Rexford Industrial Realty (NYSE:REXR) Issues FY 2026 Earnings Guidance

Rexford Industrial Realty (NYSE:REXR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.380-2.430 for the period, compared to the consensus EPS estimate of 2.400. The company issued revenue guidance of -.

Rexford Industrial Realty Price Performance

Shares of REXR stock opened at $37.81 on Friday. The company has a quick ratio of 1.50, a current ratio of 1.50 and a debt-to-equity ratio of 0.38. Rexford Industrial Realty has a twelve month low of $32.14 and a twelve month high of $44.38. The company has a market cap of $8.54 billion, a P/E ratio of 40.65, a P/E/G ratio of 1.53 and a beta of 1.21. The business has a fifty day simple moving average of $34.85 and a 200 day simple moving average of $36.12.

Rexford Industrial Realty (NYSE:REXR) last released its earnings results on Thursday, July 23rd. The real estate investment trust reported ($2.26) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.60 by ($2.86). Rexford Industrial Realty had a net margin of 23.25% and a return on equity of 2.64%. The business had revenue of $243.00 million during the quarter, compared to the consensus estimate of $240.24 million. During the same quarter in the prior year, the firm earned $0.59 EPS. The business’s revenue was down 1.6% on a year-over-year basis. Rexford Industrial Realty has set its FY 2026 guidance at 2.380-2.430 EPS. On average, sell-side analysts forecast that Rexford Industrial Realty will post 2.4 EPS for the current fiscal year.

Rexford Industrial Realty Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be paid a $0.435 dividend. The ex-dividend date of this dividend is Wednesday, September 30th. This represents a $1.74 annualized dividend and a yield of 4.6%. Rexford Industrial Realty’s dividend payout ratio is presently 187.10%.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on REXR. Zacks Research upgraded shares of Rexford Industrial Realty from a “strong sell” rating to a “hold” rating in a research report on Tuesday, April 28th. Mizuho dropped their price target on Rexford Industrial Realty from $38.00 to $35.00 and set a “neutral” rating for the company in a research note on Wednesday, June 10th. Wall Street Zen downgraded Rexford Industrial Realty from a “hold” rating to a “sell” rating in a report on Monday. Wells Fargo & Company reduced their price objective on Rexford Industrial Realty from $45.00 to $44.00 and set an “overweight” rating on the stock in a research report on Monday, June 1st. Finally, Truist Financial lowered their target price on Rexford Industrial Realty from $40.00 to $38.00 and set a “buy” rating for the company in a report on Thursday, May 21st. Five investment analysts have rated the stock with a Buy rating, six have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Rexford Industrial Realty currently has a consensus rating of “Hold” and an average price target of $40.38.

Insider Transactions at Rexford Industrial Realty

In other news, General Counsel David E. Lanzer sold 33,299 shares of the firm’s stock in a transaction on Tuesday, April 28th. The shares were sold at an average price of $35.47, for a total transaction of $1,181,115.53. Following the completion of the transaction, the general counsel owned 33,299 shares of the company’s stock, valued at approximately $1,181,115.53. This trade represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 1.80% of the company’s stock.

More Rexford Industrial Realty News

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

• Positive Sentiment: Rexford Industrial beat Q2 FFO and EPS expectations, with FFO of $0.63 per share versus the $0.60 estimate and EPS of $0.63 versus $0.60, which supports the stock. Article Title
• Positive Sentiment: The company raised 2026 Core FFO guidance and indicated stronger-than-expected results, which suggests management sees improving fundamentals ahead. Article Title
• Positive Sentiment: Rexford announced a quarterly dividend of $0.435 per share, implying a 4.8% annualized yield, which may appeal to income-focused investors. Article Title
• Neutral Sentiment: Management outlined a $1.5 billion to $2.0 billion portfolio realignment plan through dispositions, which could create near-term FFO volatility but may also support share repurchases and better capital allocation. Article Title
• Neutral Sentiment: One article argued REXR remains undervalued at about 14.9x forward P/FFO versus its historical average, suggesting upside potential if the recovery thesis plays out. Article Title
• Negative Sentiment: The quarter also included a large non-cash impairment charge that drove a net loss, and revenue declined slightly year over year, which may temper enthusiasm. Article Title

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Wiser Advisor Group LLC acquired a new stake in shares of Rexford Industrial Realty in the third quarter valued at about $34,000. Los Angeles Capital Management LLC acquired a new position in shares of Rexford Industrial Realty in the fourth quarter worth approximately $45,000. Meeder Asset Management Inc. lifted its stake in shares of Rexford Industrial Realty by 724.4% in the fourth quarter. Meeder Asset Management Inc. now owns 1,113 shares of the real estate investment trust’s stock worth $43,000 after acquiring an additional 978 shares during the period. Advisory Services Network LLC bought a new stake in Rexford Industrial Realty in the third quarter valued at approximately $46,000. Finally, Prosperity Bancshares Inc bought a new stake in Rexford Industrial Realty in the fourth quarter valued at approximately $47,000. 99.52% of the stock is owned by institutional investors and hedge funds.

About Rexford Industrial Realty

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.