Earnings and dividend update for Getty Realty

Getty Realty (GTY) is back in focus after reporting fourth quarter and full year 2025 results that showed higher revenue and net income versus 2024, along with a new dividend declaration.

At a share price of US$31.07, Getty Realty has seen an 8.18% 1 month share price return and 11.52% over 3 months, while its 5 year total shareholder return of 47.47% points to momentum that has built gradually rather than in sharp bursts.

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With revenue at US$221.73 million, net income at US$79.19 million, and the shares sitting close to the analyst price target, is Getty Realty quietly undervalued or is the market already pricing in the road ahead?

Most Popular Narrative: 3.3% Undervalued

Getty Realty's most followed narrative puts fair value at about $32.14, only slightly above the recent $31.07 share price, so the story here is about fine margins rather than a big gap.

The accelerating pace of acquisitions and active investment pipeline, particularly in automotive service centers and convenience retail, positions Getty to capitalize on growing demand for service-oriented retail assets, supporting higher future rental revenue and AFFO growth.

It is interesting to consider how steady rental growth, rising margins and a specific future earnings target all relate to this valuation, and what kind of share issuance is incorporated into that narrative, without seeing the full math yet.

Result: Fair Value of $32.14 (UNDERVALUED)

However, heavier exposure to auto focused sites and potential environmental remediation costs could pressure occupancy, rental income, and the assumptions behind that modest 3.3% undervaluation gap.

Build Your Own Getty Realty Narrative

If you see the story differently or prefer to review the numbers yourself, you can build a custom view in a few minutes, starting with Do it your way.

A great starting point for your Getty Realty research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

Looking for more investment ideas?

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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.