Getty Realty Corp

GTY

Market cap $1.98B

The U.S.-Israel airstrikes are a major catalyst impacting global markets, just hours following sweeping bans on the use of Anthropic's AI technology. The S&P 500 notched its worst month since March 2025 as war in Iran intensifies, and risk-off sentiment likely dominates amid hotter-than-expected wholesale inflation. January 2026 Core CPI (2.5%) and PPI (2.9%) rose Y/Y; headline CPI cooled to 2.4%, supporting a “soft landing” narrative.

High-yield stocks are outperforming, with a clear rotation from growth to value driving strong returns for dividend-focused investors. Safe, high-yielding companies are still trading at discounts. These 3 are in the process of rerating, providing an appealing position to initiate a position.

REITs are poised for potential outperformance in 2026, driven by anticipated lower interest rates and investor rotation from growth to value. Getty Realty (GTY) and VICI Properties (VICI) offer attractive valuations, strong fundamentals, and yields near 6%, supporting double-digit total return potential. GTY trades at a forward P/AFFO of 12.77x with 99.7% occupancy, while VICI has diversified assets and achieved 5.1% AFFO growth in 2025.

NTLA, CL and GTY are in focus as Zacks highlights strong 12-week gains and post-upgrade rallies across its Focus List and model portfolios.

NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Getty Realty Corp. (NYSE: GTY) (the “Company”), a net lease REIT focused on convenience and automotive retail real estate, today announced the pricing of an underwritten public offering of an aggregate of 4,000,000 shares of its common stock sold on a forward basis in connection with the forward sale agreements described below, for gross proceeds of approximately $131 million. The forward purchasers (or their affiliates) and the Company have also granted the underwriters of the offering a 30-day option to purchase up to an additional 600,000 shares of common stock. The offering is expected to close on February 19, 2026, subject to customary closing conditions.

NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Getty Realty Corp. (NYSE: GTY) (the “Company”), a net lease REIT focused on convenience and automotive retail real estate, today announced the launch of an underwritten public offering of an aggregate of 4,000,000 shares of its common stock in connection with the forward sale agreements described below. The forward purchasers (or their affiliates) and the Company intend to grant the underwriters of the offering a 30-day option to purchase up to an additional 600,000 shares of common stock.

Getty Realty (GTY) maintains a Strong Buy rating, driven by resilient performance, strong dividend coverage, and robust occupancy despite macro headwinds. GTY reported Q4 and 2025 results that beat FFO and revenue estimates, with AFFO per share up 3.8% and 99.7% occupancy. GTY invested $268.8 million at a 7.9% initial cash yield in 2025, with no major debt maturities until 2028 and a well-covered dividend (~78% payout ratio).

Getty Realty Corp. (GTY) Q4 2025 Earnings Call Transcript

The Getty Realty REIT, with gas stations in its portfolio, offers a higher-than-average yield and a run of rising distributions.

Getty Realty remains a 'Buy,' supported by resilient operating results, conservative guidance, and a secure 6.2% dividend yield. GTY's Q4 FFO per share grew 5% to $0.63, with strong rent coverage and minimal lease renewal risk underpinning predictable income. The company maintains a healthy balance sheet, 5.1x leverage, and no debt maturities before 2028, enabling continued accretive acquisitions.