Boston Properties

BXP

Market cap $9.13B

Boston Properties (BXP) reported earnings 30 days ago. What's next for the stock?

BOSTON--(BUSINESS WIRE)--BXP, Inc. (NYSE: BXP), the largest publicly traded developer, owner, and manager of premier workplaces in the United States, announced today that Owen Thomas – Chairman & Chief Executive Officer, Doug Linde – President, and Mike LaBelle – Chief Financial Officer, will participate in a roundtable discussion at the 2026 Citi Global Property CEO Conference, which will be held at the Diplomat Resort & Spa from March 1-4, 2026, in Hollywood, Florida. BXP's presentati.

Connecticut-based H/2 Credit Manager initiated a new stake in Boston Properties with 268,110 shares. The quarter-end position value increased by $18.09 million.

BXP, Inc. remains a buy as occupancy and portfolio quality improve, with a clear FFO growth inflection expected in H2 2026. BXP's Q4 2025 saw a 70 bps occupancy increase to 86.7%, driven by strategic leasing and asset disposals, highlighting robust demand for premier assets. 2026 FFO guidance implies mid-to-high single-digit growth in H2, with new developments like 290 Binney Street providing strong visibility to earnings acceleration.

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

BXP, Inc. (BXP) Q4 2025 Earnings Call Transcript

BXP's Q4 FFO lags estimates as higher expenses ail, even as revenues increase. Meanwhile, the office REIT issues its 2026 FFO guidance.

The headline numbers for Boston Properties (BXP) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Boston Properties (BXP) came out with quarterly funds from operations (FFO) of $1.56 per share, missing the Zacks Consensus Estimate of $1.8 per share. This compares to FFO of $1.79 per share a year ago.

BOSTON--(BUSINESS WIRE)--BXP, Inc. (NYSE: BXP), the largest publicly traded developer, owner, and manager of premier workplaces in the United States, reported results today for the fourth quarter and year ended December 31, 2025. Financial Highlights Fourth Quarter 2025: Revenue increased 2.2% to $877.1 million for the quarter ended December 31, 2025, compared to $858.6 million for the quarter ended December 31, 2024. Net income (loss) attributable to BXP, Inc. of $248.5 million, or $1.56 per d.