ALEX
Alexander & BaldwinALEX
ALEX
About: Alexander & Baldwin Inc is a Hawaii commercial real estate company. The group owns, operates, and manages million square feet of retail, industrial, and office space in Hawaii. It is a real estate investment trust (REIT) and the owner of grocery and drug-anchored retail centers in the state. It functions through two segments namely Commercial Real Estate and Land Operations. The Commercial Real Estate segment owns and manages retail, industrial spaces, and also urban ground leases in Hawaii, thereby accounting for a majority of the company's revenue. The Land Operations segment actively manages the company's land and real estate-related assets and makes optimum utilization of these assets. Geographically, the activities are carried out across the United States.
Employees: 99
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
51% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 65
19% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 27
0.88% more ownership
Funds ownership: 84.6% [Q3] → 85.48% (+0.88%) [Q4]
0% more funds holding
Funds holding: 243 [Q3] → 244 (+1) [Q4]
6% less capital invested
Capital invested by funds: $1.18B [Q3] → $1.1B (-$75.8M) [Q4]
71% less call options, than puts
Call options by funds: $58K | Put options by funds: $201K
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$24
43%
upside
Avg. target
$24
43%
upside
High target
$24
43%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Piper Sandler Alexander Goldfarb 32% 1-year accuracy 13 / 41 met price target | 43%upside $24 | Overweight Maintained | 28 Feb 2025 |
Financial journalist opinion
Based on 5 articles about ALEX published over the past 30 days
Neutral
PRNewsWire
2 days ago
Alexander & Baldwin Announces Ground Lease at Maui Business Park
HONOLULU , April 16, 2025 /PRNewswire/ -- Alexander & Baldwin, Inc. (NYSE: ALEX) ("A&B" or "Company"), a Hawai'i-based owner, operator, and developer of high-quality commercial real estate in Hawai'i, announced the execution of a 75-year ground lease for 4.7 acres at its Maui Business Park Phase II project in Kahului, Maui. The lease agreement is with a prominent self-storage developer.
Positive
Seeking Alpha
1 week ago
Top REITs To Take On Trump Tariffs: Average Yield Over 5.5%
Equities rallied on Wednesday after Donald Trump announced a 90-day pause on retaliatory tariffs, excluding China. 10-year Treasury yields have increased high amid fears of sticky inflation. The Federal Reserve has signalled that it will lower interest rates until the impact of tariffs is clearer. Offering dividend yields as high as 8.1% and an average forward dividend yield of 5.7%, SA Quant has identified five income-generating REITs with strong dividend safety characteristics and positive factor.
Neutral
PRNewsWire
2 weeks ago
Alexander & Baldwin Announces First Quarter 2025 Earnings Release and Conference Call Date
HONOLULU , April 3, 2025 /PRNewswire/ -- Alexander & Baldwin, Inc. (NYSE: ALEX) ("A&B" or "Company"), a Hawai'i-based owner, operator, and developer of high-quality commercial real estate in Hawai'i, will report results for the first quarter 2025, after the market closes, on Thursday, April 24, 2025. In connection with this announcement, A&B will host a conference call and webcast on Thursday, April 24, 2025, at 5:00 p.m.
Positive
Zacks Investment Research
2 weeks ago
How Much Upside is Left in Alexander & Baldwin Holdings (ALEX)? Wall Street Analysts Think 25.14%
The average of price targets set by Wall Street analysts indicates a potential upside of 25.1% in Alexander & Baldwin Holdings (ALEX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Positive
Seeking Alpha
2 weeks ago
Cash COWs: 11 High-Yield REITs
Now is a good time to invest in REITs due to low inflation, expected rate cuts, and a bullish technical trend. Analyst upgrades on REITs outnumber downgrades, and many quality REITs offer higher-than-usual yields, making them attractive for income investors. Dividend safety is crucial; Seeking Alpha Premium's Quant Ratings help identify REITs with low risk of dividend cuts, ensuring stable income.
Neutral
Zacks Investment Research
1 month ago
Are Finance Stocks Lagging Alexander & Baldwin Holdings (ALEX) This Year?
Here is how Alexander & Baldwin Holdings, Inc. (ALEX) and CME Group (CME) have performed compared to their sector so far this year.
Positive
Seeking Alpha
1 month ago
Alexander & Baldwin: High Quality Hawaiian REIT At A Decent Price
Alexander & Baldwin offers a unique investment in Hawaiian commercial real estate, with strong financial performance and a 5% dividend yield. ALEX's strategy includes monetizing non-core landholdings and reinvesting in industrial development, supported by a low leverage ratio and robust leasing activity. It demonstrates solid FFO growth, high occupancy rates, and a well-covered dividend, making it a compelling choice for income investors.
Neutral
Seeking Alpha
1 month ago
Alexander & Baldwin, Inc. (ALEX) Q4 2024 Earnings Call Transcript
Alexander & Baldwin, Inc. (NYSE:ALEX ) Q4 2024 Results Conference Call February 27, 2025 5:00 PM ET Company Participants Michael Imanaka - Senior Manager Lance Parker - CEO Clayton Chun - CFO Kit Millan - Senior Vice President of Asset Management Conference Call Participants Gaurav Mehta - Alliance Global Partners Rob Stevenson - Janney Alexander Goldfarb - Piper Sandler Mitch Germain - Citizens JMP Brendan McCarthy - Sidoti Operator Good afternoon, ladies and gentlemen, welcome to the Fourth Quarter 2024 Alexander & Baldwin Earnings Conference Call. At this time, all lines are in listen-only mode.
Positive
Zacks Investment Research
1 month ago
Here's What Key Metrics Tell Us About Alexander & Baldwin Holdings (ALEX) Q4 Earnings
Although the revenue and EPS for Alexander & Baldwin Holdings (ALEX) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
Alexander & Baldwin Holdings, Inc. (ALEX) Q4 FFO and Revenues Top Estimates
Alexander & Baldwin Holdings, Inc. (ALEX) came out with quarterly funds from operations (FFO) of $0.30 per share, beating the Zacks Consensus Estimate of $0.28 per share. This compares to FFO of $0.29 per share a year ago.
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