REG Regency Centers Corporation - Common Stock
NASDAQ · Real Estate · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Feb 13, 2026
$71.60
· of 52w range
· above low
· to high
$66.8652w low
$83.6652w high
Market Cap (MRQ)
$13.10B
P/E
49.0
Revenue
$1.55B
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52W Range
$67–$84
Analyst Rating
HOLD
Price Target
$87
P/E
49.0
ROE
7.7%
Net Profit Margin
34.0%
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REG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$71.60
Market Cap (MRQ)
$13.10B
P/E
49.0
Revenue
$1.55B
Div Yield
3.9%
ROE
7.7%
52W Range
$67–$84
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About Regency Centers Corporation - Common Stock Company overview from Wikipedia
Regency Centers Corporation is a real estate investment trust based in Jacksonville, Florida, and is one of the largest operators of shopping centers with grocery stores as anchor tenants. As of October 21, 2020, the company owned 415 properties comprising 56-million-square feet of space. Notable properties owned by the company include Serramonte Center and a 30% interest in Village District.
## History
In 1963, the company was founded as Regency Square Properties by Martin and Joan Stein. Four years later, the company built Jacksonville's first regional mall, Regency Square.
In 1993, the company became a public company, raising $108 million in an initial public offering.
In 1997, the company acquired Branch Properties, a Publix developer and leading owner of shopping centers in Atlanta, Georgia.
In 2004, the company acquired a $400-million property portfolio from Branch Properties.
On December 27, 2004, the company and California State Teachers’ Retirement System (CalSTRS) formed a new co-investment partnership to acquire over $200 million in neighborhood and community shopping centers.
In 2005, the company, in partnership with Macquarie CountryWide Trust, acquired 101 centers from First Washington Realty, Inc. and California Public Employees' Retirement System for $2.74 billion. First Washington Realty Inc. and the California Public Employees’ Retirement System bought back a 60% interest in most of the portfolio in 2009.
In August 2013, the company sold a portfolio of seven grocery-oriented shopping centers to a joint venture between Blackstone Group and DDR Corp. (now SITE Centers) for $332 million.
In 2017, the company acquired Equity One.
Longtime CEO Hap Stein stepped down from his role as Chairman & CEO in 2019. He was succeeded by Lisa Palmer.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorReal Estate
industryReal Estate
employees503
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.55B2017-12-31 → 2025-12-31
Net margin34.0%2019-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | REG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 49.05Y avg ≈47.6 | ≈47.6 | 24.9 | Overvalued | |
| P/S (TTM) | 8.4 | · | 8.0 | Overvalued | |
| P/B (MRQ) | 1.9 | · | 2.0 | Fair value | |
| Price / Cash Flow | 15.8 | · | 13.2 | Overvalued | |
| Price / Tangible Book (MRQ) | 2.0 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | REG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 72.3% | · | 46.2% | Top tier | |
| EBITDA Margin (TTM) | 98.4%5Y avg ≈55.3% | ≈55.3% | 41.6% | Top tier | |
| Pretax Margin (TTM) | 26.2%5Y avg ≈27.5% | ≈27.5% | · | · | |
| Net Profit Margin (TTM) | 34.0%5Y avg ≈31.9% | ≈31.9% | 26.1% | Top tier | |
| ROA | 4.2%5Y avg ≈3.7% | ≈3.7% | 3.5% | Top tier | |
| ROE | 7.7%5Y avg ≈6.6% | ≈6.6% | 6.7% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | REG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 6.9%5Y avg ≈8.9% | ≈8.9% | · | · | |
| Revenue CAGR 3Y | 8.3%5Y avg ≈8.4% | ≈8.4% | · | · | |
| Revenue CAGR 5Y | 8.9% | · | · | · | |
| Net Income YoY | 31.7%5Y avg ≈151.2% | ≈151.2% | · | · | |
| Net Income CAGR 3Y | 3.0%5Y avg ≈35.8% | ≈35.8% | · | · | |
| Net Income CAGR 5Y | 63.7% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | REG | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.15Y avg ≈0.1 | ≈0.1 | 0.1 | In line | |
| Revenue / Employee | ≈$3.1M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield3.9%
Payout Ratio97.0%
Annualized Payout≈$3.02
5Y Div CAGR≈3.5%
Growth Streak≈12
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 11, 2026 | $0.76 | USD | ≈4.0% |
| Jun 12, 2026 | $0.76 | USD | ≈3.7% |
| Mar 11, 2026 | $0.76 | USD | ≈3.8% |
| Dec 15, 2025 | $0.76 | USD | ≈4.2% |
| Sep 11, 2025 | $0.71 | USD | ≈3.9% |
| Jun 11, 2025 | $0.71 | USD | ≈3.9% |
| Mar 12, 2025 | $0.71 | USD | ≈3.8% |
| Dec 16, 2024 | $0.71 | USD | ≈3.6% |
| Sep 12, 2024 | $0.67 | USD | ≈3.6% |
