The earnings call reflects a strong performance in street retail leasing and sales, with significant growth projected in the coming years. Despite some short-term dilution from the City Point Loan conversion, the overall outlook remains positive with robust acquisition plans and strong tenant demand.

Company Guidance

During the Third Quarter 2025 earnings call, Acadia Realty Trust provided robust guidance, highlighting key performance metrics and future growth prospects. The company reported a same-store NOI growth of 13% for its street retail portfolio, contributing to an overall same-store NOI increase of 8.2% for the quarter. They forecast total NOI growth and same-store growth to remain above their long-term goal of 5%, with projections for 2026 indicating a range of 8% to 12% in total same-store growth. Acadia also achieved significant leasing success, with $3.7 million in new leases, bringing the year-to-date total to $11.4 million. The company added nearly $4 million in new leases to their Signed Not Yet Open (SNO) pipeline, expecting a $7 million conversion into open and paying tenants. Acquisitions played a significant role, with a year-to-date acquisition volume of over $480 million, aiming to double by year-end. Despite a challenging economic backdrop, Acadia's strategic focus on high-demand street retail locations and a strong balance sheet with $800 million in liquidity positions them to sustain both internal and external growth.

Strong Street Retail Performance

Same-store NOI growth of 13% for the street retail portfolio, with an expected same-store growth projection of 8% to 12% in 2026.

Significant Leasing Activity

Executed $3.7 million in annual base rent (ABR) during the quarter, with a total of $11.4 million in signed leases year-to-date.

Robust Acquisition Pipeline

Year-to-date acquisitions of over $480 million, with expectations to double this amount by year-end 2025.

Positive Foot Traffic and Sales Growth

Reported increases in sales: 15% in SoHo, 30% on Bleecker Street, and over 40% on the Gold Coast of Chicago.

Acadia Realty (AKR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AKR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 17, 2026	2025 (Q4)	0.09 / -	0.067	―	―	―
Oct 28, 2025	2025 (Q3)	0.08 / 0.09	0.335	-72.54% (-0.24)	―
Jul 29, 2025	2025 (Q2)	0.09 / 0.09	0.01	800.00% (+0.08)	―
Apr 29, 2025	2025 (Q1)	0.07 / 0.01	0.048	-79.17% (-0.04)	―
Feb 11, 2025	2024 (Q4)	0.08 / 0.07	-0.024	379.17% (+0.09)	―
Oct 28, 2024	2024 (Q3)	0.09 / 0.34	0.276	21.38% (+0.06)	―
Jul 30, 2024	2024 (Q2)	0.06 / 0.01	0.19	-94.74% (-0.18)	―
Apr 29, 2024	2024 (Q1)	0.03 / 0.05	0.25	-80.80% (-0.20)	―
Feb 13, 2024	2023 (Q4)	0.01 / -0.02	0.01	-340.00% (-0.03)	―
Oct 30, 2023	2023 (Q3)	>-0.01 / 0.28	0.267	3.37% (<+0.01)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AKR Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 28, 2025	$19.12	―	―
Jul 29, 2025	$18.94	$18.42	-2.75%
Apr 29, 2025	$19.14	$18.71	-2.25%
Feb 11, 2025	$23.04	$23.36	+1.39%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Acadia Realty Trust (AKR) report earnings?

Acadia Realty Trust (AKR) is schdueled to report earning on Feb 17, 2026, After Close (Confirmed).

What is Acadia Realty Trust (AKR) earnings time?

Acadia Realty Trust (AKR) earnings time is at Feb 17, 2026, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AKR EPS forecast?

AKR EPS forecast for the fiscal quarter 2025 (Q4) is 0.09.

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