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Regency Centers Earnings Calls
| Release date | Oct 28, 2025 |
| EPS estimate | $1.15 |
| EPS actual | $1.15 |
| Revenue estimate | 386.411M |
| Revenue actual | 386.982M |
| Revenue Surprise | 0.148% |
| Release date | Jul 29, 2025 |
| EPS estimate | $1.12 |
| EPS actual | $1.16 |
| EPS Surprise | 3.57% |
| Revenue estimate | 369.162M |
| Revenue actual | 394.607M |
| Revenue Surprise | 6.89% |
| Release date | Apr 29, 2025 |
| EPS estimate | $1.14 |
| EPS actual | $1.15 |
| EPS Surprise | 0.88% |
| Revenue estimate | 368.167M |
| Revenue actual | 380.763M |
| Revenue Surprise | 3.42% |
| Release date | Feb 06, 2025 |
| EPS estimate | $0.480 |
| EPS actual | $1.09 |
| EPS Surprise | 127.08% |
| Revenue estimate | 355.814M |
| Revenue actual | 372.536M |
| Revenue Surprise | 4.70% |
Last 4 Quarters for Regency Centers
Below you can see how REG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 06, 2025 |
| Price on release | $72.95 |
| EPS estimate | $0.480 |
| EPS actual | $1.09 |
| EPS surprise | 127.08% |
| Date | Price |
|---|---|
| Jan 31, 2025 | $71.84 |
| Feb 03, 2025 | $71.86 |
| Feb 04, 2025 | $71.78 |
| Feb 05, 2025 | $73.04 |
| Feb 06, 2025 | $72.95 |
| Feb 07, 2025 | $74.02 |
| Feb 10, 2025 | $73.61 |
| Feb 11, 2025 | $74.42 |
| Feb 12, 2025 | $74.41 |
| 4 days before | 1.55% |
| 4 days after | 2.00% |
| On release day | 1.95% |
| Change in period | 3.58% |
| Release date | Apr 29, 2025 |
| Price on release | $71.85 |
| EPS estimate | $1.14 |
| EPS actual | $1.15 |
| EPS surprise | 0.88% |
| Date | Price |
|---|---|
| Apr 23, 2025 | $71.96 |
| Apr 24, 2025 | $71.45 |
| Apr 25, 2025 | $71.42 |
| Apr 28, 2025 | $71.83 |
| Apr 29, 2025 | $71.85 |
| Apr 30, 2025 | $72.18 |
| May 01, 2025 | $72.42 |
| May 02, 2025 | $73.03 |
| May 05, 2025 | $72.48 |
| 4 days before | -0.153% |
| 4 days after | 0.88% |
| On release day | 0.459% |
| Change in period | 0.723% |
| Release date | Jul 29, 2025 |
| Price on release | $71.76 |
| EPS estimate | $1.12 |
| EPS actual | $1.16 |
| EPS surprise | 3.57% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $71.47 |
| Jul 24, 2025 | $71.53 |
| Jul 25, 2025 | $71.18 |
| Jul 28, 2025 | $70.04 |
| Jul 29, 2025 | $71.76 |
| Jul 30, 2025 | $72.31 |
| Jul 31, 2025 | $71.40 |
| Aug 01, 2025 | $70.48 |
| Aug 04, 2025 | $72.18 |
| 4 days before | 0.406% |
| 4 days after | 0.585% |
| On release day | 0.766% |
| Change in period | 0.99% |
| Release date | Oct 28, 2025 |
| Price on release | $71.54 |
| EPS estimate | $1.15 |
| EPS actual | $1.15 |
| Date | Price |
|---|---|
| Oct 22, 2025 | $72.60 |
| Oct 23, 2025 | $72.48 |
| Oct 24, 2025 | $72.64 |
| Oct 27, 2025 | $73.18 |
| Oct 28, 2025 | $71.54 |
| Oct 29, 2025 | $69.35 |
| Oct 30, 2025 | $69.39 |
| Oct 31, 2025 | $68.95 |
| Nov 03, 2025 | $68.91 |
| 4 days before | -1.46% |
| 4 days after | -3.68% |
| On release day | -3.06% |
| Change in period | -5.08% |
Regency Centers Earnings Call Transcript Summary of Q3 2025
Regency Centers reported another strong quarter driven by robust leasing, accelerating rent commencements from its SNO (signed-not-open) pipeline, historically low bad debt and active, accretive capital deployment. Same-property NOI grew nearly 5% (with base rent up 4.7%), and cash re-leasing spreads were ~13% while GAAP rent spreads reached ~23%. Management started >$170M of development/redevelopment in Q3 (>$220M YTD) and now expects ~ $300M of starts in 2025, with in-process projects delivering blended returns above 9%. The company completed accretive acquisitions (including a $350M 5-property portfolio) and bought out JV interests on select centers. Regency raised its full-year outlook, increased the quarterly dividend by >7%, lowered credit loss guidance (now 50–75 bps) and expects 2025 same-property NOI of ~5.25%–5.5%. Early 2026 guidance (to be finalized in February) anticipates mid-3% same-property NOI growth (with credit loss similar to 2025), mid-6% total NOI growth (including ~ $10M incremental NOI from in-process ground-up development) and mid-4% Nareit FFO growth after expected refinancing headwinds of ~100–150 bps. Balance sheet remains strong (leverage ~5.0–5.5x), significant liquidity on a $1.5B facility and nearly $750M+ of capital deployed this year into high-quality, accretive opportunities. Management emphasized Regency’s competitive advantage as the only national, grocery-anchored developer at scale and reiterated confidence in continued above-trend cash flow growth.
