JACKSONVILLE, Fla., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Regency Centers Corporation (“Regency Centers,” “Regency” or the “Company”) (Nasdaq: REG) today reported financial and operating results for the period ended December 31, 2025, and provided initial 2026 earnings guidance. For the three months ended December 31, 2025 and 2024, Net Income Attributable to Common Shareholders was $1.09 and $0.46, respectively, per diluted share. For the twelve months ended December 31, 2025 and 2024, Net Income Attributable ...

Industry Overview - The Zacks REIT and Equity Trust - Retail industry is experiencing a rebound driven by necessity-based, value-focused, and routine discretionary tenants, which are creating predictable demand [1][4][3] - Limited new supply and cautious development are supporting occupancy, rent stability, and cash flow for retail REITs [1][5] - Well-located stores are gaining value as they integrate fulfillment, returns, and customer engagement strategies [1][4] Key Trends - Everyday retail is becoming a key driver of stability for retail REITs, with tenants that attract regular visits supporting sales performance and improving rent reliability [4] - A prolonged period of limited new supply is underpinning retail REIT fundamentals, as tighter capital conditions and cautious development have reduced new projects [5] - Consumer behavior remains a key uncertainty, with uneven spending patterns across income groups affecting demand for retail space [6] Performance Metrics - The Zacks REIT and Equity Trust - Retail industry carries a Zacks Industry Rank of 92, placing it in the top 38% of 244 Zacks industries, indicating robust near-term prospects [8] - The industry's funds from operations (FFO) per share estimates have seen upward revisions, reflecting growing confidence in the group's growth potential [9] - Over the past year, the industry has underperformed the broader Zacks Finance sector and the S&P 500, declining 2.3% compared to the S&P 500's rise of 17.6% [11] Valuation - The industry is currently trading at a forward 12-month price-to-FFO ratio of 14.91X, which is below the S&P 500's forward P/E of 23.20X and the Finance sector's forward P/E of 17.12X [14] - Historical trading ranges show the industry has fluctuated between a high of 18.89X and a low of 12.21X over the last five years, with a median of 15.15X [17] Investment Opportunities - Simon Property Group is the largest retail REIT with a strong balance sheet liquidity exceeding $9 billion, resilient occupancy, and a tenant mix that enhances pricing power [18][19] - Regency Centers Corporation focuses on grocery-anchored shopping centers in affluent markets, with over 85% of its portfolio supporting stability across cycles [23][24] - Urban Edge Properties targets high-income markets with a portfolio that is 80% grocery-anchored, enhancing income stability and targeting 4-5% annual FFO growth [28][30]

Core Insights - The retail REIT sector is showing signs of stabilization and improvement, with expectations to surpass Q4 2025 earnings estimates due to steady consumer demand and limited supply growth [2][4][6] Retail REIT Performance - Key retail REITs such as Simon Property Group, Regency Centers, Kimco Realty, and Federal Realty Investment Trust are set to report their Q4 results, reflecting the market conditions from late 2025 [3][4] - Cushman & Wakefield's report indicates a positive net absorption of approximately 3.4 million square feet in Q4 2025, marking the strongest quarterly improvement since Q4 2023 [5] Market Conditions - National retail vacancy rates are at 5.7%, indicating tight conditions compared to historical norms, with limited new supply stabilizing occupancy rates [4][6] - Retail real estate fundamentals are expected to maintain steady performance, with vacancy rates projected to remain below 6% into 2026 and rent growth anticipated in the 2-2.5% range [6] Company-Specific Insights - **Simon Property Group**: Expected to report revenues of $1.63 billion for Q4 2025, reflecting a 2.84% year-over-year increase, with a focus on high-quality assets and omnichannel integration [10][11] - **Regency Centers**: Anticipated to report revenues of $398.94 million, a 7.09% increase year-over-year, supported by a well-located portfolio and strong demand for grocery-anchored shopping centers [12][13] - **Kimco Realty**: Projected revenues of $537.59 million for Q4 2025, indicating a 2.32% year-over-year increase, benefiting from a diverse tenant base and focus on mixed-use developments [15][16] - **Federal Realty**: Expected to report revenues of $328.96 million, a 5.63% increase year-over-year, driven by improving demand for premium retail assets and strategic acquisitions [18][19]

