Alan Todd Roth, Executive Regional President and Chief Operating Officer of Regency Centers Corp, sold 8,000 shares of the company's common stock on February 10, 2026, for a total of $616,400.
The sale was executed at a weighted average price of $77.05 per share, with individual transaction prices recorded between $77.01 and $77.12. At the time of the trade, Regency Centers' stock was trading near its 52-week high of $78.18 and had delivered an 11.65% return year-to-date.
After the disposition, Roth directly holds 14,991 shares of Regency Centers. The company carries a market capitalization of $14.35 billion and a dividend yield of 3.92%. Regency Centers has maintained dividend payments for 33 consecutive years and is characterized by a "GREAT" overall financial health score.
Quarterly results and operating metrics
Regency Centers reported fourth-quarter 2025 earnings that contained a notable divergence between per-share profits and top-line performance. The company posted an actual earnings per share (EPS) of $1.12, exceeding the consensus estimate of $0.57 by 96.49%.
Revenue for the quarter came in at $395.41 million, short of the expected $404.31 million, representing a 2.2% miss versus forecasts. On a funds-from-operations basis, Regency reported NAREIT FFO of $1.17 per share, in line with consensus expectations, while Core FFO was $1.12 per share, which was slightly below one analyst firm's estimate.
In the wake of the quarterly release, Ladenburg Thalmann adjusted its price target on Regency Centers to $80.00 from $76.00, while maintaining a Neutral rating on the shares.
Corporate governance update
The company also disclosed a board-level change: C. Ronald Blankenship, a director, has informed the company that he will retire from the board following Regency Centers' 2026 annual meeting of shareholders. The company stated that Mr. Blankenship's decision to retire was not the result of any disagreement with Regency Centers regarding the company's operations, policies, or practices.
Context for investors
The insider sale, the quarterly results, the revised analyst price target and the planned board retirement together form the most recent set of developments investors will consider when assessing Regency Centers. The stock's proximity to its 52-week high and its outperformance year-to-date provide additional market context for the transaction.
Investors looking at Regency Centers can weigh the large EPS surprise against the revenue shortfall and the slight divergence in Core FFO versus certain analyst estimates, while also noting the company's long record of dividend payments and current dividend yield.