Rexford Industrial Realty (NYSE:REXR) Updates FY 2026 Earnings Guidance

Rexford Industrial Realty (NYSE:REXR) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 2.370-2.42 for the period, compared to the consensus earnings per share estimate of 2.400. The company issued revenue guidance of -.

Wall Street Analyst Weigh In

A number of research firms have commented on REXR. Cantor Fitzgerald decreased their price target on Rexford Industrial Realty from $50.00 to $45.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. JPMorgan Chase & Co. reduced their target price on Rexford Industrial Realty from $42.00 to $39.00 and set a “neutral” rating on the stock in a report on Wednesday, February 18th. Zacks Research lowered Rexford Industrial Realty from a “hold” rating to a “strong sell” rating in a research report on Wednesday, February 4th. Citigroup dropped their target price on Rexford Industrial Realty from $46.00 to $39.00 and set a “neutral” rating for the company in a research report on Friday, February 13th. Finally, Robert W. Baird set a $40.00 target price on Rexford Industrial Realty in a research report on Tuesday, February 17th. Four investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Rexford Industrial Realty currently has a consensus rating of “Hold” and a consensus target price of $41.92.

Rexford Industrial Realty Stock Down 3.0%

NYSE:REXR traded down $1.08 during trading hours on Friday, reaching $35.25. The company’s stock had a trading volume of 503,746 shares, compared to its average volume of 2,603,992. The company has a market capitalization of $7.91 billion, a P/E ratio of 41.47, a price-to-earnings-growth ratio of 2.62 and a beta of 1.26. Rexford Industrial Realty has a 12 month low of $32.14 and a 12 month high of $44.38. The company has a debt-to-equity ratio of 0.37, a quick ratio of 2.51 and a current ratio of 2.51. The stock has a 50 day moving average price of $35.40 and a two-hundred day moving average price of $38.85.

Rexford Industrial Realty (NYSE:REXR) last issued its quarterly earnings data on Thursday, April 23rd. The real estate investment trust reported $0.38 EPS for the quarter, topping analysts’ consensus estimates of $0.27 by $0.11. The company had revenue of $242.14 million during the quarter, compared to the consensus estimate of $243.79 million. Rexford Industrial Realty had a net margin of 21.03% and a return on equity of 2.37%. Rexford Industrial Realty’s revenue for the quarter was down 2.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.62 earnings per share. Rexford Industrial Realty has set its FY 2026 guidance at 2.370-2.42 EPS. Equities analysts predict that Rexford Industrial Realty will post 2.4 EPS for the current fiscal year.

Rexford Industrial Realty Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be paid a $0.435 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $1.74 dividend on an annualized basis and a yield of 4.9%. Rexford Industrial Realty’s payout ratio is 204.71%.

Insider Buying and Selling at Rexford Industrial Realty

In other Rexford Industrial Realty news, COO Laura E. Clark acquired 5,310 shares of Rexford Industrial Realty stock in a transaction that occurred on Friday, February 27th. The stock was bought at an average price of $37.73 per share, with a total value of $200,346.30. Following the completion of the purchase, the chief operating officer directly owned 5,310 shares of the company’s stock, valued at approximately $200,346.30. This represents a ∞ increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Michael S. Frankel sold 23,132 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $35.29, for a total transaction of $816,328.28. Following the completion of the transaction, the chief executive officer directly owned 560,406 shares of the company’s stock, valued at $19,776,727.74. This trade represents a 3.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders purchased 12,960 shares of company stock worth $486,804. 1.20% of the stock is currently owned by corporate insiders.

More Rexford Industrial Realty News

Here are the key news stories impacting Rexford Industrial Realty this week:

• Positive Sentiment: Q1 earnings beat consensus: net income of $87.9M, $0.38 EPS vs. analyst estimate $0.27 — a surprise to the upside that supports near-term sentiment. Rexford Q1 Release
• Positive Sentiment: FFO slightly beat expectations: FFO of $0.61 vs. Zacks consensus $0.60 — an important metric for REIT investors showing core cash generation held up. Zacks FFO Report
• Positive Sentiment: Dividend declared: quarterly dividend of $0.435 per share (annualized yield ~4.8%), payable July 15 — increases income appeal for yield-seeking investors.
• Neutral Sentiment: FY‑2026 EPS guidance set to $2.370–2.42, roughly in line with the consensus (~2.40) but with a lower bound slightly below estimates; guidance reduces uncertainty but doesn’t signal a clear beat. Guidance Slide Deck
• Neutral Sentiment: Analyst comparison pieces (Rexford vs. peers) circulated, highlighting metrics like valuation, dividends and institutional ownership — useful context but not a direct catalyst. Peer Comparison
• Negative Sentiment: Revenue and y/y profits declined: Q1 revenue $242.14M slightly below expectations and down 2.9% y/y; EPS fell vs. prior-year $0.62 — a reminder of demand pressures that could cap multiple expansion. Earnings Details

Hedge Funds Weigh In On Rexford Industrial Realty

A number of large investors have recently made changes to their positions in REXR. Wiser Advisor Group LLC acquired a new position in shares of Rexford Industrial Realty during the third quarter worth $34,000. Meeder Asset Management Inc. increased its position in shares of Rexford Industrial Realty by 724.4% during the fourth quarter. Meeder Asset Management Inc. now owns 1,113 shares of the real estate investment trust’s stock worth $43,000 after purchasing an additional 978 shares in the last quarter. Los Angeles Capital Management LLC acquired a new position in shares of Rexford Industrial Realty during the fourth quarter worth $45,000. Advisory Services Network LLC acquired a new position in shares of Rexford Industrial Realty during the third quarter worth $46,000. Finally, Prosperity Bancshares Inc acquired a new position in shares of Rexford Industrial Realty during the fourth quarter worth $47,000. 99.52% of the stock is owned by institutional investors and hedge funds.

About Rexford Industrial Realty

Rexford Industrial Realty, Inc (NYSE: REXR) is a real estate investment trust (REIT) specializing in the acquisition, ownership and operation of industrial properties in Southern California. The company’s portfolio is concentrated in infill locations across key supply-chain markets, where it targets modern distribution centers, logistics facilities and light manufacturing spaces. Rexford’s strategy emphasizes buildings that offer proximity to major transportation routes and labor pools, catering to tenants in e-commerce, third-party logistics and manufacturing industries.

Since its founding in 2013, Rexford Industrial Realty has executed a disciplined growth plan driven by property acquisitions, selective development projects and strategic value-add initiatives.