Schroder Investment Management Group Reduces Stake in Brixmor Property Group Inc. $BRX

Key Points

• Schroder Investment Management trimmed its Brixmor stake by 8.6% in Q3 to 1,644,903 shares (about 0.54% of the company) valued at ~$45.14M, while institutional ownership remains very high (~98.43%) and other large moves included a new Norges Bank stake and big increases from Prudential and Hudson Bay.
• Brixmor declared a quarterly dividend of $0.3075 (annualized $1.23) for a ~4.1% yield, though the payout ratio is high at about 97.6%.
• The REIT beat quarterly estimates with $0.58 EPS (vs. $0.57 expected) and $353.8M revenue, set FY‑2026 guidance at $2.33–$2.37 EPS, and holds a consensus analyst rating of “Moderate Buy” with an average price target of $30.82.

Schroder Investment Management Group lessened its holdings in Brixmor Property Group Inc. (NYSE:BRX - Free Report) by 8.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,644,903 shares of the real estate investment trust's stock after selling 155,292 shares during the quarter. Schroder Investment Management Group owned about 0.54% of Brixmor Property Group worth $45,136,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of Brixmor Property Group in the 2nd quarter valued at $101,506,000. Prudential Financial Inc. raised its holdings in shares of Brixmor Property Group by 160.7% during the second quarter. Prudential Financial Inc. now owns 2,924,404 shares of the real estate investment trust's stock worth $76,151,000 after purchasing an additional 1,802,813 shares during the last quarter. Hudson Bay Capital Management LP raised its holdings in shares of Brixmor Property Group by 163.7% during the second quarter. Hudson Bay Capital Management LP now owns 2,245,273 shares of the real estate investment trust's stock worth $58,467,000 after purchasing an additional 1,393,811 shares during the last quarter. Aew Capital Management L P lifted its position in Brixmor Property Group by 75.6% during the third quarter. Aew Capital Management L P now owns 2,882,414 shares of the real estate investment trust's stock valued at $79,785,000 after purchasing an additional 1,241,326 shares during the period. Finally, Franklin Resources Inc. lifted its position in Brixmor Property Group by 10.1% during the second quarter. Franklin Resources Inc. now owns 12,186,177 shares of the real estate investment trust's stock valued at $317,328,000 after purchasing an additional 1,115,148 shares during the period. 98.43% of the stock is owned by hedge funds and other institutional investors.

Brixmor Property Group Stock Down 0.0%

BRX stock opened at $29.89 on Thursday. Brixmor Property Group Inc. has a 52 week low of $22.28 and a 52 week high of $30.70. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 1.83. The firm has a 50-day simple moving average of $27.93 and a 200-day simple moving average of $27.20. The stock has a market capitalization of $9.16 billion, a P/E ratio of 23.72, a P/E/G ratio of 2.69 and a beta of 1.06.

Brixmor Property Group (NYSE:BRX - Get Free Report) last issued its quarterly earnings results on Monday, February 9th. The real estate investment trust reported $0.58 earnings per share for the quarter, beating analysts' consensus estimates of $0.57 by $0.01. Brixmor Property Group had a net margin of 28.16% and a return on equity of 13.00%. The firm had revenue of $353.75 million for the quarter, compared to analyst estimates of $347.42 million. During the same period last year, the company posted $0.53 EPS. Brixmor Property Group's quarterly revenue was up 7.7% compared to the same quarter last year. Brixmor Property Group has set its FY 2026 guidance at 2.330-2.370 EPS. Equities analysts forecast that Brixmor Property Group Inc. will post 2.22 earnings per share for the current fiscal year.

Brixmor Property Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Thursday, April 2nd will be paid a $0.3075 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.23 dividend on an annualized basis and a dividend yield of 4.1%. Brixmor Property Group's payout ratio is currently 97.62%.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. JPMorgan Chase & Co. increased their price target on Brixmor Property Group from $30.00 to $33.00 and gave the stock an "overweight" rating in a research report on Friday, February 20th. Scotiabank decreased their price objective on Brixmor Property Group from $30.00 to $29.00 and set a "sector outperform" rating for the company in a report on Wednesday, January 14th. Weiss Ratings restated a "buy (b-)" rating on shares of Brixmor Property Group in a research note on Monday, December 22nd. Piper Sandler raised their target price on Brixmor Property Group from $31.00 to $34.00 and gave the stock an "overweight" rating in a report on Tuesday, February 17th. Finally, UBS Group lifted their price target on Brixmor Property Group from $29.00 to $31.00 and gave the company a "buy" rating in a research report on Thursday, January 8th. Ten analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $30.82.

Insider Activity

In related news, Director Julie Bowerman sold 8,000 shares of the business's stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $29.03, for a total transaction of $232,240.00. Following the completion of the sale, the director directly owned 18,400 shares in the company, valued at approximately $534,152. The trade was a 30.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.75% of the stock is owned by corporate 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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