Brixmor Property Group Inc.

NYSE:BRX Stock Report

Market Cap: US$9.3b

Brixmor Property Group Future Growth

Future criteria checks 0/6

Brixmor Property Group's earnings are forecast to decline at 6.3% per annum while its annual revenue is expected to grow at 4.9% per year. EPS is expected to decline by 3.6% per annum. Return on equity is forecast to be 12.9% in 3 years.

Key information

-6.3%

Earnings growth rate

-3.61%

EPS growth rate

Retail REITs earnings growth-2.3%
Revenue growth rate4.9%
Future return on equity12.86%
Analyst coverage

Good

Last updated06 May 2026

Recent future growth updates

Recent updates

Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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
Narrative Update • 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.
Narrative Update • 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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New Narrative • 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

Earnings and Revenue Growth Forecasts

NYSE:BRX - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20281,586379N/AN/A3
12/31/20271,485349200N/A7
12/31/20261,428338166N/A5
3/31/20261,389444663663N/A
12/31/20251,372386652652N/A
9/30/20251,346332635635N/A
6/30/20251,326335624624N/A
3/31/20251,302320626626N/A
12/31/20241,285339625625N/A
9/30/20241,273328605605N/A
6/30/20241,260295606606N/A
3/31/20241,254281582582N/A
12/31/20231,245304589589N/A
9/30/20231,237339579579N/A
6/30/20231,235355587587N/A
3/31/20231,231386589589N/A
12/31/20221,218353566566N/A
9/30/20221,205327569569N/A
6/30/20221,190294551551N/A
3/31/20221,171297554554N/A
12/31/20211,152269552552N/A
9/30/20211,126213544544N/A
6/30/20211,090195538538N/A
3/31/20211,051113459459N/A
12/31/20201,053121443443N/A
9/30/20201,077158452452N/A
6/30/20201,116211457457N/A
3/31/20201,159271527527N/A
12/31/20191,168274N/A529N/A
9/30/20191,173290N/A541N/A
6/30/20191,186356N/A512N/A
3/31/20191,208368N/A514N/A
12/31/20181,234366N/A542N/A
9/30/20181,257358N/A531N/A
6/30/20181,265295N/A550N/A
3/31/20181,275290N/A568N/A
12/31/20171,284300N/A552N/A
9/30/20171,288323N/A567N/A
6/30/20171,292297N/A573N/A
3/31/20171,279287N/A560N/A
12/31/20161,276275N/A567N/A
9/30/20161,278238N/A543N/A
6/30/20161,272234N/A539N/A
3/31/20161,274224N/A537N/A
12/31/20151,266194N/A524N/A
9/30/20151,256160N/A519N/A
6/30/20151,249133N/A532N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: BRX's earnings are forecast to decline over the next 3 years (-6.3% per year).

Earnings vs Market: BRX's earnings are forecast to decline over the next 3 years (-6.3% per year).

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

Revenue vs Market: BRX's revenue (4.9% per year) is forecast to grow slower than the US market (11.4% per year).

High Growth Revenue: BRX's revenue (4.9% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: BRX's Return on Equity is forecast to be low in 3 years time (12.9%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 04:39
End of Day Share Price 2026/05/07 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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

Brixmor Property Group Inc. is covered by 30 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jonathan PongBaird
Ross SmotrichBarclays
John KimBMO Capital Markets Equity Research