Acadia Realty Trust (NYSE:AKR) Announces FY 2026 Earnings Guidance

Key Points

• Acadia Realty Trust issued FY 2026 EPS guidance of $1.24–$1.26, broadly in line with the $1.25 consensus estimate. Management is also targeting 7.5%–8.5% same-property NOI growth, supported by strong leasing momentum.
• Analyst sentiment remains generally positive, with a consensus rating of “Moderate Buy” and an average price target of $23.80, although recent ratings ranged from Buy to Sell.
• The company pays a quarterly dividend of $0.20 per share, or $0.80 annualized, yielding approximately 4.1%. Its latest quarter included $94.98 million in revenue, down 6% year over year, and mixed earnings results.

Acadia Realty Trust (NYSE:AKR - Get Free Report) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 1.240-1.260 for the period, compared to the consensus estimate of 1.250.

Analyst Ratings Changes

A number of brokerages recently weighed in on AKR. Truist Financial initiated coverage on shares of Acadia Realty Trust in a report on Thursday, October 1st. They set a "buy" rating and a $22.00 target price on the stock. Weiss Ratings cut shares of Acadia Realty Trust from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, October 2nd. KeyCorp reissued an "overweight" rating on shares of Acadia Realty Trust in a research report on Wednesday, September 23rd. Wall Street Zen lowered shares of Acadia Realty Trust from a "hold" rating to a "sell" rating in a research note on Saturday. Finally, Citigroup upped their target price on shares of Acadia Realty Trust from $24.00 to $26.00 and gave the company a "buy" rating in a report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Acadia Realty Trust presently has an average rating of "Moderate Buy" and a consensus target price of $23.80.

Acadia Realty Trust Stock Up 1.9%

AKR stock opened at $19.39 on Tuesday. The company has a current ratio of 1.13, a quick ratio of 1.13 and a debt-to-equity ratio of 0.61. The firm has a market capitalization of $2.66 billion, a PE ratio of 57.01, a PEG ratio of 2.04 and a beta of 1.11. Acadia Realty Trust has a 1-year low of $17.96 and a 1-year high of $23.03. The business's 50 day simple moving average is $19.30 and its 200 day simple moving average is $20.61.

Acadia Realty Trust (NYSE:AKR - Get Free Report) last announced its quarterly earnings results on Monday, November 2nd. The real estate investment trust reported ($0.03) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.31 by ($0.34). Acadia Realty Trust had a net margin of 12.14% and a return on equity of 1.85%. The business had revenue of $94.98 million for the quarter, compared to analyst estimates of $94.38 million. During the same period in the prior year, the business earned $0.03 EPS. The company's revenue for the quarter was down 6.0% compared to the same quarter last year. As a group, research analysts anticipate that Acadia Realty Trust will post 1.25 EPS for the current year.

Acadia Realty Trust Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th were paid a dividend of $0.20 per share. This represents a $0.80 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date was Wednesday, September 30th. Acadia Realty Trust's dividend payout ratio (DPR) is currently 235.29%.

Key Headlines Impacting Acadia Realty Trust

Here are the key news stories impacting Acadia Realty Trust this week:

• Positive Sentiment: Management is targeting 7.5%–8.5% 2026 same-property NOI growth while maintaining its $1.24–$1.26 per-share FFO outlook. The range is above the $1.21 analyst consensus cited by FactSet, supporting the investment case for Acadia’s retail portfolio. Acadia targets 7.5%-8.5% 2026 same-property NOI growth while maintaining guidance
• Positive Sentiment: Street-retail market rents grew at an annual rate above 12%, while signed but unopened leases represented approximately $22 million in base rent. These leasing gains could provide additional NOI growth as new tenants open. Acadia Realty: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Third-quarter EPS of $0.31 matched consensus, while revenue of $94.98 million modestly exceeded estimates. The company’s projected 2026 AFFO range also topped the FactSet forecast. Acadia Realty Trust quarterly earnings report
• Neutral Sentiment: Acadia announced third-quarter operating results and discussed its street and open-air retail portfolio along with its investment-management platform. Investors are focusing on leasing momentum and future NOI conversion. Acadia Realty Trust Reports Third Quarter 2026 Operating Results
• Negative Sentiment: Revenue declined 6% year over year, and quarterly FFO fell to $0.31 per share from $0.33 a year earlier. Reports also highlighted a quarterly net loss and a reduction in the broader FY2026 earnings outlook, creating some uncertainty despite maintained FFO guidance. Acadia Realty Trust Q3 results and outlook

About Acadia Realty Trust

Acadia Realty Trust NYSE: AKR is a real estate investment trust that owns, operates, acquires, and develops retail properties in the United States. Its portfolio includes grocery-anchored shopping centers, neighborhood and community retail centers, urban street retail properties, and mixed-use assets.

The company focuses on retail locations in densely populated and high-barrier-to-entry markets, serving tenants that include national retailers, restaurants, service providers, and other consumer-oriented businesses.

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