Brixmor Property Group Inc. $BRX Shares Sold by Arrowstreet Capital Limited Partnership

Key Points

• Arrowstreet Capital cut its Brixmor Property Group stake by 60.2% in the first quarter, selling 365,083 shares and retaining 241,457 shares valued at approximately $6.95 million. Institutional investors collectively own 98.43% of the REIT.
• Brixmor reported quarterly EPS of $0.24, missing the $0.58 consensus estimate, while revenue of $354.2 million was largely in line with forecasts and increased 4.3% year over year. The company maintained fiscal 2026 EPS guidance of $2.35–$2.37.
• The REIT declared a quarterly dividend of $0.3075 per share, equivalent to an annualized $1.23 payout and a 3.9% yield. Analysts remain broadly positive, with a consensus “Buy” rating and a $34 price target versus the reported $31.54 share price.

Arrowstreet Capital Limited Partnership reduced its holdings in Brixmor Property Group Inc. (NYSE:BRX - Free Report) by 60.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 241,457 shares of the real estate investment trust's stock after selling 365,083 shares during the period. Arrowstreet Capital Limited Partnership owned about 0.08% of Brixmor Property Group worth $6,954,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Royal Bank of Canada raised its stake in shares of Brixmor Property Group by 39.9% during the 1st quarter. Royal Bank of Canada now owns 203,615 shares of the real estate investment trust's stock valued at $5,405,000 after buying an additional 58,058 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of Brixmor Property Group by 5.6% in the first quarter. Goldman Sachs Group Inc. now owns 1,703,625 shares of the real estate investment trust's stock worth $45,231,000 after buying an additional 89,827 shares during the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of Brixmor Property Group by 43.6% in the second quarter. EverSource Wealth Advisors LLC now owns 1,835 shares of the real estate investment trust's stock worth $48,000 after buying an additional 557 shares during the last quarter. Marshall Wace LLP acquired a new stake in Brixmor Property Group during the second quarter worth about $6,048,000. Finally, Gamco Investors INC. ET AL acquired a new stake in Brixmor Property Group during the second quarter worth about $435,000. Institutional investors and hedge funds own 98.43% of the company's stock.

Brixmor Property Group Stock Performance

NYSE BRX opened at $31.54 on Friday. The stock has a market capitalization of $9.68 billion, a price-to-earnings ratio of 22.53, a PEG ratio of 2.64 and a beta of 0.98. The stock has a 50-day moving average of $31.48 and a 200 day moving average of $29.89. The company has a current ratio of 0.82, a quick ratio of 1.31 and a debt-to-equity ratio of 1.76. Brixmor Property Group Inc. has a twelve month low of $24.66 and a twelve month high of $32.86.

Brixmor Property Group (NYSE:BRX - Get Free Report) last issued its quarterly earnings data on Monday, July 27th. The real estate investment trust reported $0.24 EPS for the quarter, missing the consensus estimate of $0.58 by ($0.34). The business had revenue of $354.20 million during the quarter, compared to analyst estimates of $354.39 million. Brixmor Property Group had a net margin of 30.82% and a return on equity of 14.38%. The firm's revenue for the quarter was up 4.3% on a year-over-year basis. During the same period in the previous year, the business posted $0.56 earnings per share. Brixmor Property Group has set its FY 2026 guidance at 2.350-2.370 EPS. Sell-side analysts anticipate that Brixmor Property Group Inc. will post 2.36 EPS for the current fiscal year.

Brixmor Property Group Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Friday, October 2nd will be paid a $0.3075 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.23 dividend on an annualized basis and a yield of 3.9%. Brixmor Property Group's dividend payout ratio (DPR) is currently 87.86%.

Analysts Set New Price Targets

A number of research analysts have issued reports on the company. Jefferies Financial Group raised Brixmor Property Group to a "strong-buy" rating in a report on Friday, June 26th. Truist Financial raised their price objective on shares of Brixmor Property Group from $32.00 to $33.00 and gave the stock a "buy" rating in a research note on Wednesday, May 27th. Piper Sandler lifted their target price on shares of Brixmor Property Group from $34.00 to $40.00 and gave the company an "overweight" rating in a report on Tuesday, July 21st. KeyCorp boosted their target price on shares of Brixmor Property Group from $32.00 to $34.00 and gave the company an "overweight" rating in a research note on Tuesday, May 12th. Finally, UBS Group increased their price target on shares of Brixmor Property Group from $34.00 to $37.00 and gave the stock a "buy" rating in a report on Thursday, July 9th. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and two have given a Hold rating to the company's stock. Based on data from MarketBeat, the company has an average rating of "Buy" and a consensus price target of $34.00.

Brixmor Property Group Profile

Brixmor Property Group is a publicly traded real estate investment trust (REIT) focused on the ownership, management and development of open-air shopping centers across the United States. The company acquires and leases retail properties that feature everyday, necessity-based tenants such as grocery stores, discount retailers, and service providers. Brixmor's core strategy centers on generating stable, long-term income streams through tenant relationships and targeted property enhancements.

The company's main business activities include proactive leasing, property upkeep and capital improvement projects designed to maximize occupancy and tenant satisfaction.

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