Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

EASTGROUP PROPERTIES INC
Next earnings Jul 21, 2026 · consensus $1.32 EPS, $195M rev
Last earnings -0.5% on 2026-04-22
Best-in-class Sunbelt industrial REIT — 96.5% leased, 12.7% revenue growth, low 0.55x leverage — a quality compounder at a premium.
Sources: SEC EDGAR (CIK 0000049600, latest 10-Q filed 2026-04-22) · EODHD · analysis by claude-code · as of 6/21/2026, 8:49:42 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~37% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
EastGroup is a premier industrial REIT focused on shallow-bay, multi-tenant distribution space clustered in supply-constrained Sunbelt submarkets (Texas, Florida, California, Arizona, North Carolina). The portfolio is exceptionally healthy: 550 properties, 96.5% leased and 96.1% occupied across ~1,700 leases with no tenant above ~1.5% of base rent — diversification that insulates cash flow. Revenue grew 12.7% to $721M and net income rose 13.0% to $257M, extending a remarkably consistent multi-year growth record (revenue up every year from $409M in FY2021 to $721M in FY2025).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $409M | $487M | $571M | $640M | $721M |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $158M | $186M | $201M | $228M | $257M |
| Diluted EPS | $3.90 | $4.36 | $4.42 | $4.66 | $4.87 |
| Net margin | 38.5% | 38.2% | 35.1% | 35.6% | 35.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-04 | Fields David Michael Director | Sell | 504.00 @ $195.77 | $98.7K |
| 2026-05-29 | Colleran Donald F Director | Award | 707.00 | |
| 2026-05-29 | SHELLEY-KESSLER PAMELA Director | Award | 122.00 | |
| 2026-05-29 | SHELLEY-KESSLER PAMELA Director | Award | 707.00 | |
| 2026-05-29 | ALOIAN D PIKE Director | Award | 707.00 | |
| 2026-05-29 | Fields David Michael Director | Award | 707.00 | |
| 2026-05-29 | BOLTON H ERIC JR Director | Award | 707.00 | |
| 2026-05-29 | McCormick Mary E Director | Award | 707.00 | |
| 2026-04-27 | Traynor James J. EXECUTIVE VICE PRESIDENT | Award | 1.61K |