| Jun 12, 2024 | $0.67 | USD | ≈4.4% |
| Mar 12, 2024 | $0.67 | USD | ≈4.3% |
| Dec 13, 2023 | $0.67 | USD | ≈3.9% |
| Sep 13, 2023 | $0.65 | USD | ≈4.1% |
| Jun 13, 2023 | $0.65 | USD | ≈4.3% |
| Mar 14, 2023 | $0.65 | USD | ≈4.2% |
| Dec 15, 2022 | $0.65 | USD | ≈4.0% |
| Sep 14, 2022 | $0.63 | USD | ≈4.2% |
| Jun 14, 2022 | $0.63 | USD | ≈4.4% |
| Mar 14, 2022 | $0.63 | USD | ≈3.7% |
| Dec 15, 2021 | $0.63 | USD | ≈3.4% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
5.3%
Next Report
Oct 26, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 29, 2026 | $0.61 | $0.60 | 1.1% |
| March 31, 2026 | $0.68 | $0.63 | 7.4% | |
| Dec. 31, 2025 | $0.68 | $0.59 | 15.3% | |
| Sept. 30, 2025 | $0.58 | $0.57 | 2.5% | |
| June 30, 2025 | $0.57 | $0.55 | 2.8% | |
| March 31, 2025 | $0.58 | $0.56 | 2.9% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.55B | $1.45B | $1.32B | $1.22B | $1.17B | $1.02B | $1.13B | $1.12B | $984M | |
| SG&A Expense | $99M | $101M | $98M | $80M | $78M | $75M | $75M | $65M | $68M | |
| Operating Expenses | $970M | $940M | $854M | $752M | $714M | $747M | $763M | $741M | $745M | |
| Operating Income | $1.12B | $1.05B | $951M | $897M | · | · | · | · | · | |
| Interest Expense | · | · | $154M | $146M | $145M | $157M | $151M | $148M | $133M | |
| Other Non-op | $-176M | $-154M | $-148M | $-44M | $-133M | $-256M | $-188M | $-171M | $-114M | |
| Pretax Income | $407M | $360M | $320M | $428M | $319M | $13M | $182M | $209M | $126M | |
| Income Tax | · | $5M | $895.0K | $-39.0K | $1M | $1M | $1M | $522.0K | $-10M | |
| Net Income | $527M | $400M | $365M | $483M | $361M | $45M | $239M | $249M | $176M | |
| Shares (Basic) | · | · | · | · | · | 169,231,000 | 167,526,000 | 169,724,000 | 159,536,000 | |
| Shares (Diluted) | · | · | · | · | · | 169,460,000 | 167,771,000 | 170,100,000 | 159,960,000 | |
| EBITDA | $1.53B | $1.44B | $352M | $320M | $303M | $346M | $374M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $13M | $8M | $7M | $6M | $5M | $7M | $7M | $6M | $6M | |
| Goodwill | $167M | $167M | $167M | $167M | $167M | $174M | $307M | $314M | $332M | |
| Intangibles | $254M | $230M | $283M | $198M | $213M | $189M | $243M | $387M | $479M | |
| Total Assets | $13.00B | $12.39B | $12.43B | $10.86B | $10.79B | $10.94B | $11.13B | $10.94B | · | |
| Total Liabilities | $5.82B | $5.49B | $5.23B | $4.68B | $4.68B | $4.88B | $4.84B | $4.49B | · | |
| Long-term Debt | $4.74B | $4.41B | $4.15B | $3.73B | $3.72B | $3.92B | $3.92B | $3.72B | $3.59B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | |
| Paid-in Capital | $8.70B | $8.50B | $8.70B | $7.88B | $7.88B | $7.79B | $7.65B | $7.67B | · | |
| Treasury Stock | $31M | $28M | $25M | $24M | $23M | $24M | $23M | $20M | · | |
| AOCI | $-4M | $2M | $-1M | $8M | $-10M | $-19M | $-12M | $-927.0K | · | |
| Stockholders' Equity | $6.91B | $6.72B | $7.03B | $6.10B | $6.04B | $5.98B | $6.21B | $6.40B | $6.73B | |
| Liabilities + Equity | $13.00B | $12.39B | $12.43B | $10.86B | $10.79B | $10.94B | $11.13B | $10.94B | · | |
| Shares Outstanding | 182,902,234 | 181,361,454 | 184,581,070 | · | · | · | · | · | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $405M | $395M | $352M | $320M | $303M | $346M | $374M | $360M | $334M | |
| Stock-based Comp | $19M | $24M | $20M | $17M | $13M | $14M | $14M | $14M | $21M | |
| Deferred Tax | · | $-3M | $99.0K | $293.0K | $421.0K | $-891.0K | $-331.0K | $-5M | $-11M | |
| Amort. of Intangibles | $52M | $58M | $51M | $40M | $39M | $56M | $69M | $89M | $100M | |
| Other Non-cash | $-124M | $-25M | $-17M | $-164M | $-18M | $96M | $-6M | · | · | |
| Operating Cash Flow | $828M | $790M | $720M | $656M | $659M | $499M | $621M | $610M | $470M | |
| Investing Cash Flow | $-421M | $-327M | $-342M | $-206M | $-286M | $-26M | $-283M | $-106M | $-1.01B | |
| Stock Issued | $98M | · | $-33.0K | $61M | $83M | $126M | $0 | $0 | $88M | |
| Stock Repurchased | · | $200M | $20M | $75M | · | $0 | $33M | $214M | $0 | |
| Net Stock Activity | $98M | $-200M | $-20M | $-14M | $83M | $126M | $-33M | · | · | |
| Dividends Paid | $512M | $490M | $453M | $428M | $403M | $301M | $391M | $376M | $323M | |
| Financing Cash Flow | $-348M | $-493M | $-355M | $-476M | $-656M | $-211M | $-268M | $-508M | $569M | |
| Net Change in Cash | $59M | $-29M | $23M | $-26M | $-283M | $263M | $70M | $-4M | $32M | |
| Taxes Paid | · | $8M | $933.0K | $570.0K | $378.0K | $2M | $1M | $5M | $-269.0K |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 72.3% | 72.0% | · | · | · | · | · | · | · | |
| Net Margin | 34.0% | 27.5% | 27.6% | 39.5% | 31.0% | 4.4% | 21.1% | · | · | |
| Pretax Margin | 26.2% | 24.7% | 24.2% | 35.0% | 27.4% | 1.3% | 16.1% | · | · | |
