Americold trades at a significant discount to sector medians but suffers from deteriorating financials and inconsistent growth. COLD's recent quarters saw revenue decline, margin contraction, and a quadrupled net loss, with continued weakness expected in its core warehouse segment. Dividend discount model suggests COLD is undervalued, but dividend sustainability is questionable without improved fundamentals.
Indexes for US equity real estate investment trusts increased during the week of Christmas. The Dow Jones Equity All REIT index climbed 1.14% over the recent week, roughly in line with the 1.40% gain for the S&P 500 and 1.20% increase for the Dow Jones Industrial Average. Multifamily REIT Aimco recorded the largest share-price increase for the week among all US REITs with at least $200 million in market capitalization, up 6.76%.
Lineage (LINE) stands out as the cold storage industry leader, leveraging proprietary technology and geographic diversification to drive structural cost advantages over peers. LINE's LinOS platform is a significant competitive advantage, expected to boost margins and productivity, though rollout delays present near-term execution risk. Industry oversupply is being absorbed, with demand now outpacing new supply; LINE's 6% dividend yield is well covered and supported by a conservative payout ratio.
U.S. equity markets climbed to fresh record highs in the Christmas-shortened trading week, buoyed by surprisingly solid GDP data, positive holiday spending trends, and a pullback in global interest rates. The delayed GDP report released this week showed a modest reacceleration in U.S. economic growth in the third-quarter to the strongest pace in two years alongside a cooler-than-expected inflation reading. Precious metals stole the show. Gold, silver, and platinum extended a historic rally fueled by a combination of easing rates, central-bank buying, end-market demand, and investor appetite for hard assets.
COLD partners with OTR to provide storage and distribution in Adelaide, expanding its expertise into Australia's convenience retail sector.
ATLANTA and ADELAIDE, Australia, Dec. 23, 2025 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD) (“Americold” or the “Company”), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition, and development of temperature-controlled warehouses, today announced a new partnership with On the Run (“OTR”), one of Australia's most recognized P&C brands. Americold will provide storage and distribution services to support OTR's supply chain in Adelaide and its rapid national expansion.
Establishes Finance Committee to Support Ongoing Efforts to Enhance Shareholder Value Enters Into Cooperation Agreement with Ancora ATLANTA, Dec. 22, 2025 (GLOBE NEWSWIRE) -- Americold Realty Trust, Inc. (NYSE: COLD) (“Americold” or the “Company”), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced the appointment of Joseph Reece and Stephen Sleigh to its Board of Directors (the “Board”), effective immediately. Americold also announced that its Board has formed a new Finance Committee, which is comprised of existing and new directors, in order to support ongoing efforts to enhance shareholder value.
ATLANTA, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced that its Board of Directors has declared a dividend of $0.23 per share for the fourth quarter of 2025, payable to holders of the Company's common stock. This is consistent with the dividend for the third quarter of 2025 and reflects an increase of 5% from the prior year.
U.S. equity markets posted mixed performance after an unusually divided Federal Reserve delivered a third-straight rate cut, but signaled a likely "pause" in the easing cycle. Perhaps the last rate cut under the "Powell Fed," the FOMC voted 9-3 to lower the federal funds rate to 3.75%, with two votes to keep rates unchanged. Markets saw hawkish undertones in the updated Economic Projections and commentary from Chair Powell, which emphasized lingering uncertainty around the inflation outlook and lack of conviction in softening labor markets.
ATLANTA, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced its participation in the Nareit REITworld: 2025 Annual Conference from December 9-10th. Rob Chambers, Chief Executive Officer, and Jay Wells, Chief Financial Officer, will host meetings with investors throughout the event.
Americold Realty Trust (NYSE: COLD - Get Free Report) and SL Green Realty (NYSE: SLG - Get Free Report) are both mid-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, earnings, valuation, dividends, risk, profitability and institutional ownership. Dividends Americold Realty Trust pays
Boston Partners lessened its stake in shares of Americold Realty Trust Inc. (NYSE: COLD) by 13.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 418,023 shares of the company's stock after selling 64,118 shares during the quarter. Boston Partners owned about
Americold offers an 8.6% dividend, supported by durable cash flows and a strong oligopolistic position in the cold storage REIT sector. COLD faces near-term headwinds from oversupply, expiring contracts, and pricing pressure, but its long-term fundamentals and customer relationships remain robust. Despite a challenging 2026 outlook, COLD's development pipeline, focus on build-to-suit projects, and international growth, especially in Asia-Pacific, provide upside potential.
ATLANTA, Nov. 26, 2025 (GLOBE NEWSWIRE) -- Americold, a global leader in temperature-controlled logistics, real estate, and value-added services, today announced it has been named a 2025 GRESB Sector Leader in the Americas, Industrial category through the GRESB Real Estate Assessment Standing Investments Benchmark. This achievement places Americold among the top-performing companies for sustainability performance.
American Century Companies Inc. grew its position in Americold Realty Trust Inc. (NYSE: COLD) by 31.7% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,158,328 shares of the company's stock after purchasing an additional 1,241,241 shares during the
Americold Realty Trust faces severe headwinds from industry overcapacity, stagnant demand, and declining occupancy, leading to a challenging outlook. COLD's financials show falling margins, negative rent spreads, and dangerously high leverage, with $575 million in debt maturing in 2026 and limited pricing power. The current 8.9% dividend yield appears unsustainable as AFFO and FFO coverage thins, raising the risk of a significant dividend cut in the near term.
Americold Realty Trust (NYSE: COLD - Get Free Report) and American Tower (NYSE: AMT - Get Free Report) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, valuation, earnings, institutional ownership, analyst recommendations, risk and profitability. Dividends Americold Realty Trust pays an annual
Americold Realty Trust Inc. (NYSE: COLD - Get Free Report) has earned an average rating of "Hold" from the fifteen brokerages that are covering the company, MarketBeat reports. Three analysts have rated the stock with a sell rating, seven have given a hold rating and five have assigned a buy rating to the company. The average
Over 200 U.S. REITs and homebuilders have reported third-quarter earnings results over the past five weeks, providing critical information on the state of the commercial and residential real estate industry. Overall, REIT earnings results were marginally better than consensus expectations despite a handful of high-profile flops that overshadowed some impressive individual results across a balanced mix of sectors. Two-thirds of the sector (67 REITs) raised their full-year FFO outlook—above the historical average of 65%. Notable winners included Industrial, Senior Housing, Data Center, Retail, and Billboard REITs.
Insight into Seth Klarman (Trades, Portfolio)'s Third Quarter 2025 Investment Adjustments Seth Klarman (Trades, Portfolio) recently submitted the 13F filing fo