Brixmor Property Group Inc. $BRX Stake Increased by Vanguard Group Inc.

Key Points

• Vanguard slightly raised its stake in Brixmor by 0.4% in Q4 and now owns 44,986,376 shares—about 14.70% of the company, valued at roughly $1.18 billion.
• Quarterly results beat expectations: Brixmor reported $0.41 EPS versus $0.25 expected and $354.8M revenue (vs. $349.4M), and set FY2026 guidance of 2.34–2.37 EPS (analysts forecast ~2.36).
• The company declared a quarterly dividend of $0.3075 (annualized $1.23) for a 4.1% yield, with a dividend payout ratio of 85.42%, indicating a high but currently supported payout level.

Vanguard Group Inc. raised its stake in shares of Brixmor Property Group Inc. (NYSE:BRX - Free Report) by 0.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 44,986,376 shares of the real estate investment trust's stock after acquiring an additional 198,567 shares during the quarter. Vanguard Group Inc. owned approximately 14.70% of Brixmor Property Group worth $1,179,543,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Royal Bank of Canada lifted its position in shares of Brixmor Property Group by 39.9% during the first quarter. Royal Bank of Canada now owns 203,615 shares of the real estate investment trust's stock worth $5,405,000 after purchasing an additional 58,058 shares during the last quarter. Goldman Sachs Group Inc. grew its stake in 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 purchasing an additional 89,827 shares in the last quarter. EverSource Wealth Advisors LLC increased its holdings in 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 valued at $48,000 after buying an additional 557 shares during the last quarter. Marshall Wace LLP bought a new stake in Brixmor Property Group in the second quarter valued at about $6,048,000. Finally, Gamco Investors INC. ET AL acquired a new stake in Brixmor Property Group during the second quarter valued at approximately $435,000. 98.43% of the stock is owned by institutional investors and hedge funds.

Brixmor Property Group Price Performance

Shares of BRX opened at $29.78 on Friday. Brixmor Property Group Inc. has a 12 month low of $24.38 and a 12 month high of $31.49. The company has a debt-to-equity ratio of 1.81, a current ratio of 1.31 and a quick ratio of 1.11. The stock has a fifty day moving average price of $29.74 and a 200 day moving average price of $27.70. The company has a market cap of $9.14 billion, a P/E ratio of 20.68, a PEG ratio of 2.70 and a beta of 1.06.

Brixmor Property Group (NYSE:BRX - Get Free Report) last posted its earnings results on Monday, April 27th. The real estate investment trust reported $0.41 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.25 by $0.16. Brixmor Property Group had a return on equity of 14.85% and a net margin of 31.99%.The company had revenue of $354.82 million for the quarter, compared to analysts' expectations of $349.43 million. During the same period last year, the business posted $0.56 earnings per share. The firm's quarterly revenue was up 5.1% compared to the same quarter last year. Brixmor Property Group has set its FY 2026 guidance at 2.340-2.37 EPS. On average, research analysts forecast that Brixmor Property Group Inc. will post 2.36 earnings per share for the current year.

Brixmor Property Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Thursday, July 2nd will be given a $0.3075 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $1.23 annualized dividend and a yield of 4.1%. Brixmor Property Group's dividend payout ratio (DPR) is currently 85.42%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Evercore upgraded Brixmor Property Group to a "strong-buy" rating in a research report on Wednesday. JPMorgan Chase & Co. upped their price target on Brixmor Property Group from $30.00 to $33.00 and gave the company an "overweight" rating in a research report on Friday, February 20th. Scotiabank raised their price objective on Brixmor Property Group from $29.00 to $33.00 and gave the stock a "sector outperform" rating in a research note on Tuesday, March 24th. Wells Fargo & Company lifted their price objective on shares of Brixmor Property Group from $28.00 to $32.00 and gave the stock an "equal weight" rating in a report on Thursday, March 19th. Finally, Stifel Nicolaus boosted their target price on shares of Brixmor Property Group from $29.75 to $31.00 and gave the company a "hold" rating in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $32.00.

Insider Transactions at Brixmor Property Group

In other Brixmor Property Group news, Director Julie Bowerman sold 8,000 shares of the company's stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $29.03, for a total value of $232,240.00. Following the completion of the transaction, the director owned 18,400 shares in the company, valued at approximately $534,152. This represents a 30.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.91% of the stock is owned by insiders.

Brixmor Property Group Company 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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