Federal Realty Investment Trust $FRT Holdings Lowered by Massachusetts Financial Services Co. MA

Key Points

• Massachusetts Financial Services cut its stake in Federal Realty by 30.2% in Q4 and now owns 1,097,323 shares (about 1.27% of the company) worth roughly $110.6 million, with institutional investors owning ~93.86% of the stock.
• Analyst sentiment is mixed but slightly positive: the consensus rating is a "Moderate Buy" with an average target of $112.43, while individual targets range from holds to Piper Sandler's $127 overweight view.
• Recent results showed a Q loss vs. expectations (EPS $1.48 vs. $1.86 consensus) but revenue rose 7.8% year-over-year; the company set FY2026 guidance of 7.420–7.520 EPS, and declared a quarterly dividend of $1.13 (annualized $4.52, ~4.1% yield).

Massachusetts Financial Services Co. MA trimmed its stake in shares of Federal Realty Investment Trust (NYSE:FRT - Free Report) by 30.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,097,323 shares of the real estate investment trust's stock after selling 474,712 shares during the quarter. Massachusetts Financial Services Co. MA owned about 1.27% of Federal Realty Investment Trust worth $110,610,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. True Wealth Design LLC raised its position in shares of Federal Realty Investment Trust by 88.7% during the 4th quarter. True Wealth Design LLC now owns 268 shares of the real estate investment trust's stock worth $27,000 after buying an additional 126 shares in the last quarter. Advisory Services Network LLC bought a new stake in shares of Federal Realty Investment Trust in the 3rd quarter worth approximately $35,000. Quent Capital LLC bought a new stake in shares of Federal Realty Investment Trust in the 3rd quarter worth approximately $39,000. Hantz Financial Services Inc. raised its holdings in shares of Federal Realty Investment Trust by 1,148.5% in the 3rd quarter. Hantz Financial Services Inc. now owns 412 shares of the real estate investment trust's stock worth $42,000 after purchasing an additional 379 shares in the last quarter. Finally, Brown Brothers Harriman & Co. raised its holdings in shares of Federal Realty Investment Trust by 87.4% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 491 shares of the real estate investment trust's stock worth $50,000 after purchasing an additional 229 shares in the last quarter. 93.86% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on FRT shares. Barclays dropped their target price on shares of Federal Realty Investment Trust from $109.00 to $107.00 and set an "equal weight" rating on the stock in a report on Monday. Wall Street Zen upgraded shares of Federal Realty Investment Trust from a "sell" rating to a "hold" rating in a report on Saturday, December 27th. Truist Financial boosted their target price on shares of Federal Realty Investment Trust from $111.00 to $112.00 and gave the stock a "hold" rating in a report on Monday, March 23rd. Evercore set a $107.00 target price on shares of Federal Realty Investment Trust in a report on Tuesday, February 17th. Finally, Piper Sandler boosted their target price on shares of Federal Realty Investment Trust from $115.00 to $127.00 and gave the stock an "overweight" rating in a report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and seven have given a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $112.43.

Federal Realty Investment Trust Stock Down 0.1%

FRT stock opened at $108.96 on Tuesday. Federal Realty Investment Trust has a 52-week low of $89.99 and a 52-week high of $110.89. The company's 50 day simple moving average is $106.35 and its 200-day simple moving average is $101.81. The company has a debt-to-equity ratio of 1.57, a current ratio of 1.67 and a quick ratio of 1.67. The firm has a market capitalization of $9.41 billion, a P/E ratio of 23.33, a P/E/G ratio of 4.79 and a beta of 0.98.

Federal Realty Investment Trust (NYSE:FRT - Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The real estate investment trust reported $1.48 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.86 by ($0.38). Federal Realty Investment Trust had a net margin of 32.14% and a return on equity of 13.10%. The firm had revenue of $336.05 million for the quarter, compared to analyst estimates of $327.65 million. During the same quarter in the prior year, the firm earned $1.73 EPS. The firm's revenue was up 7.8% compared to the same quarter last year. Federal Realty Investment Trust has set its FY 2026 guidance at 7.420-7.520 EPS. As a group, equities research analysts anticipate that Federal Realty Investment Trust will post 7.15 EPS for the current year.

Federal Realty Investment Trust Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Wednesday, April 1st will be paid a $1.13 dividend. This represents a $4.52 annualized dividend and a yield of 4.1%. The ex-dividend date is Wednesday, April 1st. Federal Realty Investment Trust's dividend payout ratio is currently 96.79%.

Federal Realty Investment Trust Profile

Federal Realty Investment Trust NYSE: FRT is a real estate investment trust specializing in the ownership, management, and redevelopment of high-quality retail, restaurant, and mixed-use properties. With a strategic focus on open-air shopping centers and lifestyle-oriented urban destinations, the company partners with leading national and regional retailers to curate environments that blend shopping, dining, entertainment, office, and residential uses. Its asset management capabilities extend from initial site selection and development through ongoing property operations and tenant relations.

Federal Realty's portfolio comprises approximately 100 properties totaling more than 25 million square feet of gross leasable area.

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