Getty Realty Corp. (GTY)
NYSEReal EstateReit - RetailSnapshot 2026-09-04
$32.53-0.37%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-09-04
Intact: The reason to own it still holds.
Getty Realty grows revenue about 8-11% yearly, shown by $57.8M in Q1 2026. Profit per share is rising, with guidance at $2.51 for 2026. The company keeps increasing dividends, showing steady cash flow. Operating income improved from $26.4M to $38.3M in one year.
If revenue growth slows below 5%, or profit per share falls under $2.40, the business may weaken. Dividend cuts or operating income dropping below $30M would signal trouble. Rising costs or weaker demand could hurt results.
The market expects about 8% revenue growth and values the stock slightly above our model's estimate. Our view aligns with analysts on growth but is more cautious on valuation compared to the Street's higher price range.
Breaks if: Dividend per share falls below $0.45 in any quarter of FY26
Breaks if: EPS guidance falls below $2.40 for FY26
Operating income falls below $30M in any quarter of FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
GTY represents a stable investment in the real estate sector, focusing on convenience and automotive retail properties. The current thesis state is mixed, with management showing commitment to growth and shareholder returns, but facing sector headwinds.
The market appears to price GTY as justified, reflecting a low fragility tier. It is currently seen as cheap compared to peers, suggesting that expectations are modest but not overly aggressive.
Management has shown a commitment to increasing investments and maintaining dividends, which aligns with their stated priorities. While recent financial performance is neutral, the near-term risk of missing expectations is low, although the industry has a history of volatility.
The future trajectory of GTY will depend on external factors like Federal Reserve interest rate decisions and the performance of sector leaders. A credibility hit from any guidance cuts could negatively impact sentiment.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: YoY revenue growth falls below 5% in FY26
Over the next 1 to 3 years, GTY's performance will likely be influenced by management's execution and broader economic conditions. Not investment advice.