KeyBanc sees Acadia Realty Trust growth improving, maintains rating

Published 10/10/2025, 13:54
KeyBanc sees Acadia Realty Trust growth improving, maintains rating

Investing.com - KeyBanc maintained its Sector Weight rating on Acadia Realty Trust (NYSE:AKR) on Friday, noting the real estate investment trust, with a market capitalization of $2.67 billion, is positioned for strong growth in upcoming years.

The research firm highlighted Acadia’s robust leasing pipeline and improving rent growth outlook, evidenced by a 13.78% revenue growth in the last twelve months, as key factors supporting its assessment. KeyBanc also pointed to the company’s well-positioned balance sheet, with a healthy current ratio of 1.13 and liquid assets exceeding short-term obligations, which it believes can support accretive capital deployment.

KeyBanc projects Acadia could generate above-trend net operating income (NOI) and recurring funds from operations (FFO) growth in 2026 and 2027, barring unexpected setbacks. The company has demonstrated consistent shareholder returns, maintaining dividend payments for 27 consecutive years, with a current dividend yield of 4.09%. For deeper insights into Acadia’s financial health and growth prospects, check out the comprehensive analysis available on InvestingPro.

The firm also noted Acadia’s plans to transition to a simpler reporting framework, which KeyBanc believes will be positive for the company in the long run.

Despite the improving outlook, KeyBanc cautioned that loan repayments may create near-term FFO headwinds, and the firm is looking for overall volatility to subside before becoming more constructive on the stock.

In other recent news, Acadia Realty Trust reported its earnings for the second quarter of 2025, showing a mixed financial performance. The company’s earnings per share (EPS) came in at $0.01, which was below the forecasted $0.09, representing an 88.89% shortfall. However, Acadia Realty Trust exceeded revenue expectations, achieving $100.59 million compared to the anticipated $78.13 million, resulting in a 28.75% surprise. Additionally, the Board of Trustees has declared a quarterly cash dividend of $0.20 per common share for the quarter ended September 30, 2025. This dividend is scheduled to be paid on October 15, 2025, to shareholders of record as of September 30, 2025. These developments provide investors with insights into the company’s recent financial activities.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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