Getty Realty Reports Strong Q4 2025 Earnings Growth and Strategic Investments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy GTY?
Source: seekingalpha
- Rental Income Growth: In 2025, Getty Realty's annualized base rent increased nearly 12%, with Q4 AFFO per share rising 5%, demonstrating significant financial growth driven by stable rental income and strong acquisition yields.
- Portfolio Expansion: The company invested approximately $270 million in 2025 at an initial cash yield of 7.9%, including a $100 million sale-leaseback transaction in Houston, marking its strategic expansion into convenience stores and collision repair sectors.
- Financial Health: Q4 AFFO per share was $0.63, with an annual figure of $2.43, while FFO and net income stood at $0.64 and $0.45 per share, respectively, showcasing the company's success in maintaining healthy liquidity and low debt levels.
- Leadership Transition: With Mark Olear's retirement at the end of February, current SVP of Acquisitions RJ Ryan will be promoted to Chief Investment Officer, indicating the company's ongoing development in leadership and focus on future investments.
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Analyst Views on GTY
Wall Street analysts forecast GTY stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 33.020
Low
29.00
Averages
31.25
High
36.00
Current: 33.020
Low
29.00
Averages
31.25
High
36.00
About GTY
Getty Realty Corp. is a net lease real estate investment trust (REIT) specializing in the acquisition, financing and development of convenience, automotive and other single tenant retail real estate. The Company’s portfolio includes approximately 1,137 freestanding properties located in 44 states across the United States and Washington, D.C. The Company's portfolio is comprised of convenience stores, express tunnel car washes, automotive service centers (gasoline and repair, oil and maintenance, tire and battery, and collision) and certain other freestanding retail properties, including drive-thru quick service restaurants and automotive parts retailers. The Company's tenants operate under a variety of national and regional brands. The Company's tenants either operate their businesses at its properties directly or, in the case of certain convenience stores and gasoline and repair stations, sublet its properties and supply fuel to third parties who operate the businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Getty Realty Stock Surpasses Analyst Target Price
- Stock Performance: Getty Realty Corp.'s shares recently surpassed the average analyst 12-month target price of $32.14, trading at $33.02, indicating increased market confidence that may attract more investor attention.
- Analyst Reaction: When a stock reaches an analyst's target price, they typically either downgrade the valuation or raise the target; the current positive performance of Getty Realty may prompt analysts to reassess their targets, influencing future investment decisions.
- Target Price Distribution: Among analysts covered by Zacks, Getty Realty's average target price is $32.14 with a standard deviation of $2.115, reflecting a divergence in analyst opinions, with the lowest target at $29.00 and the highest at $35.00.
- Investor Decision-Making: With the stock price exceeding the target, investors are presented with an opportunity to reassess whether the current price is merely a stop on the way to a higher target or if it has reached an overvalued level, potentially necessitating a reduction in holdings.
See More
Getty Realty Reports Strong Q4 2025 Earnings Growth and Strategic Investments
- Rental Income Growth: In 2025, Getty Realty's annualized base rent increased nearly 12%, with Q4 AFFO per share rising 5%, demonstrating significant financial growth driven by stable rental income and strong acquisition yields.
- Portfolio Expansion: The company invested approximately $270 million in 2025 at an initial cash yield of 7.9%, including a $100 million sale-leaseback transaction in Houston, marking its strategic expansion into convenience stores and collision repair sectors.
- Financial Health: Q4 AFFO per share was $0.63, with an annual figure of $2.43, while FFO and net income stood at $0.64 and $0.45 per share, respectively, showcasing the company's success in maintaining healthy liquidity and low debt levels.
- Leadership Transition: With Mark Olear's retirement at the end of February, current SVP of Acquisitions RJ Ryan will be promoted to Chief Investment Officer, indicating the company's ongoing development in leadership and focus on future investments.
