Brixmor Property Group Inc. (BRX) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Brixmor (BRX) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Brixmor Property (BRX) came out with quarterly funds from operations (FFO) of $0.58 per share, beating the Zacks Consensus Estimate of $0.57 per share. This compares to FFO of $0.53 per share a year ago.
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 U.S.
Brixmor Property is rated a ‘Buy' due to resilient grocery-anchored centers and robust leasing momentum. BRX posted an 18% blended cash lease spread and record small-shop occupancy, supporting above-market rent growth and value creation. BRX is expected to achieve 9.8% FFO/share growth in 2025. It has a well-covered 4.8% dividend yield and a conservative balance sheet.
Brixmor Property Group: A Resilient Retail REIT Paying Solid Dividends
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.