Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Easterly Government Properties, Inc. (DEA)
NYSEReal EstateReit - OfficeSnapshot 2026-11-05
$22.52-3.26%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 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
0.30 → 0.47 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 2 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 DEA yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
5 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain $200 million term loan facility to support liquidity | It added a $200 million loan to support growth. | Intact | Loan facility reduced below $150 million or liquidity weakens | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast 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.
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.
DEA is a real estate investment with a multi-year thesis tied to growth in Core FFO, or funds from operations adjusted for recurring operating costs. The thesis is intact, but recent performance is mixed: management raised 2026 guidance earlier in the period, while the company has also recorded recent earnings misses.
The valuation evidence is mixed and has low model confidence: DEA is described as cheap versus peers, yet its premium versus peers is 0.63 and the expectations gap is negative. The priced-in tag is justified, with low fragility, so the evidence does not point to unusually fragile expectations.
Near term, the risk of another earnings miss is elevated, and company momentum fell after fresh earnings. Over the multi-year view, management continues to emphasize growth through acquisitions and development, but the latest materials show limited new delivery on that priority; guidance had risen from the first to the third quarter, and the quarterly dividend stayed at the same level in the reported second and third quarters.
A further guidance cut after the recent increase would hurt management credibility as well as the earnings outlook. Fed rate cuts could support rate-sensitive real estate, while weakness in sector peers could remove that support. The multi-year case also depends on management translating its acquisition and development plans into sustained Core FFO growth.
For the next 1 to 3 years, DEA’s thesis remains intact, but recent misses, elevated near-term earnings risk, and mixed valuation signals leave execution as the central test. 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.
| It raised 2026 Core FFO guidance to $3.06 per share. |
| Intact |
| Core FFO per share falls below $3.00 in 2026 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Quarterly dividend maintained at $0.45 per share | The company keeps paying a $0.45 quarterly dividend. | Intact | Dividend per share falls below $0.45 per quarter | Dividend per share: $0.45 per share FY2026-Q3; GAAP. Published target: >=0.45 USD per share per quarter. Target period is not explicitly aligned with this observation. Oct 26, 20260.45 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. |
Cash from operating activities near or above $27 million quarterly | A supporting condition in Easterly Government Properties, Inc.'s published investment case. The stated target is >=27 million USD per quarter. | Intact | Operating cash flow falls below $25 million per quarter | Cash from operations: $47.387M FY2026-Q3; GAAP. Published target: >=27 million USD per quarter. Target period is not explicitly aligned with this observation. Oct 26, 202647,387,000 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. |
At least $50 million in acquisitions and $50 million in developments in 2026 | A supporting condition in Easterly Government Properties, Inc.'s published investment case. The stated target is >=50 million USD acquisitions and >=50 million USD developments. | Intact | Acquisitions and developments fall below $50 million each in 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast 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 → $0.47 · observed estimates
$0.37B → $0.37B · 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 | $372,517,800 | 1 / 3 |
| 2026-07-25 | $0.28 | $377,668,000 | 1 / 5 |
| 2026-07-26 | $0.28 | $377,668,000 | 1 / 5 |
| 2026-07-27 | $0.28 | $377,668,000 | 1 / 5 |
| 2026-07-28 | $0.28 | $377,668,000 | 1 / 5 |
| 2026-07-29 | $0.28 | $372,517,800 | 1 / 3 |
| 2026-07-30 | $0.28 | $377,668,000 | 1 / 5 |
| 2026-07-31 | $0.28 | $372,517,800 | 1 / 3 |
| 2026-08-01 | $0.28 | $372,517,800 | 1 / 3 |
| 2026-08-02 | $0.28 | $377,668,000 | 1 / 5 |
| 2026-08-03 | $0.28 | $377,668,000 | 1 / 5 |
| 2026-08-04 | $0.30 | $379,487,670 | 2 / 6 |
| 2026-08-05 | $0.30 | $379,487,670 | 2 / 6 |
| 2026-08-06 | $0.30 | $373,444,500 | 1 / 4 |
| 2026-08-07 | $0.30 | $373,444,500 | 2 / 4 |
| 2026-08-08 | $0.30 | $379,487,670 | 2 / 6 |
| 2026-08-09 | $0.30 | $379,487,670 | 2 / 6 |
