Prevail Innovative Wealth Advisors LLC Has $4.69 Million Stake in Federal Realty Investment Trust $FRT

Prevail Innovative Wealth Advisors LLC raised its position in Federal Realty Investment Trust (NYSE:FRT) by 24.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 46,328 shares of the real estate investment trust’s stock after buying an additional 9,160 shares during the quarter. Prevail Innovative Wealth Advisors LLC owned about 0.05% of Federal Realty Investment Trust worth $4,693,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Jones Financial Companies Lllp increased its stake in Federal Realty Investment Trust by 21.5% in the first quarter. Jones Financial Companies Lllp now owns 2,903 shares of the real estate investment trust’s stock valued at $284,000 after acquiring an additional 514 shares during the last quarter. Goldman Sachs Group Inc. lifted its stake in Federal Realty Investment Trust by 43.1% during the first quarter. Goldman Sachs Group Inc. now owns 612,574 shares of the real estate investment trust’s stock worth $59,922,000 after purchasing an additional 184,557 shares during the last quarter. Empowered Funds LLC boosted its holdings in shares of Federal Realty Investment Trust by 12.5% in the 1st quarter. Empowered Funds LLC now owns 3,205 shares of the real estate investment trust’s stock valued at $310,000 after purchasing an additional 355 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of Federal Realty Investment Trust by 5.9% in the 2nd quarter. Envestnet Asset Management Inc. now owns 75,701 shares of the real estate investment trust’s stock valued at $7,191,000 after purchasing an additional 4,204 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its stake in shares of Federal Realty Investment Trust by 23.6% in the 2nd quarter. Bank of New York Mellon Corp now owns 763,375 shares of the real estate investment trust’s stock valued at $72,513,000 after purchasing an additional 145,853 shares during the last quarter. 93.86% of the stock is currently owned by institutional investors and hedge funds.

More Federal Realty Investment Trust News

Here are the key news stories impacting Federal Realty Investment Trust this week:

• Positive Sentiment: InsiderMonkey highlights FRT’s 2025 operational results: FFO of $7.22 per share, a 6.6% YoY increase, and higher net income per diluted share — evidence of continued cash-flow growth that supports dividends and valuation. Federal Realty (FRT) Reports 2025 FFO of $7.22 Per Share, 6.6% YoY Increase
• Positive Sentiment: Ladenburg raised its price target to $125, citing a retail-REIT re-rating — a sizable target lift that signals analyst confidence in upside vs. current levels. Federal Realty (FRT) Price Target Raised to $125 at Ladenburg amid Retail REIT Re-Rating
• Positive Sentiment: 24/7 Wall St. profiles FRT as a Dividend King yielding over 4% with perceived upside — investor interest in high-yield, durable dividend payers can support multiple expansion for the shares. 3 Dividend King Stocks That Yield Over 4% and Have Big Upside
• Positive Sentiment: Additional analyst lifts: AmericanBankingNews published a $109 price target upgrade, and The Motley Fool included FRT on a “top stocks to double” list — more third-party bullish views that can help sentiment. Federal Realty Investment Trust (NYSE:FRT) Price Target Raised to $109.00
• Neutral Sentiment: Zacks Research issued mixed but mostly modest estimate moves: small raises to Q1, Q4 and FY2026/FY2027/FY2028 EPS forecasts (FY2026 to ~7.43) alongside a tiny Q2 trim. The revisions slightly improve forward earnings visibility but are incremental. Zacks Research estimate changes for Federal Realty

Analyst Ratings Changes

Several analysts recently weighed in on the company. Weiss Ratings upgraded Federal Realty Investment Trust from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, February 23rd. Evercore set a $107.00 target price on Federal Realty Investment Trust in a research report on Tuesday, February 17th. Stifel Nicolaus boosted their target price on Federal Realty Investment Trust from $109.50 to $111.00 and gave the stock a “hold” rating in a research note on Friday, February 13th. Barclays increased their target price on shares of Federal Realty Investment Trust from $107.00 to $109.00 and gave the stock an “equal weight” rating in a report on Monday, March 2nd. Finally, JPMorgan Chase & Co. upgraded shares of Federal Realty Investment Trust from a “neutral” rating to an “overweight” rating and raised their price target for the company from $107.00 to $114.00 in a research note on Thursday, December 18th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Federal Realty Investment Trust currently has an average rating of “Moderate Buy” and a consensus target price of $111.13.

Federal Realty Investment Trust Stock Down 1.0%

Shares of FRT opened at $107.53 on Friday. The company has a debt-to-equity ratio of 1.57, a quick ratio of 1.67 and a current ratio of 1.67. Federal Realty Investment Trust has a 52 week low of $80.65 and a 52 week high of $110.89. The stock has a market capitalization of $9.28 billion, a price-to-earnings ratio of 23.03, a PEG ratio of 4.72 and a beta of 0.99. The stock has a fifty day moving average of $104.09 and a 200-day moving average of $100.72.

Federal Realty Investment Trust (NYSE:FRT) last issued its quarterly earnings data on Thursday, February 12th. The real estate investment trust reported $1.48 earnings per share for the quarter, missing analysts’ consensus estimates of $1.86 by ($0.38). Federal Realty Investment Trust had a return on equity of 13.10% and a net margin of 32.14%.The firm had revenue of $336.05 million for the quarter, compared to the consensus estimate of $327.65 million. During the same quarter in the prior year, the firm earned $1.73 EPS. The company’s revenue was up 7.8% on a year-over-year basis. Federal Realty Investment Trust has set its FY 2026 guidance at 7.420-7.520 EPS. As a group, sell-side analysts anticipate that Federal Realty Investment Trust will post 7.15 earnings per share for the current fiscal year.

Federal Realty Investment Trust Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Wednesday, April 1st will be issued a dividend of $1.13 per share. This represents a $4.52 annualized dividend and a dividend yield of 4.2%. The ex-dividend date is Wednesday, April 1st. Federal Realty Investment Trust’s payout ratio is 96.79%.

About Federal Realty Investment Trust

Federal Realty Investment Trust (NYSE: FRT) is a real estate investment trust specializing in the ownership, management, and redevelopment of high-quality retail, restaurant, and mixed-use properties. With a strategic focus on open-air shopping centers and lifestyle-oriented urban destinations, the company partners with leading national and regional retailers to curate environments that blend shopping, dining, entertainment, office, and residential uses. Its asset management capabilities extend from initial site selection and development through ongoing property operations and tenant relations.

Federal Realty’s portfolio comprises approximately 100 properties totaling more than 25 million square feet of gross leasable area.