Getty Realty: A High-Yield REIT Still Flying Under The Radar
Getty Realty (GTY) maintains a Strong Buy rating, driven by resilient performance, strong dividend coverage, and robust occupancy despite macro headwinds. GTY reported Q4 and 2025 results that beat FFO and revenue estimates, with AFFO per share up 3.8% and 99.7% occupancy. GTY invested $268.8 million at a 7.9% initial cash yield in 2025, with no major debt maturities until 2028 and a well-covered dividend (~78% payout ratio).
Getty Realty Corp. (GTY) Q4 2025 Earnings Call Transcript
Getty Realty Corp. (GTY) Q4 2025 Earnings Call Transcript
Getty Realty: Solid Q4 With Moderate Growth Ahead
Getty Realty remains a 'Buy,' supported by resilient operating results, conservative guidance, and a secure 6.2% dividend yield. GTY's Q4 FFO per share grew 5% to $0.63, with strong rent coverage and minimal lease renewal risk underpinning predictable income. The company maintains a healthy balance sheet, 5.1x leverage, and no debt maturities before 2028, enabling continued accretive acquisitions.
Getty Realty (GTY) Q4 FFO and Revenues Top Estimates
Getty Realty (GTY) came out with quarterly funds from operations (FFO) of $0.63 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to FFO of $0.6 per share a year ago.
Getty Realty: Way Too Cheap With 7% Yield
Getty Realty is upgraded to 'Strong Buy' for its high 7.1% yield, resilient portfolio, and discounted valuation. GTY's disciplined acquisition strategy and robust investment pipeline support steady AFFO and dividend growth. Trading at a forward P/FFO of 11.8, GTY offers value below its historical and sector median multiples, with potential for mid-teens total annual returns.
Getty Realty: A Quality REIT I Think Mr. Market May Be Mispricing
Getty Realty Corp. remains undervalued despite strong fundamentals, robust earnings, and a nearly 7% yield, warranting a reiterated buy rating. GTY's Q3 saw AFFO guidance raised, investment activity accelerate, and occupancy at 99.8%, supporting dividend safety and future growth potential. The REIT's balance sheet is flexible, with low leverage (5.1x), ample liquidity, and no significant debt maturities until 2028.
Getty Realty: Still Buying This Resilient High-Yield REIT With Growing AFFO
Getty Realty remains a Strong Buy, offering a 7%+ dividend yield and robust fundamentals despite macro uncertainty. GTY reported strong Q3 results, upgraded its 2025 AFFO guidance, and a healthy investment pipeline supported by ample liquidity plus a 99.8% occupancy rate. The REIT benefits from long-term fixed-rate debt, no maturity until mid-2028, favorable lease structures, and potential upside from advancing rate cuts and improved economic conditions.
Getty Realty: Dealmaking Accelerates In A Solid Q3
Getty Realty remains a buy for income-oriented investors, offering a ~7% yield and strong credit metrics, despite recent stock underperformance. GTY reported solid Q3 results, with AFFO per share up 3% and rent collection at 99.9%, alleviating tenant credit quality concerns. Dealmaking has accelerated, with diversified acquisitions at attractive yields and ample funding secured through forward equity sales.
Getty Realty (GTY) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Getty Realty (GTY) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Getty Realty (GTY) Q3 FFO and Revenues Beat Estimates
Getty Realty (GTY) came out with quarterly funds from operations (FFO) of $0.62 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to FFO of $0.59 per share a year ago.
Getty Realty Corp. (GTY) Q2 2025 Earnings Call Transcript
Getty Realty Corp. (NYSE:GTY ) Q2 2025 Earnings Conference Call July 24, 2025 8:30 AM ET Company Participants Christopher Constant - President, CEO & Director Brian Dickman - Executive VP, CFO & Treasurer Joshua Dicker - Executive VP, General Counsel & Corporate Secretary Mark Olear - Executive VP, Chief Investment Officer & COO Conference Call Participants Michael Goldsmith - UBS Investment Bank, Research Division Michael Gorman - BTIG, LLC, Research Division Mitch Germain - Citizens JMP Securities, LLC, Research Division Upal Rana - KeyBanc Capital Markets Inc., Research Division Wesley Golladay - Robert W. Baird & Co. Incorporated, Research Division Brad Heffern - RBC Capital Markets, Research Division Operator Good morning, and welcome to Getty Realty's Second Quarter 2025 Earnings Call.
Getty Realty: Q2 Should Allay Market Fears
Getty Realty offers highly predictable cash flows and a 6.9% yield, making it attractive for dividend-focused investors despite recent share underperformance. The company's growth is challenged by reliance on equity financing, which dilutes returns, but its investment pipeline remains robust and diversified. Strong occupancy (99.7%) and long lease terms (10 years) limit credit risk, with minimal near-term lease maturities and resilient rent collections.
