NEOS Investment Management LLC Has $3.66 Million Holdings in Federal Realty Investment Trust $FRT

NEOS Investment Management LLC grew its stake in Federal Realty Investment Trust (NYSE:FRT) by 18.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,907 shares of the real estate investment trust’s stock after acquiring an additional 4,706 shares during the period. NEOS Investment Management LLC’s holdings in Federal Realty Investment Trust were worth $3,658,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Jones Financial Companies Lllp lifted its stake in shares of Federal Realty Investment Trust by 21.5% in the 1st quarter. Jones Financial Companies Lllp now owns 2,903 shares of the real estate investment trust’s stock valued at $284,000 after purchasing an additional 514 shares during the period. Goldman Sachs Group Inc. grew its position in shares of Federal Realty Investment Trust by 43.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 612,574 shares of the real estate investment trust’s stock worth $59,922,000 after buying an additional 184,557 shares during the period. Empowered Funds LLC increased its stake in shares of Federal Realty Investment Trust by 12.5% in the 1st quarter. Empowered Funds LLC now owns 3,205 shares of the real estate investment trust’s stock valued at $310,000 after acquiring an additional 355 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new stake in shares of Federal Realty Investment Trust in the 2nd quarter valued at about $2,895,000. Finally, EverSource Wealth Advisors LLC increased its stake in shares of Federal Realty Investment Trust by 18.8% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 690 shares of the real estate investment trust’s stock valued at $66,000 after acquiring an additional 109 shares during the last quarter. 93.86% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts recently weighed in on FRT shares. UBS Group lifted their price objective on shares of Federal Realty Investment Trust from $118.00 to $127.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. Wolfe Research started coverage on shares of Federal Realty Investment Trust in a research note on Wednesday, July 8th. They issued an “outperform” rating and a $143.00 target price for the company. Wells Fargo & Company increased their target price on shares of Federal Realty Investment Trust from $129.00 to $134.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Truist Financial lifted their price target on shares of Federal Realty Investment Trust from $112.00 to $118.00 and gave the stock a “hold” rating in a research report on Friday, June 5th. Finally, Piper Sandler boosted their price target on shares of Federal Realty Investment Trust from $127.00 to $149.00 and gave the company an “overweight” rating in a report on Tuesday, July 21st. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $128.75.

Federal Realty Investment Trust Stock Down 0.0%

NYSE:FRT opened at $117.08 on Monday. The stock has a 50-day simple moving average of $120.83 and a 200 day simple moving average of $115.67. Federal Realty Investment Trust has a 52-week low of $90.03 and a 52-week high of $128.21. The company has a market cap of $10.11 billion, a PE ratio of 23.65, a PEG ratio of 2.88 and a beta of 0.91. The company has a debt-to-equity ratio of 1.46, a quick ratio of 1.70 and a current ratio of 1.70.

Federal Realty Investment Trust (NYSE:FRT) last released its earnings results on Friday, July 31st. The real estate investment trust reported $0.97 EPS for the quarter, missing the consensus estimate of $1.85 by ($0.88). Federal Realty Investment Trust had a net margin of 32.67% and a return on equity of 13.65%. The firm had revenue of $335.71 million during the quarter, compared to the consensus estimate of $331.92 million. During the same quarter in the previous year, the firm posted $1.91 EPS. The company’s revenue was up 7.8% on a year-over-year basis. Federal Realty Investment Trust has set its FY 2026 guidance at 7.480-7.560 EPS. On average, sell-side analysts expect that Federal Realty Investment Trust will post 7.54 EPS for the current fiscal year.

Federal Realty Investment Trust Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Thursday, October 1st will be given a $1.16 dividend. This is a boost from Federal Realty Investment Trust’s previous quarterly dividend of $1.13. This represents a $4.64 dividend on an annualized basis and a dividend yield of 4.0%. The ex-dividend date of this dividend is Thursday, October 1st. Federal Realty Investment Trust’s payout ratio is presently 91.31%.

About Federal Realty Investment Trust

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.