Americold Realty Trust (COLD)
3 Industrial REIT Stocks to Buy Despite the Fed's Hawkish Move
Terreno Realty, Americold Realty Trust and Industrial Logistics Properties Trust offer distinct growth drivers despite higher rates.
Are Investors Undervaluing Americold Realty Trust (COLD) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Americold Realty Trust: This 6.5% REIT Is A Hold
Americold Realty Trust is rated 'Hold' despite a 6.5% dividend yield and improved balance sheet post-EQT JV. COLD raised full-year AFFO guidance to $1.26–$1.32/share, but AFFO/share is expected to decline for a second consecutive year. Same-store NOI continues to contract due to persistent power and labor cost pressures, challenging margin recovery.
Americold: The Cold Storage Downturn Could Be Nearing Its End
Americold Realty Trust remains a Buy, trading at a significant discount to intrinsic value amid macro risks. COLD's Q2 saw revenue and occupancy growth, balance sheet strengthening via a $1.3B JV, and AFFO guidance raised to $1.26–$1.32/share. Cost-saving initiatives and selective divestitures are underway, with a 6x leverage target and a 6.5% dividend yield supported by a ~71% estimated payout ratio.
Americold Realty Trust Q2 Earnings Call Highlights
Americold Realty Trust NYSE: COLD raised its full-year adjusted funds from operations outlook after reporting second-quarter performance that Chief Executive Officer Rob Chambers said exceeded expectations, citing improving occupancy, pricing and throughput trends across its temperature-controlled warehouse network.
Americold Realty Trust, Inc. (COLD) Q2 2026 Earnings Call Transcript
Americold Realty Trust, Inc. (COLD) Q2 2026 Earnings Call Transcript
Americold Realty Trust (COLD) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Americold Realty Trust (COLD) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Americold Realty Trust Inc. (COLD) Q2 FFO and Revenues Surpass Estimates
Americold Realty Trust Inc. (COLD) came out with quarterly funds from operations (FFO) of $0.35 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to FFO of $0.36 per share a year ago.
Americold: The High-Yield Re-Rating Story Isn't Over
Americold Realty Trust remains a Buy, offering a strong yield and margin of safety amid challenging macro conditions. The $1.3B joint venture with EQT unlocks $1.1B in cash for debt repayment, strengthening COLD's balance sheet. COLD maintained AFFO guidance of $1.20–$1.30/share for 2026, with a 5.76% dividend yield and a 73.6% payout ratio, although the recent EQT deal can change the guidance.
Americold: Tide Is Turning On This High Yield (Rating Downgrade)
Americold Realty is regaining operational momentum after a prolonged period of margin pressure. COLD's transformational joint venture with EQT Partners unlocks $1.1 billion in proceeds, accelerates deleveraging, and highlights a significant public-private valuation gap. International operations, especially in Europe, are driving occupancy and throughput gains, while COLD's vast network positions it for industry consolidation.
What Does Americold's Jeronimo Martins Deal Mean for its Growth?
COLD adds Jeronimo Martins in Portugal, expanding Lisbon fulfillment and deepening its push into higher-value European retail logistics.
What Does the PLUS Deal Mean for COLD's Cold Chain Growth in Europe?
Americold will run PLUS' centralized frozen logistics from Barneveld, expanding its European retail footprint as revenue stays flat and profits soften.
