Alexander's, Inc. (ALX) Stock Price & Analysis
Alexander's, Inc. (ALX) closed at USD 247.25 on Thursday, October 22, 2026, up 3.65% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 238.54; the Oct 22, 2026 session ranged USD 240.47–247.3 on volume of 60,843 shares. Market capitalization is $1.26B, with a 52-week range of USD 201.28–289.43 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:37 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ALX.md
Key facts (ALX)
- Last four reported quarters (through Jun 30, 2026): revenue $215M, net income $170M (79.1% margin) (SEC filings).
- Valuation: P/E 7.4x (avg 24.7x at the last 3 fiscal year-ends).
- 1 of 80 tracked superinvestors hold ALX (13F, Q2 2026): 0 new, 0 added, 0 reduced, 1 unchanged.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $113K; 1 not under a Rule 10b5-1 plan ($113K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Strong Sell (mean 5.00 on a 1–5 scale) (1 analysts), mean target USD 192 (range 192–192).
- Total return with dividends: 1Y +14.8% vs S&P 500 +14.9%; 5Y +28.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-02, EPS estimate USD —, revenue estimate $82.4M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ALX)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $206M | $206M | $225M | $226M | $213M | $215M |
| Net income | $133M | $57.6M | $102M | $43.4M | $28.2M | $170M |
| EPS (diluted) | $25.94 | $11.24 | $19.97 | $8.46 | $5.50 | — |
| Net margin | 64.5% | 28.0% | 45.5% | 19.2% | 13.2% | 79.1% |
| Revenue growth | +3.5% | -0.2% | +9.3% | +0.6% | -5.8% | — |
| Cash + short-term investments | $464M | $462M | $532M | — | — | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ALX)
P/E 7.4x · P/S 5.9x · P/B 5.7x · Earnings yield 13.45% · Dividend yield (paid, TTM) 7.32%
P/E at fiscal year-ends: Dec 2025 39.7x, Dec 2024 23.6x, Dec 2023 10.7x.
Superinvestors (SEC 13F-HR, Q2 2026) (ALX)
1 of 80 tracked investors hold ALX. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Mason Hawkins | Southeastern Asset Management | 1.42% | $27.3M | Unchanged |
Insider sales (SEC Form 4, open-market, last ~7 months) (ALX)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-06-09 | Wight Russell B Jr | Director | 423 | $113K | 32% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ALX)
Consensus Strong Sell (mean 5.00 on a 1–5 scale), 1 analysts; mean target USD 192 (low 192, high 192).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Piper Sandler | Target lowered | Underweight | $212 → $192 |
| 2026-07-21 | Piper Sandler | Target raised | Underweight | $190 → $212 |
Total return (dividends reinvested) (ALX)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +14.8% | +28.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +14.9% | +5.2% |
| Volatility (annualized) | 27.3% | 25.7% |
| Max drawdown | -17.3% (Jul 2026→Oct 2026) | -37.3% (Oct 2021→May 2023) |
ALX revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Tenant services | $1.4M | 2.5% | +58.3% |
| Parking revenue | $1.2M | 2.1% | -5.0% |
| Total revenue | $54.7M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ALX suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | Home Depot (HD) | “This was primarily due to (i) $13,831,000 of lower rental revenue from Home Depot's lease expiration at 731 Lexington Avenue and (ii) $9,001,000 of lower rental revenue from IKEA's lease expiration at Rego Park I, partially offset by (iii) $4,399,000 of higher rental revenue from new leases at Rego Park II, (iv) $3,403,000 of higher recoveries of operating expenses and capital expenditures and (v) $2,325,000 of hi…” |
Quoted from the company's 10-K filed Feb 9, 2026.
ALX customer concentration
In the period ended Jun 30, 2026, a single direct customer accounted for 60% of revenue, per the company's 10-Q filed Aug 3, 2026. The company does not name it.
