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

Rexford Industrial Realty (NYSE:REXR) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.380-2.430 for the period, compared to the consensus earnings per share estimate of 2.400. The company issued revenue guidance of -.

Rexford Industrial Realty Stock Up 8.2%

Rexford Industrial Realty stock opened at $38.93 on Friday. The company has a current ratio of 1.50, a quick ratio of 1.50 and a debt-to-equity ratio of 0.38. Rexford Industrial Realty has a 1-year low of $32.14 and a 1-year high of $44.38. The company has a fifty day simple moving average of $34.93 and a 200 day simple moving average of $36.13. The company has a market cap of $8.79 billion, a P/E ratio of -21.51, a price-to-earnings-growth ratio of 1.50 and a beta of 1.21.

Rexford Industrial Realty (NYSE:REXR) last issued its quarterly earnings results on Thursday, July 23rd. The real estate investment trust reported ($2.26) EPS for the quarter, missing the consensus estimate of $0.60 by ($2.86). The business had revenue of $243.00 million for the quarter, compared to the consensus estimate of $240.24 million. Rexford Industrial Realty had a negative return on equity of 4.48% and a negative net margin of 39.22%.The company’s quarterly revenue was down 1.6% compared to the same quarter last year. During the same period last year, the firm earned $0.59 earnings per share. Rexford Industrial Realty has set its FY 2026 guidance at 2.380-2.430 EPS. Research analysts anticipate that Rexford Industrial Realty will post 2.4 earnings per share for the current fiscal year.

Rexford Industrial Realty Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be paid a dividend of $0.435 per share. The ex-dividend date is Wednesday, September 30th. This represents a $1.74 dividend on an annualized basis and a dividend yield of 4.5%. Rexford Industrial Realty’s dividend payout ratio is currently -96.13%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Mizuho lowered their target price on shares of Rexford Industrial Realty from $38.00 to $35.00 and set a “neutral” rating on the stock in a report on Wednesday, June 10th. Truist Financial cut their target price on shares of Rexford Industrial Realty from $40.00 to $38.00 and set a “buy” rating for the company in a research note on Thursday, May 21st. Raymond James Financial started coverage on Rexford Industrial Realty in a research note on Wednesday, June 17th. They issued an “underperform” rating on the stock. Evercore raised Rexford Industrial Realty from an “in-line” rating to an “outperform” rating and set a $40.00 target price on the stock in a report on Monday, April 13th. Finally, Weiss Ratings raised shares of Rexford Industrial Realty from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, July 15th. Five equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $40.38.

Insider Transactions at Rexford Industrial Realty

In other Rexford Industrial Realty news, General Counsel David E. Lanzer sold 33,299 shares of the firm’s stock in a transaction on Tuesday, April 28th. The stock was sold at an average price of $35.47, for a total transaction of $1,181,115.53. Following the transaction, the general counsel owned 33,299 shares in the company, valued at $1,181,115.53. This trade represents a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.80% of the stock is owned by corporate insiders.

Rexford Industrial Realty News Summary

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

• Positive Sentiment: Rexford Industrial reported Q2 2026 Core FFO per share of $0.63, topping the $0.60 consensus estimate and up from $0.59 a year ago, which is the key profitability metric investors watch for REITs. Article Title
• Positive Sentiment: The company raised 2026 Core FFO guidance and highlighted operating efficiencies and disciplined cost control, reinforcing the view that underlying cash flow is improving. Article Title
• Positive Sentiment: Investors are also focusing on the company’s portfolio realignment plan, which calls for $1.5 billion to $2.0 billion of 2026 dispositions; management said the strategy could support share repurchases and asset recycling at attractive spreads. Article Title
• Neutral Sentiment: The board declared a quarterly dividend of $0.435 per share, implying an annualized yield of about 4.8%, which supports the income appeal of the stock but was not a major surprise. Article Title
• Negative Sentiment: Reported EPS missed estimates because of a large non-cash impairment charge, with net loss attributable to common stockholders of $506.9 million, or $2.26 per share, which could temper enthusiasm despite the stronger FFO results. Article Title
• Negative Sentiment: Management’s guidance for 2026 EPS of 2.380 to 2.430 is only roughly in line with expectations, and the planned dispositions may create near-term volatility in reported results. Article Title

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Wiser Advisor Group LLC bought a new position in Rexford Industrial Realty in the 3rd quarter valued at about $34,000. Meeder Asset Management Inc. raised its position in Rexford Industrial Realty by 724.4% during the fourth quarter. Meeder Asset Management Inc. now owns 1,113 shares of the real estate investment trust’s stock valued at $43,000 after purchasing an additional 978 shares in the last quarter. Los Angeles Capital Management LLC bought a new stake in Rexford Industrial Realty during the fourth quarter worth $45,000. Advisory Services Network LLC acquired a new stake in shares of Rexford Industrial Realty in the 3rd quarter valued at $46,000. Finally, Prosperity Bancshares Inc acquired a new position in shares of Rexford Industrial Realty during the 4th quarter worth $47,000. Institutional investors and hedge funds 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.