Curbline Properties Corp. $CURB Shares Sold by Strs Ohio

Key Points

• Institutional and insider selling: Strs Ohio cut its stake in Curbline by 63.5% in Q4 (selling 368,400 shares, leaving 211,400 worth $4.91M) and CEO David R. Lukes sold 83,663 shares at $26.83, a transaction of ~$2.24M that reduced his ownership by 14.17%.
• Strong quarterly results and guidance: Curbline reported $0.28 EPS versus $0.05 expected and revenue of $57.99M (up 51% year-over-year), and set FY2026 guidance of $1.200–1.230 EPS (analysts expect ~1.21 EPS).
• Dividend raised but payout is high: The company increased its quarterly dividend to $0.17 ($0.68 annualized, ~2.5% yield), while the payout ratio stands at an elevated 219.35%, signaling potential sustainability concerns.

Strs Ohio trimmed its holdings in shares of Curbline Properties Corp. (NYSE:CURB - Free Report) by 63.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 211,400 shares of the company's stock after selling 368,400 shares during the period. Strs Ohio owned 0.20% of Curbline Properties worth $4,907,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of CURB. State Street Corp lifted its holdings in Curbline Properties by 1.9% in the second quarter. State Street Corp now owns 5,515,437 shares of the company's stock worth $126,772,000 after acquiring an additional 101,813 shares during the last quarter. Daiwa Securities Group Inc. grew its holdings in shares of Curbline Properties by 25.4% during the third quarter. Daiwa Securities Group Inc. now owns 2,778,716 shares of the company's stock valued at $61,966,000 after purchasing an additional 562,642 shares during the last quarter. GRS Advisors LLC raised its position in shares of Curbline Properties by 1.3% during the 3rd quarter. GRS Advisors LLC now owns 2,402,558 shares of the company's stock worth $53,577,000 after purchasing an additional 31,781 shares during the period. Balyasny Asset Management L.P. lifted its holdings in shares of Curbline Properties by 36.4% in the 2nd quarter. Balyasny Asset Management L.P. now owns 2,164,444 shares of the company's stock worth $49,414,000 after purchasing an additional 577,037 shares during the last quarter. Finally, Aew Capital Management L P boosted its position in Curbline Properties by 111.2% during the 3rd quarter. Aew Capital Management L P now owns 1,547,924 shares of the company's stock valued at $34,519,000 after purchasing an additional 815,060 shares during the period.

Insider Buying and Selling at Curbline Properties

In related news, CEO David R. Lukes sold 83,663 shares of the firm's stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $26.83, for a total transaction of $2,244,678.29. Following the completion of the transaction, the chief executive officer owned 506,597 shares of the company's stock, valued at $13,591,997.51. This trade represents a 14.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 8.70% of the stock is currently owned by company insiders.

Curbline Properties Trading Up 1.3%

Curbline Properties stock opened at $27.63 on Wednesday. Curbline Properties Corp. has a 12-month low of $21.62 and a 12-month high of $28.94. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.20 and a quick ratio of 1.20. The stock has a market capitalization of $2.92 billion, a PE ratio of 89.14 and a beta of 0.52. The firm has a 50 day simple moving average of $27.10 and a 200-day simple moving average of $25.03.

Curbline Properties (NYSE:CURB - Get Free Report) last announced its earnings results on Tuesday, April 28th. The company reported $0.28 EPS for the quarter, topping the consensus estimate of $0.05 by $0.23. The firm had revenue of $57.99 million for the quarter, compared to analysts' expectations of $53.34 million. Curbline Properties had a return on equity of 1.74% and a net margin of 16.24%.The firm's quarterly revenue was up 51.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.24 earnings per share. Curbline Properties has set its FY 2026 guidance at 1.200-1.230 EPS. As a group, equities research analysts expect that Curbline Properties Corp. will post 1.21 EPS for the current fiscal year.

Curbline Properties Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 8th. Stockholders of record on Wednesday, March 18th were issued a $0.17 dividend. This represents a $0.68 annualized dividend and a dividend yield of 2.5%. This is a positive change from Curbline Properties's previous quarterly dividend of $0.16. The ex-dividend date was Wednesday, March 18th. Curbline Properties's payout ratio is currently 219.35%.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. JPMorgan Chase & Co. increased their target price on Curbline Properties from $30.00 to $31.00 and gave the stock an "overweight" rating in a research report on Monday. Citigroup boosted their price target on shares of Curbline Properties from $30.00 to $33.00 and gave the company a "buy" rating in a report on Wednesday, April 29th. KeyCorp increased their price objective on shares of Curbline Properties from $28.00 to $30.00 and gave the stock an "overweight" rating in a report on Wednesday, April 29th. Wall Street Zen downgraded shares of Curbline Properties from a "sell" rating to a "strong sell" rating in a research report on Monday. Finally, Piper Sandler boosted their target price on shares of Curbline Properties from $30.00 to $32.00 and gave the company an "overweight" rating in a research note on Tuesday, February 17th. Seven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $29.44.

Curbline Properties Profile

Curbline Properties Corp. is a real estate investment trust which is an owner and manager of convenience shopping centers positioned on the curbline of well-trafficked intersections and major vehicular corridors in suburban. Curbline Properties Corp. is based in NEW YORK.

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