ALEX

Alexander & Baldwin, Inc.

NYSE · Real Estate Investment Trusts · Inc. HI · CIK 0001545654
High Impact Filing (7/10)4 Institutional Exits
Vol
Inst. Holders7 funds
Inst. Value$287.4M
Inst. Activity1 buys / 4 sells
SEC Reports3
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. HI·CIK 0001545654

Recent Activity

Apr 22, 2026 earnings_calendar
ALEX Q1 2026 Earnings Scheduled — 2026-04-22
Mar 23, 2026 SEC
Alexander & Baldwin, Inc. has filed Form 15-12G to terminate its SEC registration and suspend reporting obligations, fol
15-12G — Impact 7/10
Mar 23, 2026 Event
Parker v. Alexander
Court ruling from Court of Appeals for the Second Circuit. Docket: 25-487
Mar 12, 2026 Insider
YEAMAN ERIC K sold 9,513 shares
Director @ $0.00 ($0.00)
Mar 12, 2026 Insider
PASQUALE DOUGLAS M sold 6,540 shares
Director @ $0.00 ($0.00)
Mar 12, 2026 Insider
Parker Lance K sold 20,542 shares
Pres./Chief Executive Officer @ $0.00 ($0.00)
Mar 2, 2026 SEC
Alexander & Baldwin, Inc. (ALEX) filed a definitive proxy statement supplement related to its proposed merger with Tropi
DEFA14A — Impact 6/10
Feb 25, 2026 SEC
Alexander & Baldwin, Inc. (ALEX) has voluntarily supplemented its definitive proxy statement for the proposed merger wit
8-K — Impact 5/10

Price Targets

Historical data — last covering-analyst action Dec 2025. No current recommendation available.
$21.00 (Dec 2025)
Current $20.84 Low $21.00 Median $21.00 High $21.00 1 analysts
$21.00 $21.00

Analyst Ratings

Historical distribution0% buy · 8 analysts · last covering-analyst action Dec 2025
0Strong Buy
0Buy
5Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Dec 11, 2025 Janney Montgomery Scott DOWNGRADE Buy → Neutral
Dec 9, 2025 Piper Sandler DOWNGRADE Overweight → Neutral
Sep 2, 2025 JMP Securities REITERATE Market Perform → Market Perform
Feb 28, 2025 Piper Sandler MAINTAIN Overweight → Overweight
Jan 6, 2025 JMP Securities MAINTAIN Market Perform → Market Perform

