Getty Realty Corp. (GTY)

NYSEReal EstateReit - RetailSnapshot 2026-10-23

$28.01-1.55%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Getty Realty Corp.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	62.55M
EPS	—	0.355
Quarter ending 2027-03-31
Revenue	—	62.45M
EPS	—	0.315
Annual ending 2026-12-31
Revenue	—	237.69M
EPS	—	1.514
Annual ending 2027-12-31
Revenue	—	263.42M
EPS	—	1.431

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Maintain or increase dividend per share at or above $0.48 quarterly	Profit per share is rising, with guidance at $2.51 for 2026.	Intact	Dividend per share falls below $0.45 in any quarter of FY26	Dividend per share: $0.48 per share FY2026-Q3; GAAP. Published target: >=0.48 USD per share. Target period is not explicitly aligned with this observation. Source published Oct 22, 20260.485 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q3 · Period ending Sep 30, 2026 Source: company_financial_results. Reference: 1eecd45f-144e-45cf-b3ea-cbe570c21653. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
EPS at or above $2.42 for FY25 and $2.51 for FY26	A primary condition in Getty Realty Corp.'s published investment case. The stated target is >=2.51 USD per share.	Intact	EPS guidance falls below $2.40 for FY26	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Operating income at or above $38M in Q1 2026	Operating income improved from $26.4M to $38.3M in one year.	Intact	Operating income falls below $30M in any quarter of FY26	Operating income: $38.86M FY2026-Q3; GAAP. Published target: >=38 million USD. Target period is not explicitly aligned with this observation. Source published Oct 22, 202638,860,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q3 · Period ending Sep 30, 2026 Source: company_financial_results. Reference: 1eecd45f-144e-45cf-b3ea-cbe570c21653. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue growth at or above 8% annually	A primary condition in Getty Realty Corp.'s published investment case. The stated target is >=8% YoY.	Intact	YoY revenue growth falls below 5% in FY26	Revenue growth: 13.31% FY2026-Q3; GAAP. Published target: >=8% YoY. Target period is not explicitly aligned with this observation. Source published Oct 22, 202613.309708 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q3 · Period ending Sep 30, 2026 Source: company_financial_results. Reference: 1eecd45f-144e-45cf-b3ea-cbe570c21653. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenueUnavailable

