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Regency Centers (REG)
NASDAQ:REG
Earnings Data
Report Date
Apr 29, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.62Last Year’s EPS
0.58Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a clearly positive operational and financial picture: strong 2025 results (same-property NOI >5%, FFO and core EPS growth ~8% and ~7%), highly active and accretive capital deployment, a deep and visible development pipeline, record lease spreads and high occupancy, and a healthy balance sheet. The primary near-term headwinds are a lower same-property NOI guidance range for 2026 (3.25%–3.75%) compared with 2025 performance, a forecasted 100–150 bps refinancing drag on earnings, and limited incremental occupancy upside versus the outsized occupancy gains realized in 2025. These negatives are manageable given the scale of positive operating fundamentals, accretive development economics and strong liquidity.Company Guidance
Same-Property NOI and Leasing Momentum
Delivered same-property NOI growth of 5.3% in 2025; same-property shop occupancy reached a record 94.2% (up 40 bps in Q4); average commenced occupancy increased 150 bps year-over-year. Q4 cash rent spreads were 12%, renewal spreads a record 13%, and GAAP rent spreads hit an all-time high of 25%.
Strong Earnings Growth
Nareit FFO per share grew close to 8% and core operating earnings per share grew nearly 7% for the full year 2025.
Active and Accretive Capital Deployment
Deployed more than $825 million in 2025, including over $500 million of high-quality acquisitions and roughly $300 million of development and redevelopment projects.
Robust Development & Redevelopment Performance
Started more than $300 million of new projects in 2025 (24 projects across 16 markets), more than $800 million of starts over the past 3 years; ground-up development yields north of 7%; Q4 completions totaled >$160 million at a blended ~9% return and are >98% leased.
Visible Forward Pipeline
In-process pipeline of nearly $600 million and visibility into nearly $1 billion of project starts over the next 3 years; 2026 development spend guidance of $325 million (~2/3 ground-up, ~1/3 redevelopment).
Favorable Lease Economics and Embedded Steps
More than 95% (96% cited for new/renewal deals) of negotiated leasing activity included annual steps; shop deals: 85% had step increases of 3%+ and 30% were 4%+ — supporting future rent growth.
Strong Balance Sheet and Liquidity
Maintains A3/A- credit ratings (Moody's/S&P); leverage within target range of 5.0x–5.5x; nearly full availability on a $1.5 billion credit facility; strong free cash flow with no need to raise equity to fund pipeline.
Operating Fundamentals — Tenant Health
Reported historically low bad debt / uncollectible lease income (expected to remain below long-term average of ~50 bps of revenue), along with continued tenant sales and foot-traffic growth.
REG 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
REG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 05, 2026 | $75.48 | $75.22 | -0.34% |
Oct 28, 2025 | $70.74 | $68.58 | -3.06% |
Jul 29, 2025 | $70.27 | $70.81 | +0.77% |
Apr 29, 2025 | $69.67 | $69.99 | +0.46% |
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 Regency Centers (REG) report earnings?
Regency Centers (REG) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
What is Regency Centers (REG) earnings time?
Regency Centers (REG) earnings time is at Apr 29, 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 REG EPS forecast?
REG EPS forecast for the fiscal quarter 2026 (Q1) is 0.62.