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$227.2M
CHARLES SCHWAB INVESTMENT MANAGEMENT$29.5MTRIM
MORGAN STANLEY$19.2MADD
RENAISSANCE TECHNOLOGIES LLC$5.0MTRIM
BANK OF AMERICA CORP$3.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
Mar 12, 2026YEAMAN ERICD$0.00
Mar 12, 2026PASQUALE DOUGLASD$0.00
Mar 12, 2026Parker LanceD$0.00
Mar 12, 2026KIMURA SHELEED$0.00
Mar 12, 2026Morita ScottD$0.00
7 institutional holders with $287.4M total value (13,923,044 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net selling activity: 4 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC11,007,929$227.2M79.1%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,430,843$29.5M10.3%TRIM -32.9%
3MORGAN STANLEY932,157$19.2M6.7%ADD +32.3%
4RENAISSANCE TECHNOLOGIES LLC240,731$5.0M1.7%TRIM -43.5%
5BANK OF AMERICA CORP /DE/169,434$3.5M1.2%TRIM -25.6%
6WELLS FARGO & COMPANY/MN135,704$2.8M1.0%ADD +76.3%
7FMR LLC6,246$128.9K0.0%TRIM -43.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM2,131,5871,430,843-32.9%$29.5M2025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM426,131240,731-43.5%$5.0M2025-Q4
WELLS FARGO & COMPANY/MNADD76,986135,704+76.3%$2.8M2025-Q4
FMR LLCTRIM11,1256,246-43.9%$128.9K2025-Q4
TWO SIGMA INVESTMENTS, LPEXIT103,8240-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCADD232,831426,131+83.0%$7.8M2025-Q3
BANK OF AMERICA CORP /DE/TRIM302,245224,839-25.6%$4.1M2025-Q3
UBS Group AGADD59,76992,514+54.8%$1.7M2025-Q3
NORGES BANKEXIT356,6600-100.0%$0.002025-Q3
NORGES BANKNEW356,660$6.4M2025-Q2
WELLS FARGO & COMPANY/MNADD46,40165,756+41.7%$1.2M2025-Q2
UBS Group AGTRIM84,11659,769-28.9%$1.1M2025-Q2
CITADEL ADVISORS LLCTRIM491,144295,265-39.9%$5.1M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM341,231252,231-26.1%$4.3M2025-Q1
TWO SIGMA INVESTMENTS, LPADD61,761105,197+70.3%$1.8M2025-Q1
UBS Group AGADD60,56484,116+38.9%$1.4M2025-Q1
NORGES BANKEXIT295,1530-100.0%$0.002025-Q1
CITADEL ADVISORS LLCADD344,378491,144+42.6%$8.7M2024-Q4
WELLS FARGO & COMPANY/MNADD35,84145,550+27.1%$808.1K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,970,393$37.8M2024-Q3
MORGAN STANLEYADD824,3731,090,576+32.3%$20.9M2024-Q3
10 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 12, 2026YEAMAN ERIC KDirectorD9,513$0.00$0.00
Mar 12, 2026PASQUALE DOUGLAS MDirectorD6,540$0.00$0.00
Mar 12, 2026Parker Lance KPres./Chief Executive OfficerD20,542$0.00$0.00
Mar 12, 2026KIMURA SHELEE M.T.DirectorD6,540$0.00$0.00
Mar 12, 2026Morita Scott GSr. Vice Pres. & Corp CounselD2,965$0.00$0.00
Mar 12, 2026Tommasino Anthony JPrincipal accounting officerD2,570$0.00$0.00
Mar 12, 2026Leong John TDirectorD6,540$0.00$0.00
Mar 12, 2026Kanehira Derek TSenior Vice PresidentD4,349$0.00$0.00
Mar 12, 2026Chun Clayton K YChief Financial OfficerG9,505$0.00$0.00
Mar 12, 2026Chun Clayton K YChief Financial OfficerD16,941$0.00$0.00
Mar 12, 2026LAING DIANADirectorD6,540$0.00$0.00
Feb 1, 2026Morita Scott GSr. Vice Pres. & Corp CounselA1,639$0.00$0.00
Feb 1, 2026Morita Scott GSr. Vice Pres. & Corp CounselF2,501$20.74$51.9K
Feb 1, 2026Kanehira Derek TSenior Vice PresidentA2,404$0.00$0.00
Feb 1, 2026Kanehira Derek TSenior Vice PresidentF2,483$20.74$51.5K
Feb 1, 2026Parker Lance KPres./Chief Executive OfficerA3,017$0.00$0.00
Feb 1, 2026Parker Lance KPres./Chief Executive OfficerF1,678$20.74$34.8K
Feb 1, 2026Chun Clayton K YChief Financial OfficerF908$20.74$18.8K
Feb 1, 2026Chun Clayton K YChief Financial OfficerA2,414$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Dec 2025): 0% buy across 8 analysts — 0 strong buy, 0 buy, 5 hold, 1 sell, 2 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Dec 2025. No current recommendation available.
$21.00 mean target (Dec 2025)
$21.00 Low $21.00 High
MetricValue
Current Price$20.84
Target Low$21.00
Target Mean$21.00
Target Median$21.00
Target High$21.00
# Analysts1
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Next FY
2027-12-31
$0.00 $0.00 $0.00 $0.2B 3.8%
Current FY
2026-12-31
$0.00 $0.00 $0.00 $0.2B -2.0%
Next Q
2026-06-30
$0.00 $0.00 $0.00 $0.1B -2.5%
Current Q
2026-03-31
$0.00 $0.00 $0.00 $0.0B -7.1%
8 analyst firms have rated this stock: 5 upgrades, 5 downgrades, 6 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Dec 11, 2025 Janney Montgomery Scott DOWNGRADE Buy Neutral
Dec 9, 2025 Piper Sandler DOWNGRADE Overweight Neutral
Sep 2, 2025 JMP Securities REITERATE Market Perform Market Perform
Feb 28, 2025 Piper Sandler MAINTAIN Overweight Overweight
Jan 6, 2025 JMP Securities MAINTAIN Market Perform Market Perform
Oct 25, 2024 Piper Sandler REITERATE Overweight Overweight
Aug 8, 2024 Alliance Global Partners INITIATE Buy
Jul 26, 2024 Piper Sandler UPGRADE Neutral Overweight
Mar 14, 2024 Piper Sandler MAINTAIN Neutral Neutral
Dec 12, 2023 Janney Montgomery Scott INITIATE Buy
Nov 29, 2023 JMP Securities INITIATE Market Outperform
Nov 14, 2022 Piper Sandler DOWNGRADE Overweight Neutral
Oct 7, 2022 Piper Sandler MAINTAIN Overweight
Jul 30, 2021 Piper Sandler UPGRADE Neutral Overweight
Feb 27, 2020 Piper Sandler MAINTAIN Neutral
Feb 20, 2018 JMP Securities UPGRADE Market Perform Market Outperform
Aug 26, 2016 JMP Securities DOWNGRADE Market Outperform Market Perform
Sep 8, 2015 Evercore ISI Group MAINTAIN Buy
Aug 22, 2014 Compass Point MAINTAIN Buy
Jul 9, 2014 Compass Point INITIATE Buy
Jun 10, 2014 Wells Fargo UPGRADE Underperform Market Perform
Sep 11, 2013 Evercore ISI Group UPGRADE Equal-Weight Overweight
Jun 7, 2013 Oppenheimer MAINTAIN Outperform
May 9, 2013 JMP Securities INITIATE Market Outperform
Mar 8, 2013 Evercore ISI Group DOWNGRADE Overweight Equal-Weight
Feb 20, 2013 Oppenheimer MAINTAIN Outperform
Apr 23, 2012 Oppenheimer MAINTAIN Outperform
Mar 22, 2012 Oppenheimer INITIATE Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Mar 1, 2026005120%
Feb 1, 2026006120%
Jan 1, 2026006120%
Dec 1, 20253520080%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 22, 2026
earnings_calendar
ALEX Q1 2026 Earnings Scheduled — 2026-04-22
Mar 23, 2026
Enforcement
Parker v. Alexander
Court ruling from Court of Appeals for the Second Circuit. Docket: 25-487
Mar 4, 2026
earnings_calendar
ALEX Q4 2025 Earnings After Market Close — 2026-03-04
Mar 4, 2026
Enforcement
People v. Alexander
Court ruling from Appellate Division of the Supreme Court of the State of New York. Docket: Ind. No. 70300/22