Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Acadia Realty Trust (AKR)
NYSEReal EstateReit - RetailSnapshot 2026-11-05
$19.69-0.91%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.35 → 0.35 EPS · FY ending Dec 31, 2027 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for AKR yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Cash from operating activities stays near or above $31.4M in Q1 2026 | A primary condition in Acadia Realty Trust's published investment case. The stated target is >=31.4 million USD. | Intact | cash from operating activities falls below $25 million in any quarter | Cash from operations: $58.251M FY2026-Q2; GAAP. Published target: >=31.4 million USD. Target period is not explicitly aligned with this observation. Jul 29, 202658,251,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
AKR is a real estate growth story, supported by stronger same-property results and completed acquisitions. Its thesis state is intact, but earnings quality is fragile and the risk label recently moved from low to moderate.
The valuation evidence is mixed: AKR is described as cheap versus peers, yet it also carries a 0.69 premium versus peers, and the overall value assessment is expensive. The expectations gap is negative, while the priced-in assessment says fragility is low and the valuation is justified, rather than reflecting a concentrated stack of weaknesses.
Near term, recent execution is strong: same-property NOI growth improved from 5.9% in Q1 to 8.7% in Q2, and management raised 2026 earnings guidance. Acquisitions also show progress, with about $652 million completed year-to-date through Q2; however, prior quarterly misses and fragile earnings quality make follow-through important.
Over the multi-year view, the thesis depends on sustained property-level growth, productive acquisitions, and management delivering on its higher guidance. A guidance cut after the recent increase would damage credibility, while lower interest rates could support real estate; weakness among sector peers could remove that support.
The 1-3 year thesis remains intact, backed by improving operating results and delivery on stated priorities, but valuation and execution quality leave limited room for a reversal in guidance. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Dividend per share remains at $0.20 | The company keeps its dividend steady at $0.20 per share. | Intact | dividend per share falls below $0.20 | Dividend per share: $0.20 per share FY2026-Q3; GAAP. Published target: >=0.20 USD per share. Target period is not explicitly aligned with this observation. Nov 2, 20260.2 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Operating income rises to at least $158.5M in Q1 2026 | Operating income jumped to $158.5M in Q1 2026 from $20.7M in Q4 2025. | Intact | operating income falls below $100 million in any quarter after Q1 2026 | Operating income: $10.224M FY2026-Q3; GAAP. Published target: >=158.5 million USD. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 2, 202610,224,000 USD · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.28 → $0.35 · observed estimates
$0.44B → $0.42B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.28 | $436,432,270 | 2 / 4 |
| 2026-07-25 | $0.28 | $436,432,270 | 2 / 4 |
| 2026-07-26 | $0.28 | $436,432,270 | 2 / 4 |
| 2026-07-27 | $0.28 | $436,432,270 | 2 / 4 |
| 2026-07-28 | $0.28 | $436,432,270 | 2 / 4 |
| 2026-07-29 | $0.28 | $436,432,270 | 2 / 4 |
| 2026-07-30 | $0.28 | $436,432,270 | 2 / 4 |
| 2026-07-31 | $0.32 | $436,432,270 | 1 / 4 |
| 2026-08-01 | $0.32 | $436,432,270 | 1 / 4 |
| 2026-08-02 | $0.33 | $436,432,270 | 2 / 4 |
| 2026-08-03 | $0.33 | $436,432,270 | 2 / 4 |
| 2026-08-04 | $0.33 | $436,432,270 | 2 / 4 |
| 2026-08-05 | $0.33 | $441,594,910 | 2 / 4 |
| 2026-08-06 | $0.33 | $441,594,910 | 2 / 4 |
| 2026-08-07 | $0.31 | $427,741,841 | 3 / 4 |
| 2026-08-08 | $0.33 | $441,594,910 | 2 / 4 |
| 2026-08-09 | $0.33 | $441,594,910 | 2 / 4 |
| 2026-08-10 | $0.33 | $441,594,910 | 2 / 4 |
| 2026-08-11 | $0.33 | $441,594,910 | 2 / 4 |
| 2026-08-12 | $0.33 | $443,448,910 | 2 / 4 |
| 2026-08-13 | $0.33 | $443,448,910 | 2 / 4 |
| 2026-08-14 | $0.31 | $427,741,841 | 3 / 4 |
| 2026-08-15 | $0.31 | $427,741,841 | 3 / 4 |
| 2026-08-16 | $0.31 | $427,741,841 | 3 / 4 |
| 2026-08-17 | $0.31 | $427,741,841 | 3 / 4 |
| 2026-08-18 | $0.31 | $427,741,841 | 3 / 4 |
| 2026-08-19 | $0.31 | $427,741,841 | 3 / 4 |
| 2026-08-20 | $0.31 | $427,741,841 | 3 / 4 |
| 2026-08-21 | $0.32 | $432,184,041 | 3 / 4 |
| 2026-08-22 | $0.32 | $432,184,041 | 3 / 4 |
| 2026-08-23 | $0.32 | $432,184,041 | 3 / 4 |
| 2026-08-24 | $0.32 | $432,184,041 | 3 / 4 |
| 2026-08-25 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-08-26 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-08-27 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-08-28 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-08-29 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-08-30 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-08-31 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-01 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-02 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-03 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-04 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-05 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-06 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-07 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-08 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-09 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-10 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-11 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-12 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-13 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-14 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-15 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-16 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-17 | $0.32 | $431,294,431 | 3 / 4 |
| 2026-09-18 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-19 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-20 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-21 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-22 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-23 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-24 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-25 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-26 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-27 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-28 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-29 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-09-30 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-10-01 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-10-02 | $0.32 | $420,668,039 | 3 / 4 |
| 2026-10-03 | $0.35 | $438,960,650 | 3 / 4 |
| 2026-10-04 | $0.35 | $438,960,650 | 3 / 4 |
| 2026-10-05 | $0.35 | $438,960,650 | 3 / 4 |
| 2026-10-06 | $0.35 | $438,960,650 | 3 / 4 |
| 2026-10-07 | $0.35 | $438,960,650 | 3 / 4 |
| 2026-10-08 | $0.35 | $424,968,520 | 3 / 3 |
| 2026-10-09 | $0.35 | $424,968,520 | 3 / 3 |
| 2026-10-10 | $0.35 | $424,968,520 | 3 / 3 |
| 2026-10-11 | $0.35 | $424,968,520 | 3 / 3 |
| 2026-10-12 | $0.35 | $424,468,520 | 3 / 3 |
| 2026-10-13 | $0.35 | $424,468,520 | 3 / 3 |
| 2026-10-14 | $0.35 | $424,468,520 | 3 / 2 |
| 2026-10-15 | $0.35 | $424,468,520 | 3 / 2 |
| 2026-10-16 | $0.35 | $424,468,520 | 3 / 2 |
| 2026-10-17 | $0.35 | $424,468,520 | 3 / 2 |
| 2026-10-18 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-19 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-20 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-21 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-22 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-23 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-24 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-25 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-26 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-27 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-28 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-29 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-30 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-10-31 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-11-01 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-11-02 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-11-03 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-11-04 | $0.35 | $424,468,520 | 2 / 2 |
| 2026-11-05 | $0.35 | $424,468,520 | 2 / 2 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 6 Buy / Strong Buy · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.