Rexford Industrial Realty (NYSE:REXR) Lowered to Strong Sell Rating by Zacks Research

Posted by Jessica Moore on Feb 6th, 2026

Zacks Research downgraded shares of Rexford Industrial Realty (NYSE:REXR – Free Report) from a hold rating to a strong sell rating in a research note published on Wednesday,Zacks.com reports.

A number of other equities analysts also recently weighed in on REXR. Wolfe Research downgraded Rexford Industrial Realty from an “outperform” rating to a “peer perform” rating in a research report on Monday, October 20th. Truist Financial cut their price objective on shares of Rexford Industrial Realty from $45.00 to $44.00 and set a “buy” rating on the stock in a research report on Tuesday, January 20th. Evercore ISI reduced their target price on shares of Rexford Industrial Realty from $41.00 to $40.00 and set an “in-line” rating for the company in a report on Monday, December 22nd. Wall Street Zen downgraded shares of Rexford Industrial Realty from a “hold” rating to a “sell” rating in a research report on Saturday, October 18th. Finally, Industrial Alliance Securities set a $42.00 price target on shares of Rexford Industrial Realty in a research report on Wednesday, November 19th. Three analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $43.00.

Read Our Latest Report on Rexford Industrial Realty

Rexford Industrial Realty Price Performance

REXR stock opened at $38.72 on Wednesday. The stock has a 50-day moving average price of $40.23 and a two-hundred day moving average price of $40.49. The stock has a market cap of $9.01 billion, a PE ratio of 45.55, a price-to-earnings-growth ratio of 2.63 and a beta of 1.23. The company has a current ratio of 2.95, a quick ratio of 2.95 and a debt-to-equity ratio of 0.37. Rexford Industrial Realty has a 1 year low of $29.68 and a 1 year high of $44.38.

Rexford Industrial Realty (NYSE:REXR – Get Free Report) last issued its quarterly earnings results on Wednesday, February 4th. The real estate investment trust reported $0.59 EPS for the quarter, beating analysts’ consensus estimates of $0.58 by $0.01. The company had revenue of $248.10 million for the quarter, compared to analyst estimates of $249.05 million. Rexford Industrial Realty had a return on equity of 2.35% and a net margin of 21.03%.The company’s quarterly revenue was up 2.1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.58 earnings per share. Rexford Industrial Realty has set its FY 2026 guidance at 2.350-2.400 EPS. Equities analysts forecast that Rexford Industrial Realty will post 2.38 EPS for the current fiscal year.

Rexford Industrial Realty Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $0.435 per share. The ex-dividend date is Tuesday, March 31st. This represents a $1.74 annualized dividend and a dividend yield of 4.5%. This is a boost from Rexford Industrial Realty’s previous quarterly dividend of $0.43. Rexford Industrial Realty’s dividend payout ratio (DPR) is presently 202.35%.

Insider Activity

In related news, CEO Michael S. Frankel sold 18,750 shares of the firm’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $40.06, for a total value of $751,125.00. Following the completion of the sale, the chief executive officer directly owned 583,538 shares in the company, valued at approximately $23,376,532.28. This trade represents a 3.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Over the last quarter, insiders have sold 57,118 shares of company stock valued at $2,345,706. 1.20% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Rexford Industrial Realty

A number of institutional investors have recently bought and sold shares of the business. Royal Bank of Canada boosted its stake in shares of Rexford Industrial Realty by 3.5% during the 1st quarter. Royal Bank of Canada now owns 251,550 shares of the real estate investment trust’s stock worth $9,849,000 after acquiring an additional 8,506 shares during the period. AQR Capital Management LLC lifted its holdings in Rexford Industrial Realty by 309.8% during the 1st quarter. AQR Capital Management LLC now owns 118,245 shares of the real estate investment trust’s stock valued at $4,628,000 after purchasing an additional 89,390 shares during the last quarter. Goldman Sachs Group Inc. lifted its holdings in Rexford Industrial Realty by 41.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,811,775 shares of the real estate investment trust’s stock valued at $70,931,000 after purchasing an additional 526,877 shares during the last quarter. Janney Montgomery Scott LLC bought a new position in Rexford Industrial Realty during the second quarter worth $1,310,000. Finally, KLP Kapitalforvaltning AS increased its holdings in shares of Rexford Industrial Realty by 10.0% in the second quarter. KLP Kapitalforvaltning AS now owns 49,400 shares of the real estate investment trust’s stock valued at $1,775,000 after purchasing an additional 4,500 shares during the last quarter. Institutional investors and hedge funds own 99.52% of the company’s stock.

Key Headlines Impacting Rexford Industrial Realty

Here are the key news stories impacting Rexford Industrial Realty this week:

Positive Sentiment: Management issued a much higher FY‑2026 EPS outlook ($2.35–$2.40), well above the prior consensus (~$1.63), which signals confidence in future cash flow and growth and is a strong positive catalyst. Rexford Industrial Announces Fourth Quarter and Full Year 2025 Financial Results
Positive Sentiment: Rexford reported FFO/EPS of $0.59 for Q4, beating Street estimates (~$0.58), indicating near‑term operating resilience. Rexford Industrial (REXR) Surpasses Q4 FFO Estimates
Positive Sentiment: The board raised the quarterly dividend to $0.435 (1.2% increase), implying a ~4.5% yield — supportive for income‑oriented REIT investors and signals cash‑flow confidence.
Neutral Sentiment: Top‑line growth was modest: Q4 revenue rose ~2.1% YoY to $248.1M but slightly missed analyst expectations (~$249.1M), so results are mixed between operating strength and muted revenue momentum. Rexford Industrial (REXR) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
Negative Sentiment: Full‑year net income fell materially (from $262.9M in 2024 to $200.2M in 2025), which highlights some underlying profit pressure and may temper enthusiasm despite the forward guidance. Rexford Industrial Announces Fourth Quarter and Full Year 2025 Financial Results
Negative Sentiment: Technicals and trading activity look unfavorable today: elevated volume and the stock trading below its 50‑ and 200‑day moving averages likely amplified selling pressure (short‑term technical risk). Rexford Industrial: Q4 Earnings Transcript / Materials

About Rexford Industrial Realty

(Get Free Report)

Rexford Industrial Realty, Inc (NYSE: REXR) is a real estate investment trust (REIT) specializing in the acquisition, ownership and operation of industrial properties in Southern California. The company’s portfolio is concentrated in infill locations across key supply-chain markets, where it targets modern distribution centers, logistics facilities and light manufacturing spaces. Rexford’s strategy emphasizes buildings that offer proximity to major transportation routes and labor pools, catering to tenants in e-commerce, third-party logistics and manufacturing industries.

Since its founding in 2013, Rexford Industrial Realty has executed a disciplined growth plan driven by property acquisitions, selective development projects and strategic value-add initiatives.