Postal Realty Trust, Inc. · REIT (real estate trust)

PSTL

Moderate riskNext report: In 7 days (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 22% in the latest quarter vs a year ago
Raised its dividend (4.5% yield)
Profitable

Watch out for

Share count growing 9.5% a year
1 offering filing in 6 months (may sell new shares)

Money moves

No insider buying or selling in the last 30 days
Institutions added 9.2% to their holdings in the quarter ending June 2026 (116 bought, 93 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$21.66-1.1% that day

Company value: $655M; Share price times all shares
Price vs profit (P/E): 40.1x; You pay about $40 for each $1 of yearly profit
Price vs sales: 6.2x; Company value is 6.2 times a year of sales
Dividend yield: 4.5%; Yearly dividend as a share of today's price
Cash vs value: 0%; Cash as a share of company value
Debt vs value: 55%; Debt as a share of company value

From PSTL'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, Jun '26

$28.6M+22% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $105.6M, up 22% from the 12 months before. Over 5 years, sales grew about 31% a year.

What the price assumes

Your guesses, our math

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

Sales growth+22% a yearRecently: +22% a yearProfit margin16%Last 12 months: 16.4%P/E at the end40xToday: 40.1x. Many steady companies trade at 12x to 25xShare count change+10% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$285M

Profit in 5 years$46M

Price these guesses point to$37.48+73% vs $21.66 todayAbout +12% a year, before dividends

What today's price needs: with a 16% margin and a 40x P/E, sales would have to grow about 9.3% 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.

2/6Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.5.3%
MissDebt under half of equityNot relying on borrowed money.1.27x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.14.8%
MissProfitable every yearSteady profits, not one good year.5 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$44.5M
MissShare count not growingNot diluting owners. Falling means buybacks.+31.3% in 3 years

Revenue: $95.8M; +25.5% vs prior year
5-year growth: +31.4%/yr; revenue, per year
Total debt: $361.1M; 1.27x equity
Free cash flow: $44.5M; 46.4% 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 Jun 30, 2026

Reported Aug 4

Revenue: $28.6M; +22.4% YoY
EPS: $0.15; vs $0.12
Op. margin: 39.5%; +2.2 pts
Free cash flow: $14.1M
Share count: +18.0%; 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

0/ 100

This week: 0
Normal week: 0.8
vs normal: 0.0x

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

Institutional ownership

Accumulating+9.2%

Institutions added 9.2% to their holdings. 116 bought, 93 sold. 7 quarters of net buying in a row.

Shares held by institutions24.2M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+13.6%

Cash runwayAt last year's cash burn

Cash flow positive

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

1.1x · $382.1M debt

Shares outstandingLatest reported

30M

Why moderate risk

Share count growing 13.6% a year (dilution)
1 offering filing in 6 months (may sell new shares)

Earnings reports

Last 12

Next reportIn 7 days (est.)Estimated from the same quarter last year

Results filedAug 4
Results filedMay 5
Results filedFeb 25
Results filedJan 8
Results filedNov 4, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (active)Sep 9 · View filing ↗Activist 5%+ holder update (passive)Aug 6 · View filing ↗Big holder Offering prospectusAug 5 · View filing ↗Offering

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

Other company newsSep 9 · Form 8-K ↗5%+ holder update (active)Sep 9 · Form SCHEDULE 13D/A ↗

Stock awardAndrew SpodekCEO and Director, Director, 10% owner

85,300 shares

Now owns 42,650 shares
OP Units
Held By: Butler Gulch, LLC
2 transactions
Filed 5 days after trade

Sep 4Form 4 ↗

5%+ holder update (passive)Aug 6 · Form SCHEDULE 13G/A ↗Shelf offering registrationAug 5 · Form S-3ASR ↗Employee stock plan registrationAug 5 · Form S-8 ↗Offering prospectusAug 5 · Form 424B5 ↗Major agreementAug 5 · Form 8-K ↗Quarterly reportAug 4 · Form 10-Q ↗Earnings resultsAug 4 · Form 8-K ↗Major agreementJul 7 · Form 8-K ↗

Stock awardBarry LefkowitzDirector

7,974 shares

+20% of holdings
Now owns 48,259 shares
LTIP Units
2 transactions
Filed 2 days after trade

Jun 2Form 4 ↗

Stock awardPatrick R DonahoeDirector

12,579 shares

+17% of holdings
Now owns 85,842 shares
LTIP Units
2 transactions
Filed 2 days after trade

Jun 2Form 4 ↗

Stock awardAnton FeingoldDirector

7,291 shares

+19% of holdings
Now owns 44,962 shares
LTIP Units
2 transactions
Filed 2 days after trade

Jun 2Form 4 ↗

Stock awardJane Gural-sendersDirector

6,268 shares

+19% of holdings
Now owns 38,652 shares
LTIP Units
2 transactions
Filed 2 days after trade

Jun 2Form 4 ↗

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

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