Raymond James lowers Americold Realty Trust price target to $22 on occupancy headwinds

Published 11/08/2025, 19:46
Raymond James lowers Americold Realty Trust price target to $22 on occupancy headwinds

Investing.com - Raymond (NSE:RYMD) James lowered its price target on Americold Realty Trust (NYSE:COLD) to $22.00 from $25.00 on Monday, while maintaining an Outperform rating on the cold storage real estate investment trust. The stock, currently trading at $14.42, has declined significantly from its 52-week high of $29.79.

The firm cited near-term occupancy challenges stemming from weak end-consumer demand as the primary reason for the price target reduction. Despite these short-term headwinds, Raymond James maintained its positive long-term outlook on the company. According to InvestingPro’s comprehensive analysis, the stock currently shows several key indicators that could impact its recovery potential.

The research firm highlighted Americold’s unique efficiency and productivity initiatives, which it believes will drive mid-single-digit NOI (Net Operating Income) growth next year. Raymond James also noted the company’s potential for greater operating leverage with mid-30% NOI margins. The company, with a market capitalization of $4.12 billion, currently offers an attractive dividend yield of 6.33%.

Raymond James expressed confidence in Americold’s attractive valuation, both on an absolute and relative basis compared to peers in the real estate sector. The firm specifically mentioned the company’s solid AFFO (Adjusted Funds From Operations) growth prospects.

According to Raymond James, Americold is expected to deliver an AFFO compound annual growth rate of 7% from 2025 through 2027, supporting the maintained Outperform rating despite the lower price target. The broader analyst consensus remains positive, with price targets ranging from $17 to $27, suggesting potential upside from current levels.

In other recent news, Americold Realty Trust reported its second-quarter earnings for 2025, revealing a significant miss on earnings per share (EPS) compared to analyst forecasts. The company posted an EPS of $0.01, which was notably below the expected $0.07, marking an 85.71% negative surprise. Despite the earnings shortfall, Americold’s revenue slightly exceeded expectations, coming in at $650.7 million against a forecast of $644.88 million. These mixed results have drawn attention from investors and analysts alike. There were no updates on any mergers or acquisitions involving Americold Realty Trust. Additionally, there have been no recent upgrades or downgrades from analyst firms concerning the company’s stock. These developments highlight the ongoing scrutiny Americold faces in meeting market expectations.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.