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Postal Realty Trust Q3 rental income rises 25% on acquisitions

By Reuters News


Overview

  • U.S. postal property REIT's Q3 2026 rental income rose 25.2% yr/yr, driven by acquisitions

  • Adjusted FFO per share grew 9.1% yr/yr in Q3 2026

  • Company acquired 145 USPS properties for $82 mln in Q3 2026


Outlook

  • Company raises 2026 acquisition guidance midpoint by $37.5 mln to $185 mln-$200 mln

  • Postal Realty Trust increases 2026 AFFO guidance by $0.01 to $1.42-$1.44 per diluted share

  • Company expects 2026 same store cash NOI growth of 6.0%-7.0%


Result Drivers

  • ACQUISITIONS - Co said rental income growth was driven by acquisitions and internal growth

  • PROPERTY ADDITIONS - Co added 145 USPS-leased properties at a 6.9% average cap rate, contributing to portfolio expansion

  • HIGH OCCUPANCY - Portfolio occupancy remained at 99.8% at quarter end


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Rental Income

$29.65 mln

Q3 Net Income

$6.98 mln

Q3 Adjusted FFO

$13.90 mln

Q3 FFO

$14 mln

Q3 Income from Operations

$11.90 mln

Q3 Pretax Profit

$7 mln


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the commercial reits peer group is "buy"

  • Wall Street's median 12-month price target for Postal Realty Trust, Inc. is $25.50, about 17.7% above its November 2 closing price of $21.67

  • The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 41 three months ago


Reuters Recommended Reads

  • Nov 2 - Realty Income's Q3 revenue beats; raises 2026 AFFO per share outlook

  • Nov 2 - Independence Realty Trust Q3 adjusted EBITDA beats estimates; reaffirms FY guidance

  • Nov 2 - UMH Properties Q3 income rises 11%, beats estimates


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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