ALEX
Alexander & BaldwinALEX
ALEX
About: Alexander & Baldwin Inc is a Hawaii commercial real estate company. The group owns, operates, and manages million square feet of retail, industrial, and office space in Hawaii. It is a real estate investment trust (REIT) and the owner of grocery and drug-anchored retail centers in the state. It functions through two segments namely Commercial Real Estate and Land Operations. The Commercial Real Estate segment owns and manages retail, industrial spaces, and also urban ground leases in Hawaii, thereby accounting for a majority of the company's revenue. The Land Operations segment actively manages the company's land and real estate-related assets and makes optimum utilization of these assets. Geographically, the activities are carried out across the United States.
Employees: 99
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
51% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 65
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
0.88% more ownership
Funds ownership: 84.6% [Q3] → 85.48% (+0.88%) [Q4]
0% more funds holding
Funds holding: 243 [Q3] → 244 (+1) [Q4]
6% less capital invested
Capital invested by funds: $1.18B [Q3] → $1.1B (-$75.8M) [Q4]
71% less call options, than puts
Call options by funds: $58K | Put options by funds: $201K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$24
40%
upside
Avg. target
$24
40%
upside
High target
$24
40%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Piper Sandler Alexander Goldfarb 33% 1-year accuracy 13 / 40 met price target | 40%upside $24 | Overweight Maintained | 28 Feb 2025 |
Financial journalist opinion
Based on 12 articles about ALEX published over the past 30 days
Positive
Zacks Investment Research
1 day ago
New Strong Buy Stocks for April 29th
MATX, SNN, ALEX, PCB and LTH have been added to the Zacks Rank #1 (Strong Buy) List on April 29, 2025.
Positive
Zacks Investment Research
5 days ago
Alexander & Baldwin Holdings (ALEX) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Alexander & Baldwin Holdings (ALEX) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Neutral
Seeking Alpha
5 days ago
Alexander & Baldwin, Inc. (ALEX) Q1 2025 Earnings Call Transcript
Alexander & Baldwin, Inc. (NYSE:ALEX ) Q1 2025 Earnings Conference Call April 24, 2025 5:00 PM ET Company Participants Alohi Shatto - Property Manager Lance Parker - CEO Clayton Chun - CFO Kit Millan - SVP, Asset Management Conference Call Participants Gaurav Mehta - Alliance Global Partners Alexander Goldfarb - Piper Sandler Rob Stevenson - Janney Mitch Germain - Citizens Bank Operator Good afternoon, ladies and gentlemen, and welcome to the First Quarter 2025 Alexander & Baldwin Earnings Conference Call. At this time, all lines are in listen-only mode.
Positive
Zacks Investment Research
6 days ago
Alexander & Baldwin Holdings, Inc. (ALEX) Beats Q1 FFO and Revenue Estimates
Alexander & Baldwin Holdings, Inc. (ALEX) came out with quarterly funds from operations (FFO) of $0.36 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to FFO of $0.35 per share a year ago.
Neutral
PRNewsWire
6 days ago
Alexander & Baldwin, Inc. Reports First Quarter 2025 Results
HONOLULU , April 24, 2025 /PRNewswire/ -- Alexander & Baldwin, Inc. (NYSE: ALEX) ("A&B" or "Company"), a Hawai'i-based owner, operator and developer of high-quality commercial real estate in Hawai'i, today announced net income available to A&B common shareholders of $21.4 million, or $0.29 per diluted share, and Commercial Real Estate ("CRE") operating profit of $23.4 million for the first quarter of 2025. Q1 2025 Highlights Funds From Operations ("FFO") of $26.3 million, or $0.36 per diluted share FFO related to CRE and Corporate of $21.5 million, or $0.30 per diluted share CRE Same-Store Net Operating Income ("NOI") growth of 4.2% Leased occupancy as of March 31, 2025, was 95.4% Comparable blended leasing spreads for the improved portfolio were 10.2% Executed a 75-year ground lease at Maui Business Park which will contribute $0.01 of FFO per diluted share in 2025 Lance Parker, president and chief executive officer, stated: "Our portfolio performed well in the first quarter, achieving CRE Same-Store NOI growth of 4.2%.
Neutral
PRNewsWire
1 week ago
Alexander & Baldwin Announces Second Quarter 2025 Dividend
HONOLULU , April 23, 2025 /PRNewswire/ -- Alexander & Baldwin, Inc. (NYSE: ALEX) ("A&B" or "Company") today announced that its Board of Directors approved a second quarter 2025 dividend of $0.225 (twenty-two and ½ cents) per share. The dividend is payable on July 9, 2025, to shareholders of record as of the close of business on June 13, 2025.
Negative
Seeking Alpha
1 week ago
Powell On The Hot Seat
US equity markets steadied this past week while bond markets rallied as investors parsed a surprisingly solid slate of economic data and a decent start to corporate earnings season. Early week gains were pared following comments from Fed Chair Powell regarding the inflationary impact of tariffs and the reluctance of the Fed to step in to support markets. The hawkish comments sparked a series of blistering critiques by President Trump, accusing the Fed Chair of "playing politics" and posting that his "termination cannot come fast enough."
Neutral
PRNewsWire
2 weeks ago
Alexander & Baldwin Announces Ground Lease at Maui Business Park
HONOLULU , April 16, 2025 /PRNewswire/ -- Alexander & Baldwin, Inc. (NYSE: ALEX) ("A&B" or "Company"), a Hawai'i-based owner, operator, and developer of high-quality commercial real estate in Hawai'i, announced the execution of a 75-year ground lease for 4.7 acres at its Maui Business Park Phase II project in Kahului, Maui. The lease agreement is with a prominent self-storage developer.
Positive
Seeking Alpha
2 weeks ago
Top REITs To Take On Trump Tariffs: Average Yield Over 5.5%
Equities rallied on Wednesday after Donald Trump announced a 90-day pause on retaliatory tariffs, excluding China. 10-year Treasury yields have increased high amid fears of sticky inflation. The Federal Reserve has signalled that it will lower interest rates until the impact of tariffs is clearer. Offering dividend yields as high as 8.1% and an average forward dividend yield of 5.7%, SA Quant has identified five income-generating REITs with strong dividend safety characteristics and positive factor.
Neutral
PRNewsWire
3 weeks ago
Alexander & Baldwin Announces First Quarter 2025 Earnings Release and Conference Call Date
HONOLULU , April 3, 2025 /PRNewswire/ -- Alexander & Baldwin, Inc. (NYSE: ALEX) ("A&B" or "Company"), a Hawai'i-based owner, operator, and developer of high-quality commercial real estate in Hawai'i, will report results for the first quarter 2025, after the market closes, on Thursday, April 24, 2025. In connection with this announcement, A&B will host a conference call and webcast on Thursday, April 24, 2025, at 5:00 p.m.
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