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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Floris Van Dijkum | Ladenburg Thalmann | 9 questions · 0% challenging |
| Juan Sanabria | BMO Capital Markets | 7 questions · 0% challenging |
| Michael Goldsmith | UBS | 7 questions · 0% challenging |
| Todd Thomas | KeyBanc Capital Markets | 7 questions · 0% challenging |
| Paulina Rojas | Green Street | 6 questions · 0% challenging |
| Ron Kamdem | Morgan Stanley | 6 questions · 0% challenging |
| Mike Mueller | JPMorgan | 6 questions · 0% challenging |
| Michael Griffin | Evercore ISI | 5 questions · 20% challenging |
| Craig Mailman | Citigroup | 5 questions · 0% challenging |
| Samir Khanal | Bank of America | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ladenburg Thalmann | 1 analyst | 9 questions · 0% challenging |
| Wells Fargo | 3 analysts | 9 questions · 0% challenging |
| UBS | 1 analyst | 7 questions · 0% challenging |
| Citigroup | 2 analysts | 7 questions · 0% challenging |
| BMO Capital Markets | 1 analyst | 7 questions · 0% challenging |
| JPMorgan | 2 analysts | 7 questions · 0% challenging |
| Bank of America | 2 analysts | 7 questions · 0% challenging |
| KeyBanc Capital Markets | 1 analyst | 7 questions · 0% challenging |
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Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
Regency Centers delivered Q1 same-property NOI growth of 4.4% with 3.5% base rent growth, as leased occupancy approached 97% with an unusual Q1 sequential uptick.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Regency Centers (REG), FY2026 Q1: 6/10. Scores: Regency Centers’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: REG daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
Regency Centers delivered Q1 same-property NOI growth of 4.4% with 3.5% base rent growth, as leased occupancy approached 97% with an unusual Q1 sequential uptick. The in-process development pipeline exceeded $600 million with blended returns above 9%. Full-year guidance was maintained with minor positive adjustments, and record-low bond execution was achieved at the lowest credit spread in company history.
Demand | Revenue Growth | Capex Investment | M&A | Competitive Dynamics | Pricing | Capital Allocation | Credit | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 6 | 6 | 1 | 2 | 1 | 1 | |
| 2025Q1 | 8 | 2 | 2 | 5 | 1 | 2 | 2 | 2 |
| 2025Q2 | 5 | 6 | 3 | 6 | 4 | 2 | 4 | 1 |
| 2025Q3 | 7 | 6 | 4 | 2 | 4 | 3 | 2 | 2 |
| 2025Q4 | 6 | 3 | 7 | 3 | 3 | 4 | 2 | 1 |
| 2026Q1 | 5 | 5 | 4 | 2 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 8 | 5 | 7 | 6 | 5 |
| Revenue Growth | 6 | 2 | 6 | 6 | 3 | 5 |
| Capex Investment | 6 | 2 | 3 | 4 | 7 | 4 |
| M&A | 1 | 5 | 6 | 2 | 3 | |
| Competitive Dynamics | 2 | 1 | 4 | 4 | 3 | 2 |
| Pricing | 1 | 2 | 2 | 3 | 4 | 1 |
| Capital Allocation | 2 | 4 | 2 | 2 | 1 | |
| Credit | 1 | 2 | 1 | 2 | 1 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $384M | +3.6% | $0.46 | -2.1% | 63.5% | 22.5% | $191M |
| FY2025 Q1 | $395M | +5.2% | $0.58 | 0.0% | 65.5% | 27.7% | $161M |
| FY2025 Q2 | $395M | +6.8% | $0.56 | +3.7% | 66.1% | 26.9% | $244M |
| FY2025 Q3 | $387M | +3.5% | $0.58 | +7.4% | 36.5% | 28.3% | $219M |
| FY2025 Q4 | $507M | +31.9% | $1.66 | +260.9% | 49.0% | 60.1% | $76M |
| FY2026 Q1Selected | $413M | +4.6% | $0.68 | +17.2% | 36.9% | 31.1% | $48M |
| FY2026 Q2 | $415M | +5.1% | $0.61 | +8.9% | 36.7% | 27.9% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +4.55% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What REG and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“a direct reflection of our A credit ratings from both Moody’s and S&P.”
Regency cites its A rating from S&P (S&P Global Ratings) supporting a record-low credit spread.
“a direct reflection of our A credit ratings from both Moody’s and S&P.”
Regency cites its A ratings from Moody's supporting a record-low credit spread.
“We signed a Publix deal for a redevelopment in the first quarter.”
A signed Publix anchor lease reflects Publix store expansion into a Regency redevelopment.
“Oakley Shops at Laurel Fields, a Safeway-anchored neighborhood center we developed ground up in the Bay Area.”
A newly delivered Safeway-anchored center indicates ongoing Safeway grocery-anchor demand in the Bay Area.
“We acquired this underutilized piece of real estate and are transforming it into a Whole Foods-anchored neighborhood center.”
Regency is developing a Whole Foods-anchored center on Long Island, signaling continued Whole Foods (Amazon) grocery-anchor expansion.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
REG Regency Centers | 6 | +4.5% | |
| FRT Federal Realty Investment Trust | 8 | +10.3% | |
| KIM Kimco Realty | 7 | +4.0% | |
| O Realty Income | 7 | +12.2% | |
| SPG Simon Property Group | 8 | +19.3% |