What changed
$REG — BUY 📊
🎯 Q2 2026 | Rev $0B | EPS $0.68 vs $0.62 🟢
💡 Consensus FFO estimate was $0.62; actual $0.68. The market priced in continued retail REIT headwinds, but REG showed accelerating same-store NOI and a strong balance sheet, supporting multiple expansion.
📉 Reward/Risk: 2.0:1
🏢 Business Quality: 7/10 - High-quality portfolio of grocery-anchored shopping centers with long leases, staggered maturities, and a proven track record of stable cash flows.
📊 Valuation: fair; P/FFO of 22x vs 5-year average 20x and peer median 19x; normalizing for the beat, forward P/FFO drops to ~20x, offering a re-rating window.
🔮 Catalyst: Post-earnings estimate revisions and potential guidance raise
💰 Entry: $60, stop $55, target $70
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/REG0622
Also in play: $CEG $VST $AES $NRG $PPL $GEV