Brixmor Property Group (NYSE:BRX) Sets New 52-Week High Following Earnings Beat

Brixmor Property Group Inc. (NYSE:BRX)’s share price reached a new 52-week high during trading on Tuesday following a better than expected earnings announcement. The stock traded as high as $28.98 and last traded at $28.8340, with a volume of 324884 shares. The stock had previously closed at $28.14.

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 net margin of 28.16% and a return on equity of 13.06%. The company had revenue of $353.75 million during the quarter, compared to analysts’ expectations of $347.42 million. During the same period in the prior year, the company posted $0.53 earnings per share. Brixmor Property Group’s revenue for the quarter was up 7.7% compared to the same quarter last year. Brixmor Property Group has set its FY 2026 guidance at 2.330-2.370 EPS.

Brixmor Property Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Thursday, April 2nd will be paid a dividend of $0.3075 per share. This represents a $1.23 dividend on an annualized basis and a yield of 4.3%. The ex-dividend date of this dividend is Thursday, April 2nd. Brixmor Property Group’s dividend payout ratio is 112.84%.

Brixmor Property Group News Roundup

Here are the key news stories impacting Brixmor Property Group this week:

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $2.33–$2.37, well above prior consensus, signaling management confidence in rent growth and rent roll recovery. This is the principal catalyst supporting the stock move higher. Press Release
• Positive Sentiment: Q4 results: FFO/EPS of $0.58 beat consensus by $0.01 and revenue of $353.8M topped estimates, with revenue +7.7% y/y — evidence of accelerating top-line momentum. MarketBeat Earnings
• Positive Sentiment: Operational highlights: management reported record annual operating results, improved small‑shop occupancy and executed ~$70M of new lease ABR — supports durable cash flow improvement. PR Newswire
• Positive Sentiment: Dividend: Brixmor declared a quarterly dividend of $0.3075/share (annualized yield ~4.4%), which supports income-oriented investor demand. (Record/ex‑dividend dates disclosed in company release.)
• Positive Sentiment: FFO trend confirmation in analyst coverage: Zacks and other summaries highlight that FFO and revenue beat estimates and FFO improved vs. year‑ago, reinforcing the beat and guidance narrative. Zacks FFO Coverage
• Neutral Sentiment: Earnings call transcript and analyst snapshots are available for deeper color on leasing cadence and same‑store metrics; these may refine expectations but did not introduce new negative surprises. Earnings Call Transcript
• Negative Sentiment: Balance sheet/valuation considerations: Brixmor carries meaningful leverage (debt/equity ~1.85) and trades at a mid‑20s P/E — investors should weigh interest‑rate sensitivity and valuation after the rally. (Background metrics reported in trading summary.)

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. UBS Group upped their target price on Brixmor Property Group from $29.00 to $31.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Scotiabank decreased their price target on shares of Brixmor Property Group from $30.00 to $29.00 and set a “sector outperform” rating for the company in a research note on Wednesday, January 14th. Weiss Ratings restated a “buy (b-)” rating on shares of Brixmor Property Group in a report on Monday, December 22nd. JPMorgan Chase & Co. raised their price objective on shares of Brixmor Property Group from $29.00 to $30.00 and gave the company an “overweight” rating in a research note on Wednesday, October 29th. Finally, Wells Fargo & Company started coverage on shares of Brixmor Property Group in a research report on Tuesday, October 21st. They set an “equal weight” rating and a $28.00 target price for the company. Nine investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $30.30.

Institutional Trading of Brixmor Property Group

Institutional investors and hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in Brixmor Property Group by 0.4% during the fourth quarter. Vanguard Group Inc. now owns 44,986,376 shares of the real estate investment trust’s stock worth $1,179,543,000 after purchasing an additional 198,567 shares during the last quarter. State Street Corp increased its stake in Brixmor Property Group by 0.5% in the 2nd quarter. State Street Corp now owns 15,699,421 shares of the real estate investment trust’s stock valued at $408,813,000 after buying an additional 81,497 shares during the last quarter. Franklin Resources Inc. lifted its position in shares of Brixmor Property Group by 0.4% during the 3rd quarter. Franklin Resources Inc. now owns 12,237,955 shares of the real estate investment trust’s stock worth $338,747,000 after buying an additional 51,778 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its stake in shares of Brixmor Property Group by 3.4% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 8,219,666 shares of the real estate investment trust’s stock worth $214,040,000 after buying an additional 272,616 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in shares of Brixmor Property Group by 6.8% in the third quarter. Invesco Ltd. now owns 8,036,728 shares of the real estate investment trust’s stock valued at $222,457,000 after acquiring an additional 511,976 shares in the last quarter. Hedge funds and other institutional investors own 98.43% of the company’s stock.

Brixmor Property Group Stock Up 2.5%

The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 1.85. The company has a market capitalization of $8.83 billion, a PE ratio of 22.89, a P/E/G ratio of 2.49 and a beta of 1.10. The stock has a 50-day moving average of $26.24 and a 200 day moving average of $26.70.

Brixmor Property Group Company 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.