Market Cap
$6.3B
VNO
VORNADO REALTY TRUST
$33.90 ▲ +1.01%
Prev close $33.56Market cap$6.3B
ConsensusSell
12-mo target$39.92 (+17.8%)
▲ Neutral
Analyst conviction 4/10
40 New Institutional Positions10 Institutional Exits Real Estate
Snapshot
The big-picture read on VNO right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (39%)
Inst. Holders
50 funds
Inst. Value
$5.6B
Inst. Activity
40 buys / 10 sells
Insider Activity
$5.7M buy / $7.9M sell
Insider Net $
-$2.2M
SEC Reports
7
Press Releases
4
Price chart 30d -7.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 Insider
Chera Haim sold 90,000 shares
EVP - HEAD OF RETAIL @ $34.01 ($3.1M)
Sep 7, 2026 dark_pool
Aug 3, 2026 SEC Dark Pool: VNO — 1.5M shares, 33,565 trades
Week starting 2026-09-07. Total ATS volume: 1,497,401 shares across 33,565 trades.
Vornado Realty Trust reported Q2 2026 FFO as adjusted of $0.67 per share, up 19.6% YoY from $0.56, driven by strong same
PRESS-RELEASE — Impact 6/10
Vornado Realty Trust announced its Board of Trustees declared quarterly preferred dividends, a routine capital allocatio
Impact 2/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
14,411,308 shares ($566.4M)
Jun 30, 2026 Inst.
UBS Group AG — ADD
2,323,332 shares ($91.3M)
Jun 17, 2026 Insider
Fascitelli Michael D sold 125,350 shares
Director @ $36.57 ($4.6M)
Jun 17, 2026 Insider
Fascitelli Michael D sold 8,000 shares
Director @ $37.34 ($298.7K)
Analyst ratings buy % +5.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
39% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 21, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 17, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Sep 15, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 2, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Aug 10, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 5, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 5, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 22, 2026 | Morgan Stanley | DOWNGRADE | Underweight | 55% |
| Jul 21, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 5 | 8 | 3 | 0 | 39% | |
| Aug 1, 2026 | 1 | 3 | 8 | 8 | 1 | 19% | |
| Jul 1, 2026 | 2 | 5 | 8 | 3 | 0 | 39% | |
| Jun 1, 2026 | 2 | 5 | 8 | 3 | 0 | 39% | |
| May 1, 2026 | 2 | 5 | 8 | 3 | 0 | 39% | |
| Apr 1, 2026 | 2 | 5 | 8 | 3 | 0 | 39% | |
| Mar 1, 2026 | 2 | 5 | 8 | 3 | 0 | 39% | |
| Feb 1, 2026 | 2 | 5 | 8 | 3 | 0 | 39% |
Price targets
Where 13 covering analysts think VNO trades over the next 12 months.
$39.92 +17.8% upside Buy
Current$33.90 Low$31.00 Median$40.00 High$50.00 13 analysts
$31.00$50.00
Analyst rating Hold· 2.8/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 3 neutral · avg impact 4.9/10.Plus 4 press releases.
BULLISHPRESS-RELEASE6/10
Vornado Realty Trust reported Q2 2026 FFO as adjusted of $0.67 per share, up 19.6% YoY from $0.56, d
Aug 3, 2026
BEARISH8-K6/10
Vornado reported Q1 2026 net loss of $22.8M ($0.12/share) vs net income of $86.8M ($0.43) in Q1 2025
May 4, 2026
NEUTRALPRESS-RELEASE4/10
Vornado Realty Trust reported Q1 2026 revenue of $459.1M, beating consensus of $427.7M, but GAAP net
May 4, 2026
NEUTRALPRESS-RELEASE3/10
Vornado Realty Trust announced it will release Q1 2026 earnings on May 4, 2026, after market close,
Apr 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: VNO — 1.5M shares, 33,565 trades
Week starting 2026-09-07. Total ATS volume: 1,497,401 shares across 33,565 trades.
Aug 31, 2026
short_interest_report
Short Interest: VNO up 19% to 11.1M shares
Settlement 2026-08-31 | Days to cover: 10.70 | ≈5.96% of shares outstanding (est.)
Aug 31, 2026
dark_pool
Dark Pool: VNO — 1.3M shares, 32,580 trades
Week starting 2026-08-31. Total ATS volume: 1,313,015 shares across 32,580 trades.
Aug 24, 2026
dark_pool
Dark Pool: VNO — 1.3M shares, 32,326 trades
Week starting 2026-08-24. Total ATS volume: 1,295,618 shares across 32,326 trades.