| 2026-08-10 | $0.30 | $379,487,670 | 2 / 6 |
| 2026-08-11 | $0.30 | $373,444,500 | 2 / 4 |
| 2026-08-12 | $0.30 | $373,444,500 | 2 / 4 |
| 2026-08-13 | $0.30 | $379,487,670 | 2 / 6 |
| 2026-08-14 | $0.30 | $373,444,500 | 2 / 4 |
| 2026-08-15 | $0.30 | $373,444,500 | 2 / 4 |
| 2026-08-16 | $0.30 | $373,444,500 | 2 / 4 |
| 2026-08-17 | $0.30 | $373,444,500 | 2 / 4 |
| 2026-08-18 | $0.30 | $373,444,500 | 2 / 4 |
| 2026-08-19 | $0.30 | $373,444,500 | 2 / 4 |
| 2026-08-20 | $0.30 | $371,229,000 | 2 / 4 |
| 2026-08-21 | $0.30 | $371,229,000 | 2 / 4 |
| 2026-08-22 | $0.30 | $372,124,167 | 2 / 4 |
| 2026-08-23 | $0.30 | $372,124,167 | 2 / 4 |
| 2026-08-24 | $0.30 | $375,659,800 | 2 / 4 |
| 2026-08-25 | $0.30 | $375,659,800 | 2 / 4 |
| 2026-08-26 | $0.30 | $375,659,800 | 2 / 4 |
| 2026-08-27 | $0.30 | $375,659,800 | 2 / 4 |
| 2026-08-28 | $0.30 | $375,659,800 | 2 / 4 |
| 2026-08-29 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-08-30 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-08-31 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-01 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-02 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-03 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-04 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-05 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-06 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-07 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-08 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-09 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-10 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-11 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-12 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-13 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-14 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-15 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-16 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-17 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-18 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-19 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-20 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-21 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-22 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-23 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-24 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-25 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-26 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-27 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-28 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-29 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-09-30 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-01 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-02 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-03 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-04 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-05 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-06 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-07 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-08 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-09 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-10 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-11 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-12 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-13 | $0.30 | $372,559,333 | 2 / 4 |
| 2026-10-14 | $0.30 | $372,559,333 | 1 / 3 |
| 2026-10-15 | $0.30 | $372,559,333 | 1 / 3 |
| 2026-10-16 | $0.30 | $372,559,333 | 1 / 3 |
| 2026-10-17 | $0.30 | $372,559,333 | 1 / 3 |
| 2026-10-18 | $0.30 | $372,559,333 | 1 / 3 |
| 2026-10-19 | $0.30 | $372,559,333 | 1 / 3 |
| 2026-10-20 | $0.30 | $372,559,333 | 1 / 3 |
| 2026-10-21 | $0.30 | $372,567,000 | 1 / 3 |
| 2026-10-22 | $0.30 | $372,567,000 | 1 / 3 |
| 2026-10-23 | $0.30 | $372,567,000 | 1 / 3 |
| 2026-10-24 | $0.30 | $372,567,000 | 1 / 3 |
| 2026-10-25 | $0.30 | $372,567,000 | 1 / 3 |
| 2026-10-26 | $0.30 | $372,567,000 | 1 / 3 |
| 2026-10-27 | $0.30 | $372,567,000 | 1 / 3 |
| 2026-10-28 | $0.41 | $373,267,333 | 1 / 3 |
| 2026-10-29 | $0.41 | $373,267,333 | 1 / 3 |
| 2026-10-30 | $0.41 | $373,267,333 | 1 / 3 |
| 2026-10-31 | $0.41 | $373,267,333 | 1 / 3 |
| 2026-11-01 | $0.41 | $373,267,333 | 1 / 3 |
| 2026-11-02 | $0.41 | $373,267,333 | 1 / 3 |
| 2026-11-03 | $0.41 | $373,267,333 | 2 / 4 |
| 2026-11-04 | $0.47 | $373,234,000 | 2 / 4 |
| 2026-11-05 | $0.47 | $373,234,000 | 2 / 4 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 4 Hold · 1 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 1 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.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings5 of 5 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.