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COLD

Americold Realty Trust, Inc.

COLD

NYSE·Real Estate·REIT - Industrial·Mkt cap $4.2B

$14.61

-0.92%

P/E

-9.19

Mkt Cap

$4.2B

52-Wk Range

$10.10–$16.88

52-Week Range

$10.10 - $16.88

P/E

-9.19

Fwd P/E

-19.90

Beta

1.00

Div Yield

6.24%

Avg Vol

4.3M

Shares Out

285.3M

Mkt Cap

$4.2B

Price action

Price chart

Up 4.6% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Market-leading scale with 1 billion+ cubic feet of refrigerated storage capacity
  • Geographically diversified portfolio across five countries reducing operational risk
  • Essential infrastructure positioning providing stable, long-term lease contracts
  • High barriers to entry due to capital intensity and regulatory requirements

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Rising global demand for cold storage driven by e-commerce and direct-to-consumer food delivery

Value

Deep value opportunity - significant discount to Industrial REITs peers

Momentum

Stable

-1.6% over 3m

Quality

Loss-making

Below average quality

Dividend

High yield

6.24% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 5, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of -$1.19 vs -$0.00 consensus (-212400.0% surprise). Revenue of $662.9M vs $613.5M expected (+8.0%).

EPS miss
Rev beat +8.0%

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-212400.0%

Revenue trend · last 8Q

-5%

-2%

-2%

-1%

+0%

+2%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$674.2M

$666.4M

$629.0M

$650.7M

$663.7M

$658.5M

$629.9M

$662.9M

Margins · last 8Q

Gross

-43.4%

Operating

-43.4%

Profit

-51.7%

Wall Street consensus

8 analysts · 25% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

25%

Hold

5

63%

Sell

1

13%

Median Price Target

Latest: KeyBanc · Aug 10, 2026

vs Industry

How COLD stacks vs REIT - Industrial

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.