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InvenTrust Properties (IVT)
NYSE:IVT
Earnings Data
Report Date
May 05, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.05Last Year’s EPS
0.09Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive operating and financial story: strong same-property NOI growth (5.3%), solid FFO and core FFO gains (NAREIT FFO +6.2% YoY), robust leasing metrics (30.9% new lease spreads, small shop occupancy 94%), disciplined acquisitions (> $460M in 2025 and ~$300M net targeted for 2026 with ~50% visibility), strong liquidity ($480M) and a modest dividend increase. Headwinds include modest credit loss normalization (guidance 30–70 bps), an interest rate swap reset increasing cost of debt (modest FFO headwind), competitive acquisition markets, higher share count dilution, and a delayed California disposition and a planned anchor departure tied to redevelopment. Overall, the positives in operating performance, balance sheet strength, and measured growth plans noticeably outweigh the listed challenges.Company Guidance
Same Property NOI Growth
Full-year same property NOI grew 5.3% (second straight year >5%, fifth consecutive year >4%); Q4 same property NOI was $44.3M, up 3.0% year over year.
FFO and Core FFO Expansion
NAREIT FFO for FY2025 was $147.8M or $1.89 per diluted share, up 6.2% YoY; Core FFO rose 5.8% to $1.83 per share. Q4 NAREIT FFO was $36.8M ($0.47/share), +4.4% YoY; Q4 Core FFO $0.46/share, +7.0% YoY.
Strong Leasing Performance
New leases in 2025 achieved a 30.9% spread, renewals averaged 10.9%, blended comparable leasing spreads 13.3%; small shop occupancy hit an all-time high of 94% and total lease occupancy was 96.7%.
Active, Disciplined M&A Execution
Completed 10 property acquisitions in 2025 totaling >$460M gross; Q4 completed two acquisitions totaling $109M (including Mesa Shores and Daniel's Marketplace). 2026 net investment activity guidance ~$300M with nearly half of that either ordered or under contract.
Balance Sheet Strength and Liquidity
Total liquidity $480M ($35M cash, $445M revolver availability); weighted average interest rate 4%; net leverage ratio 26.3%; net debt to adjusted EBITDA a sector-low 4.5x TTM.
Dividend Increase
Board approved a 5% increase to the annual cash dividend for 2026 to $1.00 per share, reflected in the April payment.
Positive 2026 Guidance
2026 guidance: same property NOI growth 3.25%–4.25%; NAREIT FFO guidance $1.97–$2.03/share (midpoint +5.8% vs 2025); Core FFO $1.91–$1.95/share (midpoint +5.5%).
Portfolio Strategy and Redevelopment Tailwinds
Strategic redeployments from higher-cost CA assets to Sunbelt markets; internal initiatives (remerchandising, anchor repositioning, outparcels) expected to add ~50–100 bps of incremental NOI annually over the next couple of years.
IVT Earnings History
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
IVT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $30.59 | $30.57 | -0.07% |
Oct 28, 2025 | $28.00 | $27.34 | -2.36% |
Jul 29, 2025 | $27.43 | $27.50 | +0.26% |
Apr 30, 2025 | $27.16 | $27.48 | +1.18% |
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 InvenTrust Properties (IVT) report earnings?
InvenTrust Properties (IVT) is schdueled to report earning on May 05, 2026, TBA (Confirmed).
What is InvenTrust Properties (IVT) earnings time?
InvenTrust Properties (IVT) earnings time is at May 05, 2026, TBA (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 IVT EPS forecast?
IVT EPS forecast for the fiscal quarter 2026 (Q1) is 0.05.