FR
FIRST INDUSTRIAL REALTY TRUST INC
$63.28
+1.35%
$8.4B
No data for this timeframe.
Vol
Market Cap$8.4B
Cap SizeMid Cap
Analyst ConsensusBuy (60%)
Inst. Holders8 funds
Inst. Value$1.8B
Inst. Activity3 buys / 2 sells
SEC Reports3
Recent Activity
May 1, 2026
short_volume
Short Volume: FR — 63.1% short (0.5M / 0.8M)
Short: 497,040 | Exempt: 18 | TRF Vol: 787,243 | Short Ratio: 63.1% | Off-exchange volume (dark pool
Apr 30, 2026
Insider
Olsen Denise sold 2,419 shares
Director @ $0.00 ($0.00)
Apr 30, 2026
Insider
Smith Marcus L. sold 2,419 shares
Director @ $0.00 ($0.00)
Apr 30, 2026
Insider
DOMINSKI MATTHEW sold 2,419 shares
Director @ $0.00 ($0.00)
Apr 13, 2026
SEC
First Industrial Realty Trust is engaged in a proxy fight, with the board urging shareholders to support its nominees. T
DEFA14A — Impact 6/10
Mar 20, 2026
SEC
First Industrial Realty Trust (FR) responded to activist investor Land Buildings withdrawing its director nominee, Jonat
DEFA14A — Impact 7/10
Mar 17, 2026
SEC
First Industrial Realty Trust announced the appointment of Frank E. Schmitz to its Board of Directors effective June 1,
8-K — Impact 7/10
Inst.
NORGES BANK — NEW
5,588,883 shares ($320.1M)
Price Targets
$67.00
+5.9% upside
Buy
Current $63.28
Low $63.00
Median $67.00
High $74.00
15 analysts
$63.00
$74.00
Analyst Ratings
5Strong Buy
10Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Apr 28, 2026 | Baird | MAINTAIN | Outperform → Outperform |
| Mar 2, 2026 | Scotiabank | MAINTAIN | Sector Perform → Sector Perform |
| Feb 18, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Feb 11, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.42 ▲ +0.9% | $0.40 — $0.45 | -0% YoY | 4 |
| Next Q | $0.44 ▲ +1.0% | $0.42 — $0.47 | -11% YoY | 4 |
| Current FY | $2.15 ▲ +30.8% | $1.76 — $2.39 | 15% YoY | 3 |
| Next FY | $1.86 ▼ -1.1% | $1.77 — $2.03 | -14% YoY | 4 |
Latest Reports
MIXED
DEFA14A
6/10
First Industrial Realty Trust is engaged in a proxy fight, with the board urging shareholders to support its nominees. T
Apr 13, 2026
BULLISH
DEFA14A
7/10
First Industrial Realty Trust (FR) responded to activist investor Land Buildings withdrawing its director nominee, Jonat
Mar 20, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.1B | — |
| NORGES BANK | $320.1M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $142.1M | NEW |
| MORGAN STANLEY | $125.1M | — |
| BANK OF AMERICA CORP | $38.4M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 30, 2026 | Olsen Denise | A | $0.00 |
| Apr 30, 2026 | Smith Marcus | A | $0.00 |
| Apr 30, 2026 | DOMINSKI MATTHEW | A | $0.00 |
| Apr 30, 2026 | HACKETT H | A | $0.00 |
| Apr 30, 2026 | BAZEMORE TERESA | A | $0.00 |
8 institutional holders with $1.8B total value (31,058,648 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, CHARLES. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 19,407,599 | $1.1B | 62.5% | — |
| 2 | NORGES BANK | 5,588,883 | $320.1M | 18.0% | NEW |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,481,082 | $142.1M | 8.0% | NEW |
| 4 | MORGAN STANLEY | 2,184,198 | $125.1M | 7.0% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 671,149 | $38.4M | 2.2% | TRIM -25.3% |
| 6 | FMR LLC | 564,961 | $32.4M | 1.8% | ADD +26.5% |
| 7 | WELLS FARGO & COMPANY/MN | 118,027 | $6.8M | 0.4% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 42,749 | $2.4M | 0.1% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 5,588,883 | — | $320.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 898,370 | 671,149 | -25.3% | $38.4M | 2025-Q4 |
| FMR LLC | ADD | 446,732 | 564,961 | +26.5% | $32.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 42,749 | — | $2.4M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 186,100 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | DOUBLED | 221,680 | 679,794 | +206.7% | $35.0M | 2025-Q3 |
| FMR LLC | TRIM | 633,533 | 446,732 | -29.5% | $23.0M | 2025-Q3 |
| NORGES BANK | EXIT | 5,653,136 | 0 | -100.0% | $0.00 | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 113,737 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 5,653,136 | — | $272.1M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 664,221 | 993,799 | +49.6% | $47.8M | 2025-Q2 |
| UBS Group AG | ADD | 117,170 | 221,680 | +89.2% | $10.7M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 505,700 | 204,100 | -59.6% | $9.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 343,236 | 113,737 | -66.9% | $5.5M | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 1,762,541 | 1,259,486 | -28.5% | $68.0M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 60,953 | 343,236 | +463.1% | $18.5M | 2025-Q1 |
| NORGES BANK | EXIT | 1,805,094 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 351,700 | 443,100 | +26.0% | $22.2M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 2,182,600 | — | $122.2M | 2024-Q3 |
6 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 30, 2026 | Olsen Denise | Director | A | 2,419 | $0.00 | $0.00 |
| Apr 30, 2026 | Smith Marcus L. | Director | A | 2,419 | $0.00 | $0.00 |
| Apr 30, 2026 | DOMINSKI MATTHEW | Director | A | 2,419 | $0.00 | $0.00 |
| Apr 30, 2026 | HACKETT H PATRICK JR | Director | A | 2,419 | $0.00 | $0.00 |
| Apr 30, 2026 | BAZEMORE TERESA BRYCE | Director | A | 2,419 | $0.00 | $0.00 |
| Feb 19, 2026 | Schultz Peter | EVP - East Region | G | 100 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 6.7/10.
