Federal Realty Investment Stock Performance
| FRT Stock | USD 97.73 0.53 0.54% |
The firm shows a Beta (market volatility) of 0.84, which means possible diversification benefits within a given portfolio. As returns on the market increase, Federal Realty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federal Realty is expected to be smaller as well. At this point, Federal Realty Investment has a negative expected return of -0.21%. Please make sure to confirm Federal Realty's total risk alpha, as well as the relationship between the accumulation distribution and period momentum indicator , to decide if Federal Realty Investment performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Federal Realty Investment has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's basic indicators remain comparatively stable which may send shares a bit higher in April 2025. The newest uproar may also be a sign of mid-term up-swing for the firm private investors. ...more
Actual Historical Performance (%)
One Day Return 3.32 | Five Day Return 1.17 | Year To Date Return (9.81) | Ten Year Return (32.58) | All Time Return 3.1 K |
Forward Dividend Yield 0.0463 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 4.4 | Dividend Date 2025-04-15 |
1 | Disposition of 5684 shares by Donald Wood of Federal Realty at 116.4378 subject to Rule 16b-3 | 12/27/2024 |
2 | Disposition of 15515 shares by Jeffrey Berkes of Federal Realty at 111.95 subject to Rule 16b-3 | 12/31/2024 |
3 | Acquisition by David Faeder of 804 shares of Federal Realty subject to Rule 16b-3 | 01/02/2025 |
| Federal Realty dividend paid on 15th of January 2025 | 01/15/2025 |
4 | Federal REIT Q4 2024 Earnings Preview | 02/12/2025 |
5 | Federal Realty Investment Trust 5 percent CUM PFD C declares 0.3125 dividend | 02/14/2025 |
6 | Federal Realty Expands West Coast Presence with Acquisition of Del Monte Shopping Center | 02/26/2025 |
7 | Santana Row owner buys Monterey retail center for 123M | 02/27/2025 |
8 | How Are Institutional Investors Shaping Federal Realty Investment Trust | 03/06/2025 |
9 | JPMorgan Chase Co. Has Lowered Expectations for Federal Realty Investment Trust Stock Price | 03/07/2025 |
10 | Federal Realty-owned Burke retail center set for major overhaul | 03/11/2025 |
11 | This UiPath Analyst Turns Bearish Here Are Top 5 Downgrades For Thursday | 03/13/2025 |
12 | Disposition of 16929 shares by Donald Wood of Federal Realty subject to Rule 16b-3 | 03/14/2025 |
13 | SP 500 Sell-Off How Reliable Dividend Stocks Like Realty Income Can Offer Peace of Mind | 03/18/2025 |
14 | Big-box closures are reshaping D.C.-areas retail landscape. Its not bad news. | 03/21/2025 |
15 | Federal Realty Investment Trust Shares Up 3.21 percent on Mar 24 | 03/24/2025 |
| Begin Period Cash Flow | 260 M |
Federal |
Federal Realty Relative Risk vs. Return Landscape
If you would invest 11,168 in Federal Realty Investment on December 25, 2024 and sell it today you would lose (1,398) from holding Federal Realty Investment or give up 12.51% of portfolio value over 90 days. Federal Realty Investment is generating negative expected returns assuming volatility of 1.5585% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Federal, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Federal Realty Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federal Realty's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Federal Realty Investment, and traders can use it to determine the average amount a Federal Realty's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1351
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FRT |
Estimated Market Risk
| 1.56 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.21 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federal Realty is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Federal Realty by adding Federal Realty to a well-diversified portfolio.
Federal Realty Fundamentals Growth
Federal Stock prices reflect investors' perceptions of the future prospects and financial health of Federal Realty, and Federal Realty fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Federal Stock performance.
| Return On Equity | 0.0915 | ||||
| Return On Asset | 0.0311 | ||||
| Profit Margin | 0.24 % | ||||
| Operating Margin | 0.35 % | ||||
| Current Valuation | 12.75 B | ||||
| Shares Outstanding | 85.68 M | ||||
| Price To Earning | 23.16 X | ||||
| Price To Book | 2.71 X | ||||
| Price To Sales | 7.03 X | ||||
| Revenue | 1.2 B | ||||
| Gross Profit | 821.35 M | ||||
| EBITDA | 822.41 M | ||||
| Net Income | 304.33 M | ||||
| Cash And Equivalents | 85.56 M | ||||
| Cash Per Share | 1.88 X | ||||
| Total Debt | 689.03 M | ||||
| Debt To Equity | 1.40 % | ||||
| Current Ratio | 0.98 X | ||||
| Book Value Per Share | 35.16 X | ||||
| Cash Flow From Operations | 574.56 M | ||||
| Earnings Per Share | 3.42 X | ||||
| Market Capitalization | 8.48 B | ||||
| Total Asset | 8.52 B | ||||
| Retained Earnings | (1.24 B) | ||||
| Working Capital | 50.38 M | ||||
| Current Asset | 173.07 M | ||||
| Current Liabilities | 228.31 M | ||||
About Federal Realty Performance
Assessing Federal Realty's fundamental ratios provides investors with valuable insights into Federal Realty's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Federal Realty is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (246.21) | (233.90) | |
| Return On Tangible Assets | 0.03 | 0.03 | |
| Return On Capital Employed | 0.06 | 0.08 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.09 | 0.07 |
Things to note about Federal Realty Investment performance evaluation
Checking the ongoing alerts about Federal Realty for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Federal Realty Investment help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Federal Realty generated a negative expected return over the last 90 days | |
| Federal Realty Investment has 689.03 M in debt with debt to equity (D/E) ratio of 1.4, which is OK given its current industry classification. Federal Realty Investment has a current ratio of 0.96, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Federal to invest in growth at high rates of return. | |
| Federal Realty has a strong financial position based on the latest SEC filings | |
| Over 99.0% of Federal Realty shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Federal Realty Investment Trust Shares Up 3.21 percent on Mar 24 |
- Analyzing Federal Realty's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Federal Realty's stock is overvalued or undervalued compared to its peers.
- Examining Federal Realty's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Federal Realty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federal Realty's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Federal Realty's stock. These opinions can provide insight into Federal Realty's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Federal Stock Analysis
When running Federal Realty's price analysis, check to measure Federal Realty's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Federal Realty is operating at the current time. Most of Federal Realty's value examination focuses on studying past and present price action to predict the probability of Federal Realty's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Federal Realty's price. Additionally, you may evaluate how the addition of Federal Realty to your portfolios can decrease your overall portfolio volatility.