SL Green Realty (SLG)
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
$53.78+8.93%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - OfficeSnapshot 2026-11-04
QuarterlyIQ Insights · SLG
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 sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 55.6% |
| Our one-year growth estimate | diamond |
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
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to the broad stock market and real (inflation-adjusted) rates.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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.
| -33.1% |
Growth built into the price is above our model estimate.
The price assumes 88.8 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 12 industry peers · Company calendar date is not available
SLG — earnings in line
Dated 2026-10-22
above, on October 21, 2026, the Company issued a press release announcing its results for the quarter ended September 30, 2026, and that it is revising its previously announced net income guidance range of $0.20 to $0.50 per share (diluted) for the year ending December 31, 2026 to $0.40 to $0.60 of net income per share (diluted), and revising its previously announced Nareit defined Funds From Operations ("FFO") guidance range of $5.60 to $5.90 per share (diluted) for the year ending December…
Why it matters: Higher rents on replacement leases show that new deals are beating old rents. A weaker mark would slow this progress.
Supportive ifQ4 replacement lease rents are at least 13.6% above prior fully escalated rents.
Worry ifQ4 replacement lease rents are below prior fully escalated rents, or the mark turns negative.
Why it matters: SL Green kept the annual dividend at $2.47 per share in Q2 and Q3. A change would mark a shift in its stated plan.
Watch forThe company declares another $0.6175 quarterly common dividend. The annual rate stays at $2.47 per share.
Also watch forThe company cuts the quarterly common dividend below $0.6175 per share or suspends it.
Why it matters: The sale is set to bring about $216 million in cash for debt repayment. A delayed or failed close would leave that cash unavailable.
Supportive ifThe 110 Greene Street sale closes in Q4 2026 and about $216 million of net cash proceeds go to corporate debt repayment.
Worry ifThe sale does not close by year-end 2026, or the company reports lower proceeds or no debt repayment.
Why it matters: The new range includes $1.10 per share from a hospitality stake sale. Nine-month FFO was $3.85 per share.
Supportive ifFull-year 2026 FFO is at least $6.50 per share, within the new $6.50-$6.70 range.
Worry ifFull-year 2026 FFO is below $6.50 per share, or management cuts the range.
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.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$142 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $386 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,197 loss on $10,000 · 32.0% | 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.