Aug 17, 2026
dark_pool
Dark Pool: VNO — 1.3M shares, 29,862 trades
Week starting 2026-08-17. Total ATS volume: 1,263,208 shares across 29,862 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.22 | $-0.22–$-0.22 | — | -1200.0% | 0↑ 1↓ | $0.5B | 1 |
| Next Q | $-0.21 | $-0.21–$-0.21 | -775.0% | -800.0% | 0↑ 1↓ | $0.5B | 1 |
| Current FY | $-0.25 | $-0.25–$-0.25 | -106.0% | +0.0% | 1↑ 0↓ | $1.9B | 1 |
| Next FY | $0.31 | $0.31–$0.31 | — | +24.0% | 1↑ 0↓ | $2.0B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.220 | — |
| 7d ago | $0.020 | -0.240 |
| 30d ago | $0.020 | -0.240 |
| 60d ago | $0.020 | -0.240 |
| 90d ago | $0.020 | -0.240 |
Institutional ownership
Which big funds own VNO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.6B total value (141,749,025 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, NORGES. Net buying activity: 40 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 22,179,714 | $871.7M | 15.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,528,540 | $571.0M | 10.3% | — |
| NORGES BANK | 14,411,308 | $566.4M | 10.2% | NEW |
| FRANKLIN RESOURCES INC | 13,381,039 | $525.9M | 9.4% | — |
| STATE STREET CORP | 8,058,645 | $316.7M | 5.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,548,424 | $296.7M | 5.3% | — |
| PRINCIPAL FINANCIAL GROUP INC | 5,943,644 | $233.6M | 4.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 3,684,606 | $144.8M | 2.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,565,214 | $140.1M | 2.5% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,416,436 | $134.3M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 14,411,308 | — | $566.4M |
| UBS Group AG | ADD | 1,374,429 | 2,323,332 | +69.0% | $91.3M |
| DEUTSCHE BANK AG\ | DOUBLED | 100,921 | 2,140,921 | +2021.4% | $84.1M |
| Gotham Asset Management, LLC | DOUBLED | 459,476 | 1,929,294 | +319.9% | $75.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 1,398,378 | 1,792,241 | +28.2% | $70.4M |
| Russell Investments Group, Ltd. | DOUBLED | 328,439 | 1,328,795 | +304.6% | $52.2M |
| AMERICAN CENTURY COMPANIES INC | NEW | — | 663,054 | — | $26.1M |
| GOLDMAN SACHS GROUP INC | ADD | 435,951 | 657,300 | +50.8% | $25.8M |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 110,685 | 598,395 | +440.6% | $23.5M |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 163,499 | 520,999 | +218.7% | $20.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 32 transactions. Net -$2.2M — $5.7M bought, $7.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 29, 2026 | Chera Haim | EVP - HEAD OF RETAIL | SELL | 90,000 | $34.01 | $3.1M |
| Jun 17, 2026 | Fascitelli Michael D | Director | SELL | 125,350 | $36.57 | $4.6M |
| Jun 17, 2026 | Fascitelli Michael D | Director | SELL | 8,000 | $37.34 | $298.7K |
| Jun 8, 2026 | WIGHT RUSSELL B JR | Director | BUY | 1,000 | $17.44 | $17.4K |
| Jun 8, 2026 | WIGHT RUSSELL B JR | Director | BUY | 1,000 | $15.00 | $15.0K |
| Jun 8, 2026 | WIGHT RUSSELL B JR | Director | BUY | 1,000 | $17.69 | $17.7K |
| Jun 8, 2026 | WIGHT RUSSELL B JR | Director | BUY | 1,000 | $17.63 | $17.6K |
| May 21, 2026 | TISCH DANIEL R | Director | AWARD | 7,168 | — | — |
| May 21, 2026 | WIGHT RUSSELL B JR | Director | AWARD | 7,168 | — | — |
| May 21, 2026 | Fascitelli Michael D | Director | AWARD | 7,168 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VNO.
Shares short
11,344,799
Settlement Sep 15, 2026
Change vs prior
+2.0%
Semi-monthly cycle
Days to cover
9.4
At avg daily volume
Of shares outstanding
≈6.1%
Estimate — not % of float
All VNO filing & press-release reports (11)
- PRESS-RELEASE reportAug 3, 2026
- PRESS-RELEASE reportJul 30, 2026
- PRESS-RELEASE reportJun 11, 2026
- 8-K reportMay 4, 2026
- PRESS-RELEASE reportMay 4, 2026
- PRESS-RELEASE reportApr 28, 2026
- PRESS-RELEASE reportApr 21, 2026
- DEFA14A reportApr 7, 2026
- COURT-RULING reportMar 27, 2026
- PRESS-RELEASE reportMar 11, 2026
- INST-CLUSTER reportFeb 28, 2026