Regency Centers (REG) is a retail reits company in the Real Estate sector. Listed on the NASDAQ, Regency Centers is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $80.10.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $80.10 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 9.76% |
| Risk / Std Dev (Annualized) | 22.41% |
| Sharpe Ratio (rf=4.5%) | 0.23 |
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 9.76% with an annualized volatility of 22.41%. The Sharpe ratio of 0.23 (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 | 14.97B |
| Enterprise Value | 20.22B |
| Trailing P/E | 27.34 |
| Forward P/E | 31.65 |
| Price to Book | 2.19 |
| Price to Sales | 9.07 |
| EV/Revenue | 12.25 |
| EV/EBITDA | 19.25 |
| Profitability | | | Profit Margin | 33.11% | | Operating Margin | 40.73% | | ROE | 8.0% | | ROA | 3.21% |
| Growth | | | Revenue Growth | 10.0% | | Earnings Growth | 17.2% |
| Dividend | | | Dividend Yield | 377.0% | | Payout Ratio | 100.34% | | 5Y Avg Yield | 389.0% |
| Financial Health | | | Total Revenue | 1.65B | | Total Debt | 5.25B | | Total Cash | 0.15B | | Free Cash Flow | 0.57B | | Operating Cash Flow | 0.82B |
| Price & Technical | | | 52W High | $81.66$ | | 52W Low | $66.86$ | | 50-Day Avg | $78.16$ | | 200-Day Avg | $73.65$ | | Beta | 0.83 | | Shares Outstanding | 0.18B | | Float Shares | 0.16B | | Insider Holdings | 0.64% | | Institutional Holdings | 104.34% | | Short Ratio | 3.02 | | Short % of Float | 3.42% |
| Analyst Targets | | | Target High | $90.0$ | | Target Low | $79.0$ | | Target Mean | $84.32$ | | Target Median | $84.0$ | | # 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.