MIXED
DEFA14A
6/10
First Industrial Realty Trust is engaged in a proxy fight, with the board urging shareholders to sup
Apr 13, 2026
BULLISH
DEFA14A
7/10
First Industrial Realty Trust (FR) responded to activist investor Land Buildings withdrawing its dir
Mar 20, 2026
BULLISH
8-K
7/10
First Industrial Realty Trust announced the appointment of Frank E. Schmitz to its Board of Director
Mar 17, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (60% buy). Based on 25 analysts: 5 strong buy, 10 buy, 10 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$67.00 mean target
+5.9% upside
Buy (2.06)
$63.00 Low
$74.00 High
| Metric | Value |
|---|---|
| Current Price | $63.28 |
| Target Low | $63.00 |
| Target Mean | $67.00 |
| Target Median | $67.00 |
| Target High | $74.00 |
| # Analysts | 15 |
| Recommendation | Buy (2.06) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.42 | $0.40 | $0.45 | -0.1% | +0.9% | 1↑ 0↓ | $0.2B | 8.0% | 4 |
| Next Q 2026-09-30 |
$0.44 | $0.42 | $0.47 | -10.8% | +1.0% | 1↑ 0↓ | $0.2B | 8.7% | 4 |
| Current FY 2026-12-31 |
$2.15 | $1.76 | $2.39 | 15.0% | +30.8% | 1↑ 0↓ | $0.8B | 8.8% | 3 |
| Next FY 2027-12-31 |
$1.86 | $1.77 | $2.03 | -13.5% | -1.1% | 1↑ 1↓ | $0.8B | 7.2% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.419 | |
| 7d ago | $0.426 | -0.006 |
| 30d ago | $0.416 | +0.004 |
| 60d ago | $0.427 | -0.008 |
| 90d ago | $0.442 | -0.023 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Apr 28, 2026 | Baird | MAINTAIN | Outperform | Outperform |
| Mar 2, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| Feb 18, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 11, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 10, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 6, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Jan 20, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jan 14, 2026 | Scotiabank | MAINTAIN | Sector Perform | Sector Perform |
| Dec 4, 2025 | Mizuho | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 5 | 10 | 10 | 0 | 0 | 60% | |
| Apr 1, 2026 | 5 | 10 | 10 | 0 | 0 | 60% | |
| Mar 1, 2026 | 5 | 10 | 10 | 0 | 0 | 60% | |
| Feb 1, 2026 | 5 | 10 | 10 | 0 | 0 | 60% | |
| Jan 1, 2026 | 7 | 9 | 11 | 0 | 0 | 59% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 1, 2026
short_volume
Short Volume: FR — 63.1% short (0.5M / 0.8M)
Short: 497,040 | Exempt: 18 | TRF Vol: 787,243 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: FR — 1.6M shares, 37,325 trades
Week starting 2026-04-27. Total ATS volume: 1,555,381 shares across 37,325 trades.
Apr 22, 2026
earnings_calendar
FR Q1 2026 Earnings After Market Close — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: FR — 1.5M shares, 35,805 trades
Week starting 2026-04-20. Total ATS volume: 1,526,423 shares across 35,805 trades.
Apr 13, 2026
dark_pool
Dark Pool: FR — 1.0M shares, 28,862 trades
Week starting 2026-04-13. Total ATS volume: 961,251 shares across 28,862 trades.
Apr 6, 2026
dark_pool
Dark Pool: FR — 0.9M shares, 22,597 trades
Week starting 2026-04-06. Total ATS volume: 876,068 shares across 22,597 trades.
Mar 30, 2026
dark_pool
Dark Pool: FR — 0.9M shares, 24,259 trades
Week starting 2026-03-30. Total ATS volume: 947,987 shares across 24,259 trades.
Mar 23, 2026
dark_pool
Dark Pool: FR — 1.4M shares, 36,116 trades
Week starting 2026-03-23. Total ATS volume: 1,418,201 shares across 36,116 trades.
Mar 16, 2026
dark_pool
Dark Pool: FR — 1.5M shares, 34,629 trades
Week starting 2026-03-16. Total ATS volume: 1,484,492 shares across 34,629 trades.
Mar 9, 2026
dark_pool
Dark Pool: FR — 1.5M shares, 38,750 trades
Week starting 2026-03-09. Total ATS volume: 1,463,952 shares across 38,750 trades.
Mar 2, 2026
dark_pool
Dark Pool: FR — 1.0M shares, 24,630 trades
Week starting 2026-03-02. Total ATS volume: 959,814 shares across 24,630 trades.
Feb 23, 2026
dark_pool
Dark Pool: FR — 1.6M shares, 29,403 trades
Week starting 2026-02-23. Total ATS volume: 1,638,765 shares across 29,403 trades.
Feb 16, 2026
dark_pool
Dark Pool: FR — 1.5M shares, 28,907 trades
Week starting 2026-02-16. Total ATS volume: 1,494,748 shares across 28,907 trades.
Feb 9, 2026
dark_pool
Dark Pool: FR — 1.7M shares, 38,554 trades
Week starting 2026-02-09. Total ATS volume: 1,742,440 shares across 38,554 trades.
Feb 3, 2026
short_interest
FTD: FR — 34,032 shares ($2.0M) failed to deliver
Settlement: 20260203, Price: $57.51, FTD Value: $1,957,180.32, FIRST INDUTRIAL REALTY TR INC