| EBITDA Margin | 98.4% | 99.2% | 26.6% | 26.1% | 26.0% | 34.0% | 33.0% | · | · | |
| ROA | 4.2% | 3.2% | 3.1% | 4.5% | 3.3% | 0.41% | 2.2% | · | · | |
| ROE | 7.7% | 5.8% | 5.5% | 8.0% | 6.0% | 0.74% | 3.8% | · | · | |
| ROIC | · | 15.4% | · | · | · | · | · | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $37.76 | $37.08 | · | · | · | · | · | · | · | |
| Revenue / Share | · | · | · | · | · | $6.00 | $6.75 | · | · | |
| Cash Flow / Share | · | · | · | · | · | $2.95 | $3.70 | · | · | |
| Dividend / Share | $2.87 | $2.71 | $2.62 | $2.52 | $2.41 | $2.38 | $2.34 | $2.22 | $2.10 | |
| EPS (TTM) | $1.46 | $1.46 | $1.46 | $1.46 | $1.46 | $1.46 | $1.46 | $1.46 | $0.87 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.9% | 9.9% | 8.0% | 5.0% | 14.8% | · | · | · | · | |
| Revenue CAGR 3Y | 8.3% | 7.6% | 9.2% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.9% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 31.7% | 9.8% | -24.5% | 33.6% | 705.1% | · | · | · | · | |
| Net Income CAGR 3Y | 3.0% | 3.5% | 101.0% | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 63.7% | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 11.2% | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.55B | $1.45B | $1.32B | $1.22B | $1.17B | $1.02B | $1.13B | $1.12B | $984M | |
| Net Income TTM | $527M | $400M | $365M | $483M | $361M | $45M | $239M | $249M | $176M | |
| Market Cap | $12.63B | $13.41B | · | · | · | · | · | · | · | |
| P/E | 47.3 | 50.6 | 45.9 | 42.8 | 51.6 | 31.2 | 43.2 | 40.2 | 79.5 | |
| P/S | 8.1 | 9.2 | · | · | · | · | · | · | · | |
| P/B | 1.8 | 2.0 | · | · | · | · | · | · | · | |
| P / Tangible Book | 1.9 | 2.1 | · | · | · | · | · | · | · | |
| P / Cash Flow | 15.3 | 17.0 | · | · | · | · | · | · | · | |
| Dividend Yield | 4.0% | 3.7% | · | · | · | · | · | · | · | |
| Earnings Yield | 2.1% | 2.0% | 2.2% | 2.3% | 1.9% | 3.2% | 2.3% | 2.5% | 1.3% | |
| Payout Ratio | 97.0% | 122.5% | 124.3% | 88.7% | 111.5% | 669.5% | 163.1% | · | · | |
| Annual Payout | $512M | $490M | $453M | $428M | $403M | $301M | $391M | $376M | $323M |
Income Statement
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $404M | $388M | $381M | $381M | $373M | $360M | $357M | $364M | $360M | $331M | $314M | $318M | $315M | $304M | $302M | $303M | |
| SG&A Expense | $25M | $27M | $25M | $22M | $26M | $25M | $24M | $26M | $27M | $21M | $25M | $25M | $23M | $20M | $18M | $19M | |
| Operating Expenses | $256M | $244M | $235M | $235M | $237M | $236M | $233M | $234M | $243M | $211M | $203M | $197M | $199M | $189M | $182M | $182M | |
| Operating Income | $287M | $282M | $281M | $274M | $265M | $261M | $258M | $263M | · | · | · | · | · | · | · | · | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $39M | $37M | $36M | · | $36M | $37M | $37M | |
| Other Non-op | $-30M | $-46M | $-51M | $-49M | $-59M | $-34M | $-31M | $-29M | $-39M | $-40M | $-35M | $-34M | $-32M | $-37M | $-38M | $63M | |
| Pretax Income | $118M | $97M | $95M | $97M | $76M | $90M | $93M | $101M | $78M | $80M | $76M | $87M | $84M | $78M | $82M | $184M | |
| Net Income | $202M | $109M | $106M | $110M | $86M | $101M | $103M | $110M | $90M | $91M | $87M | $97M | $95M | $88M | $105M | $195M | |
| EBITDA | · | $282M | $281M | $370M | · | · | · | $98M | · | · | · | $83M | · | · | · | $78M |
Balance Sheet
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $13M | $10M | $9M | $8M | $8M | $8M | $7M | $6M | · | $5M | $5M | $5M | · | $6M | $6M | $5M | |
| Goodwill | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | $167M | |
| Intangibles | $254M | $255M | $219M | $232M | $230M | $243M | $257M | $267M | · | $295M | $179M | $189M | · | $204M | $214M | $205M | |
| Total Assets | $13.00B | $13.06B | $12.73B | $12.56B | $12.39B | $12.43B | $12.38B | $12.65B | · | $12.38B | $10.83B | $10.81B | · | $10.90B | $10.90B | $10.84B | |
| Total Liabilities | $5.82B | $6.00B | $5.87B | $5.68B | $5.49B | $5.48B | $5.42B | $5.47B | · | $5.15B | $4.68B | $4.67B | · | $4.70B | $4.70B | $4.63B | |
| Long-term Debt | $4.74B | $4.92B | $4.80B | $4.64B | $4.41B | $4.40B | $4.37B | $4.42B | · | $4.07B | $3.71B | $3.74B | · | $3.73B | $3.74B | $3.72B | |
| Common Stock | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | · | $2M | $2M | $2M | · | $2M | $2M | $2M | |
| Paid-in Capital | $8.70B | $8.65B | $8.51B | $8.51B | $8.50B | $8.51B | $8.50B | $8.70B | · | $8.68B | $7.86B | $7.86B | · | $7.88B | $7.87B | $7.88B | |
| Treasury Stock | $31M | $31M | $30M | $29M | $28M | $28M | $27M | $26M | · | $25M | $25M | $26M | · | $24M | $24M | $24M | |
| AOCI | $-4M | $-4M | $-4M | $-2M | $2M | $-5M | $5M | $4M | · | $9M | $7M | $4M | · | $8M | $2M | $-2M | |
