Rexford Industrial Realty (NYSE:REXR) Issues FY 2026 Earnings Guidance

Rexford Industrial Realty (NYSE:REXR) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.370-2.42 for the period, compared to the consensus EPS estimate of 2.400. The company issued revenue guidance of -.

Analyst Ratings Changes

Several brokerages have weighed in on REXR. Cantor Fitzgerald lowered their price target on shares of Rexford Industrial Realty from $50.00 to $45.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. iA Financial set a $45.00 price target on shares of Rexford Industrial Realty in a report on Friday, February 6th. Evercore raised shares of Rexford Industrial Realty from an “in-line” rating to an “outperform” rating and set a $40.00 price target on the stock in a report on Monday, April 13th. Citigroup lowered their price target on shares of Rexford Industrial Realty from $46.00 to $39.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Finally, Barclays reaffirmed an “underweight” rating on shares of Rexford Industrial Realty in a report on Tuesday, January 13th. Four equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $41.92.

Rexford Industrial Realty Trading Down 2.3%

Rexford Industrial Realty stock opened at $35.48 on Friday. The stock has a market cap of $7.97 billion, a P/E ratio of 38.15, a PEG ratio of 2.63 and a beta of 1.26. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.51 and a quick ratio of 2.51. Rexford Industrial Realty has a 1 year low of $32.14 and a 1 year high of $44.38. The firm’s 50 day moving average price is $35.37 and its 200-day moving average price is $38.81.

Rexford Industrial Realty (NYSE:REXR) last released its quarterly earnings data on Thursday, April 23rd. The real estate investment trust reported $0.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.27 by $0.11. The firm had revenue of $242.14 million for the quarter, compared to analysts’ expectations of $243.79 million. Rexford Industrial Realty had a net margin of 23.25% and a return on equity of 2.61%. The company’s revenue for the quarter was down 2.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.62 earnings per share. Rexford Industrial Realty has set its FY 2026 guidance at 2.370-2.42 EPS. On average, equities analysts predict that Rexford Industrial Realty will post 2.4 earnings per share for the current fiscal year.

Rexford Industrial Realty Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.435 per share. The ex-dividend date is Tuesday, June 30th. This represents a $1.74 annualized dividend and a dividend yield of 4.9%. Rexford Industrial Realty’s dividend payout ratio (DPR) is presently 204.71%.

Insider Activity at Rexford Industrial Realty

In other news, CFO Michael Fitzmaurice purchased 2,650 shares of the business’s stock in a transaction on Friday, February 27th. The stock was acquired at an average price of $37.55 per share, for a total transaction of $99,507.50. Following the acquisition, the chief financial officer directly owned 14,133 shares of the company’s stock, valued at $530,694.15. This represents a 23.08% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Laura E. Clark purchased 5,310 shares of the business’s stock in a transaction on Friday, February 27th. The shares were purchased at an average price of $37.73 per share, with a total value of $200,346.30. Following the acquisition, the chief operating officer directly owned 5,310 shares in the company, valued at $200,346.30. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have bought 12,960 shares of company stock worth $486,804. 1.20% of the stock is currently owned by corporate insiders.

Key Rexford Industrial Realty News

Here are the key news stories impacting Rexford Industrial Realty this week:

• Positive Sentiment: Quarterly EPS and net income beat consensus — Rexford reported net income of $87.9M, or $0.38 per diluted share, topping consensus and showing year‑over‑year improvement in net income. Rexford Industrial Announces First Quarter 2026 Financial Results
• Positive Sentiment: FFO slightly beat estimates — Q1 funds from operations were $0.61/sh versus the Zacks consensus $0.60, a modest positive for REIT valuation metrics. Rexford Industrial (REXR) Q1 FFO Beat Estimates
• Positive Sentiment: Dividend increased/declared — Rexford declared a quarterly dividend of $0.435 per share (annualized yield ~4.8%), which supports income‑oriented holders and may attract dividend investors. REXR Stock Page
• Neutral Sentiment: Relative peer comparison published — A financial survey comparing REXR to Community Healthcare Trust provides a refreshed view of valuation, dividends and institutional ownership but contains no new company‑specific catalysts. Financial Survey: Rexford Industrial Realty (NYSE:REXR) versus Community Healthcare Trust (NYSE:CHCT)
• Negative Sentiment: Revenue miss and y/y revenue decline — Q1 revenue was $242.14M, slightly below consensus (~$243.8M) and down ~2.9% y/y, raising questions about near‑term demand in its Southern California industrial portfolio. Rexford Industrial Announces First Quarter 2026 Financial Results
• Negative Sentiment: FY‑2026 EPS guidance is conservative relative to consensus — Management set full‑year EPS guidance at 2.370–2.42, roughly in line with but slightly under consensus (2.40), which may temper upside expectations. Press Release / Slide Deck

Hedge Funds Weigh In On Rexford Industrial Realty

Several institutional investors have recently added to or reduced their stakes in the company. Royal Bank of Canada increased its position in Rexford Industrial Realty by 3.5% in the first quarter. Royal Bank of Canada now owns 251,550 shares of the real estate investment trust’s stock worth $9,849,000 after purchasing an additional 8,506 shares during the last quarter. AQR Capital Management LLC increased its position in Rexford Industrial Realty by 309.8% in the first quarter. AQR Capital Management LLC now owns 118,245 shares of the real estate investment trust’s stock worth $4,628,000 after purchasing an additional 89,390 shares during the last quarter. Goldman Sachs Group Inc. increased its position in Rexford Industrial Realty by 41.0% in the first quarter. Goldman Sachs Group Inc. now owns 1,811,775 shares of the real estate investment trust’s stock worth $70,931,000 after purchasing an additional 526,877 shares during the last quarter. Cetera Investment Advisers increased its position in Rexford Industrial Realty by 52.7% in the second quarter. Cetera Investment Advisers now owns 16,956 shares of the real estate investment trust’s stock worth $603,000 after purchasing an additional 5,854 shares during the last quarter. Finally, EverSource Wealth Advisors LLC increased its position in Rexford Industrial Realty by 131.6% in the second quarter. EverSource Wealth Advisors LLC now owns 3,252 shares of the real estate investment trust’s stock worth $116,000 after purchasing an additional 1,848 shares during the last quarter. Hedge funds and other institutional investors own 99.52% of the company’s stock.

About Rexford Industrial Realty

Rexford Industrial Realty, Inc (NYSE: REXR) is a real estate investment trust (REIT) specializing in the acquisition, ownership and operation of industrial properties in Southern California. The company’s portfolio is concentrated in infill locations across key supply-chain markets, where it targets modern distribution centers, logistics facilities and light manufacturing spaces. Rexford’s strategy emphasizes buildings that offer proximity to major transportation routes and labor pools, catering to tenants in e-commerce, third-party logistics and manufacturing industries.

Since its founding in 2013, Rexford Industrial Realty has executed a disciplined growth plan driven by property acquisitions, selective development projects and strategic value-add initiatives.