Monitor upcoming Q4 2026 earnings for progress on the >$75M pipeline under contract and whether the elevated investment pace continues into 2027.
Price Chart
Executive Summary
Getty Realty Corp. filed an 8-K furnishing an investor presentation that highlights record YTD investment activity of $502.3 million at a 7.2% initial cash yield, Q3 2026 AFFO growth of 14.0% to $41.1 million, and a slight upward revision to FY2026 AFFO guidance to $2.53-$2.54 per share. The presentation is a routine corporate update with no material new financial disclosures beyond what was already reported in the Q3 earnings release.
Key Facts
- Invested $502.3 million YTD at a 7.2% initial cash yield across 44 c-stores, 41 auto service centers, 24 drive-thru QSRs, and six express tunnel car washes
- Q3 2026 AFFO up 14.0% to $41.1 million; YTD AFFO up 14.5% to $119.0 million
- Q3 2026 AFFO per share up 3.2% to $0.64; YTD AFFO per share up 5.0% to $1.89
- FY2026 AFFO guidance raised to $2.53-$2.54 per share from $2.52-$2.54 per share
- Portfolio 99.7% occupied with 10.8 years WALT and 2.5x tenant rent coverage
- Net debt/EBITDA of 5.2x (5.0x pro forma for unsettled forward equity); BBB- Fitch rated
- More than $500M total liquidity including $52M forward equity and $450M revolver capacity
- No debt maturities until June 2028
Financial Impact
Routine investor presentation with no new material financial disclosures beyond previously reported Q3 results; guidance raised modestly by $0.01 at the low end
Risk Factors
- Tenant concentration risk with top 10 tenants representing 58.6% of ABR
- Interest rate sensitivity given 5.2x net debt/EBITDA leverage
- Execution risk on redevelopment pipeline and new investment commitments
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-427946 |
| Document: gty-ex99_1.htm | 0001193125-26-427946 |
| Document: 0001193125-26-427946-index-headers.html | 0001193125-26-427946 |
| Document: 0001193125-26-427946-index.html | 0001193125-26-427946 |
| Document: 0001193125-26-427946.txt | 0001193125-26-427946 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 8-K | $28.45 $28.01 | ▼ −1.55% | ▼ −1.02% | $28.04 (−1.44%) |
Oct 21, 2026 5d ago | 8-K | $28.45 $28.01 | ▼ −1.55% | ▼ −1.02% | $28.04 (−1.44%) |
Oct 21, 2026 6d ago | Press Release | $28.45 $28.01 | ▼ −1.55% | ▼ −1.02% | $28.04 (−1.44%) |
Oct 19, 2026 7d ago | 8-K | $28.04 $27.47 | ▼ −2.03% | ▼ −2.56% | $28.04 (+0.00%) |
Oct 19, 2026 8d ago | Press Release | $28.04 $27.47 | ▼ −2.03% | ▼ −2.56% | $28.04 (+0.00%) |
Sep 28, 2026 29d ago | 8-K | $28.45 $28.50 | ▲ +0.18% | ▲ +0.36% | $28.04 (−1.44%) |
Sep 22, 2026 5w ago | Press Release | $28.91 $28.71 | ▼ −0.69% | ▼ −0.61% | $28.04 (−3.01%) |
Apr 22, 2026 26w ago | 8-K | $33.76 $33.45 | ▼ −0.92% | ▼ −1.70% | $28.04 (−16.94%) |
Apr 22, 2026 26w ago | Press Release | $33.76 $33.45 | ▼ −0.92% | ▼ −1.70% | $28.04 (−16.94%) |
Apr 21, 2026 27w ago | Press Release | $33.21 $33.76 | ▲ +1.66% | ▲ +2.05% | $28.04 (−15.57%) |
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