| Stockholders' Equity | $6.91B | $6.80B | $6.68B | $6.70B | $6.72B | $6.77B | $6.80B | $7.02B | · | $7.06B | $6.04B | $6.06B | · | $6.12B | $6.13B | $6.13B | |
| Liabilities + Equity | $13.00B | $13.06B | $12.73B | $12.56B | $12.39B | $12.43B | $12.38B | $12.65B | · | $12.38B | $10.83B | $10.81B | · | $10.90B | $10.90B | $10.84B | |
| Shares Outstanding | 182,902,234 | 182,232,143 | 181,550,531 | 181,525,936 | 181,361,454 | 181,502,569 | 181,493,494 | 184,774,486 | · | · | · | · | · | · | · | · |
Cash Flow
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $106M | $103M | $100M | $97M | $95M | $101M | $101M | $98M | $99M | $88M | $83M | $83M | $82M | $80M | $79M | $78M | |
| Stock-based Comp | $5M | $5M | $5M | $5M | $5M | $6M | $6M | $6M | $6M | $5M | $4M | $5M | $4M | $4M | $4M | $4M | |
| Other Non-cash | · | · | · | $-50M | · | · | · | $-46M | · | · | · | $-23M | · | · | · | $-134M | |
| Operating Cash Flow | $204M | $219M | $244M | $161M | $191M | $228M | $203M | $168M | $172M | $213M | $173M | $162M | $128M | $200M | $185M | $143M | |
| Investing Cash Flow | $-16M | $-32M | $-193M | $-180M | $-118M | $-95M | $28M | $-142M | $-110M | $-140M | $-52M | $-39M | $-94M | $-47M | $-124M | $58M | |
| Stock Issued | $49M | · | · | · | · | · | · | · | $-37.0K | $14.0K | · | · | $0 | $0 | · | · | |
| Stock Repurchased | · | · | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $20M | $0 | $4M | · | · | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | $-20M | · | · | · | · | |
| Dividends Paid | $128M | $128M | $128M | $128M | $121M | $122M | $124M | $124M | $120M | $110M | $111M | $111M | $107M | $108M | $107M | $107M | |
| Financing Cash Flow | $-272M | $-136M | $25M | $36M | $-127M | $-98M | $-382M | $113M | $-51M | $-35M | $-145M | $-124M | $-120M | $-120M | $-119M | $-118M | |
| Net Change in Cash | $-85M | $51M | $76M | $17M | $-53M | $35M | $-150M | $139M | $10M | $38M | $-25M | $-633.0K | $-86M | $34M | $-58M | $84M | |
| Taxes Paid | · | $738.0K | · | · | · | $709.0K | $335.0K | $6M | · | $155.0K | $461.0K | $112.0K | $82.0K | $118.0K | $205.0K | $165.0K |
Profitability
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | 72.7% | 73.8% | 71.8% | · | · | · | · | · | · | · | · | · | · | · | · | |
| Net Margin | · | 28.2% | 27.8% | 28.8% | · | 28.2% | 28.7% | 30.2% | · | 27.4% | 27.6% | 30.6% | · | 28.8% | 34.7% | 64.3% | |
| Pretax Margin | · | 25.1% | 24.8% | 25.6% | · | 25.0% | 25.9% | 27.7% | · | 24.1% | 24.3% | 27.2% | · | 25.5% | 27.2% | 60.6% | |
| EBITDA Margin | · | 72.7% | 73.8% | 97.2% | · | · | · | 26.8% | · | · | · | 26.0% | · | · | · | 25.7% | |
| ROA | · | 0.86% | 0.84% | 0.87% | · | · | 0.88% | 0.94% | · | 0.78% | 0.80% | 0.90% | · | 0.81% | 0.97% | 1.8% | |
| ROE | · | 1.6% | 1.6% | 1.6% | · | · | 1.6% | 1.7% | · | 1.4% | 1.4% | 1.6% | · | 1.4% | 1.7% | 3.2% |
Efficiency
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.0 | · | · | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 |
Per Share
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $37.30 | $36.78 | $36.91 | · | · | $37.44 | $37.99 | · | · | · | · | · | · | · | · | |
| Dividend / Share | $0.76 | $0.70 | $0.70 | $0.70 | $0.70 | $0.67 | $0.67 | $0.67 | $0.67 | $0.65 | $0.65 | $0.65 | $0.65 | $0.62 | $0.62 | $0.62 | |
| EPS (TTM) | · | $1.46 | · | · | · | $1.46 | $1.46 | $1.46 | · | $1.46 | $1.46 | $1.46 | · | $1.46 | $1.46 | $1.46 |
Valuation (TTM)
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $1.52B | · | · | · | $1.44B | $1.41B | $1.37B | · | $1.28B | $1.25B | $1.24B | · | $1.21B | $1.21B | $1.19B | |
| Net Income TTM | · | $411M | · | · | · | $404M | $393M | $377M | · | $370M | $367M | $385M | · | $455M | $485M | $476M | |
| Market Cap | · | $13.28B | $12.93B | $13.39B | · | · | $11.29B | $11.19B | · | · | · | · | · | · | · | · | |
| P/E | · | 49.9 | · | · | · | 49.5 | 42.6 | 41.5 | · | 40.7 | 42.3 | 41.9 | · | 36.9 | 40.6 | 48.9 | |
| P/S | · | 8.7 | · | · | · | · | 8.0 | 8.2 | · | · | · | · | · | · | · | · | |
| P/B | · | 2.0 | 1.9 | 2.0 | · | · | 1.7 | 1.6 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | · | 2.1 | 2.1 | 2.1 | · | · | 1.8 | 1.7 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | · | 83.1 | · | · | · | 66.7 | · | · | · | · | · | · | · | · | |
| Dividend Yield | · | 3.8% | · | · | · | · | 4.2% | 4.2% | · | · | · | · | · | · | · | · | |
| Earnings Yield | · | 2.0% | · | · | · | 2.0% | 2.4% | 2.4% | · | 2.5% | 2.4% | 2.4% | · | 2.7% | 2.5% | 2.1% | |
| Payout Ratio | · | · | · | 116.5% | · | · | · | 112.5% | · | · | · | 114.2% | · | · | · | 54.8% | |
| Annual Payout | · | $505M | · | · | · | $489M | $478M | $465M | · | $439M | $437M | $432M | · | $423M | $416M | $409M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $1.55B | $1.45B | $1.32B | $1.22B | $1.17B |
