Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
One Liberty Properties, Inc. (OLP)
NYSEReal EstateReit - DiversifiedSnapshot 2026-11-04
$21.94+0.05%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - DiversifiedSnapshot 2026-11-04
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
0.38 → 0.38 EPS · FY ending Dec 31, 2027 · 1 analyst
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 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; 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 OLP yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain net income at or above $6.24 million | Net income improved to $6.24 million in the same period. | Intact | net income falls below $6 million | Net income: $1.096M FY2026-Q3; GAAP. Published target: >= $6.24 million. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 4, 20261,096,000 USD · source valueLast status assessment Nov 4, 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.
OLP is a small-cap real estate business with an acquisition-led growth profile and a stable dividend commitment. Its long-term thesis is intact, but confidence is low because earnings quality is fragile despite strong recent performance.
The valuation evidence describes OLP as cheap versus peers, with a negative expectations gap, meaning current expectations appear below the model’s view. The pricing signal is marked justified, and the evidence does not show that weak execution quality is creating unusually high fragility.
Near term, recent results have been strong, with several reported earnings beats, and rental income grew as industrial acquisitions contributed. Management is on track with portfolio expansion and stable net income, while the dividend per share has remained unchanged; its delivery on that commitment is rated mixed. A guidance cut on the next call is a key near-term risk.
Over the multi-year view, the thesis depends on management continuing to expand the industrial portfolio and turn acquisitions into rental income. Near term, Fed rate cuts could support rate-sensitive real estate, while weaker results or guidance from sector peers could remove that tailwind. The evidence is limited and confidence remains low.
For the next 1 to 3 years, OLP’s thesis rests on acquisition-led growth continuing and management sustaining operating performance, with guidance and sector conditions as important swing factors. Recent strength supports an intact view, but fragile earnings quality and low confidence temper the case. 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.
| Cash from operations rose to $11.22 million in early 2026. |
| Intact |
| cash from operating activities falls below $11 million |
Cash from operations: $12.042M FY2026-Q2; GAAP. Published target: >= $11.22 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Aug 5, 202612,042,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Achieve revenue at least $97.23 million in 2026 | A primary condition in One Liberty Properties, Inc.'s published investment case. The stated target is >= $97.23 million. | Intact | revenue falls below $90 million in FY26 | Revenue: $27M FY2026-Q2; GAAP. Published target: >= $97.23 million. Annual target cannot be compared with a quarterly or TTM observation. Aug 5, 202627,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Maintain dividend per share at $0.45 | One Liberty keeps paying a steady $0.45 dividend per share. | Intact | dividend per share falls below $0.45 | Dividend per share: $0.45 per share FY2026-Q3; GAAP. Published target: >= $0.45 per share. The stored target says 2026-Q1; this source reports FY2026-Q3. Fiscal/calendar alignment needs review. Nov 4, 20260.45 USD/share · source valueLast status assessment Nov 4, 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.
$0.21 → $0.38 · observed estimates
$0.11B → $0.11B · 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 | $0.21 | $111,640,670 | 1 / 3 |
| 2026-07-25 | $0.21 | $111,640,670 | 1 / 3 |
| 2026-07-26 | $0.21 | $111,640,670 | 1 / 3 |
| 2026-07-27 | $0.21 | $111,640,670 | 1 / 3 |
| 2026-07-28 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-07-29 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-07-30 | $0.21 | $111,640,670 | 1 / 3 |
| 2026-07-31 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-01 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-02 | $0.21 | $111,640,670 | 1 / 3 |
| 2026-08-03 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-04 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-05 | $0.21 | $111,640,670 | 1 / 3 |
| 2026-08-06 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-07 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-08 | $0.21 | $111,640,670 | 1 / 3 |
| 2026-08-09 | $0.21 | $111,640,670 | 1 / 3 |
| 2026-08-10 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-12 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-13 | $0.21 | $111,012,670 | 1 / 3 |
| 2026-08-14 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-15 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-16 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-17 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-18 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-19 | $0.21 | $111,640,667 | 1 / 2 |
| 2026-08-20 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-21 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-22 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-23 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-24 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-25 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-26 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-27 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-28 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-29 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-30 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-08-31 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-01 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-02 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-03 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-04 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-05 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-06 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-07 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-08 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-09 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-10 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-11 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-12 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-13 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-14 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-15 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-16 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-17 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-18 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-19 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-20 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-21 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-22 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-23 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-24 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-25 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-26 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-27 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-28 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-29 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-09-30 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-01 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-02 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-03 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-04 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-05 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-06 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-07 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-08 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-09 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-10 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-11 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-12 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-13 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-14 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-15 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-16 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-17 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-18 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-19 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-20 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-21 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-22 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-23 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-24 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-25 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-26 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-27 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-28 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-29 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-30 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-10-31 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-11-01 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-11-02 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-11-03 | $0.38 | $110,661,667 | 1 / 2 |
| 2026-11-04 | $0.38 | $110,661,667 | 1 / 2 |
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 · 1 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 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.
4 of 4 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.