Postal Realty Trust 'A'

Postal Realty reports that 45% of its portfolio now includes annual rent adjustments of 3% and expects same-store cash revenue (area-adjusted revenue growth) of 6.5% for 2027. Leverage stands at 4.6x EBITDA. The company raised its planned acquisition volume for 2026 to $150 million and emphasizes selective, yield-enhancing purchases. Management and the board receive largely equity-based compensation; the target payout ratio is around 65% with an annual dividend increase of about 1%. Postal Realty sees long-term consolidation opportunities due to market fragmentation but prioritizes capital discipline over growth in volume. » More on de.investing.com

Postal Realty Trust reported Q2 2026 EPS of $0.15 and revenue of $28.02 million, both above consensus, and raised its 2026 AFFO guidance to $1.41–$1.43 per share. The REIT completed $45 million of acquisitions, improved net debt/EBITDA to 4.6x and reported AFFO of $0.36 per share. Despite the positive metrics, the stock dipped slightly; management plans higher acquisitions for 2026 and sees further rent adjustment potential for 2027. » More on de.investing.com

Postal Realty Trust reported Q1 2026 revenue of $26.65 million (7.37% above expectations) and EPS of $0.11, in line with forecasts. AFFO per share rose to $0.33, and the full-year AFFO per share guidance was raised to $1.40–$1.42. Acquisition guidance was increased to $130–$140 million, and portfolio occupancy remains at 99.8%. The stock slipped slightly in pre-market trading but is trading near its 52-week high. » More on de.investing.com