Federal Realty Investment Trust $FRT Shares Purchased by Dimensional Fund Advisors LP

Key Points

• Dimensional Fund Advisors LP raised its stake in Federal Realty (NYSE:FRT) by 2.1% in Q3 to 1,207,603 shares (about 1.40% of the company) worth $122.34 million, and institutional investors now own roughly 93.86% of the stock as several other funds also increased positions.
• FRT’s latest quarter showed an EPS miss ($1.48 vs. $1.86 est.) but revenue beat at $336.05 million (up 7.8% YoY); management set FY2026 guidance of $7.420–$7.520 per share versus analysts’ ~7.15 estimate.
• The company declared a quarterly dividend of $1.13 (annualized $4.52) with an ex-dividend date of April 1, implying a ~4.2% yield, though the dividend payout ratio is elevated at about 96.8%.

Dimensional Fund Advisors LP boosted its position in Federal Realty Investment Trust (NYSE:FRT - Free Report) by 2.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,207,603 shares of the real estate investment trust's stock after buying an additional 24,806 shares during the period. Dimensional Fund Advisors LP owned approximately 1.40% of Federal Realty Investment Trust worth $122,338,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. ProShare Advisors LLC raised its holdings in shares of Federal Realty Investment Trust by 5.7% during the third quarter. ProShare Advisors LLC now owns 1,797,002 shares of the real estate investment trust's stock worth $182,054,000 after purchasing an additional 96,271 shares during the last quarter. Truist Financial Corp boosted its holdings in Federal Realty Investment Trust by 496.2% in the third quarter. Truist Financial Corp now owns 129,198 shares of the real estate investment trust's stock valued at $13,089,000 after purchasing an additional 107,529 shares during the last quarter. Knights of Columbus Asset Advisors LLC purchased a new stake in Federal Realty Investment Trust in the third quarter valued at $972,000. Wealth Enhancement Advisory Services LLC grew its position in Federal Realty Investment Trust by 173.7% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 15,791 shares of the real estate investment trust's stock worth $1,541,000 after purchasing an additional 10,021 shares during the period. Finally, Ascent Group LLC acquired a new stake in Federal Realty Investment Trust during the 3rd quarter worth about $1,146,000. Institutional investors and hedge funds own 93.86% of the company's stock.

Federal Realty Investment Trust Price Performance

NYSE:FRT opened at $106.98 on Thursday. The company has a quick ratio of 1.67, a current ratio of 1.67 and a debt-to-equity ratio of 1.57. Federal Realty Investment Trust has a 52 week low of $80.65 and a 52 week high of $110.89. The stock's 50-day moving average price is $104.40 and its 200-day moving average price is $100.92. The stock has a market capitalization of $9.23 billion, a PE ratio of 22.91, a price-to-earnings-growth ratio of 4.69 and a beta of 0.99.

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 for the quarter, missing analysts' consensus estimates of $1.86 by ($0.38). The business had revenue of $336.05 million during the quarter, compared to analyst estimates of $327.65 million. Federal Realty Investment Trust had a return on equity of 13.10% and a net margin of 32.14%.The business's revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the previous year, the company posted $1.73 EPS. Federal Realty Investment Trust has set its FY 2026 guidance at 7.420-7.520 EPS. As a group, equities analysts expect that Federal Realty Investment Trust will post 7.15 EPS for the current fiscal year.

Federal Realty Investment Trust Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Wednesday, April 1st will be paid a $1.13 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $4.52 dividend on an annualized basis and a yield of 4.2%. Federal Realty Investment Trust's dividend payout ratio (DPR) is currently 96.79%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on FRT shares. UBS Group set a $113.00 price objective on Federal Realty Investment Trust in a report on Wednesday, January 14th. Jefferies Financial Group upgraded Federal Realty Investment Trust from a "hold" rating to a "buy" rating and lifted their price target for the company from $101.00 to $115.00 in a research report on Monday, December 15th. Evercore set a $107.00 price target on Federal Realty Investment Trust in a report on Tuesday, February 17th. Truist Financial upped their price objective on Federal Realty Investment Trust from $105.00 to $109.00 and gave the stock a "hold" rating in a research report on Tuesday, December 2nd. Finally, Scotiabank dropped their price objective on shares of Federal Realty Investment Trust from $114.00 to $113.00 and set a "sector outperform" rating on the stock in a research note on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $111.13.

Federal Realty Investment Trust Company 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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