Americold

COLD

Market cap $4.54B

ATLANTA, July 08, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced that the Company will release second quarter 2026 financial results before the market opens on Thursday, August 6, 2026. A conference call will be held on Thursday, August 6, 2026 at 8:00 a.m.

REITs are poised for 6-7% earnings growth in coming years, outpacing the historical 3-4% average, with multiple sectors showing accelerating fundamentals. Shopping centers, healthcare (notably senior housing), and data centers are standout sectors, benefiting from robust private market demand, supply constraints, and AI-driven tailwinds. Office REITs see improving leasing, especially from AI-related demand, while quality bifurcation widens; overweight positions in BXP and CUZ reflect this thesis.

Americold Realty Trust remains a Buy, offering a strong yield and margin of safety amid challenging macro conditions. The $1.3B joint venture with EQT unlocks $1.1B in cash for debt repayment, strengthening COLD's balance sheet. COLD maintained AFFO guidance of $1.20–$1.30/share for 2026, with a 5.76% dividend yield and a 73.6% payout ratio, although the recent EQT deal can change the guidance.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Americold Realty Trust gets its hold rating reaffirmed again. Strengths include price return, global scale as a leading cold-storage REIT, an investment grade from Fitch, and dividend safety. The REIT recently announced a new facility opening in Canada.

SAINT JOHN, New Brunswick, June 18, 2026 (GLOBE NEWSWIRE) -- DP World today announced the operational launch of Americold's new cold storage facility at Port Saint John, expanding temperature-controlled logistics capacity in Eastern Canada and strengthening the region's role as a gateway for global food trade. The Americold facility – which supports approximately 22,000 pallet positions – is located adjacent to DP World's Saint John terminal and connected to Canadian Pacific Kansas City's (CPKC) rail network, enhancing the movement of temperature-sensitive goods between vessel, rail, and truck.

ATLANTA, June 18, 2026 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate and value-added services, today announced the grand opening of its import-export hub at Port Saint John in New Brunswick, Canada during Port Days 2026, the Port's annual maritime and industry conference. Developed in collaboration with DP World and Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC), the facility is the first of its kind globally to combine Americold's cold storage operations, DP World's maritime logistics capabilities, and CPKC's rail network in a single location.

I focus on HALO investing: Heavy Assets, Low Obsolescence - owning irreplaceable physical assets with durable moats against technological disruption. Top recommendations include American Tower, Brookfield Infrastructure, Prologis, Rexford Industrial, Lineage, Americold, VICI Properties, and Lamar Advertising. AMT, COLD, and VICI currently offer attractive entry points based on discounted multiples, robust dividend yields, and resilient, monopoly-like asset bases.

Americold Launches “Fit for Purpose” Initiative, Advancing Strategic Priorities With Targeted Incremental Annual Overhead Savings of More Than $25 Million

Americold Realty is regaining operational momentum after a prolonged period of margin pressure. COLD's transformational joint venture with EQT Partners unlocks $1.1 billion in proceeds, accelerates deleveraging, and highlights a significant public-private valuation gap. International operations, especially in Europe, are driving occupancy and throughput gains, while COLD's vast network positions it for industry consolidation.