EastGroup Properties, Inc. (EGP) Presents at BofA NY Global Real Estate Conference 2026 Prepared Remarks Transcript
EastGroup Properties is executing a disciplined Sunbelt infill development strategy, evidenced by 9.1% YoY revenue growth in 2026Q2 and a 19.6% expansion in total assets to $5.5B since 2024Q1. The company maintains conservative leverage with a D/E of 0.47 and ...
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Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 9.1% YoY to $193.3M in 2026Q2 with FFO per share up 13.4% to $2.45, though NOI margin volatility (73.8% in 2026Q2 vs. 15.1% in 2026Q1) and an AFFO-to-FFO ratio of just 25% raise earnings quality questions.
EastGroup Properties specializes in the development, acquisition, and operation of industrial properties in high-growth U.S. markets, particularly in Texas, Florida, California, Arizona, and North Carolina. This focus on the Sunbelt region benefits from structural U.S. population growth and migration, driving demand for modern industrial and logistics properties.
The company is experiencing strong demand for its industrial spaces, evidenced by a significant increase in the pre-leased percentage for its development projects. Occupancy rates for the operating portfolio have averaged 96.1% in Q1 2026, showing a year-over-year increase.
EastGroup Properties has demonstrated consistent FFO (Funds From Operations) growth, with an 8.5% year-over-year increase in Q1 2026. The company has also increased its FFO per share guidance for 2026, indicating strong financial performance.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 22, 2026 | $1.40+6.9% vs $1.31 | $193M-0.1% vs $194M |
Q2 2026 Apr 22, 2026 | $1.77+47.5% vs $1.20 | $190M-0.2% vs $191M |
Q1 2026 Feb 4, 2026 | $1.27-45.5% vs $2.33 | $187M+1.2% vs $185M |
Q4 2025 Oct 23, 2025 | $1.26-44.7% vs $2.28 | $182M+0.5% vs $181M |
EastGroup Properties, Inc. (EGP) Presents at BofA NY Global Real Estate Conference 2026 Prepared Remarks Transcript
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Gaming and Leisure Properties (GLPI) and EastGroup Properties (EGP). But which of these two stocks presents investors with the better value opportunity right now?
Nykredit A S bought a new position in EastGroup Properties, Inc. (NYSE: EGP) in the undefined quarter, according to its most recent disclosure with the SEC. The firm bought 3,780 shares of the real estate investment trust's stock, valued at approximately $766,000. A number of other large investors have also recently modified their
JACKSON, Miss., Sept. 3, 2026 /PRNewswire/ -- EastGroup Properties, Inc. (NYSE: EGP) (the "Company", "we", "our", "us" or "EastGroup") announced today its recent business activity and participation in upcoming conferences.
Benchmark EGP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for EastGroup Properties, Inc. (EGP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $203.44 | $10.94B | 41.77 | 12.97% | 35.69% | 7.58% | 2.79% | |
| $61.89 | $8.2B | 33.10 | 8.58% | 47.96% | 12.99% | — | |
| $38.23 | $8.74B | 44.45 | 7.13% | -39.74% | -4.55% | — | |
| $37.32 | $7.14B | 25.56 | 10.14% | 28.05% | 6.79% | — | |
| $60.87 | $3.53B | 33.45 | -2.3% | 18.63% | 3.21% | — | |
| $66.40 | $7.06B | 16.94 | 24.51% | 77.27% | 9.21% | — |
EastGroup Properties, Inc. (EGP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
EastGroup Properties, Inc. (EGP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 22, 2026·SEC
May 26, 2026·SEC
Apr 22, 2026·SEC
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EastGroup Properties, Inc. (EGP) stock FAQ — growth, dividends, profitability & financials explained
EastGroup Properties, Inc. (EGP) reported $753.2M in revenue for fiscal year 2025. This represents a 1794% increase from $39.8M in 1996.
EastGroup Properties, Inc. (EGP) grew revenue by 13.0% over the past year. This is steady growth.
Yes, EastGroup Properties, Inc. (EGP) is profitable, generating $304.8M in net income for fiscal year 2025 (35.7% net margin).
Yes, EastGroup Properties, Inc. (EGP) pays a dividend with a yield of 2.79%. This makes it attractive for income-focused investors.
EastGroup Properties, Inc. (EGP) has a return on equity (ROE) of 7.6%. This is below average, suggesting room for improvement.
EastGroup Properties, Inc. (EGP) generated Funds From Operations (FFO) of $527.9M in the trailing twelve months. FFO is the primary profitability metric for REITs.