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

Rexford Industrial Realty (NYSE:REXR) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 2.350-2.400 for the period, compared to the consensus estimate of 1.630. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

REXR has been the subject of a number of research reports. BNP Paribas Exane downgraded Rexford Industrial Realty to a “hold” rating in a report on Tuesday, October 21st. Wells Fargo & Company increased their price objective on shares of Rexford Industrial Realty from $40.00 to $47.00 and gave the stock an “overweight” rating in a research note on Monday, October 27th. Mizuho increased their price target on Rexford Industrial Realty from $40.00 to $41.00 and gave the company a “neutral” rating in a research report on Thursday, December 4th. Industrial Alliance Securities set a $42.00 price objective on Rexford Industrial Realty in a report on Wednesday, November 19th. Finally, UBS Group set a $44.00 price target on shares of Rexford Industrial Realty in a research report on Monday, November 10th. Three research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $43.00.

Rexford Industrial Realty Stock Performance

NYSE:REXR traded up $0.83 during mid-day trading on Wednesday, hitting $41.39. 2,415,206 shares of the stock were exchanged, compared to its average volume of 2,053,074. The company has a debt-to-equity ratio of 0.37, a quick ratio of 2.95 and a current ratio of 2.95. The firm’s 50-day simple moving average is $40.29 and its 200 day simple moving average is $40.50. Rexford Industrial Realty has a fifty-two week low of $29.68 and a fifty-two week high of $44.38. The stock has a market capitalization of $9.64 billion, a price-to-earnings ratio of 16.97, a price-to-earnings-growth ratio of 2.56 and a beta of 1.23.

Rexford Industrial Realty (NYSE:REXR) last released its quarterly earnings results on Wednesday, February 4th. The real estate investment trust reported $0.59 EPS for the quarter, meeting the consensus estimate of $0.59. Rexford Industrial Realty had a net margin of 33.88% and a return on equity of 3.81%. The business had revenue of $248.10 million for the quarter, compared to the consensus estimate of $249.05 million. During the same period in the prior year, the company posted $0.58 earnings per share. Rexford Industrial Realty’s revenue was up 2.1% compared to the same quarter last year. Rexford Industrial Realty has set its FY 2026 guidance at 2.350-2.400 EPS. As a group, equities analysts anticipate that Rexford Industrial Realty will post 2.38 EPS for the current fiscal year.

Insider Activity

In other Rexford Industrial Realty news, CEO Michael S. Frankel sold 20,318 shares of Rexford Industrial Realty stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $41.61, for a total value of $845,431.98. Following the completion of the transaction, the chief executive officer directly owned 602,288 shares of the company’s stock, valued at $25,061,203.68. The trade was a 3.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last quarter, insiders have sold 57,118 shares of company stock worth $2,345,706. Corporate insiders own 1.20% of the company’s stock.

Institutional Investors Weigh In On Rexford Industrial Realty

Large investors have recently modified their holdings of the business. Wiser Advisor Group LLC acquired a new position in shares of Rexford Industrial Realty during the 3rd quarter worth $34,000. Advisory Services Network LLC acquired a new stake in Rexford Industrial Realty in the third quarter valued at about $46,000. Fulcrum Asset Management LLP acquired a new position in Rexford Industrial Realty during the third quarter worth about $56,000. Wilmington Savings Fund Society FSB acquired a new position in Rexford Industrial Realty during the third quarter worth about $100,000. Finally, Danske Bank A S bought a new position in shares of Rexford Industrial Realty in the third quarter worth about $115,000. Institutional investors and hedge funds own 99.52% of the company’s stock.

Rexford Industrial Realty Company Profile

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.