-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を2ドル引き上げ、83ドルとします。これは、2026年のFFO予想の17.1倍に相当し、過去3年間の平均（15.6倍）を上回る水準です。これは、食料品店を核としたショッピングセンターの好調さを反映しています。2026年のFFO予想を0.06ドル引き上げ、4.86ドルとします。また、2027年のFFO予想を0.05ドル引き上げ、4.99ドルとします。REGは、季節的な上昇に伴う高い入居率を維持しながら、引き続き高い再リーススプレッドを生み出しています。現在契約済みで未入居の物件パイプラインは追い風となっており、テナントの入居により4,200万ドルの賃料増が見込まれます。経営陣は、今後3年間で10億ドル規模のプロジェクトに着手し、注目すべき内部成長ストーリーを構築すると見込んでいます。現在の開発パイプラインは6億ドルを超え、平均利回りは9%以上となっています。当社はREGの株価は適正水準にあると考えています。当社では、より低い株価収益率の食料品店を核とする企業で、同様の成長を遂げ、より強力な地理的基盤を持つ企業が存在すると考えています。
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Research Alert: CFRA Retains Hold View On Shares Of Regency Centers Corporation
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