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Yahoo
11 minutes ago
- Yahoo
Federal Realty Investment Trust (FRT): A Bull Case Theory
We came across a bullish thesis on Federal Realty Investment Trust on Max Dividends's Substack by Serhio MaxDividends and Max Dividends. In this article, we will summarize the bulls' thesis on FRT. Federal Realty Investment Trust's share was trading at $91.54 as of August 4th. FRT's trailing and forward P/E were 26.04 and 29.67, respectively according to Yahoo Finance. A wide-angle view of an urban skyline, representing the company's investments in urban neighborhoods. Federal Realty Investment Trust (NYSE: FRT) stands as one of the most resilient income-generating REITs in the U.S., distinguished by its 57 consecutive years of dividend growth—the longest streak in the sector and a hallmark of stability. Its portfolio comprises 104 high-quality retail and mixed-use properties strategically concentrated in affluent, densely populated coastal markets such as Washington D.C., Boston, and California. This focus on high-barrier, premium locations supports a 93.6% occupancy rate and a 95.9% leased rate, both near two-decade highs, ensuring consistent cash flow even through economic cycles. FRT's disciplined strategy emphasizes value-add redevelopment, transforming underperforming assets into mixed-use destinations like Santana Row and Pike & Rose, which enhance property values and tenant diversification. Recent acquisitions, including Del Monte Shopping Center, and a $785M redevelopment pipeline, further position the trust for long-term growth. Financially, the company maintains $1.5B in liquidity and a 3.8x fixed charge coverage ratio, while a $300M share repurchase program underscores confidence in its capital structure. Analysts forecast FFO per share growth of 6% in 2025, supported by strong leasing momentum and rent growth. With a 4.6% dividend yield, well above the REIT average—and robust institutional backing (93.86% ownership), FRT remains a compelling choice for income-focused investors. While macroeconomic challenges such as interest rate sensitivity and e-commerce headwinds persist, its focus on essential and service-oriented tenants mitigates these risks. Trading around $95.64 with an average price target of $142, Federal Realty offers a rare combination of dividend resilience, premium asset quality, and measured growth potential for long-term investors. Previously, we covered a on Simon Property Group, Inc. (SPG) by David in April 2025, which highlighted its disciplined capital structure, strong free cash flow, and premium tenant mix driving dividend growth. The company's stock price has appreciated by approximately 10.73% since our coverage. The thesis still stands as SPG sustains solid fundamentals. Serhio MaxDividends shares a similar view but emphasizes FRT's unmatched dividend growth streak and mixed-use redevelopment strategy. Federal Realty Investment Trust is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held FRT at the end of the first quarter which was 32 in the previous quarter. While we acknowledge the potential of FRT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Sign in to access your portfolio
Forbes
12 minutes ago
- Forbes
On The Matter Of So-Called ‘Debanking,' Follow The Regulators
It turns out Republicans buy beer, which is something basketball and brand great Michael Jordan could have told the executives at AB InBev ahead of any influencer agreement with Dylan Mulvaney. In a politically divided country, it's best to keep business out of politics. Banks arguably know this more intimately than any other business sector. Precisely because they're asking individuals to entrust their savings to them, politics and talk of same is the path to losing some of the most hard-won business of all. It's important to think about in consideration of President Trump's assertion on CNBC that 'The banks discriminated against me very badly.' Trump was talking about J.P. Morgan Chase and Bank of America, but to focus on specific banks is to miss the point. And that's not because Chase has banking relationships with Trump and family going back decades, Trump campaign accounts, and looking ahead, the eventual Trump presidential library. The crucial truth is that banks are in the business of carefully matching the wealth of savers with credible individuals, businesses and governments in need of savings. Which means they're not in the business of turning their noses up to half of the U.S. population of savers, or closing the accounts of savers with wealth to put to work. Some call account refusal or closure 'debanking,' which realistically wasn't even a word until 2023-2024. With good reason. Banks exist to open accounts, not close them. Which requires a pivot. To focus on banks allegedly turning away business for political reasons, or closing accounts similarly for reasons of politics, is for pundits, politicians and even presidents to avert their gaze from the real problem: regulators. On the matter of closed or refused accounts, criticism of banks is a non sequitur. Banks are overseen by regulators that can make life miserable for them via the imposition of 'asset caps,' excessive capital requirements, or worst of all, closure. With the latter and much more well in mind, banks are studious about not finding themselves on the wrong side of regulators. Which is a long or short way of saying that depending on the Party in control in Washington, and by extension the Party that is appointing regulators, banks must at times choose their customers wisely. Regulators will say the choosing is rooted in banks protecting their reputations, but as evidenced by the business that banks are in, no such regulation is needed. More realistically, regulators have too often substituted their politics for sound oversight. Cryptocurrency and crypto adjacent businesses were unpopular during the Biden years, gun and gun manufacturers when Barack Obama occupied the White House, while in Republican leaning U.S. locales like Texas, banks have experienced trouble if viewed as unfriendly to oil & gas interests. The main thing is that debanking has nothing to do with business, and everything to do with the politics that banks studiously try to avoid. See above. Which is why President Trump's broad focus on regulation as the source of so-called 'debanking' is so important. Banks open accounts, regulators force their refusal, closure, or both. With his executive order meant to end the practice of debanking, Trump is correctly making this about overly politicized regulators, not banks attempting to mix politics and business. Which means banks can get back to doing what they do best, all free of the politics that they've long avoided based on a clear-eyed grasp of what Michael Jordan intuited decades ago.
Fast Company
12 minutes ago
- Fast Company
Palantir hits $1 billion in quarterly sales for the first time, avoids DOGE cuts
Shares of Palantir Technologies sailed past previous record highs Tuesday after booking its first $1 billion sales quarter and raising its performance expectations for the year. The stock rose above $170 on Tuesday after breaking previous records four times this year in the global artificial intelligence race. The previous high for the stock was set just over a week ago when its stock closed at $158.80. Since going public in 2020 when it posted a $1.17 billion annual loss, the artificial intelligence software company has swung swiftly to a profit and sales are booming. Profit rose 33% to $327 million in the second quarter. Its $1 billion quarterly revenue haul was fueled by a 53% spike in government sales, despite massive spending cuts under President Donald Trump and his Department of Government Efficiency, once led by the world's richest man Elon Musk. 'DOGE has had zero negative impact on Palantir's U.S. government business, which achieved its fastest growth rate since the second quarter of 2021,' wrote William Blair analysts Louie DiPalma and Bryce Sandberg. 'Palantir is clearly benefiting from AI industry momentum across its government and commercial customer bases.' The company also recorded a 93% jump in business sales. Overall U.S. revenue surged 68% to $733 million. Late Monday, Palantir raised its annual revenue expectations to between $4.14 billion and $4.15 billion. It also raised its U.S. commercial revenue guidance to more than $1.3 billion, which would mean that Palantir achieved a growth rate of at least 85%. 'This was a phenomenal quarter,' CEO Alex Karp said in a statement accompanying the earnings release. 'We continue to see the astonishing impact of AI leverage.' Karp believes AI will benefit everyone, saying during a call with industry analysts on Monday that Palantir is, 'bullish on all aspects of American life, including and especially people in the blue collar.' He said Palantir wants to 'arm the working class or blue collar workers with AI agency enhancing skills,' and said that the company will reach out to labor leaders to help familiarize workers with the technology. 'People with less than a college education are creating a lot value and sometimes more value than people with a college education using our product,' Karp said. Palantir, headquartered in Denver, specializes in software platforms that pull together and analyze large amounts of data.