ALX analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | — | — | — | $82.4M | — |
| Next quarter (ends Dec 2026) | — | — | — | $54.1M | — |
| Current fiscal year (ends Dec 2026) | — | — | — | $244.7M | — |
| Next fiscal year (ends Dec 2027) | — | — | — | $229.4M | — |
Key Statistics (as of October 23, 2026 at 10:37 UTC)
| Price | USD 247.25 |
|---|---|
| Change | ▲ 3.65% (up) |
| Previous Close | USD 238.54 |
| Open | USD 239.56 |
| Day Range | USD 240.47 – 247.3 |
| 52-Week Range | USD 201.28 – 289.43 |
| Volume | 60,843 shares |
| Market Cap | $1.26B |
| Exchange | NYQ |
Technical Analysis (ALX)
Nexqual's technical model rates ALX "SELL" based on 2 bullish and 4 bearish signals across 127 daily candles, as of October 23, 2026 at 10:37 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 52.77 (neutral) |
| vs SMA50 | Below (USD 253.09) |
| MACD | -3.71 (negative) |
Analyst Ratings (ALX)
Wall Street analysts rate ALX "Strong Sell" based on 1 analysts, with a mean price target of USD 192 (range USD 192–192), per Nexqual as of October 23, 2026 at 10:37 UTC.
| Consensus Rating | Strong Sell |
|---|---|
| Analyst Count | 1 |
| Mean Target | USD 192 |
| High Target | USD 192 |
| Low Target | USD 192 |
| Buy / Hold / Sell | 0 / 0 / 1 |
Earnings (ALX)
| Next Earnings Date | 2026-11-02 |
|---|---|
| Revenue Estimate | $82.40M |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financials & Fundamentals (ALX)
| Total Revenue | $214.80M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +6.10% |
| Gross Margin | +48.51% |
| Operating Margin | +30.11% |
| Profit Margin | +79.06% |
| ROE | +92.02% |
| Debt / Equity | 3.83 |
| Current Ratio | 16.18 |
| Total Cash | $303.32M |
| Total Debt | $856.60M |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Financial Health Score (ALX)
Nexqual rates Alexander's, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:37 UTC.
| Growth | Weak — Revenue -6% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 49%, operating 30% (last 12 months) |
| Balance Sheet | Weak — $303M cash vs $857M debt |
| Cash Flow | Solid — Operating cash flow $73M (FY ended Dec 2025, 10-K) |
| Efficiency | Strong — ROE 92%, ROA 3.0% |
Ownership (ALX)
| Insider Ownership | +58.38% |
|---|---|
| Institutional Ownership | +41.15% |
| Shares Outstanding | 5.11M |
| Float | 2.12M |
| Short % of Float | +12.32% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
Leadership (ALX)
Alexander's, Inc. is led by Steven Roth, Chairman of the Board & CEO, per Nexqual as of October 23, 2026 at 10:37 UTC.
| Chairman of the Board & CEO | Steven Roth |
|---|---|
| Chief Financial Officer | Gary W. Hansen |
Major Backers & Investors (ALX)
Notable institutional backers of Alexander's, Inc. include Morgan Stanley, Mirae Asset Global ETFs Holdings Ltd., Goldman Sachs, according to Nexqual as of October 23, 2026 at 10:37 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Morgan Stanley | 3.2% |
| Mirae Asset Global ETFs Holdings Ltd. | 3.08% |
| Goldman Sachs | 2.63% |
| GLOBAL X FUNDS-Global X SuperDividend U.S. ETF | 2.37% |
| Southeastern Asset Management Inc/TN/ | 1.94% |
| Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund | 1.94% |
| Healthcare of Ontario Pension Plan Trust Fund | 1.78% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 5.48% |
| BlackRock | 4.5% |
| Geode Capital | 1.21% |
Source: Nexqual, October 23, 2026 at 10:37 UTC.
From Alexander's, Inc.'s Latest SEC 10-K Filing (filed 2026-02-09)
Partnerships
- Vornado relies on technology, as well as meaningful stakeholder collaboration with its tenants, its employees and its communities, to achieve this plan.
Legal & Regulatory Risks (Item 1A, quoted)
- We may fail to qualify or remain qualified as a REIT, and may be required to pay federal income taxes at corporate rates, which could adversely impact the value of our common stock.
- We may face possible adverse federal tax audits and changes in federal tax laws, which may result in an increase in our tax liability.
- We may face possible adverse state and local tax audits and changes in state and local tax law.
- Compliance or failure to comply with the Americans with Disabilities Act ("ADA") or other safety regulations and requirements could result in substantial costs.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CBL | CBL & Associates Properties, In | USD 49.83 | ▲ 2.11% |
| BFS | Saul Centers, Inc. | USD 29.52 | ▲ 2.39% |
| NTST | NetSTREIT Corp. | USD 17.02 | ▲ 3.34% |
| GTY | Getty Realty Corporation | USD 28.45 | ▲ 3.57% |
| IVT | InvenTrust Properties Corp. | USD 30.14 | ▲ 2.55% |
| FCPT | Four Corners Property Trust, In | USD 22.05 | ▲ 4.06% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:37 UTC. This page is informational and not investment advice.
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