EastGroup Properties (EGP)
NYSEReal EstateReit - IndustrialSnapshot 2026-11-05
$193.86-3.55%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - IndustrialSnapshot 2026-11-05
QuarterlyIQ Insights · EGP
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-11-05.
The screen ranks EGP against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 2 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Reid Dunbar, President, added, “Continued leasing momentum gave us the confidence to raise our development starts again, to $390 million for the year, and attractive opportunities allowed us to incre…
Stated in 4 of 5 supplied quarters. Management reported: “Reid Dunbar, President, added, “Continued leasing momentum gave us the confidence to raise our development starts again, to $390 million for the year, and attractive opportunities allowed us to increase our acquisition guidance to $360 million.” “Reid Dunbar, President, added, “Record leasing activity this quarter reflects the continued strength of demand across our markets and has enabled us to steadily increase our full-year development guidance, and we are now projecting $325 million of starts for 2026.”
“Reid Dunbar, President, added, “Continued leasing momentum gave us the confidence to raise our development starts again, to $390 million for the year, and attractive opportunities allowed us to incre…”
“Reid Dunbar, President, added, “Record leasing activity this quarter reflects the continued strength of demand across our markets and has enabled us to steadily increase our full-year development gui…”
“400 W. Parkway Place, Suite 100, Ridgeland, MS 39157 | TEL: 601-354-3555 | www.eastgroup.net Page 5 The following assumptions were used for the mid-point: Metrics Revised Guidance for Year 2026 Initi…”
“Looking beyond this environment, I remain bullish on the continuing external trends benefitting our shallow bay, last mile, high-growth market portfolio.””
Supported by our strong balance sheet, we remain focused on deploying capital with discipline and creating long-term value for our shareholders.”
Stated in 3 of 5 supplied quarters. Management reported: “Supported by our strong balance sheet, we remain focused on deploying capital with discipline and creating long-term value for our shareholders.”” “FINANCIAL STRENGTH AND FLEXIBILITY EastGroup continues to maintain a strong and flexible balance sheet.”
“Supported by our strong balance sheet, we remain focused on deploying capital with discipline and creating long-term value for our shareholders.””
DIVIDENDS EastGroup declared a cash dividend of $1.55 per share of common stock in the third quarter of 2025, which represented a 10.7% increase over the previous quarter’s dividend.
Stated in 1 of 5 supplied quarters. Management reported: “DIVIDENDS EastGroup declared a cash dividend of $1.55 per share of common stock in the third quarter of 2025, which represented a 10.7% increase over the previous quarter’s dividend.” “The Company has increased or maintained its dividend for 33 consecutive years and has increased it 30 years over that period, including increases in each of the last 14 years.”
OUTLOOK FOR 2026 We now estimate EPS for 2026 to be in the range of $5.83 to $5.97 and FFO per share attributable to common stockholders for 2026 to be in the range of $9.52 to $9.66.
Stated in 3 of 5 supplied quarters. Management reported: “OUTLOOK FOR 2026 We now estimate EPS for 2026 to be in the range of $5.83 to $5.97 and FFO per share attributable to common stockholders for 2026 to be in the range of $9.52 to $9.66.” “OUTLOOK FOR 2026 We estimate EPS for 2026 to be in the range of $5.66 to $5.86 and FFO per share attributable to common stockholders for 2026 to be in the range of $9.46 to $9.66.”
Management aims to increase earnings per share (EPS) and funds from operations (FFO) guidance for 2026, reflecting growth in operating income and portfolio performance.
Over the trailing year it converted 1.56x of net income into operating cash flow. Historically, Real Estate names rated neutral grew net income 57% of the time over the next year (vs 47% for the rest of the cohort, n=2917).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Real Estate names rated stable grew net income 54% of the time over the next year (vs 56% for the rest of the cohort, n=2933).
Not investment advice. As of 2026-11-05.
“With an exceptional team, a strong balance sheet, best-in-class portfolio and strategic land holdings, we are well positioned to capitalize on future growth opportunities across our markets.””
“FINANCIAL STRENGTH AND FLEXIBILITY EastGroup continues to maintain a strong and flexible balance sheet.”
“DIVIDENDS EastGroup declared a cash dividend of $1.55 per share of common stock in the third quarter of 2025, which represented a 10.7% increase over the previous quarter’s dividend.”
“OUTLOOK FOR 2026 We now estimate EPS for 2026 to be in the range of $5.83 to $5.97 and FFO per share attributable to common stockholders for 2026 to be in the range of $9.52 to $9.66.”
“OUTLOOK FOR 2026 We estimate EPS for 2026 to be in the range of $5.66 to $5.86 and FFO per share attributable to common stockholders for 2026 to be in the range of $9.46 to $9.66.”
“OUTLOOK FOR 2025 We now estimate EPS for 2025 to be in the range of $4.85 to $4.89 and FFO per share attributable to common stockholders for 2025 to be in the range of $8.94 to $8.98.”