JBG SMITH Properties(JBGS)Stock Analysis
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Rank #2,437 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
JBGS Stock Analysis & AI Quality Score
AI stock analysis and institutional research for JBG SMITH Properties (JBGS), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores JBGS at 28.6/100 on a 32-signal composite quality model, placing it at rank #2,437 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (13.5) and profitability (16.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), JBG SMITH Properties reports quarterly revenue of $127.6M, net income of $-18.7M, an operating margin of -18.1%. Top institutional holders of JBGS by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, Long Pond Capital,, based on the most recent SEC filings. JBGS trades on the NYSE exchange and files with the SEC under CIK 1689796. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate JBGS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for JBG SMITH Properties directly from SEC EDGAR. JBG SMITH Properties's 13F Pro composite quality score has ranged between 29 and 55 since 2021, currently 28.6 — a declining long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q1 2026
$127.6M
Net Income
Q1 2026
$-18.7M
Free Cash Flow
Q1 2026
$3.4M
Operating Margin
Q1 2026
-18.1%
ROIC
Q1 2026
-2.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-8.9% YoYNet Income
+3.1% YoYEPS (Diluted)
-26.7% YoYTotal Assets
-12.6% YoYOp. Cash Flow
-43.4% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $498.6M -8.9% | $547.3M -9.4% | $604.2M -0.3% | $605.8M -4.5% | $634.4M +5.2% | $602.7M |
| Net Income | $-139.1M +3.1% | $-143.5M -79.5% | $-80.0M -193.7% | $85.4M +207.7% | $-79.3M -27.2% | $-62.3M |
| EPS (Diluted) | $-2.09 -26.7% | $-1.65 -111.5% | $-0.78 -211.4% | $0.70 +211.1% | $-0.63 -28.6% | $-0.49 |
| Total Assets | $4.39B -12.6% | $5.02B -9.0% | $5.52B -6.5% | $5.90B -7.6% | $6.39B +5.0% | $6.08B |
| Operating Cash Flow | $73.3M -43.4% | $129.4M -29.4% | $183.4M +3.0% | $178.0M -18.2% | $217.6M +28.8% | $169.0M |
AI Insight: JBGS Financial Trends
JBG SMITH's operating cash flow collapsed 88% from Q2 2024 to Q1 2026 amid persistent quarterly losses.
• Revenue declined from $135M in Q2 2024 to $128M in Q1 2026, showing overall weakness despite quarterly volatility.
• Operating cash flow deteriorated sharply from $24M in Q2 2024 to just $3M in Q1 2026.
• Net losses persisted across all eight quarters, ranging from $19M to $60M per quarter.
⚠ Operating cash flow volatility with sharp drops to $9M in Q3 2025 and $3M in Q1 2026.
⚠ Missing debt and equity data for recent quarters limits leverage and balance sheet assessment.
AI Insight: JBGS Ratio Trends
JBGS shows persistent negative profitability with operating margins ranging from -18.1% to -53.5% across all periods.
• Operating margin improved from -47.5% in Q4 2025 to -18.1% in Q1 2026, showing quarterly recovery.
• Net profit margin similarly recovered from -35.7% in Q4 2025 to -14.6% in Q1 2026.
• ROA improved from -4.2% in Q4 2025 to -1.7% in Q1 2026, indicating better asset utilization.
⚠ All profitability metrics remain deeply negative despite recent quarterly improvement trends.
⚠ Q4 periods consistently show the worst performance with -53.5% and -47.5% operating margins in consecutive years.
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Available Research
13F Pro tracks comprehensive data for JBG SMITH Properties including:
Top Institutional Holders of JBGS
BlackRock, Inc.
$161.5M11,054,798 shVANGUARD PORTFOLIO MANAGEMENT LLC
$86.0M5,885,246 shLong Pond Capital, LP
$64.5M4,414,269 shMORGAN STANLEY
$58.6M4,012,364 shSTATE STREET CORP
$53.2M3,639,072 shCITIGROUP INC
$42.1M2,884,839 shVANGUARD CAPITAL MANAGEMENT LLC
$35.4M2,422,319 shGEODE CAPITAL MANAGEMENT, LLC
$24.6M1,685,731 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$24.3M1,664,666 shPRIVATE MANAGEMENT GROUP INC
$24.0M1,643,935 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $161.5M | 11,054,798 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $86.0M | 5,885,246 |
| Long Pond Capital, LP | $64.5M | 4,414,269 |
| MORGAN STANLEY | $58.6M | 4,012,364 |
| STATE STREET CORP | $53.2M | 3,639,072 |
| CITIGROUP INC | $42.1M | 2,884,839 |
| VANGUARD CAPITAL MANAGEMENT LLC | $35.4M | 2,422,319 |
| GEODE CAPITAL MANAGEMENT, LLC | $24.6M | 1,685,731 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24.3M | 1,664,666 |
| PRIVATE MANAGEMENT GROUP INC | $24.0M | 1,643,935 |
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Popular Research
Is JBGS a good stock to buy?
13F Pro's AI-powered analysis of JBG SMITH Properties (JBGS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for JBGS are available on the JBGS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own JBGS?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling JBGS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of JBG SMITH Properties's investment landscape.