Postal Realty Trust (NYSE:PSTL) Hits New 1-Year High – Still a Buy?

Postal Realty Trust, Inc. (NYSE:PSTL) shares hit a new 52-week high on Monday . The company traded as high as $19.41 and last traded at $19.2150, with a volume of 10489 shares trading hands. The stock had previously closed at $19.17.

Postal Realty Trust News Summary

Here are the key news stories impacting Postal Realty Trust this week:

• Positive Sentiment: Management issued robust 2026 AFFO guidance of $1.39–$1.41 per share (well above street consensus), signaling stronger cash‑flow expectations and supporting upside to the stock. Announcement
• Positive Sentiment: KBRA assigned a BBB issuer rating with a stable outlook to Postal Realty LP, which can reduce perceived credit risk and lower funding costs for the company. KBRA Rating
• Positive Sentiment: Significant liquidity and capital‑markets actions — expanded unsecured credit facilities (now up to $555M) and roughly $44M raised via the ATM program — give PSTL firepower for accretive acquisitions. This supports the company’s acquisition guidance and growth strategy. Press Release
• Positive Sentiment: Portfolio growth and same-property performance: PSTL acquired 216 properties in 2025 (portfolio up ~20%) and reported a 27.6% increase in rental income year‑over‑year — evidence of execution on its strategy. Acquisition Details
• Neutral Sentiment: FFO came in at $0.33 for the quarter, in line with estimates, and AFFO was $0.33 — supports fundamentals but is not a catalyst on its own. FFO Report
• Neutral Sentiment: Analyst coverage is limited but includes a recent Truist “Buy” and median price targets near the high‑teens to $20 — may provide some support but not unanimous conviction. Analyst Notes
• Negative Sentiment: Q4 GAAP EPS of $0.15 missed consensus ($0.33), which may concern earnings‑focused investors and cap near‑term multiple expansion. Earnings Release
• Negative Sentiment: Short interest surged ~93.9% in February to ~2.84M shares (~12.6% of shares short) with a ~7.8 days-to-cover metric — raises the risk of added selling pressure or volatility.
• Negative Sentiment: Significant ATM issuances and forward sales increased share count materially in 2025 and into 2026, creating dilution risk that can weigh on per‑share metrics and sentiment. Capital Markets Disclosure

Analyst Upgrades and Downgrades

A number of research firms have issued reports on PSTL. Truist Financial set a $20.00 price target on Postal Realty Trust and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Jefferies Financial Group reissued a “buy” rating and set a $24.00 target price on shares of Postal Realty Trust in a research report on Wednesday. Finally, Wall Street Zen lowered shares of Postal Realty Trust from a “buy” rating to a “hold” rating in a report on Sunday, November 2nd. Four investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Postal Realty Trust currently has a consensus rating of “Moderate Buy” and an average price target of $19.69.

Postal Realty Trust Stock Performance

The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.25 and a current ratio of 1.25. The stock has a fifty day simple moving average of $17.52 and a two-hundred day simple moving average of $16.13. The stock has a market cap of $524.46 million, a PE ratio of 41.93 and a beta of 0.74.

Postal Realty Trust (NYSE:PSTL) last announced its earnings results on Tuesday, February 24th. The company reported $0.15 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.33 by ($0.18). Postal Realty Trust had a return on equity of 4.29% and a net margin of 15.36%.The business had revenue of $25.40 million for the quarter, compared to analysts’ expectations of $24.64 million. Postal Realty Trust has set its FY 2026 guidance at 1.390-1.41 EPS. Equities analysts anticipate that Postal Realty Trust, Inc. will post 0.84 EPS for the current fiscal year.

Postal Realty Trust Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, February 13th will be paid a dividend of $0.245 per share. The ex-dividend date is Friday, February 13th. This is an increase from Postal Realty Trust’s previous quarterly dividend of $0.24. This represents a $0.98 annualized dividend and a yield of 4.9%. Postal Realty Trust’s payout ratio is currently 204.17%.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. Kestra Advisory Services LLC acquired a new stake in shares of Postal Realty Trust during the 4th quarter valued at approximately $27,000. Cullen Frost Bankers Inc. increased its stake in Postal Realty Trust by 225.2% during the second quarter. Cullen Frost Bankers Inc. now owns 2,026 shares of the company’s stock valued at $30,000 after purchasing an additional 1,403 shares during the last quarter. CWM LLC raised its holdings in shares of Postal Realty Trust by 195.5% during the second quarter. CWM LLC now owns 2,237 shares of the company’s stock worth $33,000 after purchasing an additional 1,480 shares during the period. Ameritas Investment Partners Inc. lifted its position in shares of Postal Realty Trust by 45.9% in the 2nd quarter. Ameritas Investment Partners Inc. now owns 2,258 shares of the company’s stock worth $33,000 after buying an additional 710 shares during the last quarter. Finally, Parallel Advisors LLC lifted its position in shares of Postal Realty Trust by 73.7% in the 4th quarter. Parallel Advisors LLC now owns 3,760 shares of the company’s stock worth $61,000 after buying an additional 1,595 shares during the last quarter. Institutional investors and hedge funds own 57.89% of the company’s stock.

Postal Realty Trust Company Profile

Postal Realty Trust is a real estate investment trust that acquires, owns and manages single-tenant commercial properties net-leased primarily to the United States Postal Service and other government agencies. The trust focuses on facilities that support mail processing, distribution and retail operations, targeting assets that offer long-term, inflation-protected lease structures.

The company’s portfolio includes post offices, distribution centers and mail processing facilities located throughout the contiguous United States.