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BRBRX

Brixmor Property Group Inc.

$BRX·$9.9B·REIT - Retail·Real Estate
$31.83-1.6%YTD+23.9%1Y+26.7%
Mentions · last 7 days
2026-07-21: 2 posts2026-07-22: 8 posts2026-07-23: 10 posts2026-07-24: 3 posts2026-07-25: 2 posts2026-07-26: 0 posts2026-07-27: 19 posts44
Price updated 12m ago·X counts updated 23h ago
BRBRX
$BRXBrixmor Property Group Inc.
$31.83-1.61%44 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Brixmor (NYSE: BRX) is a prominent real estate investment trust (REIT) specializing in the ownership and management of a high-caliber, nationwide collection of open-air retail centers. Its extensive portfolio comprises 395 properties, collectively spanning approximately 69 million square feet of strategic commercial space situated within well-established trade zones. The Company's mission is to cultivate and operate shopping destinations that embody its commitment to serving as vital hubs within their respective communities, housing a diverse array of flourishing national, regional, and independent businesses. Brixmor proudly acts as a real estate collaborator for nearly 5,000 retail entities, including major names such as The TJX Companies, The Kroger Co., Publix Super Markets, Wal-Mart, Ross Stores, and L.A. Fitness.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Retail sits in its cycle right now — and what that implies for $BRX.

REIT - Retail · Real Estate

No material change from last week — inflation-indexed rent escalators and long lease terms sustain dividend predictability in a rate-normalizing environment.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+13.9%YTD
+8.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
93.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
33.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
11.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
63.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$0.24$0.24-2.0%
Q1 2026Apr 27, 2026$0.41$0.25+65.5%
Q4 2025Feb 9, 2026$0.44$0.24+84.2%
Q3 2025Oct 27, 2025$0.31$0.23+36.2%
Next earningsMon, Oct 26·consensus EPS $0.25

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$354.2M+4.3%87.5%20.8%$0.00$203.7M
Q1 FY26$354.8M+5.1%16.1%37.8%$0.42$141.2M
Q4 FY25$353.8M+7.7%74.9%37.8%$0.45$172.2M
Q3 FY25$340.8M+6.3%75.3%37.1%$0.31$168.3M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.5B$1.16$1.15 – $1.166
FY27$1.5B$1.5B – $1.6B$1.11$1.09 – $1.146
FY28$1.6B$1.5B – $1.6B$1.20$1.06 – $1.343
FY29$1.7B$1.7B – $1.8B$1.22$1.18 – $1.262
FY30$1.7B$1.6B – $1.7B$1.05$1.02 – $1.081

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.94%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+3.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 303.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.965-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellFeb 12Julie BowermanDirector8.0K sh$232K
+ 17 other (13 awards · 4 inkinds) in window

See when $BRX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementMay 58-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
+ 13 other (4 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Brixmor (BRX) Q2 Earnings: Taking a Look at Key Metrics Versus Estimateszacks.com·1d agoBrixmor Property (BRX) Q2 FFO Meet Estimateszacks.com·1d agoBRIXMOR PROPERTY GROUP SECOND QUARTER RESULTS DEMONSTRATE CONTINUED OPERATIONAL STRENGTH, WITH RECORD SMALL SHOP OCCUPANCY AND RECORD SIGNED BUT NOT YET COMMENCED RENT; FURTHER INCREASES 2026 OUTLOOKprnewswire.com·1d agoAre You Looking for a High-Growth Dividend Stock?zacks.com·13d agoBrixmor Property: A Durable Yield With Double-Digit Return Potentialseekingalpha.com·17d ago

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Voices on X · last 7 days

No standout posts about $BRX on X in the last 7 days.

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