Federal Realty Investment Trust (FRT) is a retail reits company in the Real Estate sector. Listed on the NASDAQ, Federal Realty Investment Trust is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $123.62.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $123.62 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 6.93% |
| Risk / Std Dev (Annualized) | 23.36% |
| Sharpe Ratio (rf=4.5%) | 0.10 |
S&P 500 Context
- Sector: Real Estate
- Sub-Industry: Retail REITs
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 6.93% with an annualized volatility of 23.36%. The Sharpe ratio of 0.10 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 10.74B |
| Enterprise Value | 15.91B |
| Trailing P/E | 21.42 |
| Forward P/E | 39.9 |
| Price to Book | 3.39 |
| Price to Sales | 8.18 |
| EV/Revenue | 12.12 |
| EV/EBITDA | 19.02 |
| Profitability | | | Profit Margin | 38.57% | | Operating Margin | 34.12% | | ROE | 14.78% | | ROA | 3.32% |
| Growth | | | Revenue Growth | 10.3% | | Earnings Growth | 152.5% |
| Dividend | | | Dividend Yield | 366.0% | | Payout Ratio | 77.82% | | 5Y Avg Yield | 413.0% |
| Financial Health | | | Total Revenue | 1.31B | | Total Debt | 4.93B | | Total Cash | 0.12B | | Free Cash Flow | 0.45B | | Operating Cash Flow | 0.63B |
| Price & Technical | | | 52W High | $125.58$ | | 52W Low | $89.99$ | | 50-Day Avg | $113.86$ | | 200-Day Avg | $104.33$ | | Beta | 0.94 | | Shares Outstanding | 0.09B | | Float Shares | 0.08B | | Insider Holdings | 1.04% | | Institutional Holdings | 101.58% | | Short Ratio | 0.01 | | Short % of Float | 0.01% |
| Analyst Targets | | | Target High | $140.0$ | | Target Low | $116.0$ | | Target Mean | $125.78$ | | Target Median | $127.0$ | | # of Analysts | 19 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.