Performance was driven by the combination of stable rental income from the in-place portfolio and strong yields from a record year of investment activity. Management attributes resilient tenant performance to consumer trends favoring convenience, speed, and 'do-it-for-me' automotive services. The company successfully executed a strategy to diversify beyond convenience stores, with nearly 30% of annual base rent now derived from non-C-store sectors like car washes and collision centers. Growth was la ...

Core Insights - Getty Realty Corp. (NYSE:GTY) is highlighted as an overlooked small-cap stock with upcoming fiscal Q4 2025 results expected on February 11, 2026, projecting quarterly revenue of approximately $55.94 million and a GAAP EPS of $0.34 [1] Group 1: Business Update and Financials - In 2025, Getty Realty Corp. invested around $269 million with an initial cash yield of 7.9%, and in Q4 2025 alone, the investment was approximately $135 million at the same yield [2] - As of December 31, 2025, the company had a committed pipeline of about $75 million for the development and acquisition of 28 convenience and automotive retail assets [2] - For 2026, management anticipates an AFFO guidance in the range of $2.48 to $2.50 per diluted share [2] Group 2: Analyst Ratings - Following the business update, RBC Capital's Brad Haffern reiterated a Hold rating on the stock with a price target of $30 [4] - UBS's Michael Goldsmith also maintained a Hold rating with a price target of $29 [4] Group 3: Company Overview - Getty Realty Corp. operates as a net lease REIT, focusing on acquiring, financing, and developing single-tenant retail properties such as convenience stores, car washes, and automotive service centers [4]