Alexander & Baldwin Inc (Hawaii)

ALEX · NYSE

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ALEX analyst rating

HoldConsensus of 2 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold2
Underperform0
Sell0

12-month price target · 4 analysts

Average $21.34

Low: $21.06
High: $22.05

Upgrades and downgrades

The latest rating actions, newest first

ALEX analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Janney Montgomery Scott	Dec 11, 2025	Downgrade	Buy → Neutral	$21.00	43%
Piper Sandler	Dec 9, 2025	Downgrade	Overweight → Neutral	$21.00	44%

The case for and against

Updated Feb 9, 2026

Bull case

Alexander & Baldwin Inc. has demonstrated robust operational performance, with same-store Net Operating Income (NOI) growth outpacing initial expectations, prompting management to raise their 2025 forecast by 80 basis points to a range of 3.4-3.8%, supported by an impressive occupancy rate of 95.6%, reflecting a year-over-year increase of 140 basis points. The company is actively monetizing its land bank, and its ongoing developments, combined with strong leasing commitments, are contributing to a more positive growth outlook. Furthermore, streamlined operations and reduced general and administrative expenses are expected to enhance bottom-line results, reinforcing the overall positive trajectory of the company's financial health.

Bear case

Alexander & Baldwin Inc. faces significant challenges stemming from geographic concentration risk, as its operations are heavily tied to Hawaii, making it vulnerable to potential declines in retail sales and personal consumption trends. Additionally, rising interest rates pose a threat to its financial performance by diluting earnings upon debt maturation, negatively impacting returns from new investments, and potentially expanding cap rates, which would lower property valuations. The company's reliance on tourism and a transient local population could further exacerbate these risks by negatively affecting local retail sales trends and increasing competition within the market.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.