| Operating Margin % | 72.3% | 72.0% | · | · | · |
| Net Income | $527M | $400M | $365M | $483M | $361M |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 633 filers · $15.7B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
633
Value held
$15.7B
New positions
67
Exited positions
38
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 67 (-34 vs prior Q) | 38 (-6 vs prior Q) | 263 (+67 vs prior Q) | 176 (-28 vs prior Q) | +17.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,923,371,845 | 27,862,840 | 12.27% | Shares |
| BlackRock, Inc. | $1,597,867,662 | 20,038,470 | 10.19% | Shares |
| NORGES BANK | $1,367,266,774 | 17,146,561 | 8.72% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,188,153,750 | 14,900,348 | 7.58% | Shares |
| STATE STREET CORP | $979,258,153 | 12,168,256 | 6.25% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $904,816,558 | 11,347,085 | 5.77% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $634,162,171 | 7,952,827 | 4.04% | Shares |
| JPMORGAN CHASE & CO | $501,300,651 | 6,158,434 | 3.20% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $406,868,603 | 5,119,989 | 2.60% | Shares |
| Invesco Ltd. | $336,466,317 | 4,219,542 | 2.15% | Shares |
| Boston Partners | $308,690,052 | 3,871,117 | 1.97% | Shares |
| NORTHERN TRUST CORP | $266,674,960 | 3,344,306 | 1.70% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $226,748,185 | 2,843,594 | 1.45% | Shares |
| FMR LLC | $218,081,560 | 2,734,908 | 1.39% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $213,730,941 | 2,680,213 | 1.36% | Shares |
| APG Asset Management US Inc. | $205,885,145 | 2,593,992 | 1.31% | Shares |
| MORGAN STANLEY | $193,874,836 | 2,431,334 | 1.24% | Shares |
| DEUTSCHE BANK AG\ | $170,281,740 | 2,135,462 | 1.09% | Shares |
| Qube Research & Technologies Ltd | $149,102,716 | 1,869,861 | 0.95% | Shares |
| PRUDENTIAL FINANCIAL INC | $143,470,760 | 1,799,232 | 0.92% | Shares |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $130,519,548 | 1,636,814 | 0.83% | Shares |
| GOLDMAN SACHS GROUP INC | $121,655,244 | 1,525,649 | 0.78% | Shares |
| Legal & General Group Plc | $109,394,491 | 1,371,887 | 0.70% | Shares |
| HSBC HOLDINGS PLC | $108,195,900 | 1,354,984 | 0.69% | Shares |
| Bank of New York Mellon Corp | $106,858,358 | 1,340,085 | 0.68% | Shares |
| MILLENNIUM MANAGEMENT LLC | $99,778,582 | 1,251,299 | 0.64% | Shares |
| Amundi | $89,923,675 | 1,127,711 | 0.57% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $84,818,458 | 971,564 | 0.54% | Shares |
| Nuveen, LLC | $82,804,996 | 1,038,438 | 0.53% | Shares |
| Robeco Institutional Asset Management B.V. | $79,494,325 | 996,919 | 0.51% | Shares |
| Quantinno Capital Management LP | $77,951,154 | 977,566 | 0.50% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $75,048,976 | 941,171 | 0.48% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $70,433,943 | 883,295 | 0.45% | Shares |
| AMERICAN CENTURY COMPANIES INC | $60,214,898 | 755,139 | 0.38% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $56,605,433 | 709,875 | 0.36% | Shares |
| BANK OF AMERICA CORP /DE/ | $52,408,805 | 657,246 | 0.33% | Shares |
| BARCLAYS PLC | $48,050,367 | 602,588 | 0.31% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $47,073,483 | 590,337 | 0.30% | Shares |
| CI INVESTMENTS INC. | $44,585,584 | 559,137 | 0.28% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $44,091,755 | 552,944 | 0.28% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $43,663,152 | 547,569 | 0.28% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $43,630,380 | 547,158 | 0.28% | Shares |
| FIRST TRUST ADVISORS LP | $41,765,410 | 523,770 | 0.27% | Shares |
| Swiss National Bank | $37,057,411 | 464,728 | 0.24% | Shares |
| CITIGROUP INC | $36,148,615 | 453,331 | 0.23% | Shares |
| Russell Investments Group, Ltd. | $35,127,910 | 440,314 | 0.22% | Shares |
| Aberdeen Group plc | $34,408,527 | 431,509 | 0.22% | Shares |
| UBS Group AG | $31,652,634 | 396,948 | 0.20% | Shares |
| NEUBERGER BERMAN GROUP LLC | $31,090,207 | 389,895 | 0.20% | Shares |
| California Public Employees Retirement System | $29,464,408 | 369,506 | 0.19% | Shares |
Activists & 5%+ owners 15 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Chaim Katzman, Gazit-Globe Ltd., M G N (USA) INC., GAZIT (1995), INC., Gazit First Generation LLC, MGN America, LLC, MGN (USA) 2016, LLC, MGN America 2016, LLC, Gazit America, Inc., Silver Maple (2001), Inc., Ficus, Inc., Silver Maple 2018, LLC, Ficus 2018, LLC ×7 filings | May 25, 2018 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | May 19, 2004 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Feb. 25, 2004 | · | Initial filing | Passive investment | SEC |
