Orin
FRTNYSE·REIT - Retail

Federal Realty Investment Trust FRT

Market cap $9.5BP/E 22.0× trailingGross margin 54.0%Reports Fri 30 Oct, before the open
$109.55
−0.80 (−0.72%)live 11:25 ET
52-wk $90.03 – $128.21
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Orin's take
0.62conviction · moderate
Refreshed 18 Aug · take v6. A new filing or a print queues the next refresh.

Federal Realty merits a hold as the stock has pulled back below its 50-day MA to $118.02 with RSI at 37.93 and a bearish MACD histogram, despite solid FY2025 fundamentals including 6.35% revenue growth to $1.28B and 40.1% EPS growth to $4.79. The company trades at a modest P/E discount to peers (23.6x vs 24.7x median) but recently issued $400M in 3.500% exchangeable senior notes on top of total debt that already grew to $5.03B in FY2025 from $4.56B in FY2024, and insiders have been net sellers (-$3.6M over 24 months).

The oversold technicals and slightly positive smart money score (0.0121 as of Q2 2026) suggest stabilization is possible, but current downward momentum and rising leverage warrant patience rather than new commitment.

What could go wrong

  • Rising leverage. Total debt grew to $5.03B in FY2025 from $4.56B in FY2024, and the August 2026 issuance of $400M in exchangeable senior notes at 3.500% due 2031 adds further balance sheet pressure.
  • Technical deterioration. Stock trades below its 50-day MA of $122.62 with RSI at 37.93 and negative MACD histogram of -0.57, signaling bearish short-term momentum.
  • Insider selling. Over the trailing 24 months, insiders net sold approximately $3.6M in shares across 23 transactions, with no cluster buying detected.
  • Gross margin anomaly. FY2025 gross margin of 9.73% is a sharp drop from 67.42% in FY2024, suggesting either a reporting change or cost pressure that warrants monitoring.

What would change my mind

Technical stabilization. Price reclaims the 50-day MA ($122.62) with RSI recovering above 50 and MACD histogram turning positivebullish
Leverage concern. Total debt or interest coverage deteriorates further in Q3 2026 reporting, or additional debt issuance occurs beyond the $400M notesbearish
Occupancy and leasing momentum. Q3 2026 results show continued revenue growth above 6% YoY with FCF margin sustaining above 25%bullish
Insider confidence signal. Open-market insider purchases (code A/P) by multiple officers cluster, reversing the net selling patternbullish

Where this comes from: FMP FY2025 fundamentals + derived_metrics · FMP FY2025 fundamentals + derived_metrics · peer_relative · FMP FY2025 and FY2024 fundamentals. Orin's read on FRT; not advice.

Twelve months actual closes to 2026-09-24 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q2 2026

Money flow
FilerPositionOf fund
Vanguard Portfolio Management$885.7M0.0% of fund
State Street$783.9M0.0% of fund
Norges Bank$690.6M0.1% of fund
Vanguard Capital Management$667.4M0.0% of fund
Invesco$313.3M0.0% of fund
Aqr Capital Management$312.2M0.1% of fund

78 filers · quarter ended Q2 2026 · positions, not flows

Insiders, last 24 months: 23 Form 4 filings, net −$3.6M. Of the 23 on hand, none was an open-market trade— the rest are grants, option exercises and tax withholding.

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Where it trades

vs its own 5y · Real Estate
MetricNowOwn medianSector
P/E22.0×31.7×56.8×
EV/EBITDA14.0×16.8×—
P/S7.14×7.51×—
P/B2.8×2.8×—

Its P/E sits 40th percentile of its own last 5 years (−1.01σ from its own mean).

What the price assumes

12.7%

free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $0.3B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.

What Wall Street published

33 firms · 2026-09-24
Consensus target

$130

$117 – $149 · +19% against today's price

How they rate it
  • 17 buy or overweight
  • 15 hold
  • 1 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 22.8× of 4 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
FRTFederal Realty Investment Trust$10B22.0×14.0×54.0%32.7%13%
KIMKimco Realty Corporation$15B25.0×14.7×54.8%27.7%6%
ORealty Income Corporation$52B40.4×12.2×68.6%22.3%3%
REGRegency Centers Corporation$13B20.7×15.6×35.1%38.2%10%
SPGSimon Property Group, Inc.$66B14.5×12.2×84.6%66.4%109%

The median is of the 4 peers listed above and nothing else — check it against the column. This company trades 3.5% below it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY14 55.1×FY25 21.0×

What its sector has traded at

Real Estate
FY14 44.0×FY26 52.3×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Discounted cash flow

not recomputed since
ModelFair valueAgainstComputed
Standard DCF$148$124.59 · +19%2026-06-10
Levered DCF$25$124.59 · −80%2026-06-10

The vendor’s intrinsic-value models. Treat them as a low-growth anchor — for a fast grower the market routinely pays well above a DCF. These were computed against the price in the “against” column, not today’s.

Every estimate on one scale

price $109.55
52-week range$90 – $128
Analyst targets$117 – $149
Standard DCF$148 as of 2026-06-10, when it was $124.59
Levered DCF$25 as of 2026-06-10, when it was $124.59
At own 5y-median P/E (32×)$159
At 5y P/E range (21–40×)$105 – $202
At sector P/E (57×)$284

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.