Postal Realty Trust, Inc. (PSTL) Stock Price & Analysis
Postal Realty Trust, Inc. (PSTL) is trading at USD 21.85, down 0.11% today, as of October 23, 2026 at 16:15 UTC (US market open; quotes may be delayed), according to Nexqual market data.
PSTL last closed at USD 21.87; today's session has ranged USD 21.69–22.32 on volume of 43,864 shares. Market capitalization is $869.44M, with a 52-week range of USD 14.25–25.22 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 16:24 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PSTL.md
Key facts (PSTL)
- Last four reported quarters (through Jun 30, 2026): revenue $106M, net income $17.3M (16.4% margin), free cash flow $41.4M (SEC filings).
- Valuation: P/E 50.2x (avg 50.5x at the last 3 fiscal year-ends), EV/EBITDA 19.1x, net debt $380M.
- Analysts: Buy (mean 1.86 on a 1–5 scale) (7 analysts), mean target USD 26.07 (range 24.5–30).
- Total return with dividends: 1Y +50.4% vs S&P 500 +14.7%; 5Y +52.6% vs S&P 500 +77.5%.
- Next earnings: 2026-11-03, EPS estimate USD 0.22, revenue estimate $28.7M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (PSTL)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $39.9M | $53.3M | $63.7M | $76.4M | $95.8M | $106M |
| Operating income | $5.9M | $9.7M | $14.0M | $21.2M | $34.3M | $39.9M |
| Net income | $2.1M | $3.9M | $3.7M | $6.6M | $14.1M | $17.3M |
| EPS (diluted) | $0.10 | $0.15 | $0.12 | $0.21 | $0.47 | — |
| Free cash flow | $15.2M | $20.9M | $25.6M | $30.7M | $37.6M | $41.4M |
| Operating margin | 14.8% | 18.2% | 22.0% | 27.7% | 35.8% | 37.8% |
| Net margin | 5.1% | 7.2% | 5.8% | 8.6% | 14.8% | 16.4% |
| Revenue growth | +63.4% | +33.5% | +19.5% | +19.9% | +25.5% | — |
| Cash + short-term investments | $5.9M | $1.5M | $2.2M | $1.8M | $1.5M | — |
| Total debt | $95.3M | $197M | $241M | $297M | $361M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (PSTL)
P/E 50.2x · P/S 8.2x · EV/EBITDA 19.1x · EV/Sales 11.8x · P/FCF 21.0x · P/B 2.6x · FCF yield 4.76% · Earnings yield 1.99% · Dividend yield (paid, TTM) 3.82% · Net debt $380M · EV $1.25B
P/E at fiscal year-ends: Dec 2025 27.8x, Dec 2024 44.6x, Dec 2023 79.1x.
Analysts (PSTL)
Consensus Buy (mean 1.86 on a 1–5 scale), 7 analysts; mean target USD 26.07 (low 24.5, high 30).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-14 | BMO Capital | Target raised | Outperform | $28 → $29 |
| 2026-09-01 | Scotiabank | Target raised | Sector Outperform | $25 → $26 |
| 2026-08-26 | JP Morgan | Target raised | Neutral | $23 → $25 |
Total return (dividends reinvested) (PSTL)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +50.4% | +52.6% |
| S&P 500 (SPY) | +14.7% | +77.5% |
| Per year | +50.5% | +8.8% |
| Volatility (annualized) | 24.2% | 22.1% |
| Max drawdown | -14.1% (Jun 2026→Oct 2026) | -26.9% (Nov 2021→Oct 2023) |
PSTL suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Competitor | UPS (UPS) | “The growth in the USPS' competitive service volumes, such as Priority Mail, Priority Mail Express, First-Class Package Service, Parcel Select, Parcel Return Service and some types of International Mail, is largely attributable to certain of the USPS' largest customers, including UPS, FedEx and Amazon, and more recently fueled by the expanding parcel market due to the ongoing e-commerce expansion, the demand for fa…” |
| Competitor | FedEx (FDX) | “The growth in the USPS' competitive service volumes, such as Priority Mail, Priority Mail Express, First-Class Package Service, Parcel Select, Parcel Return Service and some types of International Mail, is largely attributable to certain of the USPS' largest customers, including UPS, FedEx and Amazon, and more recently fueled by the expanding parcel market due to the ongoing e-commerce expansion, the demand for fa…” |
| Competitor | Amazon (AMZN) | “The growth in the USPS' competitive service volumes, such as Priority Mail, Priority Mail Express, First-Class Package Service, Parcel Select, Parcel Return Service and some types of International Mail, is largely attributable to certain of the USPS' largest customers, including UPS, FedEx and Amazon, and more recently fueled by the expanding parcel market due to the ongoing e-commerce expansion, the demand for fa…” |
Quoted from the company's 10-K filed Feb 24, 2026.
