NYSE$ALX

Alexander's Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Alexander’s reported lower fourth-quarter earnings and funds from operations compared to the prior year.

Alexander’s delivered lower Q4 2025 results with declines in revenue, net income, and funds from operations, reflecting reduced profitability versus a strong prior-year quarter.

  • Fourth-quarter revenue declined year over year
  • Net income decreased significantly from the prior-year quarter
  • Funds from operations were lower compared to last year
  • Share count remained stable year over year

Headline financials

Total Revenue

$53.3M

Previous: $55.9M-4.7%
EPS (adj)

$2.43

Previous: $4.06-40.1%
Funds From Operations

$12.5M

Previous: $20.8M-40.2%
FFO per Diluted Share

$2.43

Previous: $4.06-40.1%
Weighted Avg Shares

5.1M

Previous: 5.1M+0.0%
Net Income

$3.82M

Previous: $12.3M-68.9%
Operating Income

$3.82M

No prior period

Revenue & EPS history

Alexander's · Revenue · Quarterly

$53.3M

Q4 2025-4.7%vs Q4 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

The company did not provide specific forward-looking quantitative guidance in the earnings release.

Tailwinds

  • Stable portfolio of New York City properties
  • Consistent generation of funds from operations
  • Strong asset base as a focused REIT
  • Stable share count supports per-share metrics
  • Established tenant relationships

Headwinds

  • Lower quarterly profitability versus prior year
  • Decline in funds from operations year over year
  • Revenue pressure compared to the prior-year quarter
  • Exposure to tenant and property-specific risks
  • Sensitivity to New York City real estate market conditions

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-1.2%

Avg return

Earnings day

-1.1%

Avg return

5 days after

-1.1%

Avg return

30 days after

36%

24 / 66 earnings

Positive

+6.0%

Q1 2024

Best reaction

-13.0%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%+0.7%+2.6%
Q4 2025-11.1%-8.3%-3.6%
Q3 2025+3.8%+4.9%-2.3%
Q2 2025-13.0%-9.2%-7.1%
Q1 2025-0.9%-0.6%+7.3%
Q4 2024-3.0%+3.4%+6.8%
Q3 2024+1.7%+1.7%-2.0%
Q2 2024-4.8%-4.4%-0.2%
Q1 2024+6.0%+4.4%-1.3%
Q4 2023-2.2%+0.9%-5.4%
Q3 2023+4.9%+8.5%+2.3%
Q2 2023+1.2%-0.1%+2.3%
Q1 2023-3.9%-7.0%-11.8%
Q4 2022+0.2%-0.8%-14.1%
Q3 2022+1.1%+2.1%+5.9%
Q2 2022+4.0%+2.1%-2.7%
Q1 2022+0.6%-2.8%-2.2%
Q4 2021-0.8%-0.0%-3.5%
Q3 2021-1.2%+0.1%-8.4%
Q2 2021-1.7%-2.0%-3.2%
Q1 2021+2.7%-0.8%+1.0%
Q4 2020-1.3%-1.8%+13.7%
Q3 2020+0.4%-2.1%+11.6%
Q2 2020+2.6%+1.9%+5.5%
Q1 2020-9.9%-17.5%-9.3%
Q4 2019-3.5%-1.6%-18.8%
Q3 2019+1.9%-0.3%-3.7%
Q2 2019-1.0%-3.5%-2.8%
Q1 2019+1.7%+3.9%-0.2%
Q4 2018-2.2%-0.9%-2.8%
Q3 2018-0.7%-4.7%-5.8%
Q2 2018-1.8%-3.3%-2.9%
Q1 2018-2.3%-1.7%-1.3%
Q4 2017+2.7%+0.5%+6.6%
Q3 2017-1.5%-2.8%+2.1%
Q2 2017-1.7%-3.8%-3.7%
Q1 2017-1.1%-4.9%-4.1%
Q4 2016+0.4%+4.5%+0.9%
Q3 2016-0.2%-1.7%+11.0%
Q2 2016-0.3%+3.9%+0.2%
Q1 2016+2.4%
Q4 2015+6.0%
Q3 2015+2.3%
Q2 2015-4.6%
Q1 2015-1.1%
Q4 2014-4.3%
Q3 2014-1.6%
Q2 2014+1.2%
Q1 2014-0.5%
Q4 2013+0.9%
Q3 2013-1.8%
Q2 2013-1.0%
Q1 2013-1.0%
Q4 2012-0.5%
Q3 2012-1.7%
Q2 2012+2.6%
Q1 2012+0.9%
Q1 2011+0.9%
Q4 2011-1.9%
Q1 2010-1.9%
Q3 2010-0.8%
Q3 2011-0.8%
Q4 2010-9.0%
Q4 2009-9.0%
Q2 2011-9.0%
Q2 2010-9.0%

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