Rexford Industrial Realty, Inc.

Rexford Industrial Realty, Inc.

REXRยทNYSE

$34.00

+0.16%
Real EstateREIT - Industrial

Rexford Industrial, a real estate investment trust focused on owning and operating industrial properties throughout Southern California infill markets, owns 232 properties with approximately 27.9 million rentable square feet and manages an additional 20 properties with approximately 1.0 million rentable square feet.

At a Glance

Live Snapshot
Market Cap$7.87B
EPS0.8600
P/E Ratio42.45
Earnings Date07/15/2026
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Rexford Industrial Realty, Inc. Street Expectations Map

REXR ยท NYSE

Wall Street analysts project that REXR stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 40.25, with estimates ranging from a low of 38.00 to a high of 45.00.

Lowest Target
38.00
11.76%
Consensus Target
40.25
18.38%
Highest Target
45.00
32.35%

The consensus 1-year price target stands at 40.25, with estimates ranging from a low of 38.00 to a high of 45.00.

Analyst Consensus Analysis

Upside Potential

+18.4%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

17.4% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Rexford Industrial Realty, Inc. Forward Estimates of Revenue

REXR ยท NYSE
Latest Revenue
1.00B
FY 2025
Avg Estimate
1.02B
FY 2026
Estimate Range
998.72M - 1.09B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Rexford Industrial Realty, Inc. Forward Estimates of Net Income

REXR ยท NYSE
Latest Net Income
212.03M
FY 2025
Avg Estimate
251.25M
FY 2026
Estimate Range
249.23M - 253.27M
Analyst Spread

Forward Growth Analysis

Projected Growth+18.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Rexford Industrial Realty, Inc. Forward Estimates of EPS

REXR ยท NYSE
Latest EPS
0.86
FY 2025
Avg Estimate
$1.15
FY 2026
Estimate Range
$1.14 - $1.16
Analyst Spread

Forward Growth Analysis

Projected Growth+33.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rexford Industrial Realty, Inc. Forward Estimates of EBIT

REXR ยท NYSE
Latest EBIT
324.67M
FY 2025
Avg Estimate
350.44M
FY 2026
Estimate Range
343.36M - 373.28M
Analyst Spread

Forward Growth Analysis

Projected Growth+7.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Rexford Industrial Realty, Inc. Forward Estimates of EBITDA

REXR ยท NYSE
Latest EBITDA
640.59M
FY 2025
Avg Estimate
638.57M
FY 2026
Estimate Range
625.66M - 680.20M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Rexford Industrial Realty, Inc. Forward Estimates of SG&A Expense

REXR ยท NYSE
Latest SG&A Expense
78.86M
FY 2025
Avg Estimate
102.62M
FY 2026
Estimate Range
100.54M - 109.31M
Analyst Spread

Forward Growth Analysis

Projected Growth+30.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Rexford Industrial Realty, Inc. Insider Positioning

REXR ยท NYSE

During the last 12 months, insiders have purchased $487K and sold $5.32M worth of REXR shares, resulting in $4.83M of net selling activity.

3 Months

Bought

0

0.00

Sold

56.4K

2.00M

Net Activity

-2.0M

-$2.00M

3-6 Months

Bought

13.0K

486.80K

Sold

18.8K

751.09K

Net Activity

-264K

-$264K

6-9 Months

Bought

0

0.00

Sold

38.4K

1.59M

Net Activity

-1.6M

-$1.59M

9-12 Months

Bought

0

0.00

Sold

26.4K

975.11K

Net Activity

-975K

-$975K

Top Buyers

1
CLE

Clark Laura E

Officer: Chief Operating Officer

5.3K sharesโ€ข1 transactions

$200K

2
SDP

Stockert David P

Director

5.0K sharesโ€ข1 transactions

$187K

3
FM

Fitzmaurice Michael

Officer: Chief Financial Officer

2.6K sharesโ€ข1 transactions

$100K

Top Sellers

1
FMS

Frankel Michael S.

Director, Officer: Co-Ceo, Co-President

80.3K sharesโ€ข5 transactions

$3.16M

2
LDE

Lanzer David E.

Officer: General Counsel & Secretary

59.7K sharesโ€ข2 transactions

$2.16M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.83M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.09:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$2.00M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Buying

3 insider buyers vs. 2 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.