Acadia Realty Trust (AKR) AI Stock Analysis

Acadia Realty Trust operates as an equity real estate investment trust dedicated to achieving sustained, profitable growth through its dual operating platforms: Core Portfolio and Fund. The company executes its strategy with a disciplined focus on location-driven investments, concentrating core assets in vibrant economic corridors across the United States. In addition to its core portfolio, Acadia Realty Trust pursues opportunistic and value-add investments through a series of discretionary institutional funds. This dual structure is supported by a strategy centered on balance sheet strength to actively pursue new investments and manage risks across economic cycles.

Revenue increased from $292.5M in FY2021 to $410.8M in FY2025, representing a 5-year revenue CAGR of 10.4%. Net income was $13.6M in FY2025, down from $21.6M in FY2024 and recovering from a net income of -$35.4M in FY2022. Operating margin reached 12.0% in FY2025, compared to 18.3% in FY2024 and 10.5% in FY2021. For the trailing twelve months ended June 30, 2026, revenue stood at $415.2M with a profit margin of 13.2% and EPS of $0.34. In the latest quarter, quarterly revenue grew 13.4% year-over-year, while quarterly earnings grew 400.1%.

As of June 30, 2026, Acadia Realty Trust held $33.0M in cash and short-term investments against $1.78B in total debt, resulting in net debt of $1.74B. Shareholders' equity was $2.34B against $4.62B in total assets, yielding a debt-to-equity ratio of 0.76 and a current ratio of 1.47. In FY2025, operating cash flow was $167.0M, matching free cash flow at $167.0M. Capital expenditures reached $531.8M, while the trust raised $277.5M via share issuance and paid $101.3M in dividends. Its 5-year share count change was 50.5%.

Acadia Realty Trust trades at a trailing P/E of 54.7x and a forward P/E of 57.8x, both above the US-listed Real Estate median of 21.6x and 23.5x, respectively. Its price-to-sales multiple is 6.5x compared to the peer median of 3.7x, while its EV-to-EBITDA stands at 10.7x versus the peer median of 14.7x. Over the past year, the stock returned 0.1%, trailing the S&P 500 (SPY) return of 16.8%. Over a 5-year period, AKR delivered a return of 2.2% against 83.0% for the S&P 500.

Acadia Realty Trust pays a quarterly dividend with a forward annual payout of $0.80 per share, equating to a 4.30% dividend yield. The company has paid dividends for 28 consecutive years and recorded a 5-year annualized dividend growth rate of 22.5%. The payout ratio is 1.5%, and the last ex-dividend date was September 30, 2026.

Wall Street coverage includes 6 Strong Buy ratings, 0 Buy ratings, and 1 Hold rating, with no Sell or Strong Sell ratings. The mean price target of $23.43 implies 26.0% upside compared to the last close of $18.59. For the fiscal year ending December 31, 2026, analysts estimate revenue of $385.4M and EPS of $0.47. Acadia Realty Trust has beaten EPS estimates in 3 of the last 4 quarters, with its next earnings date scheduled for November 2, 2026.

This page is an AI-written research summary of Acadia Realty Trust (AKR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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