| Undisclosed reporting person | Dec. 17, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Sept. 30, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | June 26, 2003 | · | Initial filing | Capital structure | SEC |
| Undisclosed reporting person, Undisclosed reporting person | June 12, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | June 12, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | May 14, 2003 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | July 15, 2002 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person | May 15, 2002 | · | Initial filing | M&A / sale | SEC |
| Undisclosed reporting person, Undisclosed reporting person | Dec. 26, 2001 | · | Initial filing | M&A / sale | SEC |
| Undisclosed reporting person | Dec. 17, 2001 | · | Initial filing | · | SEC |
| Undisclosed reporting person | Jan. 29, 2001 | · | Initial filing | · | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Jan. 19, 2001 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 38 insiders · 16 officers · 20 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Lisa Palmer | President and CEO | Feb. 12, 2026 M | 157,942 | 0 | 1 | $-1,995,500 |
| Michael J Mas | EVP and CFO | Feb. 12, 2026 M | 54,849 | 0 | 1 | $-1,152,750 |
| Bruce M Johnson | Chief Financial Officer | Dec. 27, 2012 G | 53,000 | 0 | 0 | $0 |
| Brian M Smith | President and COO | Nov. 19, 2015 S | 61,323 | 0 | 0 | $0 |
| Alan Todd Roth | E. Regional Pres. & COO | Feb. 12, 2026 M | 25,519 | 0 | 1 | $-616,400 |
| James D. Thompson | EVP and COO | March 11, 2022 G | 24,224 | 0 | 0 | $0 |
| Nicholas Andrew Wibbenmeyer | W. Regional Pres. & CIO | May 5, 2026 S | 33,069 | 0 | 1 | $-626,709 |
| Martin E Stein JR | Executive Chairman | May 4, 2026 S | 0 | 0 | 7 | $-36,419,050 |
| Terah L Devereaux | Principal Accounting Officer | March 4, 2026 A | 19,230 | 0 | 0 | $0 |
| Michael R Herman | Senior VP and General Counsel | March 4, 2026 A | 21,601 | 0 | 0 | $0 |
| Christian J Leavitt | Chief Accounting Officer | March 3, 2023 A | 13,133 | 0 | 0 | $0 |
| Krista C. Di Iaconi | Managing Director | Sept. 20, 2021 M | 4,849 | 0 | 0 | $0 |
| Patrick P. Krejs | Managing Director | Sept. 20, 2021 M | 47,831 | 0 | 0 | $0 |
| Iii Dan M. Chandler, | Executive VP and CIO | March 16, 2021 S | 23,386 | 0 | 0 | $0 |
| Barbara C Johnston | SR VP, GENERAL COUNSEL | March 5, 2020 S | 24,189 | 0 | 0 | $0 |
| John S. Delatour | Managing Director | Feb. 10, 2020 F | 110,066 | 0 | 0 | $0 |
| James H. Simmons III | Director | May 11, 2026 M | 8,049 | 0 | 0 | $0 |
| Thomas W Furphy | Director | May 11, 2026 M | 14,316 | 0 | 0 | $0 |
| Gary E Anderson | Director | May 11, 2026 M | 1,807 | 0 | 0 | $0 |
| Kristin Ann Campbell | Director | May 11, 2026 M | 6,797 | 0 | 0 | $0 |
| Deirdre Evens | Director | May 11, 2026 M | 22,539 | 0 | 0 | $0 |
| Bryce Blair | Director | May 11, 2026 M | 33,003 | 0 | 0 | $0 |
| David P Oconnor | Director | May 5, 2025 M | 30,342 | 0 | 0 | $0 |
| Thomas G Wattles | Director | May 3, 2023 M | 61,197 | 0 | 0 | $0 |
| Joseph F Azrack | Director | May 5, 2021 M | 14,902 | 0 | 0 | $0 |
| John C Schweitzer | Director | May 14, 2019 M | 37,339 | 0 | 0 | $0 |
| Mary Lou Fiala | Director | May 14, 2018 M | 19,308 | 0 | 0 | $0 |
| BANK RAYMOND L | Director | May 14, 2018 M | 54,147 | 0 | 0 | $0 |
| Dix J Druce | Director | June 3, 2016 M | 30,325 | 0 | 0 | $0 |
| CARPENTER ALVIN R | Director | Jan. 29, 2016 G | 51,886 | 0 | 0 | $0 |
| LUKE DOUGLAS S | Director | May 15, 2015 M | 76,765 | 0 | 0 | $0 |
| Terry N Worrell | Director | July 9, 2009 M | 47,331 | 0 | 0 | $0 |
| Chaim Katzman | 10% owner | Feb. 15, 2018 S | 1,350,000 | 0 | 0 | $0 |
| Karin Klein | · | Aug. 7, 2026 A | 25,790 | 0 | 0 | $0 |
| Mark J. Parrell | · | Aug. 7, 2026 A | 686 | 0 | 0 | $0 |
| Ronald C Blankenship | · | Aug. 7, 2026 A | 114,923 | 0 | 0 | $0 |
| Peter Linneman | · | Aug. 7, 2026 A | 56,061 | 0 | 0 | $0 |
| Craig H Ramey | · | Aug. 5, 2020 S | 17,560 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 120 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| RSPR · Invesco Exchange-Traded Fund Trust | 3.41% | 38,443 | Oct. 1, 2026 | Daily |
| HUSV · First Trust Exchange-Traded Fund III | 1.79% | 16,482 NS | July 31, 2026 | N-PORT |
| GQRE · FlexShares Trust | 1.71% | 90,740 NS | July 31, 2026 | N-PORT |
| ICF · iShares Trust | 1.66% | 434,711 SH | Sept. 11, 2026 | Daily |
| SPLV · Invesco Exchange-Traded Fund Trust … | 1.29% | 1,230,777 | Oct. 1, 2026 | Daily |
| BLDG · Cambria ETF Trust | 1.25% | 10,486 NS | July 31, 2026 | N-PORT |
