AHH

Armada Hoffler Properties
AHH
Market cap $550M

6.86 USD

-0.16

2.28%

At close Jun 13, 4:00 PM EDT

After hours

6.86

+0.00

0.00%

1 day

-2.28%

5 days

-3.11%

1 month

-4.99%

3 months

-10.79%

6 months

-37.18%

Year to date

-31.94%

1 year

-38.25%

5 years

-27.71%

10 years

-33.53%

About: Armada Hoffler Properties Inc is a real estate company. It engages in developing, building, owning and managing the high-quality, institutional-grade office, retail, and multifamily properties in various markets throughout the Mid-Atlantic and Southeastern United States. It lease its properties under operating leases and recognize base rents. It also recognize revenue from tenant recoveries, through which tenants reimburses the company for expenses paid by them such as utilities, janitorial, repairs and maintenance. The company's operating segment includes office real estate, retail real estate, multifamily residential real estate, and general contracting, real estate financing and real estate services. It generates maximum revenue from the retail real estate segment.

Employees: 148

Real Estate Diversified REIT

0

Funds holding %

of 7,296 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

0% less funds holding

Funds holding: 221 [Q4 2024] → 220 (-1) [Q1 2025]

4% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 79

8.43% less ownership

Funds ownership: 88.51% [Q4 2024] → 80.07% (-8.43%) [Q1 2025]

33% less capital invested

Capital invested by funds: $722M [Q4 2024] → $481M (-$241M) [Q1 2025]

65% less call options, than puts

Call options by funds: $557K | Put options by funds: $1.57M

See Fund Rankings

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$8

17%

upside

Avg. target

$9.25

35%

upside

High target

$10.50

53%

upside

2 analyst ratings

1 positive

50%

1 neutral

50%

0 negative

0%

Stifel Simon Yarmak	53%upside $10.50	Buy Maintained	8 May 2025
Scotiabank Nicholas Yulico	17%upside $8	Sector Perform Maintained	16 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 6 articles about AHH published over the past 30 days

When Market Pain Means Income Investor Gain

The current environment is uniquely challenging, with uncertainty persisting and no clear catalyst for a recovery. Growth is richly priced, and, in my view, an unattractive space. This makes value and income investor areas relatively more interesting.

When Market Pain Means Income Investor Gain

Armada Hoffler: The Knife Has Fallen, Time To Pick It Up

AHH has been a disaster investment case. This year, the dividend has been cut, and the share price has declined by ~20% even though relatively recently there was a notable equity raise. The P/FFO multiple has now dropped to a dirt-cheap/hotel-like level.

Armada Hoffler: The Knife Has Fallen, Time To Pick It Up

Armada Hoffler: A Risk-Calibrated Income Play In REITs

I view mREITs as a Hold due to yield curve risks, while high-quality equity REITs like Armada Hoffler Properties offer more stable income and upside potential. AHH's leverage is elevated, but manageable if rate cuts arrive within its debt maturity window, reducing refinancing risk. Dividend coverage is robust with a 56% payout ratio and a healthy 14.5% FFO yield, supporting sustainable income despite shrinking FFO.

Armada Hoffler: A Risk-Calibrated Income Play In REITs

Armada Hoffler Properties Preferred: A Reliable Source Of Income

AHH.PR.A provides investors with a 6.75% fixed dividend payment. The financial position of Armada Hoffler remains strong because it uses 100% fixed-rate debt with an average cost of 4.2%. The portfolio consists of 44% retail, 36% office and 20% multifamily with high occupancy and strong lease structure.

Armada Hoffler Properties Preferred: A Reliable Source Of Income

Trump's Trade Deals Could Trigger A REIT Boom

The US-China trade deal reduces the risk of higher inflation. It should give the Fed more flexibility to cut interest rates. This would be very bullish for REITs and push their valuations to much higher levels.

Trump's Trade Deals Could Trigger A REIT Boom

When Your REIT Will Cut Its Dividend

When Your REIT Will Cut Its Dividend

When Your REIT Will Cut Its Dividend

An Identifiable Inflection Point For REITs

Dividend cut announcements trigger sharp REIT sell-offs, regardless of whether cuts are forced by trouble or are responsible capital allocation decisions. I consistently find opportunity in buying REITs after responsible dividend cuts, as the market often overreacts despite strong underlying fundamentals. Historical examples like WPC, BRX, KIM, WSR, and GOOD show significant price recovery after responsible cuts, offering attractive entry points for investors.

An Identifiable Inflection Point For REITs

Buy The Dividend Cut: 8-9% Yields The Market Got Completely Wrong

Stocks that cut their dividends are often eschewed due to containing clear flaws. However, sometimes the market completely misprices a stock after it cuts its dividend, providing tremendous investment opportunities. We share some high-yields that are extremely compelling buys after cutting their dividends.

Buy The Dividend Cut: 8-9% Yields The Market Got Completely Wrong

Trade Talks, Fed Hawks, Market Balks

US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and labor market risks. Meanwhile, White House officials headed to Switzerland to begin high-level trade talks with China, which follows the announcement of the first major post-Liberation Day trade deal with the United Kingdom. Following its best two-week stretch since late 2022, the S&P 500 slipped 0.4% this week - extending its drawdown to around 8% from its mid-February record highs.

Trade Talks, Fed Hawks, Market Balks

Armada Hoffler Properties, Inc. (AHH) Q1 2025 Earnings Call Transcript

Armada Hoffler Properties, Inc. (NYSE:AHH ) Q1 2025 Earnings Conference Call May 8, 2025 8:30 AM ET Company Participants Chelsea Forrest - Vice President of Investor Relations Shawn Tibbetts - President and CEO Matthew Barnes-Smith - CFO Conference Call Participants Andrew Berger - Bank of America Viktor Fediv - Scotiabank Rob Stevenson - Janney Operator Good morning, ladies and gentlemen, and welcome to the Armada Hoffler First Quarter '25 Earnings Conference Call and Webcast. At this time, all lines are in listen-only mode.

Armada Hoffler Properties, Inc. (AHH) Q1 2025 Earnings Call Transcript

See News Rankings

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