Insider Trading February 26, 2026

American Assets Trust Executive Chairman Adds $212,582 in Shares Over Two Days

Ernest S. Rady increases indirect stake as company posts mixed Q4 2025 results and maintains high dividend yield

By Maya Rios AAT
American Assets Trust Executive Chairman Adds $212,582 in Shares Over Two Days
AAT

Ernest S. Rady, Executive Chairman of American Assets Trust, made two purchases of the company’s common stock on February 25 and 26, 2026, totaling $212,582. The acquisitions raised his indirect holdings to 8,114,565 shares held by the Ernest Rady Trust. The transactions occurred amid a quarter that delivered revenue above expectations but earnings below forecasts, while the stock trades around $20.06 with a 6.78% dividend yield.

Key Points

  • Ernest S. Rady purchased 5,597 shares on February 25 at $19.52 and 5,151 shares on February 26 at $20.06, for a total of $212,582.
  • Rady’s indirect holdings through the Ernest Rady Trust now total 8,114,565 shares; he also holds shares through several affiliated trusts and entities and directly via an IRA.
  • American Assets Trust reported Q4 2025 EPS of $0.05 (missed $0.10 forecast) and revenue of $110.09 million (beat $106.9 million); the stock trades at $20.06 with a $1.56 billion market cap and a 6.78% dividend yield.

Ernest S. Rady, serving as Executive Chairman of American Assets Trust, Inc. (NYSE:AAT), purchased the company’s common stock in two separate transactions on February 25 and February 26, 2026, for a combined value of $212,582.

On February 25, Rady acquired 5,597 shares at $19.52 per share. The subsequent day, February 26, he added 5,151 shares at $20.06 per share. Together, those trades raised the indirect holdings associated with the Ernest Rady Trust to 8,114,565 shares.

Rady’s interest in the company is held indirectly through several entities in addition to the Ernest Rady Trust. Those holdings include positions attributed to American Assets, Inc., Insurance Company of the West, the Rady Foundation, Explorer Insurance Company, and the Evelyn Shirley Rady Trust. He also holds shares directly via an Ernest Rady IRA.

The purchases come while AAT shares are trading at $20.06 and the company carries a market capitalization of $1.56 billion. Analysis from InvestingPro, as reported alongside the trading notice, designs the stock as appearing undervalued according to its Fair Value assessment. The company’s dividend profile remains prominent, with a yield of 6.78% and a record of paying dividends for 16 consecutive years, per InvestingPro Tips.

Those insider transactions occurred against the backdrop of American Assets Trust’s fourth-quarter 2025 financial results, which showed mixed outcomes. The company reported earnings per share of $0.05, below the forecasted $0.10, representing a 50% shortfall versus expectations. Revenue for the quarter was $110.09 million, however, topping the anticipated $106.9 million and producing a 2.98% positive surprise versus estimates.

The combination of a revenue beat and an earnings miss frames a nuanced financial picture for the REIT. Observers have noted market reaction to the release, though specific intraday or post-release price movements were not detailed in the filings and announcements referenced here. Investors and analysts will likely continue to monitor how those quarterly results, along with insider activity and the company’s dividend metrics, influence sentiment toward AAT in the near term.

Risks

  • Earnings per share for Q4 2025 fell short of analyst expectations, indicating potential near-term profitability pressure for the REIT - this can affect equity valuations in the real estate sector.
  • Market reaction to the mixed results was noted but not quantified here, creating uncertainty about short-term share-price volatility in the REIT and broader real estate investment trust market.
  • Reliance on dividends as a component of total return carries risks if operating results or cash flow generation weaken, which could influence income-oriented investors in the real estate and yield-sensitive sectors.

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