One Liberty Properties, Inc. (OLP)

NYSEReal EstateReit - DiversifiedSnapshot 2026-10-23

$22.35-0.09%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge One Liberty Properties, Inc.’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	—	26.99M
EPS	—	0.1
Annual ending 2026-12-31
Revenue	—	108.54M
EPS	—	1.21
Annual ending 2027-12-31
Revenue	—	110.66M
EPS	—	0.38

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 net income at or above $6.24 million	Net income improved to $6.24 million in the same period.	Intact	net income falls below $6 million	Net income: $15.658M FY2026-Q2; GAAP. Published target: >= $6.24 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 5, 202615,658,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: f19e10d5-1030-4c52-a195-187fe860ba4e. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 5 of last 5 quarters. Net income attributable to One Liberty Properties increased significantly from $4.2 million in 2025-Q1 to $15.7 million in 2026-Q2. This reflects strong operational performance and portfolio management, indicating delivery on this priority. Delivery assessment Oct 24, 2026
Increase cash from operating activities to $11.22 million	Cash from operations rose to $11.22 million in early 2026.	Intact	cash from operating activities falls below $11 million	Cash from operations: $12.042M FY2026-Q2; GAAP. Published target: >= $11.22 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 5, 202612,042,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 5 of last 5 quarters. Cash from operating activities rose from $4.4 million in 2025-Q4 to $11.2 million in 2026-Q2, supporting dividend payments and acquisitions. Management is delivering on this operational cash flow growth priority. Delivery assessment Oct 24, 2026
Achieve revenue at least $97.23 million in 2026	A primary condition in One Liberty Properties, Inc.'s published investment case. The stated target is >= $97.23 million.	Intact	revenue falls below $90 million in FY26	Revenue: $27M FY2026-Q2; GAAP. Published target: >= $97.23 million. Target period is not explicitly aligned with this observation. Source published Aug 5, 202627,000,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Maintain dividend per share at $0.45	One Liberty keeps paying a steady $0.45 dividend per share.	Intact	dividend per share falls below $0.45	Dividend per share: $0.45 per share FY2026-Q2; GAAP. Published target: >= $0.45 per share. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 5, 20260.45 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: f19e10d5-1030-4c52-a195-187fe860ba4e. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 5 of last 5 quarters. Dividend per share has remained stable at $0.45 from 2025-Q1 through 2026-Q2. Management is delivering consistently on this capital allocation commitment. Delivery assessment Oct 24, 2026

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 revenue: comparable history unavailable.

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	Unavailable	1 / 3
2026-07-26	Unavailable	Unavailable	1 / 3
2026-07-27	Unavailable	Unavailable	1 / 3
2026-07-28	Unavailable	Unavailable	1 / 2
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2026-09-27	Unavailable	Unavailable	1 / 2
2026-09-28	Unavailable	Unavailable	1 / 2
2026-09-29	Unavailable	Unavailable	1 / 2
2026-09-30	Unavailable	Unavailable	1 / 2
2026-10-01	Unavailable	Unavailable	1 / 2
2026-10-02	Unavailable	Unavailable	1 / 2
2026-10-03	Unavailable	Unavailable	1 / 2
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2026-10-05	Unavailable	Unavailable	1 / 2
2026-10-06	Unavailable	Unavailable	1 / 2
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2026-10-11	Unavailable	Unavailable	1 / 2
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2026-10-23	Unavailable	Unavailable	1 / 2
2026-10-24	Unavailable	Unavailable	1 / 2

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	2	1
2026-06-01	2	1
2026-07-01	2	1
2026-08-01	2	1
2026-09-01	2	1
2026-10-01	2	1

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

Latest: 2 Buy / Strong Buy · 1 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 net income at or above $6.24 millionNet income: $15.658M
Increase cash from operating activities to $11.22 millionCash from operations: $12.042M
Achieve revenue at least $97.23 million in 2026Revenue: $27M
Maintain dividend per share at $0.45Dividend per share: $0.45 per share

Next proof point

Nov 5, 2026

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

0.8%Typical daily move · historical

Downside history

-15.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

One Liberty Properties, Inc. 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

OLP is a real estate company with an acquisition-led growth profile, rather than a clear turnaround story. Its long-term thesis is intact, but confidence is low and its signal has softened from favorable to mildly favorable.

What's priced into One Liberty Properties, Inc.

The evidence describes OLP as cheap versus peers, with low priced-in fragility and a justified valuation tag. The expectations gap is negative, suggesting the market’s assumptions are not especially demanding, though the valuation model has only medium confidence.

What the fundamentals likely do

Near term, recent financial performance is strong, with three reported earnings beats and higher rental income supported by industrial acquisitions. Management is on track with portfolio expansion, but earnings quality is fragile, and a guidance cut on the next call is a meaningful risk.

What One Liberty Properties, Inc. hinges on

Over the next few quarters, the thesis depends on continued acquisition-led rental growth and management maintaining execution. Fed rate cuts and strong results from real estate peers could support the sector backdrop, while weaker guidance could hurt confidence; the evidence does not establish which scenario will occur.