Core Viewpoint - Regency Centers Corporation announced the federal income tax treatment of its 2025 distributions to holders of its Common and Preferred stock, providing detailed breakdowns of dividend allocations for tax reporting purposes [1][5]. Common Stock Distribution Summary - The total distribution for Common stock in 2025 is $2.870000 per share, with specific allocations as follows: - For the record date of March 12, 2025, the payable date is April 2, 2025, with a distribution of $0.705000 per share [2]. - For the record date of June 11, 2025, the payable date is July 2, 2025, with a distribution of $0.705000 per share [2]. - For the record date of September 11, 2025, the payable date is October 2, 2025, with a distribution of $0.705000 per share [2]. - For the record date of December 15, 2025, the payable date is January 6, 2026, with a distribution of $0.755000 per share [2]. - The total qualified dividends allocated to ordinary dividends amount to $2.832519, with a total capital gain of $0.096603 [2]. Series A Preferred Stock Distribution Summary - The total distribution for Series A Cumulative Redeemable Preferred stock in 2025 is $1.562500 per share, with specific allocations as follows: - For the record date of January 16, 2025, the payable date is January 31, 2025, with a distribution of $0.390625 per share [3]. - For the record date of April 15, 2025, the payable date is April 30, 2025, with a distribution of $0.390625 per share [3]. - For the record date of July 16, 2025, the payable date is July 31, 2025, with a distribution of $0.390625 per share [3]. - For the record date of October 16, 2025, the payable date is October 31, 2025, with a distribution of $0.390625 per share [3]. - The total qualified dividends allocated to ordinary dividends amount to $1.542092, with a total capital gain of $0.052592 [3]. Series B Preferred Stock Distribution Summary - The total distribution for Series B Cumulative Redeemable Preferred stock in 2025 is $1.468800 per share, with specific allocations as follows: - For the record date of January 16, 2025, the payable date is January 31, 2025, with a distribution of $0.367200 per share [4]. - For the record date of April 15, 2025, the payable date is April 30, 2025, with a distribution of $0.367200 per share [4]. - For the record date of July 16, 2025, the payable date is July 31, 2025, with a distribution of $0.367200 per share [4]. - For the record date of October 16, 2025, the payable date is October 31, 2025, with a distribution of $0.367200 per share [4]. - The total qualified dividends allocated to ordinary dividends amount to $1.449616, with a total capital gain of $0.049440 [4]. Company Overview - Regency Centers is a leading national owner, operator, and developer of shopping centers located in suburban trade areas, focusing on properties with strong demographics [7]. - The company operates as a fully integrated real estate investment trust (REIT) and is a member of the S&P 500 Index [7].

Core Viewpoint - Regency Centers Corporation (REG) is a real estate investment trust (REIT) currently trading at the upper end of its 52-week range but has experienced a decline of approximately 1% over the past year [1]. Company Summary - Regency Centers Corporation is classified as a REIT, indicating its focus on real estate investments [1]. - The stock is noted to be trading at the upper end of its 52-week range, suggesting a relatively strong market position [1]. - Despite its current trading position, the company has seen a slight decrease in stock value over the past year, down about 1% [1].

Core Viewpoint - Regency Silver Corp. has initiated its 2026 drill program at the Dios Padre project in Sonora, Mexico, focusing on expanding mineralization knowledge and confirming the orientation of mineralized zones [1][4]. Drilling Program Details - The initial drilling will concentrate on the area surrounding Hole REG 25-26, which intersected sulphide-specularite supported breccia over a non-continuous interval of approximately 240 meters [2]. - Hole REG 25-26 intersected mineralization approximately 150 meters down-dip from historic mine workings and 225 meters up-dip from drill hole REG-25-25 [2]. - The first hole of the 2026 program, REG 25-27, will target 50 meters above the strongest mineralization observed in REG-25-26, with plans for a minimum of four additional holes between 500-650 meters in length [3]. Mineralization Insights - Previous drill results include significant intersections: REG 23-21 with 38 meters of 7.36 g/t gold, REG 22-01 with 35.8 meters of 6.84 g/t gold, 0.88% copper, and 21.82 g/t silver, and REG 23-14 with 29.4 meters of 6.32 g/t gold [2][6]. - The breccia zones are believed to be influenced by a series of Quartz-Feldspar porphyries, which are critical in driving the mineralized zones [4]. Company Overview - Regency Silver Corp. is a Canadian resource company focused on exploring high-grade gold, copper, and silver in Mexico, with the Dios Padre project being its flagship [6]. - The company is led by a team of experienced professionals with expertise in exploration and production [6].

