COLD · NYSE · REIT - Industrial

Americold Realty Trust (COLD)

Provides refrigerated warehousing, transport and facility management for the food cold chain.

$14.22
vs last close−0.33 (−2.27%)
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Americold Realty Trust, Inc.COLD
Real Estate

Refrigerated warehouse services supply most of its income, complemented by temperature-controlled transportation and customer-owned facility management. An integrated food-cold-chain network spans North America, Europe, Asia-Pacific and South America.

Refrigerated warehouses generate rent, storage, handling and related service revenue for food and other perishable products. Temperature-controlled transportation is brokered and managed alongside warehouse services, while Third-Party Managed runs facilities owned by customers. The business competes with local providers and customers’ owned or leased facilities.

An integrated network across North America, Europe, Asia-Pacific and South America links refrigerated real estate with handling and logistics services. The network reflects predecessor consolidation, later acquisitions and partnerships, and connections to logistics corridors and international access points.

Service quality, pricing, facility proximity and transportation capability shape customer value. Food-customer demand, a large operating workforce, reliable facilities, cybersecurity and lease renewals remain material operating dependencies.

Company facts

CEORobert (Rob) Chambers
ListedJan 19, 2018
ExchangeNYSE
HeadquartersAtlanta, GA
CountryUnited States
Employees12,690
CIK0001455863
ISINUS03064D1081

Market cap$4.15B
EPS (ttm)−$1.59
P/E (ttm)−9.17
ROE-16.4%
P/B1.72
P/S1.59
Dividend yieldDiv yield6.32%
Beta0.70vs XLRE 1.02

Price target$16.00+10.0%Average of 20 analysts
ConsensusBuy9 of 20 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 18, 2026D.A. DavidsonTarget
Target:
Target: $16
Aug 18, 2026Bank of America SecuritiesUpgrade
Rating: Buy
Rating: Neutral
Aug 18, 2026B of A SecuritiesUpgrade
Rating: Underperform
Rating: Neutral
Aug 10, 2026RBC CapitalTarget
Target: $16
Target: $18
Aug 7, 2026Evercore ISIReiterate
Rating: Target: $18
Rating: OutperformTarget: $19

Next report
Nov 5, 26
in 43 days
EPS estimate
−$0.01
Revenue estimate
$627.8M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported−$0.13−$0.06$0.01−$0.04−$0.31−$0.05−$1.19Pending
Estimate$0.10$0.34$0.34$0.35$0.08$0.27$0.00−$0.01
Surprise−230.0%−117.6%−97.1%−111.4%−488.2%−118.5%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$666.4M$629.0M$650.7M$663.7M$658.5M$629.9M$662.9MPending
Estimate$686.1M$674.0M$681.7M$654.5M$654.5M$613.8M$613.5M$627.8M
Surprise−2.9%−6.7%−4.5%+1.4%+0.6%+2.6%+8.0%
Estimate−$0.01
ReportedDue Nov 5, 2026
Estimate$627.8M
ReportedDue Nov 5, 2026
View details

Debt to equity191.30%
Current ratio40.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$674.2M$666.4M$629.0M$650.7M$663.7M$658.5M$629.9M$662.9M
Net income−$3.7M−$36.2M−$16.4M$1.5M−$11.4M−$88.3M−$13.6M−$342.8M
Net margin0.0%0.0%0.0%0.2%0.0%0.0%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$30.2M−$11.4M$22.2M$37.6M$16.8M$22.1M$32.5M$46.5M
YoY growth−8.5%Loss narrowed−46.9%−40.7%−44.5%Turned profit+46.4%+23.8%

Balance sheet, Jun 30, 2026Cash & short-term investments $40.5M · Total debt $4.62B · Total assets $7.81B · Shareholders' equity $2.41B

Revenue
$662.9M
Operating income
$46.5M
Net income
−$342.8M
View details

Dividend yield
6.32%
Next ex-date
Sep 30, 26
in 7 days
Annual dividend
$0.92
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.22$0.23$0.23$0.23$0.23$0.23$0.23$0.23
Annual yield4.11%4.07%5.41%7.43%7.15%8.03%5.85%6.47%
Ex-dateDec 31Mar 28Jun 30Sep 30Dec 31Mar 31Jun 30Sep 30
Payment dateJan 15Apr 15Jul 15Oct 15Jan 15Apr 15Jul 15Oct 15
View details

Institutions111.43%317.92M shares
422 holders · as of Jun 30, 2026
Insiders0.09%262.1K shares
7 holders · as of Jul 6, 2026
Strategic holders6.78%19.35M shares
2 holders · as of May 20, 2026
Adds to118.30%

285.31M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 118.30%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Vanguard Portfolio Management LLCInstitution
8.44%24.09Mas of Jun 30, 2026
BlackRock, Inc.Institution
7.82%22.32Mas of Jun 30, 2026
BlackRock, Inc.Strategic
6.77%19.32Mfiled Feb 3, 2022
FMR LLCInstitution
6.30%17.97Mas of Jun 30, 2026
Fuller & Thaler Asset Management, Inc.Institution
5.94%16.94Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jul 2, 2026Robert E. Harrisofficer: SVP & Chief Accounting Oficer−442$16.27
Mar 16, 2026Robert E. Harrisofficer: Chief Accounting Officer−665$11.40
Mar 8, 2026Robert E. Harrisofficer: Chief Accounting Officer−887$11.97
View details

  • Lineage

    Refrigerated warehousing and food supply-chain services

Compare

CompanyPriceChange
Americold Realty Trust$14.22−2.27%$4.15B1.6+1.9%
Lineage$36.52−2.35%$8.52B1.6+0.8%
Median1.6+0.8%