| USRT · iShares Trust | 1.19% | 698,072 SH | Sept. 11, 2026 | Daily |
| FPRO · FIDELITY COVINGTON TRUST | 0.98% | 2,017 NS | July 31, 2026 | N-PORT |
| DFAR · Dimensional ETF Trust | 0.98% | 216,553 NS | July 31, 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0.96% | 53,257 NS | July 31, 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 0.94% | 5,288 NS | July 31, 2026 | N-PORT |
| IYR · iShares Trust | 0.94% | 508,330 SH | Sept. 11, 2026 | Daily |
| FREL · FIDELITY COVINGTON TRUST | 0.90% | 167,207 NS | July 31, 2026 | N-PORT |
| REET · iShares Trust | 0.77% | 497,273 SH | Sept. 11, 2026 | Daily |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.70% | 6,271,484 SH | Aug. 19, 2026 | Daily |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 0.69% | 190,000 | Oct. 1, 2026 | Daily |
| DFGR · Dimensional ETF Trust | 0.67% | 324,073 NS | July 31, 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0.67% | 15,574 | Oct. 1, 2026 | Daily |
| ERET · iShares Trust | 0.60% | 1,066 SH | Sept. 11, 2026 | Daily |
| IQSM · New York Life Investments ETF Trust | 0.53% | 21,708 NS | July 31, 2026 | N-PORT |
| QDEF · FlexShares Trust | 0.50% | 34,194 NS | July 31, 2026 | N-PORT |
| QDF · FlexShares Trust | 0.48% | 132,872 NS | July 31, 2026 | N-PORT |
| PABU · iShares Trust | 0.38% | 125,878 SH | Sept. 11, 2026 | Daily |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.38% | 21,590 NS | July 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.38% | 21,801 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.33% | 26,946 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.31% | 2,665,007 SH | Aug. 19, 2026 | Daily |
| HDUS · Lattice Strategies Trust | 0.30% | 7,493 NS | July 31, 2026 | N-PORT |
| RDIV · Invesco Exchange-Traded Fund Trust … | 0.29% | 55,337 | Oct. 1, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.28% | 71,820 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.26% | 79,778 NS | July 31, 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0.22% | 663 NS | July 31, 2026 | N-PORT |
| EUSA · iShares, Inc. | 0.20% | 51,073 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.20% | 2,596,346 | Oct. 1, 2026 | Daily |
| ISCG · iShares Trust | 0.19% | 24,718 SH | Sept. 11, 2026 | Daily |
| SIZE · iShares Trust | 0.19% | 10,920 SH | Sept. 11, 2026 | Daily |
| SMMD · iShares Trust | 0.19% | 97,147 SH | Sept. 11, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.17% | 4,198,791 SH | Aug. 19, 2026 | Daily |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.16% | 11,511 NS | July 31, 2026 | N-PORT |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.16% | 4,491,000 | Oct. 1, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.15% | 16,261 | Oct. 1, 2026 | Daily |
| IWS · iShares Trust | 0.13% | 271,941 SH | Sept. 11, 2026 | Daily |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0.12% | 5,470,000 | Oct. 1, 2026 | Daily |
| LRGF · iShares Trust | 0.12% | 57,781 SH | Sept. 11, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.10% | 140,000 | Oct. 1, 2026 | Daily |
| IWR · iShares Trust | 0.10% | 747,167 SH | Sept. 11, 2026 | Daily |
| PFF · iShares Trust | 0.10% | 554,726 SH | Sept. 11, 2026 | Daily |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.08% | 12,917 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.07% | 211 SH | Sept. 11, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.05% | 38,111 SH | Aug. 19, 2026 | Daily |
| USXF · iShares Trust | 0.05% | 9,781 SH | Sept. 11, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.05% | 5,215 | Oct. 1, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.05% | 3,457 NS | July 31, 2026 | N-PORT |
| ISCF · iShares Trust | 0.05% | 94,288 SH | Sept. 11, 2026 | Daily |
| IVE · iShares Trust | 0.04% | 273,964 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.04% | 110,003 SH | Aug. 19, 2026 | Daily |
| IUSV · iShares Trust | 0.04% | 143,219 SH | Sept. 11, 2026 | Daily |
| DIVB · iShares Trust | 0.04% | 10,588 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.04% | 407,757 SH | Sept. 11, 2026 | Daily |
| CRBN · iShares Trust | 0.03% | 5,138 SH | Sept. 11, 2026 | Daily |
| EGLE · Global X Funds | 0.03% | 8 NS | July 31, 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0.03% | 4 NS | July 31, 2026 | N-PORT |
| GLOF · iShares Trust | 0.03% | 770 SH | Sept. 11, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.03% | 34,918 | Oct. 1, 2026 | Daily |
| TILT · FlexShares Trust | 0.03% | 6,964 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.03% | 15 NS | July 31, 2026 | N-PORT |
| XYLG · Global X Funds | 0.02% | 188 NS | July 31, 2026 | N-PORT |