PSTL analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.22 | $0.15 | +42.6% | $28.7M | 2 |
| Next quarter (ends Dec 2026) | $0.21 | $0.14 | +51.3% | $29.3M | 2 |
| Current fiscal year (ends Dec 2026) | $0.75 | $0.56 | +34.5% | $111.6M | 2 |
| Next fiscal year (ends Dec 2027) | $0.83 | $0.59 | +41.4% | $129.9M | 2 |
PSTL options: expected move
Options price a move of about ±9.0% (±$1.97) by Nov 20, 2026, which includes earnings on Nov 3, 2026. Over the last 8 reports the stock moved ±4.9% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 56.2% | ±9.0% |
| Jan 15, 2027 | 84 | 42.6% | ±16.7% |
| Apr 16, 2027 | 175 | 27.4% | ±15.8% |
30-day implied volatility 31.9% vs 25.1% realized over the last 30 trading days. Put/call ratio (volume) 0.03. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 16:24 UTC)
| Price | USD 21.85 |
|---|---|
| Change | ▼ 0.11% (down) |
| Previous Close | USD 21.87 |
| Open | USD 21.9 |
| Day Range | USD 21.69 – 22.32 |
| 52-Week Range | USD 14.25 – 25.22 |
| Volume | 43,864 shares |
| Market Cap | $869.44M |
| Exchange | NYQ |
Technical Analysis (PSTL)
Nexqual's technical model rates PSTL "STRONG SELL" based on 0 bullish and 5 bearish signals across 128 daily candles, as of October 23, 2026 at 16:24 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 42.22 (neutral) |
| vs SMA50 | Below (USD 23.01) |
| MACD | -0.44 (negative) |
Analyst Ratings (PSTL)
Wall Street analysts rate PSTL "Buy" based on 7 analysts, with a mean price target of USD 26.07 (range USD 24.5–30), per Nexqual as of October 23, 2026 at 16:24 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 7 |
| Mean Target | USD 26.07 |
| High Target | USD 30 |
| Low Target | USD 24.5 |
| Buy / Hold / Sell | 6 / 1 / 0 |
Earnings (PSTL)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 0.22 |
| Revenue Estimate | $28.69M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.18 vs est 0.14 ▲ beat |
| 2026-03-31 | USD 0.11 vs est 0.1 ▲ beat |
| 2025-12-31 | USD 0.2 vs est 0.1 ▲ beat |
| 2025-09-30 | USD 0.16 vs est 0.09 ▲ beat |
Source: Nexqual, October 23, 2026 at 16:24 UTC.
Financials & Fundamentals (PSTL)
| Total Revenue | $105.55M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +22.40% |
| Gross Margin | +78.36% |
| Operating Margin | +39.69% |
| Profit Margin | +16.42% |
| ROE | +5.93% |
| Debt / Equity | 0.92 |
| Current Ratio | 2.25 |
| Total Cash | $5.24M |
| Total Debt | $384.28M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $41.37M (39.2% of revenue) |
Source: Nexqual, October 23, 2026 at 16:24 UTC.
Financial Health Score (PSTL)
Nexqual rates Postal Realty Trust, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 16:24 UTC.
| Growth | Strong — Revenue +28% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 78%, operating 40% (last 12 months) |
| Balance Sheet | Mixed — $2M cash and investments vs $382M debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $41M (last 4 quarters to Jun 2026, SEC), 39% margin |
| Efficiency | Mixed — ROE 6%, ROA 3.2% |
Ownership (PSTL)
| Insider Ownership | +4.37% |
|---|---|
| Institutional Ownership | +82.43% |
| Shares Outstanding | 30.25M |
| Float | 28.78M |
| Short % of Float | +14.69% |
Source: Nexqual, October 23, 2026 at 16:24 UTC.
Leadership (PSTL)
Postal Realty Trust, Inc. is led by Andrew Spodek, CEO & Director, per Nexqual as of October 23, 2026 at 16:24 UTC.
| CEO & Director | Andrew Spodek |
|---|---|
| President, Treasurer & Secretary | Jeremy Garber |
| Executive VP, CFO & Principal Financial Officer | Stephen Bakke C.F.A. |
| Executive VP & COO | David Loss |
| Senior Vice President of Acquisitions | Raphael Harel |
Major Backers & Investors (PSTL)
Notable institutional backers of Postal Realty Trust, Inc. include FMR, LLC, Fidelity, Federated Hermes, Inc., according to Nexqual as of October 23, 2026 at 16:24 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 11.41% |
| Fidelity | 6.58% |
| Federated Hermes, Inc. | 4.8% |
| Two Sigma Investments, LP | 3.88% |
| Marshall Wace LLP | 3.32% |
| CSM Advisors, LLC | 1.76% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 10.69% |
| Vanguard Group | 4.22% |
| Geode Capital | 2.91% |
| State Street | 2.23% |
Source: Nexqual, October 23, 2026 at 16:24 UTC.
From Postal Realty Trust, Inc.'s Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- We believe that we are the largest owner and manager, measured by net leasable square footage, of properties that are leased to the USPS.
Legal & Regulatory Risks (Item 1A, quoted)
- Litigation and catastrophic events involving the USPS may disrupt our business.
- We may incur significant costs for complying with various federal, state and local laws, regulations and covenants.
- The USPS' inability to meet its financial obligations may render it insolvent or increase the likelihood of Congressional or regulatory reform of the USPS, which may have a material adverse effect on our business and operations.
- We may be subject to on-going or future litigation, including existing claims relating to the entities that owned the properties previously and otherwise in the ordinary course of business, which could have a material adverse effect on our financial condition, results of operations, cash flow and the per share trading price of our Class A common stock.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| DEA | Easterly Government Properties, | USD 22.49 | ▼ 0.38% |
| PDM | Piedmont Realty Trust, Inc. | USD 9.63 | ▼ 0.05% |
| HPP | Hudson Pacific Properties, Inc. | USD 10.59 | ▲ 0.05% |
| ESBA | Empire State Realty OP, L.P. Se | USD 4.99 | ▼ 0.1% |
| BDN | Brandywine Realty Trust | USD 2.94 | ▼ 0.51% |
| DEI | Douglas Emmett, Inc. | USD 10.11 | ▲ 0.2% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 16:24 UTC. This page is informational and not investment advice.
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