Rexford Industrial Realty (NYSE:REXR) Releases FY 2026 Earnings Guidance

Rexford Industrial Realty (NYSE:REXR) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.380-2.430 for the period, compared to the consensus EPS estimate of 2.400. The company issued revenue guidance of -.

Analyst Ratings Changes

REXR has been the subject of a number of research analyst reports. Wall Street Zen downgraded shares of Rexford Industrial Realty from a “hold” rating to a “sell” rating in a report on Monday. Weiss Ratings upgraded shares of Rexford Industrial Realty from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, July 15th. Raymond James Financial assumed coverage on shares of Rexford Industrial Realty in a report on Wednesday, June 17th. They issued an “underperform” rating for the company. Mizuho reduced their price target on shares of Rexford Industrial Realty from $38.00 to $35.00 and set a “neutral” rating for the company in a research report on Wednesday, June 10th. Finally, Evercore raised Rexford Industrial Realty from an “in-line” rating to an “outperform” rating and set a $40.00 price target on the stock in a research note on Monday, April 13th. Five research analysts have rated the stock with a Buy rating, six have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, Rexford Industrial Realty has an average rating of “Hold” and an average target price of $40.38.

Rexford Industrial Realty Price Performance

Shares of Rexford Industrial Realty stock traded down $0.81 on Thursday, hitting $35.96. The company’s stock had a trading volume of 2,612,994 shares, compared to its average volume of 2,550,241. The company has a market capitalization of $8.12 billion, a P/E ratio of 38.67, a price-to-earnings-growth ratio of 1.55 and a beta of 1.21. Rexford Industrial Realty has a 52-week low of $32.14 and a 52-week high of $44.38. The firm has a fifty day moving average price of $34.83 and a 200-day moving average price of $36.14. The company has a quick ratio of 1.50, a current ratio of 1.50 and a debt-to-equity ratio of 0.38.

Rexford Industrial Realty (NYSE:REXR) last posted its earnings results on Thursday, July 23rd. The real estate investment trust reported $0.63 earnings per share for the quarter, beating the consensus estimate of $0.29 by $0.34. Rexford Industrial Realty had a net margin of 23.25% and a return on equity of 2.64%. Rexford Industrial Realty has set its FY 2026 guidance at 2.380-2.430 EPS. On average, equities research analysts expect that Rexford Industrial Realty will post 2.4 earnings per share for the current fiscal year.

Insider Buying and Selling at Rexford Industrial Realty

In other news, General Counsel David E. Lanzer sold 33,299 shares of the firm’s stock in a transaction that occurred on Tuesday, April 28th. The shares were sold at an average price of $35.47, for a total transaction of $1,181,115.53. Following the completion of the transaction, the general counsel directly owned 33,299 shares of the company’s stock, valued at $1,181,115.53. This trade represents a 50.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.80% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Rexford Industrial Realty

Several hedge funds have recently bought and sold shares of REXR. Lazard Asset Management LLC boosted its position in Rexford Industrial Realty by 1.0% during the 2nd quarter. Lazard Asset Management LLC now owns 35,475 shares of the real estate investment trust’s stock worth $1,261,000 after purchasing an additional 362 shares during the period. Parallel Advisors LLC lifted its stake in shares of Rexford Industrial Realty by 8.7% during the third quarter. Parallel Advisors LLC now owns 5,735 shares of the real estate investment trust’s stock worth $236,000 after purchasing an additional 460 shares in the last quarter. MML Investors Services LLC lifted its stake in shares of Rexford Industrial Realty by 11.4% during the fourth quarter. MML Investors Services LLC now owns 5,478 shares of the real estate investment trust’s stock worth $212,000 after purchasing an additional 562 shares in the last quarter. UMB Bank n.a. boosted its position in shares of Rexford Industrial Realty by 25.5% in the fourth quarter. UMB Bank n.a. now owns 2,956 shares of the real estate investment trust’s stock worth $114,000 after buying an additional 601 shares during the period. Finally, Quadrant Capital Group LLC boosted its position in shares of Rexford Industrial Realty by 8.4% in the third quarter. Quadrant Capital Group LLC now owns 10,472 shares of the real estate investment trust’s stock worth $431,000 after buying an additional 808 shares during the period. Hedge funds and other institutional investors own 99.52% of the company’s stock.

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.