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Federal Realty Investment Trust (FRT-PC) Stock Fundamental Analysis & AI Rating 2026

FRT-PC NYSE Real Estate Investment Trusts MD CIK: 0000034903
Updated This Month • Analysis: Mar 25, 2026 • SEC Data: 2025-12-31
Combined AI Rating
BUY
74% Confidence
AGREEMENT
BUY
75% Conf
HOLD
72% Conf

📊 FRT-PC Key Takeaways

Revenue: $1.3B
Net Margin: 32.1%
Free Cash Flow: $622.4M
Current Ratio: N/A
Debt/Equity: 1.53x
EPS: $4.68
AI Rating: BUY with 75% confidence
Federal Realty Investment Trust (FRT-PC) receives a BUY rating with 74% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.3B, net profit margin of 32.1%, and return on equity (ROE) of 12.7%, Federal Realty Investment Trust demonstrates strong fundamentals in the Real Estate sector. Below is our complete FRT-PC stock analysis for 2026.

Is Federal Realty Investment Trust (FRT-PC) a Good Investment?

Claude

Federal Realty demonstrates solid fundamental strength with robust profitability margins (47.1% operating margin, 32.1% net margin) and strong cash generation (622.4M operating cash flow, 48.7% FCF margin). Revenue growth of 6.4% YoY coupled with 36.8% EPS growth signals operational leverage and efficient capital deployment, though elevated leverage at 1.53x debt-to-equity requires monitoring.

ChatGPT

Federal Realty Investment Trust shows solid core fundamentals with strong operating and net margins, healthy operating cash generation, and steady top-line growth. However, growth quality is only moderate given net income expansion of just 2.0% YoY and a leveraged balance sheet with long-term debt near $5.0B and interest coverage of 3.3x. The business appears fundamentally stable, but not strong enough on growth and balance-sheet flexibility to justify a more aggressive rating.

Why Buy Federal Realty Investment Trust Stock? FRT-PC Key Strengths

Claude
  • + Exceptional profitability with 47.1% operating margin and 32.1% net margin indicating strong pricing power and operational efficiency
  • + Strong cash generation with $622.4M operating cash flow and 48.7% FCF margin providing capital flexibility for distributions and growth
  • + Solid revenue growth of 6.4% YoY with significant EPS growth of 36.8% demonstrating effective cost management and shareholder value creation
  • + Healthy ROE of 12.7% and ROA of 4.5% suggest efficient asset utilization for a REIT
ChatGPT
  • + Strong profitability profile with 47.1% operating margin and 32.1% net margin
  • + Stable revenue growth of 6.4% YoY supported by substantial operating cash flow of $622.38M
  • + Asset base and equity position remain solid, with positive ROE of 12.7% and ROA of 4.5%

FRT-PC Stock Risks: Federal Realty Investment Trust Investment Risks

Claude
  • ! High leverage at 1.53x debt-to-equity with $5.0B long-term debt against only $3.2B equity; interest rate sensitivity remains a concern with 3.3x interest coverage
  • ! Limited liquidity visibility with only $107.4M cash against substantial debt obligations; current/quick ratios unavailable suggesting potential working capital constraints
  • ! Real estate sector exposure creates vulnerability to economic cycles, occupancy rates, and market-specific downturns that could impact revenue stability
ChatGPT
  • ! Leverage is elevated with debt-to-equity of 1.53x and $4.96B in long-term debt
  • ! Interest coverage of 3.3x limits financial flexibility if borrowing costs remain high
  • ! Net income growth of 2.0% YoY trails revenue growth, suggesting some pressure from expenses or financing costs

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend - critical given high leverage; any deterioration below 3.0x signals stress
  • * Operating cash flow sustainability - must maintain $600M+ OCF to support debt service and distributions
  • * Property occupancy and same-property NOI growth - fundamental drivers of revenue quality and pricing power
ChatGPT
  • * Interest coverage ratio
  • * Operating cash flow growth

Federal Realty Investment Trust (FRT-PC) Financial Metrics & Key Ratios

Revenue
$1.3B
Net Income
$411.1M
EPS (Diluted)
$4.68
Free Cash Flow
$622.4M
Total Assets
$9.1B
Cash Position
$107.4M

💡 AI Analyst Insight

The 48.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

FRT-PC Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 47.1%
Net Margin 32.1%
ROE 12.7%
ROA 4.5%
FCF Margin 48.7%

FRT-PC vs Real Estate Sector: How Federal Realty Investment Trust Compares

How Federal Realty Investment Trust compares to Real Estate sector averages

Net Margin
FRT-PC 32.1%
vs
Sector Avg 20.0%
FRT-PC Sector
ROE
FRT-PC 12.7%
vs
Sector Avg 8.0%
FRT-PC Sector
Current Ratio
FRT-PC 0.0x
vs
Sector Avg 1.5x
FRT-PC Sector
Debt/Equity
FRT-PC 1.5x
vs
Sector Avg 1.5x
FRT-PC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Federal Realty Investment Trust Stock Overvalued? FRT-PC Valuation Analysis 2026

Based on fundamental analysis, Federal Realty Investment Trust has mixed fundamental signals relative to the Real Estate sector in 2026.

