• Getty Realty Corp. recently announced the detailed allocation of its 2025 common stock dividend distributions totaling US$1.88 per share, outlining how each of the four quarterly US$0.47 payments will be reported for tax purposes across ordinary income, capital gains, non-dividend distributions, and unrecaptured Section 1250 income.
• Alongside this, the company highlighted entering 2026 with full portfolio occupancy, strong rent collection, and over US$235 million of 2025 investment activity, underlining its emphasis on convenience and automotive retail real estate across 1,174 properties in 44 states and Washington, D.C.
• We’ll now examine how the clarity on 2025 dividend composition and full portfolio occupancy could shape Getty Realty’s existing investment narrative.

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Getty Realty Investment Narrative Recap

To own Getty Realty, you need to be comfortable with a focused bet on convenience and automotive retail properties, and a business model built around long leases and consistent rent collection. The detailed 2025 dividend allocation and confirmation of full occupancy support the near term income story, but they do not materially change the key catalyst of continued acquisition-driven growth or the biggest current risk from long term shifts in transportation and fuel demand.

The 2025 dividend breakdown to US$1.88 per share, with clear tax reporting across ordinary income, capital gains, and other components, is the announcement most relevant here. For income focused investors, that disclosure pairs with full occupancy and US$235 million of 2025 investment activity to frame how future rent checks and portfolio additions could feed through to reported distributions and perceived payout quality.

Yet investors also need to consider how long term changes in driving habits and fuel demand could affect occupancy and asset values over time...

Getty Realty's narrative projects $252.2 million revenue and $92.5 million earnings by 2028.

Uncover how Getty Realty's forecasts yield a $32.14 fair value, a 7% upside to its current price.

Exploring Other Perspectives

Three members of the Simply Wall St Community currently see fair value for Getty Realty between US$31.63 and US$66.37, underscoring how far apart individual views can be. Against that backdrop, Getty’s reliance on automotive focused, single tenant properties raises important questions about how structural shifts in transport demand might influence rental resilience and portfolio risk, which readers may want to assess through several different lenses.

Explore 3 other fair value estimates on Getty Realty - why the stock might be worth just $31.62!

Build Your Own Getty Realty Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Getty Realty research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Getty Realty research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Getty Realty's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.