REIT Earnings Season: A Look at Potential Price Catalysts

As the fourth-quarter earnings season commences, investors are urged to consider REITs that may exceed earnings estimates. This strategy could lead to improved stock price appreciation driven by boosted investor confidence.

Date: 06-02-2025

AI Rating: 7

Earnings Per Share (EPS)
Kimco Realty Corporation has an Earnings ESP of +2.11%, suggesting it is likely to exceed EPS estimates. Over the last four quarters, it achieved an average earnings beat of 2.50%. American Homes 4 Rent has an ESP of +1.84%, indicating potential for positive surprises, and Vornado Realty Trust's ESP stands at +0.93% with an average beat of 1.80%.
Revenue Growth
Kimco Realty is anticipated to report quarterly revenues of $516.67 million, representing a 14.41% year-over-year increase. For American Homes 4 Rent, expected revenues are $432.74 million, marking a 5.9% increase year over year despite broader economic concerns. Revenue guidance for Vornado Realty Trust indicates $447.40 million, suggesting a 1.25% year-over-year rise.
Market Context
Given the ongoing earnings reports, specifically for REITs, fluctuations can significantly impact stock prices due to their dependency on economic conditions and interest rates. Investors are advised to monitor these earnings closely as surprises can act as price catalysts.

Stocks: KIM AMH VNO