Return on Equity
12.7%
Sector avg: 8%
Net Profit Margin
32.1%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.53x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Federal Realty Investment Trust Balance Sheet: FRT-PC Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.53x
Debt/Assets
61.7%
Interest Coverage
3.28x
Long-term Debt
$5.0B

FRT-PC Revenue & Earnings Growth: 5-Year Financial Trend

FRT-PC 5-year financial data: Year 2020: Revenue $935.8M, Net Income $241.9M, EPS $3.18. Year 2021: Revenue $951.2M, Net Income $353.9M, EPS $4.61. Year 2022: Revenue $1.1B, Net Income $131.7M, EPS $1.62. Year 2023: Revenue $1.1B, Net Income $261.5M, EPS $3.26. Year 2024: Revenue $1.3B, Net Income $385.5M, EPS $4.71.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Federal Realty Investment Trust's revenue has grown significantly by 37% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.71 reflects profitable operations.

FRT-PC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
48.7%
Free cash flow / Revenue

FRT-PC Quarterly Earnings & Performance

Quarterly financial performance data for Federal Realty Investment Trust including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $303.6M $61.0M $0.69
Q2 2025 $296.1M $112.0M $1.32
Q1 2025 $291.3M $56.7M $0.66
Q3 2024 $286.6M $57.0M $0.67
Q2 2024 $280.7M $60.5M $0.72
Q1 2024 $273.1M $55.3M $0.65
Q3 2023 $273.5M $57.0M $0.67
Q2 2023 $264.1M $60.5M $0.72

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Federal Realty Investment Trust Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$622.4M
Cash generated from operations
Dividends
None
No dividend program

FRT-PC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Federal Realty Investment Trust (CIK: 0000034903)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 8-K d105267d8k.htm View →
Mar 27, 2026 DEF 14A d33770ddef14a.htm View →
Feb 13, 2026 4 xslF345X05/wk-form4_1771017146.xml View →
Feb 13, 2026 4 xslF345X05/wk-form4_1771017089.xml View →
Feb 13, 2026 4 xslF345X05/wk-form4_1771017030.xml View →

Frequently Asked Questions about FRT-PC

What is the AI rating for FRT-PC?

Federal Realty Investment Trust (FRT-PC) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FRT-PC's key strengths?

Claude: Exceptional profitability with 47.1% operating margin and 32.1% net margin indicating strong pricing power and operational efficiency. Strong cash generation with $622.4M operating cash flow and 48.7% FCF margin providing capital flexibility for distributions and growth. ChatGPT: Strong profitability profile with 47.1% operating margin and 32.1% net margin. Stable revenue growth of 6.4% YoY supported by substantial operating cash flow of $622.38M.

What are the risks of investing in FRT-PC?

Claude: High leverage at 1.53x debt-to-equity with $5.0B long-term debt against only $3.2B equity; interest rate sensitivity remains a concern with 3.3x interest coverage. Limited liquidity visibility with only $107.4M cash against substantial debt obligations; current/quick ratios unavailable suggesting potential working capital constraints. ChatGPT: Leverage is elevated with debt-to-equity of 1.53x and $4.96B in long-term debt. Interest coverage of 3.3x limits financial flexibility if borrowing costs remain high.

What is FRT-PC's revenue and growth?

Federal Realty Investment Trust reported revenue of $1.3B.

Does FRT-PC pay dividends?

Federal Realty Investment Trust does not currently pay dividends.

Where can I find FRT-PC SEC filings?

Official SEC filings for Federal Realty Investment Trust (CIK: 0000034903) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FRT-PC's EPS?

Federal Realty Investment Trust has a diluted EPS of $4.68.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is FRT-PC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Federal Realty Investment Trust has a BUY rating with 74% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is FRT-PC stock overvalued or undervalued?

Valuation metrics for FRT-PC: ROE of 12.7% (sector avg: 8%), net margin of 32.1% (sector avg: 20%). Higher ROE suggests strong returns relative to peers.

Should I buy FRT-PC stock in 2026?

Our dual AI analysis gives Federal Realty Investment Trust a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is FRT-PC's free cash flow?

Federal Realty Investment Trust's operating cash flow is $622.4M, with capital expenditures of N/A. FCF margin is 48.7%.

How does FRT-PC compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 32.1% (avg: 20%), ROE 12.7% (avg: 8%), current ratio N/A (avg: 1.5).

Is Federal Realty Investment Trust carrying too much debt?

FRT-PC has a debt-to-equity ratio of 1.53x, which is above the Real Estate sector average of 1.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 25, 2026 | Data as of: 2025-12-31 | Powered by Claude AI