Outfront Media (OUT)
NYSEReal EstateReit - SpecialtySnapshot 2026-11-05
$32.00-1.48%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - SpecialtySnapshot 2026-11-05
QuarterlyIQ Insights · OUT
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 34.8% |
| Our one-year growth estimate | diamond | 5.5% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 29.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 9 industry peers
OUT — dividend update
Dated 2026-11-05
Other Events. On November 5, 2026, the Company announced that its board of directors has declared a quarterly cash dividend of $0.33 per share on the Company’s common stock, par value $0.01 per share. The dividend is payable on December 31, 2026, to stockholders of record at the close of business on December 4, 2026. A copy of the press release announcing the quarterly cash dividend is attached hereto as Exhibit 99.2, and is incorporated herein by reference.
Why it matters: Billboard sales grew 8.0% in Q2, helped by higher ad prices and digital sales. Growth may weaken if lost signs offset those gains.
Watch forQ3 billboard sales rise at least 7% from a year ago. Management reports higher average revenue per display.
Also watch forQ3 billboard sales rise less than 7% year over year, or fall, as lost signs weigh on results.
Why it matters: First-half operating cash flow rose 82.4%, but timing of customer payments and bills affected the change.
Watch forFor the first nine months of 2026, operating cash flow is above the first nine months of 2025.
Also watch forFor the first nine months of 2026, operating cash flow is at or below the first nine months of 2025.
Why it matters: Q2 revenue rose 13.5%, with help from World Cup ads. Q3 results can show whether growth continued without that boost.
Watch forOn November 5, Q3 revenue is at least 8% higher year over year, with growth in billboard or transit sales.
Also watch forOn November 5, Q3 revenue growth is below 8% year over year, or revenue falls year over year.
Why it matters: AFFO grew 45.4% in Q2, and the quarterly dividend rose to $0.33. The next result tests cash available after costs.
Watch forQ3 AFFO is above $83.1 million, and the company keeps the quarterly dividend at or above $0.33 per share.
Also watch forQ3 AFFO is below $83.1 million, or the company cuts the quarterly dividend below $0.33 per share.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$75 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $222 loss on $10,000 · 2.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,844 loss on $10,000 · 18.4% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: OUTFRONT priced $500 million of notes at 6.000% to redeem its 2027 notes. The closing and redemption terms show how this debt shift lands.
Worry ifA company filing confirms the 2034 notes offering closed. It also confirms all 2027 notes were redeemed as planned.
Less concerning ifA company filing says the offering or redemption did not close as planned. Or, it reports extra debt costs tied to the change.