Unavailable → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	1 / 3
2026-07-25	Unavailable	$255,560,880	1 / 5
2026-07-26	Unavailable	$257,880,880	1 / 5
2026-07-27	Unavailable	Unavailable	1 / 3
2026-07-28	Unavailable	Unavailable	1 / 4
2026-07-29	Unavailable	Unavailable	1 / 4
2026-07-30	Unavailable	Unavailable	1 / 4
2026-07-31	Unavailable	Unavailable	1 / 4
2026-08-01	Unavailable	Unavailable	1 / 3
2026-08-02	Unavailable	Unavailable	1 / 4
2026-08-03	Unavailable	Unavailable	1 / 3
2026-08-04	Unavailable	Unavailable	1 / 4
2026-08-05	Unavailable	Unavailable	1 / 4
2026-08-06	Unavailable	Unavailable	1 / 4
2026-08-07	Unavailable	Unavailable	1 / 3
2026-08-08	Unavailable	Unavailable	1 / 4
2026-08-09	Unavailable	Unavailable	1 / 4
2026-08-10	Unavailable	Unavailable	1 / 4
2026-08-12	Unavailable	Unavailable	1 / 4
2026-08-13	Unavailable	Unavailable	1 / 3
2026-08-14	Unavailable	Unavailable	1 / 3
2026-08-15	Unavailable	Unavailable	1 / 3
2026-08-16	Unavailable	Unavailable	1 / 3
2026-08-17	Unavailable	Unavailable	1 / 3
2026-08-18	Unavailable	Unavailable	1 / 3
2026-08-19	Unavailable	Unavailable	1 / 3
2026-08-20	Unavailable	Unavailable	1 / 3
2026-08-21	Unavailable	Unavailable	1 / 3
2026-08-22	Unavailable	Unavailable	1 / 3
2026-08-23	Unavailable	Unavailable	1 / 3
2026-08-24	Unavailable	Unavailable	1 / 3
2026-08-25	Unavailable	Unavailable	1 / 3
2026-08-26	Unavailable	Unavailable	1 / 3
2026-08-27	Unavailable	Unavailable	1 / 3
2026-08-28	Unavailable	Unavailable	1 / 3
2026-08-29	Unavailable	Unavailable	1 / 3
2026-08-30	Unavailable	Unavailable	1 / 3
2026-08-31	Unavailable	Unavailable	1 / 3
2026-09-01	Unavailable	Unavailable	1 / 3
2026-09-02	Unavailable	Unavailable	1 / 3
2026-09-03	Unavailable	Unavailable	1 / 3
2026-09-04	Unavailable	Unavailable	1 / 3
2026-09-05	Unavailable	Unavailable	1 / 3
2026-09-06	Unavailable	Unavailable	1 / 3
2026-09-07	Unavailable	Unavailable	1 / 3
2026-09-08	Unavailable	Unavailable	1 / 3
2026-09-09	Unavailable	Unavailable	1 / 3
2026-09-10	Unavailable	Unavailable	1 / 3
2026-09-11	Unavailable	Unavailable	1 / 3
2026-09-12	Unavailable	Unavailable	1 / 3
2026-09-13	Unavailable	Unavailable	1 / 3
2026-09-14	Unavailable	Unavailable	1 / 3
2026-09-15	Unavailable	Unavailable	1 / 3
2026-09-16	Unavailable	Unavailable	1 / 3
2026-09-17	Unavailable	Unavailable	1 / 3
2026-09-18	Unavailable	Unavailable	1 / 3
2026-09-19	Unavailable	Unavailable	1 / 3
2026-09-20	Unavailable	Unavailable	1 / 3
2026-09-21	Unavailable	Unavailable	1 / 3
2026-09-22	Unavailable	Unavailable	1 / 3
2026-09-23	Unavailable	Unavailable	1 / 3
2026-09-24	Unavailable	Unavailable	1 / 3
2026-09-25	Unavailable	Unavailable	1 / 3
2026-09-26	Unavailable	Unavailable	2 / 3
2026-09-27	Unavailable	Unavailable	2 / 3
2026-09-28	Unavailable	Unavailable	2 / 3
2026-09-29	Unavailable	Unavailable	2 / 3
2026-09-30	Unavailable	Unavailable	2 / 3
2026-10-01	Unavailable	Unavailable	2 / 3
2026-10-02	Unavailable	Unavailable	2 / 3
2026-10-03	Unavailable	Unavailable	2 / 3
2026-10-04	Unavailable	Unavailable	2 / 3
2026-10-05	Unavailable	Unavailable	2 / 3
2026-10-06	Unavailable	Unavailable	2 / 3
2026-10-07	Unavailable	Unavailable	2 / 3
2026-10-08	Unavailable	Unavailable	2 / 3
2026-10-09	Unavailable	Unavailable	2 / 3
2026-10-10	Unavailable	Unavailable	2 / 3
2026-10-11	Unavailable	Unavailable	2 / 3
2026-10-12	Unavailable	Unavailable	2 / 3
2026-10-13	Unavailable	Unavailable	2 / 3
2026-10-14	Unavailable	Unavailable	2 / 3
2026-10-15	Unavailable	Unavailable	2 / 3
2026-10-16	Unavailable	Unavailable	2 / 3
2026-10-17	Unavailable	Unavailable	2 / 3
2026-10-18	Unavailable	Unavailable	2 / 4
2026-10-19	Unavailable	Unavailable	2 / 4
2026-10-20	Unavailable	Unavailable	2 / 4
2026-10-21	Unavailable	Unavailable	2 / 4
2026-10-22	Unavailable	Unavailable	2 / 4
2026-10-23	Unavailable	Unavailable	2 / 3
2026-10-24	Unavailable	Unavailable	2 / 3

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	3	5
2026-06-01	3	5
2026-07-01	3	5
2026-08-01	3	5
2026-09-01	3	5
2026-10-01	3	5

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 3 Buy / Strong Buy · 5 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Maintain or increase dividend per share at or above $0.48 quarterlyDividend per share: $0.48 per share
EPS at or above $2.42 for FY25 and $2.51 for FY26Direct metric needs a verified mapping
Operating income at or above $38M in Q1 2026Operating income: $38.86M
Revenue growth at or above 8% annuallyRevenue growth: 13.31%

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

0.7%Typical daily move · historical

Downside history

-25.0%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Getty Realty Corp. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

GTY is a real estate investment trust with a growth thesis centered on convenience and automotive retail properties. The thesis is intact, but confidence is medium and evidence on management execution and recent performance is mixed.

What's priced into Getty Realty Corp.

The valuation evidence points to GTY being cheap versus peers, with a modest expectations gap and low fragility in what is priced in. The snapshot characterizes the valuation as justified, rather than showing that expectations are unusually demanding.

What the fundamentals likely do

Near term, recent results show third-quarter AFFO per share higher year over year, and management raised its 2026 AFFO guidance. Year-to-date investment and higher rental-property revenue support the portfolio-growth focus, but the real estate sector is a headwind and recent peer misses add risk.

What Getty Realty Corp. hinges on

The multi-year thesis depends on GTY sustaining AFFO growth while investing with discipline and preserving balance-sheet flexibility. Near term, a guidance reversal after the recent raise would damage confidence; rate cuts or continued strong results from sector peers could support the sector backdrop.