| USCL · iShares Trust | 0.02% | 8,688 SH | Sept. 11, 2026 | Daily |
| XCLR · Global X Funds | 0.02% | 10 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.02% | 3,611 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.02% | 22 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.02% | 96 SH | Sept. 11, 2026 | Daily |
| XRMI · Global X Funds | 0.02% | 130 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.02% | 1,857 SH | Sept. 11, 2026 | Daily |
| XYLD · Global X Funds | 0.02% | 8,400 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.02% | 8,331 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.02% | 4,280,791 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 5,814,607 SH | Aug. 19, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 674,120 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 30,265 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 15,426 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 41,227 SH | Aug. 19, 2026 | Daily |
| IWB · iShares Trust | 0.02% | 125,252 SH | Sept. 11, 2026 | Daily |
| IVV · iShares Trust | 0.02% | 2,084,140 SH | Sept. 11, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.02% | 622 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.02% | 3,966 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.02% | 49,585 SH | Sept. 11, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.02% | 992 | Oct. 1, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.02% | 28,439 | Oct. 1, 2026 | Daily |
| QLC · FlexShares Trust | 0.02% | 2,240 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.02% | 7,024 SH | Sept. 11, 2026 | Daily |
| SCZ · iShares Trust | 0.02% | 664,202 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.02% | 210,123 SH | Sept. 11, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.02% | 1,146 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.02% | 131 | Oct. 1, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.02% | 12,882 NS | July 31, 2026 | N-PORT |
| URTH · iShares, Inc. | 0.02% | 16,244 SH | Sept. 11, 2026 | Daily |
| TOK · iShares Trust | 0.01% | 434 SH | Sept. 11, 2026 | Daily |
| ACWI · iShares Trust | 0.01% | 53,938 SH | Sept. 11, 2026 | Daily |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 194,930 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 264,542 SH | Aug. 19, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.01% | 5,539 | Oct. 1, 2026 | Daily |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.01% | 1,913 | Sept. 30, 2026 | Daily |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.01% | 10,141 | Oct. 1, 2026 | Daily |
| IPAC · iShares Trust | 0.01% | 61,823 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.01% | 10,778 SH | Sept. 11, 2026 | Daily |
| IEFA · iShares Trust | 0.00% | 1,419,237 SH | Sept. 11, 2026 | Daily |
| GTO · Invesco Actively Managed Exchange-T… | 0.00% | 72,000 | Sept. 30, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 2,645,714 SH | Aug. 19, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.00% | 1,751,176 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 36,717 SH | Aug. 19, 2026 | Daily |
| BLV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCLT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| ISCB · iShares Trust | · | 7,371 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 19,073 SH | Sept. 11, 2026 | Daily |
REG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 24 analysts
BUY
Median target
$85.00
+18.7%
5 20.8%
Strong Buy
8 33.3%
Buy
11 45.8%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
18 analysts · 2026-09-27Mean target $86.56 +20.9%
← Below all targets
Current price $71.60
Low$76.00
Mean$86.56
High$102.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| REG | $12.63B | 47.3 | 6.9% | 34.0% | 7.7% | · |
| SPG | · | 13.1 | 6.7% | 84.3% | 131.6% | · |
| O | $52.65B | 48.2 | 9.1% | 18.4% | 2.7% | · |
| KIM | $13.66B | 9.0 | 5.1% | 27.3% | 5.6% | · |
| FRT | $8.70B | 21.5 | 6.4% | 32.1% | 12.8% | · |
| BRX | $8.03B | 21.0 | 6.7% | 28.2% | 12.9% | · |
| ADC | $8.65B | 40.7 | 16.4% | 28.4% | 3.5% | · |
| NNN | $7.53B | 19.1 | 6.6% | 42.1% | 8.9% | · |
| MAC | $4.74B | -23.7 | 10.4% | -19.4% | -7.6% | · |
| PECO | $4.47B | 40.0 | 9.9% | 15.3% | 4.8% | · |
| KRG | $5.01B | 17.5 | 0.82% | 35.4% | 9.3% | · |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
BLUECHIP_DIP
Stopped out
risk 1
reward 2.78
entry
$79.07
R:R 2.78
BLUECHIP_DIP
Expired
risk 1
reward 2.27
entry
$76.55
R:R 2.27
BLUECHIP_DIP
Expired
risk 1
reward 2.00
entry
$74.39
R:R 2.00
BOUNCE_UP
Stopped out
risk 1
reward 1.50
entry
$70.77
R:R 1.50
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-K filed Feb 13, 2026