Region's New CEO Has Opportunities to Grow Earnings -- Market Talk

Dow Jones
02/11

2114 GMT - Greg Chubb will start as Region CEO on March 9, prompting Jefferies to consider what his plans might look like. "The incoming CEO may reset expectations on strategy, earnings and development pipeline timing," analyst Andrew Dodds says. "We expect funds management expansion to be a key pillar, alongside faster capital recycling to lift portfolio quality." Jefferies highlights two opportunities to grow funds from operations/unit above current guidance. Region could refinance existing bank debt and its U.S. private placements. It could also buy back more stock. Jefferies notes Region's cost of equity of 6.9% right now is 240bps above the forecast FY 2026 weighted average cost of debt of 4.5%. "Therefore, the spread implies any incremental dollar of capital deployed into the buyback is accretive to earnings," says Jefferies. (david.winning@wsj.com; @dwinningWSJ)

 

(END) Dow Jones Newswires

February 10, 2026 16:14 ET (21:14 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10