Acadia Realty Trust

NYSE:AKR Stock Report

Market Cap: US$3.0b

Acadia Realty Trust Future Growth

Future criteria checks 0/6

Acadia Realty Trust's earnings are forecast to decline at 9.3% per annum while its annual revenue is expected to grow at 10.4% per year. EPS is expected to decline by 12.3% per annum. Return on equity is forecast to be 2.7% in 3 years.

Key information

-9.3%

Earnings growth rate

-12.32%

EPS growth rate

Retail REITs earnings growth-2.1%
Revenue growth rate10.4%
Future return on equity2.72%
Analyst coverage

Low

Last updated25 Jun 2026

Recent future growth updates

Recent updates

Narrative Update • Jun 24

AKR: Fair Valuation With Q1 Leasing Momentum And Equity Raise Shaping Outlook

Analysts have nudged their price target for Acadia Realty Trust slightly higher to about $23.50, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and a lower future P/E multiple. What's in the News for Acadia Realty Trust Acadia Realty Trust reported Q1 2026 funds from operations per share that were 11% higher year over year, with nearly 6% same store net operating income growth and strong lease spreads, according to Truist.
Seeking Alpha • Jun 21

Acadia Realty: The Market Is Undervaluing This Retail Growth Story

Summary Acadia Realty Trust offers high-quality street-level retail assets in dense, affluent urban markets, supporting robust FFO and dividend growth. AKR delivered 11% YoY FFO/share growth in Q1 2026, with solid same-property NOI growth and a strong blended cash lease spread. Management guides for 9% FFO/share growth in 2026, underpinned by embedded occupancy upside and an expanding SNO pipeline. I rate AKR a ‘Buy’ at a 17.3x forward P/FFO, below its historical average, with a 3.8% yield and low-teens total return potential. Read the full article on Seeking Alpha
Narrative Update • Jun 08

AKR: Steady Fair Value And Raised 2026 EPS Guidance Will Shape Outlook

Analysts have kept their $23.43 price target for Acadia Realty Trust steady, citing largely unchanged assumptions around the discount rate, revenue growth, profit margin, and future P/E. Together, these factors support a consistent view of the stock's fair value.
Narrative Update • May 25

AKR: Stable Fair Value And Higher 2026 EPS Guidance Will Shape Outlook

Analysts are maintaining their $23.43 price target for Acadia Realty Trust, citing largely consistent assumptions on fair value, discount rate, revenue growth, profit margins, and future P/E. What's in the News Acadia Realty Trust issued updated corporate guidance for the full year ending December 31, 2026.
Narrative Update • May 03

AKR: Higher 2026 Earnings Guidance And Completed Buyback Will Support Balanced Outlook

Analysts have nudged their price target for Acadia Realty Trust to about $23.43 from $23.00, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News Acadia Realty Trust raised full year 2026 earnings guidance, with earnings per share now guided to a range of $0.37 to $0.39, compared with the prior range of $0.24 to $0.26 (corporate guidance).
Narrative Update • Apr 18

AKR: Completed Buyback And Adjusted Assumptions Will Support Balanced Future Prospects

Analysts have maintained their $23.00 price target on Acadia Realty Trust, citing their updated view that modestly adjusted assumptions for discount rate, revenue growth, profit margins, and future P/E still support this valuation. What's in the News From October 1, 2025 to December 31, 2025, Acadia Realty Trust reported no share repurchases under its ongoing buyback program.
Narrative Update • Apr 04

AKR: Completed Buyback And Steady Assumptions Will Support Future Upside Potential

Analysts now set a price target of $23.00 for Acadia Realty Trust, a modest adjustment from the prior fair value estimate of about $22.86. This reflects updated views on discount rate, revenue growth, profit margin and future P/E assumptions.
Narrative Update • Mar 20

AKR: Completed Buyback And Stable Assumptions Will Support Future Upside Potential

Analysts have kept their price target for Acadia Realty Trust steady at about $22.86, citing only slight adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any major shift in their view of the shares. What's in the News From October 1, 2025 to December 31, 2025, Acadia Realty Trust reported no share repurchases under its existing buyback program, with 0 shares repurchased for $0 million in that period (Key Developments).
Narrative Update • Mar 05

AKR: Stable Fair Value Will Reflect Slight Shifts In Key Assumptions

Analysts have maintained their $22.86 price target for Acadia Realty Trust, citing relatively stable assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples. Valuation Changes Fair Value: Modelled fair value remains unchanged at $22.86 per share, indicating no adjustment to the central valuation output.
Narrative Update • Feb 19