See More
Getty Realty Set to Announce Q4 Earnings on February 11
- Earnings Announcement Schedule: Getty Realty is set to announce its Q4 earnings on February 11 after market close, with consensus estimates predicting a FFO of $0.61 per share and revenue of $55.94 million, providing crucial financial health indicators for investors.
- Earnings Forecast Analysis: Getty Realty estimates that its 2026 AFFO per share will exceed consensus expectations, indicating that the company's future profitability may be undervalued by the market, thereby boosting investor confidence.
- Market Valuation: The market currently values Getty Realty with a yield of 7%, making it appear relatively cheap among REITs, which may attract investors seeking stable income opportunities.
- Quant Rating Insights: Seeking Alpha's Quant Rating on Getty Realty suggests potential value in the market, indicating that the company's pricing may be misaligned, thus presenting potential investment opportunities for investors.
See More
Analysis of Getty Realty's Credit Rating
- Credit Rating Dependency: Getty Realty relies solely on Fitch's BBB- rating without support from S&P or Moody's, which concentrates market interpretation of its credit status, making it vulnerable to significant stock price fluctuations upon any negative signals.
- Financial Leverage Condition: GTY's net debt to EBITDA ratio stands at 5.1x, which is reasonable among peers, yet poses a higher risk compared to BBB+ rated NNN and A- rated O, indicating weaker financial stability.
- Dividend Payout Ratio: With an AFFO payout ratio of 78%, GTY covers its dividends but lacks sufficient buffer compared to peers, making it susceptible to financial strain, especially given a prior tenant bankruptcy event in 2025.
- Future Risk Monitoring: It is crucial to monitor changes in Fitch's outlook, potential tenant events, and increases in AFFO payout ratio, as any negative developments could swiftly undermine market confidence and lead to stock price declines.
See More
10 Small-Cap Stocks Set to Surge in 2026
- Small-Cap Stocks Performance: Small-cap stocks have started 2026 with strong momentum, indicating a positive trend in the market.
- Market Potential: Many of these companies are positioned to outperform the market, suggesting that the rally could continue.
See More
Real Estate Stocks See Positive EPS Revisions, AAT and Others Rated A+
- Analyst Confidence Boost: American Assets Trust (AAT) received an A+ EPS revision grade with a Quant rating of 3.22, indicating strong analyst confidence in its future performance, which could drive stock price increases.
- Market Expectations Rise: Agree Realty Corporation (ADC) also earned an A+ rating with a Quant score of 4.66, suggesting analysts anticipate its earnings will exceed expectations, potentially attracting more investor interest.
- Earnings Potential Revealed: Both First Industrial Realty Trust (FR) and Getty Realty Corp (GTY) received A+ ratings, with Quant scores of 3.44 and 4.75 respectively, indicating robust performance in profitability that may elicit positive market reactions.
- Industry Leaders: Postal Realty Trust (PSTL) and Strawberry Fields REIT (STRW) also achieved A+ ratings, with Quant scores of 4.88 and 3.47, reflecting their competitive advantages in the real estate sector, likely promoting further stock price increases.
See More
Getty Realty Stock Surpasses Analyst Target Price
- Stock Performance: Getty Realty Corp.'s shares recently surpassed the average analyst 12-month target price of $32.14, trading at $33.02, indicating increased market confidence that may attract more investor attention.
- Analyst Reaction: When a stock reaches an analyst's target price, they typically either downgrade the valuation or raise the target; the current positive performance of Getty Realty may prompt analysts to reassess their targets, influencing future investment decisions.
- Target Price Distribution: Among analysts covered by Zacks, Getty Realty's average target price is $32.14 with a standard deviation of $2.115, reflecting a divergence in analyst opinions, with the lowest target at $29.00 and the highest at $35.00.
- Investor Decision-Making: With the stock price exceeding the target, investors are presented with an opportunity to reassess whether the current price is merely a stop on the way to a higher target or if it has reached an overvalued level, potentially necessitating a reduction in holdings.
