Tudor Investment Corp ET AL Boosts Stock Holdings in Brixmor Property Group Inc. $BRX

Key Points

• Tudor Investment Corp raised its stake in Brixmor by 489.7% in Q3 to 139,526 shares worth $3.86M, and institutional investors now own 98.43% of the stock.
• Analysts have been lifting price targets and ratings—consensus is a "Moderate Buy" with an average target of $31.55, above the recent share price (~$28.63), with several firms raising targets into the low $30s.
• Brixmor announced a quarterly dividend of $0.3075 (annualized $1.23, ~4.3% yield) but a high payout ratio (~97.6%); the REIT also posted a slight EPS beat ($0.58 vs. $0.57) and set FY2026 guidance of $2.33–$2.37 EPS.

Tudor Investment Corp ET AL grew its holdings in Brixmor Property Group Inc. (NYSE:BRX - Free Report) by 489.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 139,526 shares of the real estate investment trust's stock after purchasing an additional 115,866 shares during the quarter. Tudor Investment Corp ET AL's holdings in Brixmor Property Group were worth $3,862,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the business. Norges Bank purchased a new stake in Brixmor Property Group during the second quarter worth $101,506,000. Wellington Management Group LLP increased its holdings in shares of Brixmor Property Group by 49.6% in the 3rd quarter. Wellington Management Group LLP now owns 6,395,999 shares of the real estate investment trust's stock valued at $177,041,000 after acquiring an additional 2,119,890 shares during the period. Hudson Bay Capital Management LP raised its position in shares of Brixmor Property Group by 163.7% in the 2nd 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 acquiring an additional 1,393,811 shares in the last quarter. Aew Capital Management L P raised its position in shares of Brixmor Property Group by 75.6% in the 3rd quarter. Aew Capital Management L P now owns 2,882,414 shares of the real estate investment trust's stock worth $79,785,000 after acquiring an additional 1,241,326 shares in the last quarter. Finally, Adelante Capital Management LLC purchased a new stake in shares of Brixmor Property Group during the 3rd quarter worth $30,831,000. Hedge funds and other institutional investors own 98.43% of the company's stock.

Analysts Set New Price Targets

BRX has been the topic of a number of recent research reports. UBS Group raised their price objective 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. JPMorgan Chase & Co. increased their price target on shares of Brixmor Property Group from $30.00 to $33.00 and gave the company an "overweight" rating in a research report on Friday, February 20th. Weiss Ratings restated a "buy (b-)" rating on shares of Brixmor Property Group in a report on Monday, December 22nd. Scotiabank lifted their price objective on shares of Brixmor Property Group from $29.00 to $33.00 and gave the stock a "sector outperform" rating in a research report on Tuesday. Finally, Piper Sandler increased their target price on shares of Brixmor Property Group from $31.00 to $34.00 and gave the company an "overweight" rating in a research report on Tuesday, February 17th. Ten investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $31.55.

Brixmor Property Group Stock Down 0.3%

Shares of BRX stock opened at $28.63 on Friday. The stock's fifty day moving average price is $28.66 and its 200 day moving average price is $27.30. Brixmor Property Group Inc. has a 1-year low of $22.28 and a 1-year high of $30.70. The company has a market cap of $8.78 billion, a price-to-earnings ratio of 22.72, a price-to-earnings-growth ratio of 2.58 and a beta of 1.06. The company has a debt-to-equity ratio of 1.83, a current ratio of 1.11 and a quick ratio of 1.11.

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, topping the consensus estimate of $0.57 by $0.01. Brixmor Property Group had a return on equity of 13.00% and a net margin of 28.16%.The business had revenue of $353.75 million during the quarter, compared to the consensus estimate of $347.42 million. During the same quarter last year, the company earned $0.53 earnings per share. The company's quarterly revenue was up 7.7% on a year-over-year basis. Brixmor Property Group has set its FY 2026 guidance at 2.330-2.370 EPS. On average, research analysts expect that Brixmor Property Group Inc. will post 2.22 earnings per share for the current fiscal year.

Brixmor Property Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.3075 per share. This represents a $1.23 annualized dividend and a yield of 4.3%. The ex-dividend date of this dividend is Thursday, April 2nd. Brixmor Property Group's payout ratio is currently 97.62%.

Insiders Place Their Bets

In other Brixmor Property Group news, Director Julie Bowerman sold 8,000 shares of the company's stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $29.03, for a total transaction of $232,240.00. Following 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 sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.91% of the company's stock.

Brixmor Property Group 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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