Rexford Industrial Realty, Inc. (NYSE:REXR) Given Consensus Rating of "Hold" by Analysts

Key Points

• Analysts' consensus: Hold — 13 analysts cover REXR (2 sell, 7 hold, 4 buy) with an average 1‑year price target of about $41.92.
• Q1 results mixed: EPS topped expectations at $0.38 (vs. $0.27 consensus) but revenue missed and fell ~2.9% YoY at $242.1M; management set FY‑2026 EPS guidance of $2.37–2.42, roughly in line with analyst forecasts.
• Income and insider activity: Rexford declared a quarterly dividend of $0.435 (annualized $1.74, ~4.9% yield) while insiders boosted holdings—about 12,960 shares bought in the past three months.

Rexford Industrial Realty, Inc. (NYSE:REXR - Get Free Report) has earned an average recommendation of "Hold" from the thirteen ratings firms that are covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a sell rating, seven have given a hold rating and four have issued a buy rating on the company. The average 1-year price target among brokerages that have issued ratings on the stock in the last year is $41.9231.

Several analysts have issued reports on REXR shares. Barclays reissued an "underweight" rating on shares of Rexford Industrial Realty in a research note on Tuesday, January 13th. Wall Street Zen raised shares of Rexford Industrial Realty from a "strong sell" rating to a "sell" rating in a research note on Sunday. Weiss Ratings reissued a "hold (c)" rating on shares of Rexford Industrial Realty in a research note on Thursday, January 22nd. Cantor Fitzgerald reduced their target price on shares of Rexford Industrial Realty from $50.00 to $45.00 and set an "overweight" rating on the stock in a research report on Friday, February 6th. Finally, Citigroup reduced their target price on shares of Rexford Industrial Realty from $46.00 to $39.00 and set a "neutral" rating on the stock in a research report on Friday, February 13th.

Rexford Industrial Realty Stock Up 0.0%

Shares of NYSE REXR opened at $35.48 on Monday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.50 and a quick ratio of 2.51. The company has a market cap of $7.97 billion, a P/E ratio of 38.15, a PEG ratio of 2.58 and a beta of 1.26. Rexford Industrial Realty has a 1 year low of $32.14 and a 1 year high of $44.38. The firm has a 50-day simple moving average of $35.37 and a two-hundred day simple moving average of $38.77.

Rexford Industrial Realty (NYSE:REXR - Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The real estate investment trust reported $0.38 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.27 by $0.11. The business had revenue of $242.14 million during the quarter, compared to the consensus estimate of $243.79 million. Rexford Industrial Realty had a net margin of 23.25% and a return on equity of 2.64%. The firm's quarterly revenue was down 2.9% compared to the same quarter last year. During the same quarter last year, the firm earned $0.62 earnings per share. Rexford Industrial Realty has set its FY 2026 guidance at 2.370-2.42 EPS. Research analysts anticipate that Rexford Industrial Realty will post 2.39 earnings per share for the current year.

Rexford Industrial Realty Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.435 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $1.74 dividend on an annualized basis and a dividend yield of 4.9%. Rexford Industrial Realty's dividend payout ratio (DPR) is 187.10%.

Rexford Industrial Realty News Roundup

Here are the key news stories impacting Rexford Industrial Realty this week:

• Positive Sentiment: Quarterly EPS and net income beat consensus — Rexford reported net income of $87.9M, or $0.38 per diluted share, topping consensus and showing year‑over‑year improvement in net income. Rexford Industrial Announces First Quarter 2026 Financial Results
• Positive Sentiment: FFO slightly beat estimates — Q1 funds from operations were $0.61/sh versus the Zacks consensus $0.60, a modest positive for REIT valuation metrics. Rexford Industrial (REXR) Q1 FFO Beat Estimates
• Positive Sentiment: Dividend increased/declared — Rexford declared a quarterly dividend of $0.435 per share (annualized yield ~4.8%), which supports income‑oriented holders and may attract dividend investors. REXR Stock Page
• Neutral Sentiment: Relative peer comparison published — A financial survey comparing REXR to Community Healthcare Trust provides a refreshed view of valuation, dividends and institutional ownership but contains no new company‑specific catalysts. Financial Survey: Rexford Industrial Realty NYSE: REXR versus Community Healthcare Trust NYSE: CHCT
• Negative Sentiment: Revenue miss and y/y revenue decline — Q1 revenue was $242.14M, slightly below consensus (~$243.8M) and down ~2.9% y/y, raising questions about near‑term demand in its Southern California industrial portfolio. Rexford Industrial Announces First Quarter 2026 Financial Results
• Negative Sentiment: FY‑2026 EPS guidance is conservative relative to consensus — Management set full‑year EPS guidance at 2.370–2.42, roughly in line with but slightly under consensus (2.40), which may temper upside expectations. Press Release / Slide Deck

Insider Activity at Rexford Industrial Realty

In related news, Director David P. Stockert bought 5,000 shares of Rexford Industrial Realty stock in a transaction dated Friday, February 27th. The shares were acquired at an average cost of $37.39 per share, with a total value of $186,950.00. Following the completion of the transaction, the director owned 6,829 shares in the company, valued at $255,336.31. The trade was a 273.37% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Michael Fitzmaurice bought 2,650 shares of Rexford Industrial Realty stock in a transaction dated Friday, February 27th. The shares were bought at an average cost of $37.55 per share, for a total transaction of $99,507.50. Following the completion of the transaction, the chief financial officer owned 14,133 shares of the company's stock, valued at approximately $530,694.15. This trade represents a 23.08% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders acquired 12,960 shares of company stock valued at $486,804. 1.80% of the stock is owned by insiders.

Hedge Funds Weigh In On Rexford Industrial Realty

A number of institutional investors have recently modified their holdings of the stock. EverSource Wealth Advisors LLC increased its position in shares of Rexford Industrial Realty by 7.4% during the third quarter. EverSource Wealth Advisors LLC now owns 3,493 shares of the real estate investment trust's stock worth $144,000 after acquiring an additional 241 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its position in shares of Rexford Industrial Realty by 6.0% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 5,185 shares of the real estate investment trust's stock worth $213,000 after acquiring an additional 293 shares during the period. Covestor Ltd increased its position in shares of Rexford Industrial Realty by 6.2% during the third quarter. Covestor Ltd now owns 6,161 shares of the real estate investment trust's stock worth $253,000 after acquiring an additional 359 shares during the period. Lazard Asset Management LLC increased its position in shares of Rexford Industrial Realty by 1.0% during the second quarter. Lazard Asset Management LLC now owns 35,475 shares of the real estate investment trust's stock worth $1,261,000 after acquiring an additional 362 shares during the period. Finally, IFM Investors Pty Ltd increased its position in shares of Rexford Industrial Realty by 1.0% during the first quarter. IFM Investors Pty Ltd now owns 38,360 shares of the real estate investment trust's stock worth $1,256,000 after acquiring an additional 370 shares during the period. 99.52% of the stock is owned by hedge funds and other institutional investors.

About Rexford Industrial Realty

Rexford Industrial Realty, Inc NYSE: REXR is a real estate investment trust (REIT) specializing in the acquisition, ownership and operation of industrial properties in Southern California. The company's portfolio is concentrated in infill locations across key supply-chain markets, where it targets modern distribution centers, logistics facilities and light manufacturing spaces. Rexford's strategy emphasizes buildings that offer proximity to major transportation routes and labor pools, catering to tenants in e-commerce, third-party logistics and manufacturing industries.

Since its founding in 2013, Rexford Industrial Realty has executed a disciplined growth plan driven by property acquisitions, selective development projects and strategic value-add initiatives.

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