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EastGroup Properties, Inc. (EGP) Stock Analysis

HoldModerate Confidence

Real Estate · REIT - Industrial

Hold if already holding. Not a fresh buy at $199.35, but acceptable to hold if already in. Reasons: Concentration risk — Property Type: industrial distribution; Analyst target reached - limited upside remaining.

EastGroup Properties is an internally managed industrial REIT owning 550 properties (~65M sq ft) concentrated in high-growth U.S. Sun Belt markets, with 97.0% leased operating portfolio across approximately 1,700 leases as of December 31, 2025. Revenue is primarily rental income... Read more

$199.35+6.8% A.UpsideScore 5.7/10#4 of 15 REIT - Industrial
Entry $186.79(support + ATR)Stop $179.22Target $199.53(resistance)A.R:R -0.5:1Setup A.R:R 1.7:1
Analyst target$213.11+6.9%19 analysts
$199.53our TP
$199.35price
$213.11mean
$180
$240

Hold if already holding. Not a fresh buy at $199.35, but acceptable to hold if already in. Reasons: Concentration risk — Property Type: industrial distribution; Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Downgraded from BUY WAIT — price $199.35 has reached target $199.53. No upside to wait for. Score 5.7/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.50, news boost analyst cluster(3), earnings proximity 83d clear, semi cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Thesis

Rewards
Strong earnings beat streak (3/4)
Positive news sentiment (+0.60)
Strong growth profile
Risks
Concentration risk — Property Type: industrial distribution
Analyst target reached - limited upside remaining
Near 52-week high (2.1% away)

Key Metrics

P/E (TTM)36.0
P/E (Fwd)36.1
Mkt Cap$10.7B
EV/EBITDA25.5
Profit Mgn39.8%
ROE8.5%
Rev Growth9.1%
Beta1.11
Dividend3.13%
Rating analysts24

Quality Signals

Piotroski F8/9

Options Flow

P/C14.57bearish
IV44%normal

Concentration Risks(10-K Item 1A)

  • HIGHPropertyindustrial distribution
    10-K Item 1A: 'our investments in real estate assets are concentrated in the industrial distribution sector. This concentration may expose us to the risk of economic downturns in this sector'
  • LOWGeographicHouston9.5%
    10-K Item 1A: 'our largest markets were Houston and Dallas. We owned operating properties totaling 7,108,000 square feet in Houston and 6,428,000 square feet in Dallas, which represent 9.5% and 10.9%, respectively, of the Company's total Real estate properties based on percentage of total annualized base rent'
  • LOWGeographicDallas11%
    10-K Item 1A: 'our largest markets were Houston and Dallas. We owned operating properties totaling 7,108,000 square feet in Houston and 6,428,000 square feet in Dallas, which represent 9.5% and 10.9%, respectively, of the Company's total Real estate properties based on percentage of total annualized base rent'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ev Ebitda
0.0
Ps
0.4
Analyst Target
4.0
P Ocf
5.1
P/OCF: 21.8x (FFO proxy — REITs gated off P/E)
GatesA.R:R -0.5=NEGATIVEMomentum 5.3<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.3>=4.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.50NEWS BOOST ANALYST CLUSTER(3)EARNINGS PROXIMITY 83d clearSEMI CYCLE PEAK CLEARSuitability: Moderate
RSI
60 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $184.76Resistance $203.60

Price Targets

$179
$187
$200
A.Upside+0.1%
A.R:R-0.5:1
Setup A.R:R (at entry)1.7:1

Position Sizing

ConvictionMedium conviction
Suggested %0.5%
Max %1%
RegimeCautious

Risk Alerts

! Target reached (-3.8% upside)
! NEWS_MOD=+2: HOLD_IF_HOLDING → STRONG_BUY_WAIT
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-22 (83d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is EGP stock a buy right now?

Hold if already holding. Not a fresh buy at $199.35, but acceptable to hold if already in. Reasons: Concentration risk — Property Type: industrial distribution; Analyst target reached - limited upside remaining. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Downgraded from BUY WAIT — price $199.35 has reached target $199.53. No upside to wait for. Target $199.53 (+0.1%), stop $179.22 (−11.2%), A.R:R -0.5:1. Score 5.7/10, moderate confidence.

What is the EGP stock price target?

Take-profit target: $199.53 (+6.8% upside). Target $199.53 (+0.1%), stop $179.22 (−11.2%), A.R:R -0.5:1. Stop-loss: $179.22.

What are the risks of investing in EGP?

Concentration risk — Property Type: industrial distribution; Analyst target reached - limited upside remaining; Near 52-week high (2.1% away).

Is EGP overvalued or undervalued?

EastGroup Properties, Inc. trades at a P/E of 36.0 (forward 36.1). TrendMatrix value score: 3.1/10. Verdict: Hold.

What do analysts say about EGP?

24 analysts cover EGP with a consensus score of 4.0/5. Average price target: $213.

What does EastGroup Properties, Inc. do?EastGroup Properties is an internally managed industrial REIT owning 550 properties (~65M sq ft) concentrated in...

EastGroup Properties is an internally managed industrial REIT owning 550 properties (~65M sq ft) concentrated in high-growth U.S. Sun Belt markets, with 97.0% leased operating portfolio across approximately 1,700 leases as of December 31, 2025. Revenue is primarily rental income from business distribution facilities in Texas, Florida, California, Arizona, and North Carolina, with no single tenant above ~1.5% of annualized base rent.

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