Federal Realty Investment Trust
Federal Realty Investment Trust returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
Reported borrowing balances are unavailable in the extracted statements for this period.
ROCE
% · Annual / TTM
The reported inputs required for this metric are unavailable in the extracted statements for this period.
ROIIC
% · Annual / TTM
Reported borrowing balances are unavailable in the extracted statements for this period.
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Reported borrowing balances are unavailable in the extracted statements for this period.
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | — | — | 13.19% | 4.93% | — |
| FY 2026 Q1 | Mar 31, 2026 | — | — | — | 15.57% | 5.72% | — |
| FY 2025 Q4 | Dec 31, 2025 | — | — | — | 12.81% | 4.66% | — |
| FY 2025 Q3 | Sep 30, 2025 | — | — | — | 10.97% | 4% | — |
| FY 2025 Q2 | Jun 30, 2025 | — | — | — | 11.09% | 4.06% | — |
| FY 2025 Q1 | Mar 31, 2025 | — | — | — | 9.89% | 3.58% | — |
| FY 2024 Q4 | Dec 31, 2024 | — | — | — | 9.62% | 3.48% | — |
| FY 2024 Q3 | Sep 30, 2024 | — | — | — | 9.8% | 3.5% | — |
| FY 2024 Q2 | Jun 30, 2024 | — | — | — | 9.83% | 3.47% | — |
| FY 2024 Q1 | Mar 31, 2024 | — | — | — | 8.16% | 2.88% | — |
| FY 2023 Q4 | Dec 31, 2023 | — | — | — | 8.01% | 2.84% | — |
| FY 2023 Q3 | Sep 30, 2023 | — | — | — | 9.98% | 3.5% | — |
| FY 2023 Q2 | Jun 30, 2023 | — | — | — | 13.61% | 4.82% | — |
| FY 2023 Q1 | Mar 31, 2023 | — | — | — | 13.99% | 4.88% | — |
| FY 2022 Q4 | Dec 31, 2022 | — | — | — | 13.93% | 4.86% | — |
| FY 2022 Q3 | Sep 30, 2022 | — | — | — | 14.35% | 4.85% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | — | — | 10.62% | 3.62% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | — | — | 10.29% | 3.46% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | — | — | 10.37% | 3.43% | — |
| FY 2021 Q3 | Sep 30, 2021 | — | — | — | 10.08% | 3.14% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | — | — | 6.53% | 2.08% | — |
| FY 2021 Q1 | Mar 31, 2021 | — | — | — | 4.98% | 1.62% | — |
| FY 2020 Q4 | Dec 31, 2020 | — | — | — | 5.27% | 1.83% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | — | — | 7.68% | 2.57% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | — | — | 11.49% | 3.92% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | — | — | 14.25% | 4.94% | — |
| FY 2019 Q4 | Dec 31, 2019 | — | — | — | 14.5% | 5.41% | — |
| FY 2019 Q3 | Sep 30, 2019 | — | — | — | 10.92% | 4.05% | — |
| FY 2019 Q2 | Jun 30, 2019 | — | — | — | 11.05% | 4.07% | — |
| FY 2019 Q1 | Mar 31, 2019 | — | — | — | 10.38% | 3.81% | — |
| FY 2018 Q4 | Dec 31, 2018 | — | — | — | 10.49% | 3.85% | — |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | 10.53% | 3.81% | — |
| FY 2018 Q2 | Jun 30, 2018 | — | — | — | 13.26% | 4.66% | — |
| FY 2018 Q1 | Mar 31, 2018 | — | — | — | 13.94% | 4.94% | — |
| FY 2017 Q4 | Dec 31, 2017 | — | — | — | 13.66% | 4.96% | — |
| FY 2017 Q3 | Sep 30, 2017 | — | — | — | 14.22% | 5.12% | — |
| FY 2017 Q2 | Jun 30, 2017 | — | — | — | 12.74% | 4.54% | — |
| FY 2017 Q1 | Mar 31, 2017 | — | — | — | 11.95% | 4.25% | — |
| FY 2016 Q4 | Dec 31, 2016 | — | — | — | 13.73% | 4.84% | — |
| FY 2016 Q3 | Sep 30, 2016 | — | — | — | 14.28% | 5.1% | — |
| FY 2016 Q2 | Jun 30, 2016 | — | — | — | 14.23% | 5.11% | — |
| FY 2016 Q1 | Mar 31, 2016 | — | — | — | 13.98% | 4.87% | — |
| FY 2015 Q4 | Dec 31, 2015 | — | — | — | 12.86% | 4.45% | — |
| FY 2015 Q3 | Sep 30, 2015 | — | — | — | 10.96% | 3.83% | — |
| FY 2015 Q2 | Jun 30, 2015 | — | — | — | 10.87% | 3.75% | — |
| FY 2015 Q1 | Mar 31, 2015 | — | — | — | 11.18% | 3.74% | — |
| FY 2014 Q4 | Dec 31, 2014 | — | — | — | 10.78% | 3.75% | — |
| FY 2014 Q3 | Sep 30, 2014 | — | — | — | 10.59% | 3.65% | — |
| FY 2014 Q2 | Jun 30, 2014 | — | — | — | 11.96% | 4.06% | — |
| FY 2014 Q1 | Mar 31, 2014 | — | — | — | 11.94% | 4.01% | — |
| FY 2013 Q4 | Dec 31, 2013 | — | — | — | 11.9% | 4.01% | — |
| FY 2013 Q3 | Sep 30, 2013 | — | — | — | 12.75% | 4.32% | — |
| FY 2013 Q2 | Jun 30, 2013 | — | — | — | 11.41% | 3.82% | — |
| FY 2013 Q1 | Mar 31, 2013 | — | — | — | 11.25% | 3.79% | — |
| FY 2012 Q4 | Dec 31, 2012 | — | — | — | 12.14% | 4.02% | — |
| FY 2012 Q3 | Sep 30, 2012 | — | — | — | 11.25% | 4.11% | — |
| FY 2012 Q2 | Jun 30, 2012 | — | — | — | 12.41% | 4.45% | — |
| FY 2012 Q1 | Mar 31, 2012 | — | — | — | 12.8% | 4.52% | — |
| FY 2011 Q4 | Dec 31, 2011 | — | — | — | 12.17% | 4.22% | — |
| FY 2011 Q3 | Sep 30, 2011 | — | — | — | 11.91% | 4.57% | — |
| FY 2011 Q2 | Jun 30, 2011 | — | — | — | 10.72% | 4.06% | — |
| FY 2011 Q1 | Mar 31, 2011 | — | — | — | — | — | — |
| FY 2010 Q4 | Dec 31, 2010 | — | — | — | — | — | — |
| FY 2010 Q3 | Sep 30, 2010 | — | — | — | — | — | — |
| FY 2010 Q2 | Jun 30, 2010 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 19, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · FRT, USD. Latest completed close Oct 27, 2026. Price data retrieved Oct 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.