The earnings call for Regency Centers was largely positive, highlighting strong same property NOI growth, successful capital deployment, and a raised growth outlook for the year. While there are some concerns with bankruptcy move-outs and potential increases in uncollectible lease income, the positive aspects, including robust leasing activity and strategic acquisitions, significantly outweigh the negatives.

Company Guidance -

Q3 2025

During the Regency Centers' Second Quarter 2025 Earnings Conference Call, the company announced robust financial performance with key metrics indicating strong growth. Same property net operating income (NOI) grew by over 7%, driven largely by a 4.5% increase in base rent. The company also achieved a commenced occupancy rate that increased by 40 basis points quarter-over-quarter. Regency raised its full-year guidance for same property NOI growth to 4.5% to 5%, while also increasing its NAREIT FFO range by $0.06 per share at the midpoint, representing over 7% growth for the year. The company has deployed over $600 million in capital year-to-date, including a significant $357 million acquisition of five shopping centers in Orange County, California. Regency's balance sheet remains strong, with leverage comfortably within the target range of 5 to 5.5 times and an A credit rating from both Moody's and S&P. The company remains optimistic about future growth opportunities with substantial leasing activity and continued investment in development and redevelopment projects.

Strong Same Property NOI Growth

Same property NOI growth exceeded 7% in Q2, with base rent contributing 4.5%. This was driven by robust leasing activity, record low shop move-outs, and favorable bankruptcy outcomes.

Successful Capital Deployment

Regency deployed over $600 million of capital year-to-date, including the acquisition of five shopping centers in South Orange County, California for $357 million, enhancing presence in a supply-constrained market.

Raised Full Year Growth Outlook

Regency raised its full year growth outlook for same property NOI to 4.5% to 5%, NAREIT FFO by $0.06 per share, and core operating earnings per share by $0.05, driven by strong leasing and investment activity.

Accretive Investment Activity

The RMV portfolio acquisition is expected to be accretive to growth, earnings, and overall portfolio quality, with a UPREIT structure providing tax planning optionality.

Strong Financial Position

Regency maintains a sector-leading balance sheet with low leverage, an A credit rating from both Moody's and S&P, and substantial free cash flow.

Regency Centers (REG) 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 >

REG Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 28, 2025	2025 (Q3)	0.55 / -	0.54	―	―	―
Jul 29, 2025	2025 (Q2)	0.55 / 0.56	0.54	3.70% (+0.02)
Apr 29, 2025	2025 (Q1)	0.56 / 0.58	0.58	0.00% (0.00)
Feb 06, 2025	2024 (Q4)	0.48 / 0.46	0.458	0.44% (<+0.01)
Oct 28, 2024	2024 (Q3)	0.46 / 0.54	0.498	8.43% (+0.04)
Aug 01, 2024	2024 (Q2)	0.46 / 0.54	0.513	5.26% (+0.03)
May 02, 2024	2024 (Q1)	0.48 / 0.58	0.572	1.40% (<+0.01)
Feb 08, 2024	2023 (Q4)	0.50 / 0.46	0.562	-18.51% (-0.10)
Nov 02, 2023	2023 (Q3)	0.48 / 0.50	0.511	-2.54% (-0.01)
Aug 03, 2023	2023 (Q2)	0.49 / 0.51	0.511	0.39% (<+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

REG Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$71.76	$72.31	+0.77%
Apr 29, 2025	$71.15	$71.48	+0.46%
Feb 06, 2025	$71.55	$72.60	+1.47%
Oct 28, 2024	$69.72	$70.38	+0.95%

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 Oct 28, 2025, After Close (Confirmed).

What is Regency Centers (REG) earnings time?

Regency Centers (REG) earnings time is at Oct 28, 2025, 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 2025 (Q3) is 0.55.

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