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/AKR
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Acadia Realty Trust

Acadia Realty Trust

AKR
$20.29USD↑+0.05%+0.01 today

MARKET CAP

2.8B

P/E (TTM)

59.6x

FWD P/E

67.7x

DAY RANGE

$20 – $21

52W RANGE

$19
$23

AI Summary

Stalk
Sell NowHigh

AKR has broken critical support, closing decisively below the 200 SMA and intermediate EMAs, signaling a Stage 4 declining structure. Active Support Failure and Bearish Pivot Point patterns reinforce medium-term bearish bias. Short-term momentum is also down with price below the 9/21/50 EMAs. Extreme OS readings do not offset the structural breakdown. Under the Stable strategy, continuation participation via selling into resistance is warranted now.

  • ↑Reported 11% YoY earnings growth and 8.7% same-property NOI gains.
  • ↑Leasing spreads exceed 90% on street retail; $11.5M pipeline.
  • ↓Weak profitability metrics highlight challenges generating sustainable returns.
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Acadia Realty Trust (NYSE: AKR) is a prominent real estate investment trust (REIT) specializing in the acquisition and management of retail properties, particularly focused on urban street retail and mixed-use developments. Positioned in key metropolitan areas like New York City, San Francisco, and Chicago, Acadia aims to capitalize on the increasing consumer demand in vibrant urban locations. Their portfolio targets affluent consumer segments, which could prove advantageous amid ongoing changes in retail dynamics favoring direct-to-consumer engagement.

Bull says

  • ↑Reported 11% YoY earnings growth and 8.7% same-property NOI gains.
  • ↑Leasing spreads exceed 90% on street retail; $11.5M pipeline.
  • ↑Acquisitions YTD top $1B, targeting $1B annual street retail volume.
  • ↑Nearly $1B liquidity cushions balance sheet, funding growth initiatives.
  • ↑Dividend yield 0.44% and low volatility attract income-focused investors.
  • ↑Reduced vulnerability to rising rates supports stable financing costs.

Bear says

  • ↓Weak profitability metrics highlight challenges generating sustainable returns.
  • ↓FFO guidance of $1.22–$1.26 per share depends on market recovery.
  • ↓GF Value suggests ~14% overvaluation; high acquisition costs could dent returns.
  • ↓Heavy street retail focus risks weakness if suburban demand grows.
  • ↓Low institutional ownership and small scale expose AKR to competition.
  • ↓Inflation and geopolitical uncertainty could curb consumer spending.

Investment themes with AKR

Retail REITs↑ +0.51%

KIM · REG · FRT
Most Shorted Stocks↑ +0.54%

Stocks with highest short interest

LITE · FSLY · SPHR

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 08-10-2026bullish

Transcript signals

Bull points

  • our leasing is holding up just fine
  • significant benefits within any given corridor
  • we're able to get approximately 10% more rent than if we owned just one building or if we were not national in scale

Bear points

  • conventional wisdom was that we were more likely than not heading to a recession
  • there was a flurry of watch list tenants filing bankruptcy.
  • the amount of money we have to spend backfilling that space in relation to the rent is relatively small in relation to the CapEx we have to spend in the suburbs.
Read full transcript analysis ›