Real Estate Investment Trusts · SIC 6798

FEDERAL REALTY INVESTMENT TRUST

FRT

Watch

Latest revenue

$341.1M

as of 2026-03-31

Latest net income

$159.1M

as of 2026-03-31

Net margin

46.6%

as of 2026-03-31

Price · 5Y

+5.3% / yr 8.5 pts / yr vs S&P 500 29.3% total
Compare:

Live market

delayed ≤15 min
$119.75
0.96%
Market cap
$10.35B
Enterprise value
$11.59B
P/E (trailing)
25.2×
Forward P/E
P/B
3.12×
Dividend yield
3.7%
52-wk high
$120.20
52-wk low
$89.99
Beta
Shares out
86.4M

5-year trend

What this company does

AI

Federal Realty owns and operates a portfolio of open-air shopping centers and mixed-use properties concentrated in affluent coastal U.S. metro areas. It earns nearly all revenue from rental income on retail and mixed-use space, generating $333 million of rental income in the latest quarter, up roughly 10% year-over-year. The trust just booked a $93 million gain on real estate sales and used proceeds plus new notes to repay $400 million of senior debt, signaling active capital recycling toward higher-quality assets.

Generated from FRT's filing dated 2026-02-12

Key risks

AI
  • Leverage: $4.85B total debt (mortgages $519M, notes $1.37B, senior notes $2.97B) against $3.38B equity; Q1 interest expense rose 16% to $49.1M.
  • Earnings quality: Q1 2026 net income boosted by $92.7M real estate sale gain; excluding it, operating income would be ~$116M vs $107M prior year.
  • Refinancing exposure: repaid $400M senior notes and drew $250M new notes plus $59M revolver in Q1, signaling rising-rate refinancing pressure.

Generated from FRT's filing dated 2026-02-12

Profitability

Operating margin

47.1%

19.9%

Net margin

32.1%

30.9%

Return on equity

12.7%

35.9%

Return on assets

4.5%

30.0%

Leverage

Debt / equity

1.81×

7.3%

Long-term debt / equity

1.04×

2.2%

Debt / assets

64.4%

2.6%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$341.1M+10.3%$159.1M+149.5%46.6%

Q4 2025

2025-12-31

$336.0M+7.9%$129.7M+98.0%38.6%

Q3 2025

2025-09-30

$322.3M+6.1%$61.6M+1.1%19.1%

Q2 2025

2025-06-30

$311.5M+5.2%$155.9M+39.2%50.0%

Q1 2025

2025-03-31

$309.2M+6.1%$63.8M+12.4%20.6%

Q4 2024

2024-12-31

$311.4M$65.5M21.0%

Q3 2024

2024-09-30

$303.6M+5.9%$61.0M+6.8%20.1%

Q2 2024

2024-06-30

$296.1M+5.5%$112.0M+85.1%37.8%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Real Estate Investment Trusts · SIC 6798

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Insider activity

Insider buying

$0

Insider selling

$0

Net activity

+$0

Distinct insiders

0

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns FRT

Institutional value

$4.52B

Total shares held

43.0M

Distinct holders

373

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.8.6M$917.9MNew
2VANGUARD PORTFOLIO MANAGEMENT LLC7.3M$773.6MNew
3VANGUARD CAPITAL MANAGEMENT LLC5.4M$571.5MNew
4Invesco Ltd.2.7M$285.5MNew
5ProShare Advisors LLC1.6M$173.0MNew
6DIMENSIONAL FUND ADVISORS LP1.3M$136.4MNew
7JPMORGAN CHASE & CO1.0M$109.5MNew
8Nuveen, LLC1.0M$107.7MNew
9WELLS FARGO & COMPANY/MN864.5K$91.8MNew
10Legal & General Group Plc705.7K$75.0MNew
11Bank of New York Mellon Corp660.5K$70.1MNew
12Vest Financial, LLC505.4K$53.7MNew
13NOMURA ASSET MANAGEMENT CO LTD495.3K$52.6MNew
14VANGUARD FIDUCIARY TRUST CO448.4K$47.6MNew
15Sumitomo Mitsui Trust Group, Inc.438.6K$46.6MNew
16UBS Group AG408.8K$43.4MNew
17DEUTSCHE BANK AG\403.9K$42.9MNew
18SEI INVESTMENTS CO400.7K$42.6MNew
19FIRST TRUST ADVISORS LP382.1K$40.6MNew
20LASALLE INVESTMENT MANAGEMENT SECURITIES LLC353.2K$37.5MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Excluding the $92.7M real estate gain, operating income was ~$116M versus $107M prior year—what's driving the modest core margin improvement given 10% revenue growth?

  2. 2

    Rental expenses grew 10% and D&A grew 14% year-over-year, outpacing same-store NOI growth—where is operating leverage actually showing up in 2026?

  3. 3

    You refinanced $400M senior notes with $250M new notes plus $59M revolver draw—what's the blended rate impact and refinancing pipeline through 2027?

Refreshed when FRT files a new report · last from 2026-02-12