Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest United States corporations by total revenue.
The Goldman Sachs Conviction List is a curated list of stocks that the firm's research team believes have a high likelihood of outperforming the market.
Brixmor Property Group remains a "Buy," offering steady growth, a resilient retail portfolio, and an attractive 4.7% dividend yield. BRX's Q3 results showed 6% revenue growth, strong leasing activity, and successful re-tenanting of anchor spaces at higher rents. The company maintains solid financial flexibility, a healthy dividend coverage ratio, and expects mid-to-upper single-digit dividend hikes for the next several years.
Brixmor Property Group Inc. (NYSE:BRX ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Stacy Slater - Senior Vice President of Investor Relations & Capital Markets Brian Finnegan - Interim CEO, President & COO Steven Gallagher - Executive VP, CFO & Treasurer Mark Horgan - Executive VP & Chief Investment Officer Conference Call Participants Michael Goldsmith - UBS Investment Bank, Research Division Samir Khanal - BofA Securities, Research Division Craig Mailman - Citigroup Inc., Research Division Michael Griffin - Evercore ISI Institutional Equities, Research Division Todd Thomas - KeyBanc Capital Markets Inc., Research Division Greg McGinniss - Scotiabank Global Banking and Markets, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Cooper Clark - Wells Fargo Securities, LLC, Research Division Juan Sanabria - BMO Capital Markets Equity Research Haendel St. Juste - Mizuho Securities USA LLC, Research Division Caitlin Burrows - Goldman Sachs Group, Inc., Research Division Floris Gerbrand Van Dijkum - Ladenburg Thalmann & Co. Inc., Research Division Linda Yu Tsai - Jefferies LLC, Research Division Hong Zhang - JPMorgan Chase & Co, Research Division Presentation Operator Greetings. Welcome to Brixmor Property Group Inc. Third Quarter 2025 Earnings Conference Call.
The headline numbers for Brixmor (BRX) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Brixmor (BRX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Brixmor (BRX) have what it takes?
Brixmor (BRX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Brixmor (BRX) have what it takes?
PECO, BRX and UE are poised to thrive as retail REITs ride on resilient demand, tight supply and experiential trends.
BRX benefits from sector tailwinds: limited retail real estate supply, strong rent growth, and accretive acquisitions drive robust FFO and NOI expansion. Tenant bankruptcies are an opportunity, not a threat—BRX is backfilling vacated spaces with better tenants at significantly higher rents, boosting NOI and value. BRX maintains healthy financials with conservative leverage and strong dividend coverage, supporting both income and reinvestment for future growth.
Brixmor Property Group remains a 'buy' due to its resilient grocery-anchored portfolio, strong leasing activity, and secure 4.3% dividend yield. Recent tenant bankruptcies are largely resolved, with higher-quality replacements driving future revenue growth as new leases begin billing in Q4. The company's solid balance sheet, well-laddered debt, and ample cash support ongoing reinvestment and dividend increases in the mid-single-digit range.