Postal Realty Trust, Inc. (PSTL)
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
$23.69-0.67%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-09-04
QuarterlyIQ Insights · PSTL
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 | 12.6% |
| Our one-year growth estimate | diamond | 12.4% |
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 opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Based on historical daily prices through 2026-09-04.
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 0.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 16 industry peers · Company calendar date is not available
PSTL — dividend update
Dated 2026-08-05
Entry into a Material Definitive Agreement. On August 5, 2026, Postal Realty Trust, Inc., a Maryland corporation (the “Company”), and Postal Realty LP, a Delaware limited partnership (the “Operating Partnership”), entered into separate sales agreements, each dated August 5, 2026 (each a “Sales Agreement” and, collectively, the “Sales Agreements”), with each of J.P. Morgan Securities LLC (“J.P. Morgan”), Colliers Securities LLC (“Colliers”), Jefferies LLC (“Jefferies”), M&T Securities, Inc. (“…
Why it matters: Confirming the dividend shows the company cares about its shareholders. It shows financial health.
Supportive ifThe company pays the quarterly dividend of $0.245 per share as scheduled.
Worry ifThe company delays or cancels the dividend payment.
Why it matters: Confirming AFFO guidance shows the company's growth and financial health.
Supportive ifQ2 2026 AFFO per diluted share meets or exceeds the guidance of $1.40 to $1.42.
Worry ifQ2 2026 AFFO per diluted share falls below the guidance range.
Why it matters: Keeping the dividend shows a promise to give value to shareholders.
Supportive ifManagement confirms the dividend per share remains at $0.245.
Worry ifManagement lowers the dividend per share to below $0.245.
Why it matters: More improvements would help with buying and overall financial health.
Supportive ifLook for news about new upgrades to the credit facility. They may be announced or finished.
Worry ifNo new upgrades or worse credit terms.
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 | ±$118 on $10,000 · ±1.2% | How much price usually moves either way. |
| Bad day | $199 loss on $10,000 · 2.0% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,360 loss on $10,000 · 13.6% | 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: This signals strong rental income growth and supports the company's revenue outlook.
Supportive ifSame Store Cash NOI growth reported at 7% or higher for Q3 2026.
Worry ifSame Store Cash NOI growth reported below 6% for Q3 2026.
Why it matters: If revenue growth speeds up, it could improve the company's market position. This can lead to better performance.
Supportive ifSector revenue growth exceeds 5% in the next quarter.
Worry ifSector revenue growth remains below 5%.
Why it matters: Hitting this target shows management wants to grow by buying other companies.
Supportive ifQ3 acquisition volume is $150 million or more.
Worry ifQ3 acquisition volume is less than $130 million.
Why it matters: A strong growth outlook means good rental income and stability.
Supportive ifManagement sees same-store cash revenue growth of about 6.5% for 2027.
Worry ifManagement revises the growth outlook down to below 5%.
Why it matters: Regular dividends show that a company is doing well. They also promise value to shareholders.
Supportive ifThe company maintains the quarterly dividend at $0.245 per share for Q3.
Worry ifThe company cuts the quarterly dividend to less than $0.245 per share.
Why it matters: Better credit terms would give more financial options and help future purchases.
Supportive ifThe company shares news of better pricing or terms for its credit facility.
Worry ifThe company sees no changes or problems with its credit facility terms.