Postal Realty Trust 'A'

Postal Realty is shifting renewed USPS leases from five-year flat terms to 10-year agreements with 3% annual escalators, lifting annual rent growth coverage to 45% of the portfolio through 2026 and projecting 6.5% same-store cash revenue growth for 2027. Management lowered the AFFO payout ratio target toward 65% to retain cash for flexibility, expecting retained cash flow to add about 2% to AFFO-per-share growth next year. The company raised 2026 acquisition guidance to $150 million, targeting immediately accretive last-mile and flex postal facilities while operating at 4.6x debt/EBITDA with roughly $50 million in available equity. » Plus sur finance.yahoo.com

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. » Plus sur 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. » Plus sur 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. » Plus sur de.investing.com

Postal Realty Trust purchased a portfolio of 12 properties leased to the United States Postal Service for about $11.53 million in cash (excluding transaction costs). The properties have approximately 58,564 sq ft of net rentable area and a weighted average rent of $15.58/sq ft. The properties were sold by family members of CEO Andrew Spodek; an independent special committee approved the transaction while Spodek recused himself from the decision. The company is near its 52-week high, reported strong Q4 results, and received price-target increases from Jefferies and Truist, both of which maintain a Buy rating on the stock. » Plus sur de.investing.com