See More
Getty Realty Reports Strong Q4 2025 Earnings Growth and Strategic Investments
- Rental Income Growth: In 2025, Getty Realty's annualized base rent increased nearly 12%, with Q4 AFFO per share rising 5%, demonstrating significant financial growth driven by stable rental income and strong acquisition yields.
- Portfolio Expansion: The company invested approximately $270 million in 2025 at an initial cash yield of 7.9%, including a $100 million sale-leaseback transaction in Houston, marking its strategic expansion into convenience stores and collision repair sectors.
- Financial Health: Q4 AFFO per share was $0.63, with an annual figure of $2.43, while FFO and net income stood at $0.64 and $0.45 per share, respectively, showcasing the company's success in maintaining healthy liquidity and low debt levels.
- Leadership Transition: With Mark Olear's retirement at the end of February, current SVP of Acquisitions RJ Ryan will be promoted to Chief Investment Officer, indicating the company's ongoing development in leadership and focus on future investments.
See More
Getty Realty Set to Announce Q4 Earnings on February 11
- Earnings Announcement Schedule: Getty Realty is set to announce its Q4 earnings on February 11 after market close, with consensus estimates predicting a FFO of $0.61 per share and revenue of $55.94 million, providing crucial financial health indicators for investors.
- Earnings Forecast Analysis: Getty Realty estimates that its 2026 AFFO per share will exceed consensus expectations, indicating that the company's future profitability may be undervalued by the market, thereby boosting investor confidence.
- Market Valuation: The market currently values Getty Realty with a yield of 7%, making it appear relatively cheap among REITs, which may attract investors seeking stable income opportunities.
- Quant Rating Insights: Seeking Alpha's Quant Rating on Getty Realty suggests potential value in the market, indicating that the company's pricing may be misaligned, thus presenting potential investment opportunities for investors.
See More
Analysis of Getty Realty's Credit Rating
- Credit Rating Dependency: Getty Realty relies solely on Fitch's BBB- rating without support from S&P or Moody's, which concentrates market interpretation of its credit status, making it vulnerable to significant stock price fluctuations upon any negative signals.
- Financial Leverage Condition: GTY's net debt to EBITDA ratio stands at 5.1x, which is reasonable among peers, yet poses a higher risk compared to BBB+ rated NNN and A- rated O, indicating weaker financial stability.
- Dividend Payout Ratio: With an AFFO payout ratio of 78%, GTY covers its dividends but lacks sufficient buffer compared to peers, making it susceptible to financial strain, especially given a prior tenant bankruptcy event in 2025.
- Future Risk Monitoring: It is crucial to monitor changes in Fitch's outlook, potential tenant events, and increases in AFFO payout ratio, as any negative developments could swiftly undermine market confidence and lead to stock price declines.
See More
10 Small-Cap Stocks Set to Surge in 2026
- Small-Cap Stocks Performance: Small-cap stocks have started 2026 with strong momentum, indicating a positive trend in the market.
- Market Potential: Many of these companies are positioned to outperform the market, suggesting that the rally could continue.
See More
Real Estate Stocks See Positive EPS Revisions, AAT and Others Rated A+
- Analyst Confidence Boost: American Assets Trust (AAT) received an A+ EPS revision grade with a Quant rating of 3.22, indicating strong analyst confidence in its future performance, which could drive stock price increases.
- Market Expectations Rise: Agree Realty Corporation (ADC) also earned an A+ rating with a Quant score of 4.66, suggesting analysts anticipate its earnings will exceed expectations, potentially attracting more investor interest.
- Earnings Potential Revealed: Both First Industrial Realty Trust (FR) and Getty Realty Corp (GTY) received A+ ratings, with Quant scores of 3.44 and 4.75 respectively, indicating robust performance in profitability that may elicit positive market reactions.
- Industry Leaders: Postal Realty Trust (PSTL) and Strawberry Fields REIT (STRW) also achieved A+ ratings, with Quant scores of 4.88 and 3.47, reflecting their competitive advantages in the real estate sector, likely promoting further stock price increases.
See More
