One Liberty Properties, Inc. (OLP) AI Stock Analysis

One Liberty Properties, Inc., established in 1982 and based in Maryland, operates as a self-administered and self-managed real estate investment trust. The company specializes in acquiring, owning, and managing a diverse portfolio of properties across industrial, retail, restaurant, health and fitness, and theater sectors. These assets are geographically diversified across multiple regions. One Liberty acquires properties subject to long-term net leases, where tenants typically assume responsibility for real estate taxes, insurance, and routine maintenance and repairs. This operating structure is designed to support predictable rental cash flows and mitigate operational risk.

Between FY2021 and FY2025, One Liberty recorded a 5-year revenue CAGR of 3.5%, with annual revenue moving from $82.7M in FY2021 to $97.2M in FY2025. In FY2025, revenue grew 7.4%, but gross margin contracted to 23.6% from 80.2% in FY2024, and operating margin declined to 34.8% from 55.1%. Net income stood at $25.5M in FY2025, down from $30.4M in FY2024 and $38.9M in FY2021. For the trailing twelve months, revenue reached $102.5M with a profit margin of 33.9% and EPS of $1.58. In the latest quarter ended June 30, 2026, quarterly revenue grew 10.3% year-over-year while quarterly earnings expanded 84.8%.

As of June 30, 2026, One Liberty held $13.1M in cash and short-term investments against total debt of $541.3M, leaving net debt at $528.2M. Total assets stood at $872.1M and shareholders' equity was $304.4M, resulting in a debt-to-equity ratio of 1.78 and a current ratio of 2.10. Operating cash flow in FY2025 was $37.5M, matching free cash flow of $37.5M. Capital expenditures were $4.4M in FY2025. The company paid $39.0M in dividends that year and raised $735,000 from share issuance, with its share count increasing 4.1% over five years.

With a market cap of $484.7M and an enterprise value of $1.02B, One Liberty trades at a trailing P/E of 14.0x, below the 21.6x median of its US-listed Real Estate peers. Its forward P/E matches the peer median at 23.5x. The stock trades at an EV/EBITDA of 11.1x compared to the peer median of 14.7x, and a price-to-sales multiple of 4.7x versus the 3.7x peer median. Over the past year, OLP posted a 16.1% return compared to 16.8% for the S&P 500 (SPY), while its 5-year return of 1.7% lagged SPY's 83.0% gain.

One Liberty pays an annual forward dividend of $1.80 per share, delivering a dividend yield of 8.13% with quarterly distributions. The payout ratio stands at 124.1%, and its 5-year annualized dividend growth rate is 0.0%. The company has paid consecutive dividends for 36 years, with the last ex-dividend date on September 28, 2026.

Wall Street coverage consists of 2 Strong Buy ratings and 1 Hold rating. The mean price target of $27.17 implies a 22.8% premium over the last close of $22.13. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $1.21 on revenue of $108.5M. For the following fiscal year, 1 analyst projects EPS of $0.38 and revenue of $110.7M, representing 1.9% growth. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings release is scheduled for November 5, 2026.

This page is an AI-written research summary of One Liberty Properties, Inc. (OLP). 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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