Saul Centers/$BFS

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About Saul Centers

Saul Centers Inc is a self-managed real estate investment trust which invests in, operates and develops retail and commercial properties. The company's portfolio includes community and neighbourhood shopping centres, office properties, and mixed-use properties. Properties are located in the Washington, D.C. and Batlimore metropolitan areas. Saul Centers operates through two business segments: Shopping Centers segment, which contribute the maximum portion of total revenue; and mixed-use properties.Mixed-Use Properties segment include office, retail and multi-family residential use.
Ticker
$BFS
Primary listing
NYSE
Employees
162

Saul Centers Metrics

BasicAdvanced
$750M
31.26
$0.97
0.89
$2.36
7.78%

Bulls say / Bears say

Core operating performance is improving: second-quarter 2026 same-property revenue and NOI both increased 6.9%, while commercial leasing rose to 94.7% from 94.0% year over year. (SEC filing)
There is meaningful lease-up upside from the residential portfolio: The Milton at Twinbrook Quarter reached 96.7% leased versus 77.0% a year earlier, and Hampden House was already 64.2% leased and occupied by August 3, 2026, supporting future revenue growth as occupancy rises. (SEC filing)
BFS has comparatively strong debt-duration protection for a leveraged REIT: approximately 92.1% of debt was fixed-rate or hedged, weighted-average remaining debt term was 9.6 years, and $158.1 million remained available and undrawn under its credit facility. (SEC Form 10-Q)
Hampden House remains a meaningful earnings drag: despite higher occupancy, its initial operations reduced second-quarter 2026 net income by $4.0 million, including $2.9 million of incremental interest expense; quarterly FFO also fell to $0.69 per share from $0.73. (SEC filing)
BFS carries substantial leverage, with approximately $1.63 billion of debt at June 30, 2026, including $129 million of unhedged variable-rate borrowings that remain exposed to higher SOFR and refinancing costs. (SEC Form 10-Q)
The portfolio remains geographically concentrated in the Washington, D.C./Baltimore region, while same-property office leasing declined to 87.2% from 88.7% year over year; this leaves BFS exposed to regional economic weakness and persistent office-market pressure. (SEC Form 10-Q)
Data summarised monthly by Lightyear AI. Last updated on 11 Sept 2026.

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