BXP (NYSE:BXP – Get Free Report) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.560-1.580 for the period, compared to the consensus estimate of 1.020. The company issued revenue guidance of -. BXP also updated its FY 2026 guidance to 6.880-7.040 EPS.
Wall Street Analyst Weigh In
Several equities research analysts recently commented on the stock. KeyCorp upgraded shares of BXP from a “sector weight” rating to an “overweight” rating and set a $80.00 price target on the stock in a research note on Thursday, December 4th. The Goldman Sachs Group set a $77.00 price objective on BXP and gave the stock a “neutral” rating in a report on Friday, October 17th. Jefferies Financial Group boosted their target price on BXP from $79.00 to $84.00 and gave the company a “buy” rating in a report on Monday, October 13th. JPMorgan Chase & Co. decreased their target price on BXP from $83.00 to $82.00 and set an “overweight” rating for the company in a research report on Tuesday, January 13th. Finally, Barclays dropped their price target on BXP from $82.00 to $81.00 and set an “overweight” rating on the stock in a research note on Friday, January 23rd. Eleven equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, BXP currently has a consensus rating of “Hold” and a consensus price target of $77.90.
BXP Stock Performance
BXP (NYSE:BXP – Get Free Report) last announced its quarterly earnings results on Tuesday, January 27th. The real estate investment trust reported $1.76 earnings per share for the quarter, missing analysts’ consensus estimates of $1.80 by ($0.04). BXP had a negative net margin of 5.82% and a positive return on equity of 1.35%. The firm had revenue of $843.74 million during the quarter, compared to analysts’ expectations of $875.61 million. During the same quarter in the prior year, the business earned $1.79 EPS. The company’s quarterly revenue was up 2.2% compared to the same quarter last year. BXP has set its Q1 2026 guidance at 1.560-1.580 EPS and its FY 2026 guidance at 6.880-7.040 EPS. As a group, equities analysts anticipate that BXP will post 6.91 EPS for the current fiscal year.
BXP Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, January 29th. Shareholders of record on Wednesday, December 31st will be paid a dividend of $0.70 per share. This represents a $2.80 annualized dividend and a dividend yield of 4.4%. The ex-dividend date of this dividend is Wednesday, December 31st. BXP’s dividend payout ratio (DPR) is currently -220.47%.
Insider Activity
In related news, EVP John J. Stroman sold 16,838 shares of BXP stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $72.17, for a total value of $1,215,198.46. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Raymond A. Ritchey sold 36,314 shares of BXP stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $72.18, for a total value of $2,621,144.52. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 70,710 shares of company stock worth $5,107,771 in the last three months. 1.35% of the stock is owned by insiders.
More BXP News
Here are the key news stories impacting BXP this week:
- Positive Sentiment: Management issued significantly higher guidance for 2026: FY‑2026 EPS of $6.880–$7.040 (well above consensus) and Q1‑2026 EPS of $1.560–$1.580 (well above consensus). That guidance framework is the main positive catalyst and supports expectations for stronger cash flow later in the year.
- Positive Sentiment: Top-line growth: revenue was up about 2.2% year‑over‑year and the company reported roughly $877.1M for the quarter in its press release, showing continued revenue momentum at scale. BXP Announces Fourth Quarter and Full Year 2025 Results
- Neutral Sentiment: Detailed commentary and management Q&A are available in the earnings call transcripts for investors wanting the exact tone on leasing, capital deployment and expense outlook. BXP Q4 2025 Earnings Call Transcript (Seeking Alpha)
- Neutral Sentiment: Additional transcript coverage is available (useful for color but not new facts). BXP Q4 Earnings Call Transcript (MSN)
- Negative Sentiment: FFO and EPS came in below some analyst estimates: reported EPS (~$1.76) and quarterly FFO (~$1.56) missed consensus (Zacks cites FFO vs. $1.80 est.), signaling near‑term margin pressure versus expectations. Boston Properties (BXP) Q4 FFO and Revenues Lag Estimates
- Negative Sentiment: Expenses are elevated and net margins were negative in the quarter (management cited higher operating costs and interest/capital items), which trimmed reported profitability and FFO—a near‑term headwind while the company executes on its 2026 plan. Boston Properties’ Q4 Revenues and FFO Miss Estimates
Institutional Investors Weigh In On BXP
A number of large investors have recently modified their holdings of the stock. MUFG Securities EMEA plc purchased a new stake in shares of BXP during the second quarter worth about $29,000. BOKF NA grew its stake in BXP by 2,097.0% during the 3rd quarter. BOKF NA now owns 725 shares of the real estate investment trust’s stock valued at $54,000 after purchasing an additional 692 shares in the last quarter. Advisory Services Network LLC purchased a new stake in BXP during the 3rd quarter worth approximately $68,000. EverSource Wealth Advisors LLC increased its holdings in BXP by 29.8% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,120 shares of the real estate investment trust’s stock worth $76,000 after purchasing an additional 257 shares during the last quarter. Finally, CIBC Private Wealth Group LLC raised its position in shares of BXP by 107.7% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 1,724 shares of the real estate investment trust’s stock valued at $128,000 after purchasing an additional 894 shares in the last quarter. Institutional investors and hedge funds own 98.72% of the company’s stock.
BXP Company Profile
Boston Properties, Inc (NYSE: BXP) is a publicly traded real estate investment trust (REIT) specializing in the ownership, management, and development of Class A office properties across major U.S. markets. Headquartered in Boston, Massachusetts, the company’s portfolio comprises high-quality office buildings, mixed-use developments and select retail assets designed to serve leading corporations in key metropolitan areas.
Established in 1970 by Mortimer B. Zuckerman, Boston Properties has grown through disciplined acquisitions and strategic ground-up developments.
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