Alexander & Baldwin, Inc. Stock News

Alexander & Baldwin's 15% correction offers a value entry, as fundamentals and dividend coverage remain strong despite regional economic softness. Debt metrics are healthy with a 95% fixed-rate structure, ample liquidity, and manageable maturities, reducing refinancing or interest rate risks. Portfolio quality is solid, anchored in resilient tenants and stable occupancy, though Hawaii's slowdow...

HONOLULU , Oct. 10, 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 third quarter 2025, after the market closes, on Thursday, October 30, 2025. In connection with this announcement, A&B will host a conference call and webcast on Thursday...

Market optimism has waned as investors weighed mixed data, Fed guidance, and sector-specific risks after the S&P 500 hit eight record highs in September. Strong GDP and jobs data have tempered rate cut expectations, resulting in a slight market pullback, though 89% of traders still predict an October rate reduction. Beyond shifting rate cut expectations, seasonal weakness, upcoming earnings, an...

Diversified REITs are trading at a 24% discount to the value implied by their underlying real estate assets, based on cap rate analysis. This discount exists despite diversified REITs owning similar property mixes as pure-play REITs, suggesting a mispricing opportunity for investors. While some valuation gap is justified, I believe the current discount is excessive and presents a compelling opp...

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ALEX remains an attractive value and income play, offering a near-5% dividend yield and a forward P/FFO of 13.2. Strong Q2 results, robust leasing activity, and portfolio simplification support steady cash flow and future growth potential. A healthy balance sheet, low leverage, and high fixed-rate debt coverage provide stability and support the dividend.

Alexander & Baldwin (ALEX 0.56%), a major commercial real estate owner focused on Hawaii, announced its second quarter 2025 earnings on July 24, 2025. The most notable outcome was a significant GAAP earnings per share beat, with $0.35 reported versus an expected $0.33.

Alexander & Baldwin, Inc. (NYSE:ALEX ) Q2 2025 Earnings Conference Call July 24, 2025 5:00 PM ET Company Participants Cheyne Mench - Corporate Participant Clayton K. Y. Chun - Executive VP, Treasurer & CFO Kit Millan - Senior Vice President of Asset Management Lance K.