Thrivent Financial for Lutherans Acquires 7,802 Shares of Regency Centers Corporation $REG

Thrivent Financial for Lutherans raised its holdings in shares of Regency Centers Corporation (NASDAQ:REG) by 10.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,151 shares of the company’s stock after purchasing an additional 7,802 shares during the period. Thrivent Financial for Lutherans’ holdings in Regency Centers were worth $6,062,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in REG. Norges Bank bought a new position in shares of Regency Centers during the second quarter valued at approximately $1,219,335,000. State Street Corp raised its holdings in Regency Centers by 2.2% in the 2nd quarter. State Street Corp now owns 12,035,961 shares of the company’s stock worth $865,625,000 after purchasing an additional 262,551 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Regency Centers by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 4,786,646 shares of the company’s stock worth $339,669,000 after purchasing an additional 65,719 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in shares of Regency Centers by 3.3% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 2,426,163 shares of the company’s stock valued at $172,816,000 after purchasing an additional 77,978 shares in the last quarter. Finally, Legal & General Group Plc increased its position in shares of Regency Centers by 1.6% during the second quarter. Legal & General Group Plc now owns 1,774,056 shares of the company’s stock valued at $126,366,000 after buying an additional 27,507 shares during the period. 96.07% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Regency Centers news, Chairman Martin E. Stein, Jr. sold 15,000 shares of Regency Centers stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $70.02, for a total value of $1,050,300.00. Following the completion of the transaction, the chairman directly owned 272,958 shares of the company’s stock, valued at approximately $19,112,519.16. The trade was a 5.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 1.00% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have commented on REG. UBS Group set a $76.00 price objective on shares of Regency Centers in a report on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft upgraded Regency Centers from a “hold” rating to a “buy” rating and set a $83.00 target price for the company in a research note on Tuesday, January 20th. Scotiabank decreased their price objective on Regency Centers from $78.00 to $76.00 and set a “sector perform” rating for the company in a report on Wednesday, January 14th. Mizuho restated a “neutral” rating and set a $74.00 target price (down previously from $77.00) on shares of Regency Centers in a report on Friday, January 9th. Finally, Wells Fargo & Company upped their target price on shares of Regency Centers from $81.00 to $82.00 and gave the stock an “overweight” rating in a research report on Tuesday, October 21st. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, Regency Centers presently has a consensus rating of “Moderate Buy” and an average target price of $78.69.

Regency Centers News Summary

Here are the key news stories impacting Regency Centers this week:

• Positive Sentiment: Management issued FY‑2026 EPS guidance (roughly $4.83–$4.87), well above the prior consensus, signaling stronger forward earnings expectations for the REIT. Regency Centers Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 operating results were broadly solid: FFO of $1.17 matched estimates, same‑property NOI rose and leasing activity remained healthy; revenue was reported above some estimates, supporting the stability of the business model. Regency Centers Q4 FFO Meet Estimates, Same-Property NOI Rises
• Positive Sentiment: The company declared a quarterly dividend of $0.755/share (annualized yield ~4.1%), which supports income-oriented investors and the REIT valuation case. Regency Centers Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Ongoing leasing/development wins: a new open‑air center anchored by Sprouts in Northern California and a Chase Bank lease at The Village at Seven Pines expand cash‑flowing assets and tenant diversification. Northern California City To Gain Open-Air Retail Center Anchored By Sprouts Farmers Market Chase Bank joining The Village at Seven Pines
• Neutral Sentiment: Analyst coverage remains mixed-to-favorable (average “Moderate Buy” from ~16 firms), implying differing views on valuation versus growth execution. Regency Centers Corporation (NASDAQ:REG) Receives Average Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Some outlets reported revenue slightly below estimates, creating headline noise and short‑term uncertainty despite the stronger guidance and FFO. Investors should focus on management’s forward outlook and same‑property fundamentals. Regency Centers earnings beat by $0.55, revenue fell short of estimates
• Negative Sentiment: Mixed headlines and a large upward revision in guidance can prompt profit‑taking or volatility as investors reassess valuation vs. growth — a likely reason the stock is trading lower intraday. Regency Centers Earnings Release/Call

Regency Centers Trading Down 0.3%

Regency Centers stock opened at $75.22 on Friday. Regency Centers Corporation has a 12 month low of $63.44 and a 12 month high of $78.18. The company has a market capitalization of $13.76 billion, a price-to-earnings ratio of 26.86, a price-to-earnings-growth ratio of 2.81 and a beta of 0.94. The business’s fifty day simple moving average is $70.02 and its two-hundred day simple moving average is $70.89. The company has a current ratio of 1.20, a quick ratio of 1.20 and a debt-to-equity ratio of 0.72.

Regency Centers Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Investors of record on Wednesday, March 11th will be given a dividend of $0.755 per share. This represents a $3.02 annualized dividend and a yield of 4.0%. The ex-dividend date of this dividend is Wednesday, March 11th. Regency Centers’s dividend payout ratio is 139.17%.

Regency Centers Company Profile

Regency Centers Corporation is a publicly traded real estate investment trust (REIT) specializing in the ownership, operation and development of grocery-anchored shopping centers. Focused on everyday needs retail, the company’s portfolio is strategically concentrated in high-growth, densely populated markets across the United States. By aligning its properties with essential retailers, Regency Centers delivers stable income streams and drives sustained value for shareholders.

Founded in 1963 and headquartered in Jacksonville, Florida, Regency Centers began as a single shopping center developer before evolving into one of the largest owners of grocery-center real estate.