Seeking Alpha·Sep 15, 2026
Vornado Realty Trust (VNO) Presents at BofA NY Global Real Estate Conference 2026 TranscriptVornado Realty Trust (VNO) Presents at BofA NY Global Real Estate Conference 2026 Transcript
Vornado Realty Trust's investment thesis is dominated by the severe and volatile deterioration in its core property income, with Q2 2026 NOI swinging to a negative $103.9 million, a stark reversal from the consistent $450 million-plus quarterly NOI reported hi...
Price trend, volume and key moving averages
Trailing total returns as of 10/2/2026, 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 Aug 3, 2026 | $0.08+322.5% vs -$0.04 | $462M+1.7% vs $454M |
Q2 2026 May 4, 2026 | -$0.12-119.1% vs -$0.05 | $459M+6.3% vs $432M |
Q1 2026 Feb 9, 2026 | $0.55+1735.2% vs $0.03 | $454M+2.0% vs $445M |
Q4 2025 Nov 3, 2025 | $0.06+228.6% vs $0.02 | $454M+3.1% vs $440M |
Vornado Realty Trust (VNO) Presents at BofA NY Global Real Estate Conference 2026 Transcript
Investors interested in REIT and Equity Trust - Other stocks are likely familiar with Vornado (VNO) and Public Storage (PSA). But which of these two stocks presents investors with the better value opportunity right now?
Vornado (VNO) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Vornado chairman Steve Roth declared a “victory lap” for both PENN 1 and sister property PENN 2 across from Madison Square Garden.
Benchmark VNO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Vornado Realty Trust (VNO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $33.56 | $6.31B | 7.99 | 1.27% | 49.99% | 13.95% | 2.2% | |
| $48.77 | $3.47B | -41.33 | 41.96% | -16.65% | -3.94% | — | |
| $60.24 | $9.61B | 34.62 | 2.19% | 8.44% | 3.87% | — | |
| $33.30 | $3.87B | 14.35 | -2.02% | 15.47% | 3.04% | — | |
| $29.09 | $3.21B | 20.06 | -2.39% | 20.19% | 6.69% | — | |
| $8.81 | $1.1B | -13.15 | -0.93% | -14.17% | -5.39% | — |
Vornado Realty Trust (VNO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Vornado Realty Trust (VNO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 3, 2026·SEC
May 22, 2026·SEC
May 4, 2026·SEC
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Vornado Realty Trust (VNO) stock FAQ — growth, dividends, profitability & financials explained
Vornado Realty Trust (VNO) reported $1.83B in revenue for fiscal year 2025. This represents a 1459% increase from $117.3M in 1996.
Vornado Realty Trust (VNO) grew revenue by 1.3% over the past year. Growth has been modest.
Yes, Vornado Realty Trust (VNO) is profitable, generating $67.9M in net income for fiscal year 2025 (50.0% net margin).
Yes, Vornado Realty Trust (VNO) pays a dividend with a yield of 2.20%. This makes it attractive for income-focused investors.
Vornado Realty Trust (VNO) has a return on equity (ROE) of 13.9%. This is reasonable for most industries.
Vornado Realty Trust (VNO) generated Funds From Operations (FFO) of $597.7M in the trailing twelve months. FFO is the primary profitability metric for REITs.