Core Viewpoint - Regency Centers Corporation is a significant player in the grocery-anchored retail sector, focusing on necessity-driven shopping destinations in the U.S. with a market capitalization of $12.75 billion [1] Financial Performance - The company is set to report its Q4 fiscal 2025 results on February 5, 2026, with analysts expecting a profit of $1.16 per share, reflecting a 6.4% year-over-year increase [2][3] - For the full fiscal year 2025, diluted EPS is projected to grow by 7.7% to $4.63, followed by a 3.7% increase to $4.80 in fiscal 2026 [3] Stock Performance - Over the past 52 weeks, Regency's stock has gained 2%, while the S&P 500 Index has increased by 19.7% during the same period, indicating underperformance relative to the broader market [4] - In comparison to the State Street Real Estate Select Sector SPDR ETF, which increased by 3.7% over the past year, Regency has underperformed the sector [5] Recent Developments - In Q3 fiscal 2025, Regency reported a Nareit FFO of $1.15 per diluted share, up from $1.07 in the prior year, despite a 3.1% stock drop on the following trading day [6]

Core Viewpoint - Regency Centers Corporation is set to announce its fourth quarter 2025 earnings results on February 5, 2026, after market close, followed by a conference call on February 6, 2026, at 11:00 a.m. ET [1][2]. Group 1: Earnings Announcement - The fourth quarter 2025 earnings results will be released on February 5, 2026, after market close [1]. - An earnings conference call is scheduled for February 6, 2026, at 11:00 a.m. ET [2]. Group 2: Company Overview - Regency Centers is a leading national owner, operator, and developer of shopping centers located in suburban trade areas with strong demographics [4]. - The company's portfolio includes properties with productive grocers, restaurants, service providers, and top-tier retailers that engage with their communities [4]. - Regency Centers operates as a fully integrated real estate company and is a qualified real estate investment trust (REIT), self-administered, self-managed, and a member of the S&P 500 Index [4].

Core Insights - Regency Centers Corp. (REG) benefits from a high-quality portfolio of shopping centers located in affluent suburbs and urban-adjacent areas, focusing on grocery-anchored properties that ensure consistent foot traffic and income stability [1][5]. Leasing and Occupancy - Favorable retail real estate conditions are driving strong tenant demand, with Regency executing approximately 1.8 million square feet of new and renewal leases in Q3, achieving a blended cash rent spread of 12.8% [2][9]. - The company's strategic focus on grocery-anchored centers contributes to steady foot traffic and resilience in uncertain markets, with leading grocers forming a significant part of its tenant base [5][9]. Growth Strategy - Regency is pursuing growth through strategic acquisitions and a promising development pipeline, including a recent acquisition of five shopping centers for $357 million [3][7]. - The ongoing redevelopment and development projects have estimated net costs of $668 million, positioning the company for future growth [7][10]. Financial Performance - Regency's balance sheet is strong, featuring $1.5 billion in revolving credit capacity and a fixed charge coverage ratio of 4.2, with nearly 87% of wholly owned assets unencumbered [10]. - The company raised its quarterly dividend to 75.5 cents in October 2025, reflecting a 7.1% increase and a sustainable payout ratio of 62% [11]. Challenges - The rise of e-commerce, particularly in the grocery sector, poses competitive challenges for Regency, potentially impacting market share for brick-and-mortar stores and limiting rent increases [3][12]. - Regency carries a substantial debt burden of approximately $4.92 billion, with interest expenses rising 9% year over year to $51.3 million in Q3 2025 [13].

Core Insights - Regency Centers Corporation (NASDAQ:REG) is recognized as one of the Best Stocks for a Dividend Achievers List [1] - JPMorgan analyst Michael Mueller downgraded Regency Centers from Overweight to Neutral, adjusting the price target from $81 to $76, while maintaining a positive long-term growth outlook for the company [2] - Regency Centers reported strong third-quarter performance with increased same-property NOI and active capital allocation exceeding $750 million [2] Company Positioning - Regency Centers is the only national developer operating grocery-anchored shopping centers at scale, benefiting from tight new supply in the market [3] - The company raised its full-year earnings growth outlook and announced a dividend increase of over 7% [3] Development and Growth - Development activity increased with over $170 million in new projects started during the quarter, bringing year-to-date project starts to over $220 million [4] - For 2025, Regency expects approximately $300 million in total project starts and has engaged in recent acquisitions and joint venture partner buyouts to simplify its portfolio [4] Business Model - Regency Centers is a retail REIT that owns, operates, and develops suburban shopping centers across the US, primarily anchored by grocery stores, with additional restaurants and service businesses [5]