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BofA raises SL Green Realty shares target on earnings beat

EditorEmilio Ghigini
Published 07/22/2024, 06:31 AM
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On Monday, SL Green Realty Corp. (NYSE:SLG) shares saw its price target increased by BofA Securities from $54.00 to $59.00. The firm has maintained a Neutral rating on the stock.

The adjustment follows the company's reported funds from operations (FFO) per share of $1.34, which excluded one-time items amounting to $0.71 related to debt extinguishment gains and fair value adjustments. The reported FFO surpassed the firm's normalized FFO estimate by 9%.

The outperformance was primarily attributed to earnings from SUMMIT and fee income. Following the release of these earnings, BofA Securities updated their model, which led to minor estimate adjustments and the increase in the price objective for SL Green Realty.

The analyst at BofA Securities reiterated the Neutral rating for SL Green Realty, basing this decision on the company's current valuation. The rating reflects the firm's stance on the stock's future performance relative to market expectations.

SL Green Realty's financial results, particularly the better-than-expected FFO, have prompted BofA Securities to reassess their position on the stock. Despite the positive earnings report, the firm's outlook remains cautiously optimistic, as indicated by the unchanged Neutral rating.

Investors and market watchers now have a revised price target to consider when evaluating SL Green Realty's stock, which may influence their investment decisions. The company's recent financial performance has been acknowledged, but BofA Securities suggests that the stock's valuation is already in line with these results.

In other recent news, SL Green Realty has been the focus of several analysts' adjustments due to its robust leasing activity and strategic transactions. Evercore ISI increased the price target for SL Green Realty to $54.00, citing the company's active quarter in transactions and strong leasing results. The company outperformed its first quarter's leasing volume, positioning it ahead of its full-year goal of 2.0 million square feet.

On the other hand, Scotiabank upgraded SL Green Realty's stock from Sector Underperform to Sector Perform, reflecting optimism for the company's continued leasing success.

However, Jefferies and Goldman Sachs tempered their outlooks due to concerns over the company's financial performance. Jefferies reduced its price target to $45, maintaining a Hold rating, while Goldman Sachs cut its price target to $38, maintaining a Sell rating.

These recent developments in SL Green Realty's operations and analysts' perspectives underscore the company's focus on enhancing its leasing pipeline and managing its financial performance.

The company's initiatives include plans to reduce debt by over $1 billion and the launch of a $1 billion debt fund focused on New York City. SL Green Realty's strategic approach to managing its real estate portfolio includes the conversion of 750 Third Avenue into residential use.

InvestingPro Insights

Following the recent analysis by BofA Securities on SL Green Realty Corp. (NYSE:SLG), insights from InvestingPro provide additional context to the company's financial health and market performance. InvestingPro data indicates that SL Green Realty has a market capitalization of $4.2 billion, with a negative P/E ratio of -18.63, reflecting challenges in profitability. However, the company has shown a robust gross profit margin of 52.29% over the last twelve months as of Q2 2024, illustrating its efficiency in generating revenue relative to the cost of goods sold.

InvestingPro Tips highlight that while analysts expect net income to grow this year, they also anticipate a sales decline in the current year. Despite the volatility in stock price movements, SL Green Realty has maintained dividend payments for 28 consecutive years, with a dividend yield of 4.94%, which may be attractive to income-focused investors. Additionally, the company has experienced a strong return over the last three months and a large price uptick over the last six months, suggesting a positive short-term momentum for the stock.

For investors seeking more comprehensive analysis, additional InvestingPro Tips can be found at: https://www.investing.com/pro/SLG. There are 5 more tips available that could provide deeper insights into SL Green Realty's future prospects. To access these tips and more detailed investment analytics, use the coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription. This could be particularly useful for those looking to understand the potential impact of the anticipated sales decline and the implications of the company's stock volatility.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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