Brixmor Property Group Inc. · REIT (real estate trust)

BRX

Low riskNext report: Around Feb 8, 2027 (est.)

View price ↗

The short version

A profitable company with steady sales. Institutions are adding.

Going well

Raised its dividend (4.2% yield)
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 2% to their holdings in the quarter ending June 2026 (239 bought, 192 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$28.15+0.1% that day

Company value: $8.6B; Share price times all shares
Price vs profit (P/E): 20.5x; You pay about $21 for each $1 of yearly profit
Price vs sales: 6.1x; Company value is 6.1 times a year of sales
Dividend yield: 4.2%; Yearly dividend as a share of today's price
Cash vs value: 2%; Cash as a share of company value
Debt vs value: 64%; Debt as a share of company value

From BRX's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Sep '26

$359.6M+5.5% vs a year earlier

Dec '23Tap a barSep '26

Last 12 months: $1.4B, up 5.7% from the 12 months before. Over 5 years, sales grew about 5.4% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of BRX. Starting points are the company's recent numbers.

Sales growth+6% a yearRecently: +5.7% a yearProfit margin30%Last 12 months: 30.0%P/E at the end21xToday: 20.5x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.9B

Profit in 5 years$571M

Price these guesses point to$37.18+32% vs $28.15 todayAbout +5.7% a year, before dividends

What today's price needs: with a 30% margin and a 21x P/E, sales would have to grow about 0.3% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.12.9%
MissDebt under half of equityNot relying on borrowed money.1.83x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.28.2%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$652.0M
MissShare count not growingNot diluting owners. Falling means buybacks.+2.0% in 3 years

Revenue: $1.4B; +6.7% vs prior year
5-year growth: +5.4%/yr; revenue, per year
Total debt: $5.5B; 1.83x equity
Free cash flow: $652.0M; 47.5% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Sep 30, 2026

Reported Oct 26After close4:06 pm ET

Revenue: $359.6M; +5.5% YoY
EPS: $0.28; vs $0.31
Free cash flow: $171.1M
Share count: 0.0%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

80/ 100

This week: 2
Normal week: 0.5
vs normal: 4.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+2.0%

Institutions added 2.0% to their holdings. 239 bought, 192 sold. 2 quarters of net buying in a row.

Shares held by institutions316.7M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.7%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.8x · $5.3B debt

Shares outstandingLatest reported

307M

Earnings reports

Last 12

Next reportAround Feb 8, 2027 (est.)Estimated from the same quarter last year

Results filedOct 26
Results filedJul 27
Results filedApr 27
Results filedFeb 9
Results filedOct 27, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

No offerings, red flags or new big holders. Clean record.

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Earnings resultsOct 26 · Form 8-K ↗Quarterly reportOct 26 · Form 10-Q ↗Major agreementSep 28 · Form 8-K ↗

SoldMichael B BermanDirector

9,000 shares at $29.70 · $267K

-23% of holdings
Now owns 30,702 shares
Not a pre-planned sale
Filed 2 days after trade

Aug 12Form 4 ↗

Planned insider saleAug 12 · Form 144 ↗Earnings resultsJul 27 · Form 8-K ↗Quarterly reportJul 27 · Form 10-Q ↗Major agreementMay 5 · Form 8-K ↗New 5%+ holder (passive)Apr 29 · Form SCHEDULE 13G ↗New 5%+ holder (passive)Apr 29 · Form SCHEDULE 13G ↗Earnings resultsApr 27 · Form 8-K ↗Quarterly reportApr 27 · Form 10-Q ↗Shareholder vote resultsApr 24 · Form 8-K ↗

Stock awardDaniel B HurwitzDirector

3,976 shares

+9% of holdings
Now owns 46,509 shares
Filed 2 days after trade

Apr 22Form 4 ↗

Stock awardJulie BowermanDirector

3,976 shares

+22% of holdings
Now owns 22,424 shares
Filed 2 days after trade

Apr 22Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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