AKR: Lower Discount Rate Will Support Higher Fair Value Estimate

Analysts have nudged their price target on Acadia Realty Trust higher to about $22.86 per share from roughly $22.29, citing updated assumptions that include different views on revenue growth, profit margins, the discount rate, and future P/E levels. Valuation Changes Fair Value: The updated estimate has risen slightly to $22.86 per share from $22.29.
Narrative Update • Sep 05

Urban Retail Redevelopment In SoHo Will Unlock Future Value

Despite consensus revenue growth forecasts rising sharply from 4.2% to 8.1% and the future P/E multiple increasing from 34.24x to 247.08x, the analyst price target for Acadia Realty Trust remained unchanged at $22.50. What's in the News No shares were repurchased between April and June 2025; total buyback under the 2018 program stands at 3,513,300 shares for $77.42 million.
Seeking Alpha • Dec 03

Acadia Realty Trust: Improving Balance Sheet At An Extreme Valuation

Summary Acadia Realty Trust had an impressive 74% total return since November 2023. The company's quality portfolio has driven decent third quarter results, and the strong performance should continue in the medium term. Yet, lagging profitability metrics, unattractive valuation, and low dividend yield are a clear red flag. Technical analysis predicts a looming correction for AKR. Read the full article on Seeking Alpha
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New Narrative • Sep 10

Strategic Urban Retail Investments Poised To Boost Earnings And Revitalize Growth

Acadia Realty Trust's strategic focus on street retail portfolio growth in key areas aims at capitalizing on high risk-adjusted returns and improving revenues.
Seeking Alpha • Aug 19

Acadia Realty Trust: Strong NOI Growth Pipeline But Little Immediate Benefit From Fed Easing

Summary Acadia Realty Trust is a retail REIT focused on affluent communities with high population density. The REIT has significantly outperformed the Vanguard Real Estate Index Fund ETF so far in 2024, pushing the proportion of net debt in enterprise value down to just 35%. Q2 2024 results were excellent, and the company increased its full-year outlook. NOI growth should continue to benefit as legacy leases are marked-to-market, but elevated valuation multiples indicate some of the growth is already priced in. Key risks to watch are leasing spreads and occupancy, although I see no red flags at the moment. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:AKR - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202851742N/AN/A1
12/31/20274194434N/A2
12/31/20263805635N/A2
3/31/202640239172172N/A
12/31/202540312167167N/A
9/30/202538916163163N/A
6/30/202539219174173N/A
3/31/202538719140140N/A
12/31/202437620140140N/A
9/30/202436711143143N/A
6/30/20243441124124N/A
3/31/20243419122122N/A
12/31/202333219156156N/A
9/30/202334224148148N/A
6/30/2023295-30157158N/A
3/31/2023292-40166166N/A
12/31/2022294-36133133N/A
9/30/2022282-37134134N/A
6/30/202232431119119N/A
3/31/202231335101101N/A
12/31/202129923105105N/A
9/30/202127999393N/A
6/30/2021258-129595N/A
3/31/20212474107107N/A
12/31/2020250-9104104N/A
9/30/202026823114114N/A
6/30/202029242124124N/A
3/31/202030332135135N/A
12/31/201929753N/A131N/A
9/30/201930039N/A124N/A
6/30/201929137N/A109N/A
3/31/201928436N/A93N/A
12/31/201827231N/A96N/A
9/30/201826845N/A95N/A
6/30/201826849N/A95N/A
3/31/201826353N/A113N/A
12/31/201725961N/A115N/A
9/30/201724660N/A142N/A
6/30/201722453N/A138N/A
3/31/201720859N/A118N/A
12/31/201619572N/A110N/A
9/30/201619761N/A85N/A
6/30/201621169N/A103N/A
3/31/201622277N/A105N/A
12/31/201521365N/A114N/A
9/30/201522865N/A106N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: AKR's earnings are forecast to decline over the next 3 years (-9.3% per year).

Earnings vs Market: AKR's earnings are forecast to decline over the next 3 years (-9.3% per year).

High Growth Earnings: AKR's earnings are forecast to decline over the next 3 years.

Revenue vs Market: AKR's revenue (10.4% per year) is forecast to grow slower than the US market (12.7% per year).

High Growth Revenue: AKR's revenue (10.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: AKR's Return on Equity is forecast to be low in 3 years time (2.7%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/05 02:51
End of Day Share Price 2026/07/02 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Acadia Realty Trust is covered by 19 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Paul AdornatoBMO Capital Markets Equity Research
Samir KhanalBofA Global Research
Andrew DiZioBrean Capital Historical (Janney Montgomery)