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Brixmor Property’s Strong Q1 2025 Performance and Positive Outlook Justify Buy Rating

In a report released today, Juan C. Sanabria from BMO Capital maintained a Buy rating on Brixmor Property (BRXResearch Report), with a price target of $32.00.

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Juan C. Sanabria has given his Buy rating due to a combination of factors including Brixmor Property’s strong financial performance in the first quarter of 2025. The company reported a notable increase in Same Store Net Operating Income (SSNOI) by 2.8% year-over-year, which indicates solid core growth. Additionally, the Funds From Operations per share exceeded expectations, coming in at $0.56 compared to the consensus estimate of $0.55.
Despite some challenges, such as an increase in bad debt and a slight dip in billed occupancy, the company’s leasing activity remained robust, maintaining a steady pace with previous trends. Sanabria acknowledges the uncertainty in the macroeconomic environment but seems confident in Brixmor’s ability to manage its bad debt and maintain its original expectations. These positive indicators contribute to his optimistic outlook and the Buy rating for Brixmor Property’s stock.

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