In a report released today, Juan C. Sanabria from BMO Capital maintained a Buy rating on Federal Realty, with a price target of $120.00.
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Juan C. Sanabria has given his Buy rating due to a combination of factors tied to Federal Realty’s operational performance and outlook. Despite a modest earnings shortfall in 4Q25, the company delivered healthy same‑store NOI growth and strong leasing, underscoring resilient underlying property fundamentals and demand across its portfolio.
Sanabria also highlights that 2026 FFO guidance was set above consensus, signaling management’s confidence, supported by elevated termination fees and disciplined expectations for bad‑debt expense. In addition, Federal Realty’s active capital recycling—acquiring assets at attractive yields while disposing of properties at lower cap rates—supports accretive growth and reinforces the investment case for total-return‑oriented shareholders.