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Azrieli Group Ltd. (IL:AZRG)
TASE:AZRG
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Azrieli Group (AZRG) Price & Analysis

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AZRG Stock Chart & Stats

32600.00
-3.10(-1.01%)
At close: 4:00 PM EST
32600.00
-3.10(-1.01%)

Bulls Say, Bears Say

Bulls Say
Data-center Growth PipelineA large contracted data-center pipeline and a ~1 GW powered land bank provide multi-year, contracted revenue visibility and structural diversification beyond retail/offices. This positions Azrieli to capture secular cloud/colocation demand and scale high-margin, long-term cash flows across geographies.
High Occupancy & CPI-linked LeasesSustained ~98% mall occupancy and stable office NOI indicate resilient tenant demand and strong asset positioning. CPI-linked lease structures and high-quality tenants support recurring rent growth and protect real income against inflation, strengthening medium-term cash flow predictability.
Stronger Capital Base And Favorable Debt ProfileA significant ILS 1.4b equity raise materially bolsters liquidity and reduces reliance on debt-funded growth. Combined with a low average interest rate and long debt duration, the balance-sheet mix improves financial flexibility to fund developments and absorb shocks without immediate refinancing pressure.
Bears Say
Rising LeverageDebt rising to above equity and a ~1.1 debt-to-equity point increases structural financial risk. Higher leverage amplifies sensitivity to rate shocks and downturns, limits balance-sheet flexibility for opportunistic acquisitions or distress, and raises the probability of future equity raises or asset disposals to rebalance capital.
Weak Cash ConversionPersistent volatility in free cash flow and operating-cash coverage below net income indicate earnings do not reliably convert to cash. That reduces self-funding capacity for capex and development, increasing dependence on external financing and raising execution and refinancing risk during market stress.
Declining FFO & Rising Operating CostsA roughly 9% YoY FFO decline coupled with higher financing and G&A pressures weakens recurring distributable cash. If elevated financing and operating costs persist as data-center and development activity scales, margin compression could impair returns and necessitate further capital or operational efficiency measures.

Azrieli Group News

AZRG FAQ

What was Azrieli Group Ltd.’s price range in the past 12 months?
Azrieli Group Ltd. lowest stock price was 24513.77 and its highest was 51310.00 in the past 12 months.
    What is Azrieli Group Ltd.’s market cap?
    Azrieli Group Ltd.’s market cap is ₪58.39B.
      When is Azrieli Group Ltd.’s upcoming earnings report date?
      Azrieli Group Ltd.’s upcoming earnings report date is Aug 19, 2026 which is in 90 days.
        How were Azrieli Group Ltd.’s earnings last quarter?
        Azrieli Group Ltd. released its earnings results on May 20, 2026. The company reported 443 earnings per share for the quarter, beating the consensus estimate of 357.9 by 85.1.
          Is Azrieli Group Ltd. overvalued?
          According to Wall Street analysts Azrieli Group Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Azrieli Group Ltd. pay dividends?
            Azrieli Group Ltd. pays a Notavailable dividend of 659.67 which represents an annual dividend yield of 2.02%. See more information on Azrieli Group Ltd. dividends here
              What is Azrieli Group Ltd.’s EPS estimate?
              Azrieli Group Ltd.’s EPS estimate is 362.6.
                How many shares outstanding does Azrieli Group Ltd. have?
                Azrieli Group Ltd. has 124,464,060 shares outstanding.
                  What happened to Azrieli Group Ltd.’s price movement after its last earnings report?
                  Azrieli Group Ltd. reported an EPS of 443 in its last earnings report, beating expectations of 357.9. Following the earnings report the stock price went down -4.391%.
                    Which hedge fund is a major shareholder of Azrieli Group Ltd.?
                    Currently, no hedge funds are holding shares in IL:AZRG
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Azrieli Group Ltd.

                      Azrieli Group Ltd operates in the real estate industry. The company operates through four segments: Retail Centers and Malls in Israel, Office and Other Space for Lease in Israel, Income-Producing Properties segment in the U.S., and Senior Housing segments. It develops, acquires, leases out, manages, and maintains malls and retails centers in Israel; and office buildings and parks for offices and high-tech industry, as well as logistic areas and storage. As of December 31, 2021, the company owned 19 malls and retail centers, and 17 income-producing properties in the office and other space in Israel; and 8 office properties in the United States. The company has 4 active senior homes in an aboveground built-up area of approximately 105 thousand square meters (sqm), including approximately 1,033 senior housing units and projects under development and construction for approximately 275 residential units in a total area of approximately 31 thousand sqm. It also engages in the e-commerce and hospitality operation; and invests in banking and financial corporations, and investment funds, as well as operates hotel. The company was incorporated in 1983 and is based in Tel Aviv, Israel. Azrieli Group Ltd is a subsidiary of Nadav Investments Inc.

                      Azrieli Group (AZRG) Earnings & Revenues

                      AZRG Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presents a cautiously constructive picture: management delivered a solid quarter given a challenging environment (war-related disruptions and FX headwinds), highlighted by strong occupancy, defensive office performance, a deepening data center pipeline (contracted NOI ≈ ILS 1 billion and 1 GW land bank), significant ongoing investments and a successful ILS 1.4 billion equity raise. These positives are offset by short-term headwinds—NOI down ~1%, FFO down 9–12%, FX-driven translation losses and higher financing/G&A costs. Management frames most negatives as temporary and tied to external shocks, while emphasizing long-term value creation from developments like the Spiral Tower and data center expansion.View all IL:AZRG earnings summaries
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