly Movement | 4.1% |
| Retail REITs Industry Average Movement | 2.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: WSR heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van WSR is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1998 | 70 | Dave Holeman | www.whitestonereit.com |
Whitestone REIT is een gemeenschapsgerichte vastgoedbeleggingsmaatschappij (REIT) die winkelcentra in de open lucht verwerft, bezit, exploiteert en ontwikkelt in enkele van de snelst groeiende markten van het land: Phoenix, Austin, Dallas-Fort Worth, Houston en San Antonio. Onze centra zijn gericht op gemak: ze zijn voorzien van een mix van servicegerichte huurders die voedsel (restaurants en kruideniers), zelfzorg (gezondheid en fitness), diensten (financieel en logistiek), onderwijs en entertainment bieden aan de omliggende gemeenschappen. De Vennootschap gelooft dat haar sterke gemeenschapsbanden en diepgaande relaties met huurders de sleutel zijn tot het succes van haar huidige centra en haar acquisitiestrategie.
Whitestone REIT Samenvatting
| WSR fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$988.01m |
| Inkomsten(TTM) | US$50.37m |
| Inkomsten(TTM) | US$164.24m |
19.4x
Koers/Winstverhouding5.9x
P/S-verhoudingIs WSR overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| WSR resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$164.24m |
| Kosten van inkomsten | US$51.36m |
| Brutowinst | US$112.88m |
| Overige uitgaven | US$62.52m |
| Inkomsten | US$50.37m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.98 |
| Brutomarge | 68.73% |
| Nettowinstmarge | 30.67% |
| Schuld/Eigen Vermogen Verhouding | 139.5% |
Hoe presteerde WSR op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
3.0%
Huidig dividendrendement50%
UitbetalingsratioBetaalt WSR een betrouwbaar dividend?
Zie WSR dividendgeschiedenis en benchmarks| Whitestone REIT dividenddata | |
|---|---|
| Ex Dividend Datum | Jun 17 2026 |
| Betaaldatum dividend | Jun 29 2026 |
| Dagen tot Ex-dividend | 23 days |
| Dagen tot dividendbetaaldatum | 35 days |
Betaalt WSR een betrouwbaar dividend?
Zie WSR dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/24 11:30 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 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
Whitestone REIT wordt gevolgd door 14 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.
| Analist | Instelling |
|---|---|
| Gaurav Mehta | Alliance Global Partners |
| Richard Milligan | Baird |
| Paul Adornato | BMO Capital Markets Equity Research |