US · Real Estate · REIT - Retail
EPS came in at -0.02 against a street estimate of 0.31 — a miss of 106.5%.
Analysts rate Acadia Realty Trust a strong buy (6 buy, 1 hold, 0 sell out of 7) with an average price target of $23.43.
CONFIDENT AKR delivered record Q2 leasing ($8.9M ABR), 11% FFO growth YoY, and raised full-year guidance to ~10% FFO growth. Street retail momentum driving 16% same-property NOI growth with 91% rent spreads. $700M invested in acquisitions YTD toward $1B goal. Q2 2026 Street markets show strongest momentum; scale achieved in ~half of key corridors (Armitage, M Street, SoHo, Melrose, Armitage, Newbury, Worth Ave, Williamsburg, Henderson, Bleecker). NYC subdivided into distinct markets by management. Analysts pressed tenant health sustainability (strong sales growth outpacing rents, low occupancy costs), geographic upside ranking (Henderson, Flatiron, SoHo top picks), and FMV reset cadence (5-year cycles, significant 2027-28 opportunity). Management consistently emphasized scale benefits, execution track record, and structural lease advantages over suburban. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 17.71% |
| Cohen & Steers Inc | 14.67% |
| FMR Inc | 14.49% |
| Vanguard Portfolio Management, LLC | 9.81% |
| T. Rowe Price Associates, Inc. | 7.36% |
| State Street Corp | 5.50% |
| Vanguard Capital Management, LLC | 4.37% |
| Massachusetts Financial Services Company | 3.51% |
| Document | Date |
|---|---|
| Company announcement · Q4 2026 HEADLINE NUMBERS • Acadia Realty Trust filed a new automatic shelf registration statement on Form S-3 on November 3, 2026. • The company can issue s | 2026-11-03 |
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the nine months ended September 30, 2026, revenue was $293,398 thousand, down from $305,992 thousand in the same period of 202 | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 FFO As Adjusted was $0.31 per diluted common share and common OP unit, up from $0.29 in the third quarter of 20 | 2026-11-02 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • Acadia Realty Trust (NYSE: AKR) appointed Tamara Fischer as a trustee on October 19, 2026. • Ms. Fischer will serve until the 202 | 2026-10-19 |
| Quarterly report · Q2 2026 ACADIA REALTY TRUST (AKR) – 10-Q SUMMARY FOR RETAIL INVESTORS Period Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $4,617.5 million (dow | 2026-07-29 |
| Results announced · Q3 2026 ACADIA REALTY TRUST – Q2 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Q2 2026 FFO As Adjusted per share: $0.31 (vs. $0.28 in Q2 2025); year-to-date | 2026-07-28 |
| Company announcement · Q2 2026 ACADIA REALTY TRUST (AKR) - FORM 8-K SUMMARY HEADLINE NUMBERS • 9,000,000 common shares offered in forward sale offering, with option for underwrite | 2026-06-12 |
| Results announced · Q2 2026 ACADIA REALTY TRUST - Q1 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • FFO As Adjusted per diluted share: $0.30 (Q1 2026) vs. $0.27 (Q1 2025) — up 1 | 2026-05-13 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.20 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.20 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.20 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.20 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Announcement | Date |
|---|---|
| Maintained FFO guidance while revising net earnings per share guidance downward Acadia Realty Trust reported a strong third quarter of 2026 operationally, despite a GAAP net loss of $0.03 per share versus earnings of $0.03 a year earlier. The loss mainly reflected a $11 | 2026-11-02 |
| Raised full-year 2026 GAAP earnings and FFO guidance Acadia Realty Trust, a retail real estate company, reported strong second quarter 2026 results that exceeded expectations. Key highlights: earnings per share increased to $0.05 from $0.01 ye | 2026-07-28 |
| First Quarter 2026 earnings results and updated 2026 guidance provided Acadia Realty Trust, a retail real estate investment trust (REIT), reported Q1 2026 results showing solid operational improvement. Key highlights: Total Net Operating Income (NOI) grew 18.7% | 2026-05-13 |
| Raised full-year 2026 earnings and FFO guidance; completed acquisitions Acadia Realty Trust, a retail real estate company, reported strong first quarter 2026 results that beat expectations. Key highlights: earnings per share jumped to $0.22 from $0.01 year-over- | 2026-04-28 |
| 2026 FFO and same-property NOI growth expectations provided Acadia Realty Trust, a retail real estate investment trust (REIT), reported solid 2025 results with strong operational momentum. Key highlights: **Performance Metrics:** - Full year 2025 FF | 2026-02-10 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.