Postal Realty Trust, Inc.(PSTL)Stock Analysis
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Rank #724 of 2,879 stocksTOP 50%
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
PSTL Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Postal Realty Trust, Inc. (PSTL), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores PSTL at 62.7/100 on a 32-signal composite quality model, placing it at rank #724 of 2,879 stocks — the top half of the AI-ranked universe. PSTL scores in the top quartile across earnings quality (93.7), free cash flow (91.6), revenue growth (83.0). Areas of concern include institutional flow (0.8) and revenue scale (17.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 22.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Postal Realty Trust, Inc. reports quarterly revenue of $26.6M, net income of $3.8M, an operating margin of 34.7%. Top institutional holders of PSTL by reported 13-F value include FMR, BlackRock,, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. PSTL trades on the NYSE exchange and files with the SEC under CIK 1759774. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PSTL 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 Postal Realty Trust, Inc. directly from SEC EDGAR. Postal Realty Trust, Inc.'s 13F Pro composite quality score has ranged between 8 and 75 since 2026, currently 62.7 — an improving long-term trajectory across 36 quarterly and live scoring snapshots.
Revenue
Q1 2026
$26.6M
Net Income
Q1 2026
$3.8M
Free Cash Flow
Q1 2026
$10.9M
Operating Margin
Q1 2026
34.7%
ROIC
Q1 2026
1.4%
D/E Ratio
Q1 2026
1.32
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+25.5% YoYNet Income
+114.5% YoYOperating Income
+62.1% YoYEPS (Diluted)
+123.8% YoYTotal Assets
+17.4% YoYTotal Debt
+21.7% YoYOp. Cash Flow
+32.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $95.8M +25.5% | $76.4M +19.9% | $63.7M +59.5% | $39.9M +63.4% | $24.4M +116.5% | $11.3M |
| Net Income | $14.1M +114.5% | $6.6M +77.8% | $3.7M +80.5% | $2.1M +683.8% | $-352.0K +76.5% | $-1.5M |
| Operating Income | $34.3M +62.1% | $21.2M +51.3% | $14.0M +136.5% | $5.9M +191.3% | $2.0M +2865.3% | $68.5K |
| EPS (Diluted) | $0.47 +123.8% | $0.21 +75.0% | $0.12 +20.0% | $0.10 +200.0% | $-0.10 | — |
| Total Assets | $759.1M +17.4% | $646.8M +14.0% | $567.3M +50.2% | $377.7M +45.9% | $258.9M +89.3% | $136.8M |
| Total Debt | $361.1M +21.7% | $296.7M +23.3% | $240.6M +152.4% | $95.3M -23.5% | $124.6M | — |
| Operating Cash Flow | $44.5M +32.8% | $33.5M +17.9% | $28.4M +66.3% | $17.1M +81.9% | $9.4M +228.7% | $2.9M |
AI Insight: PSTL Financial Trends
Revenue has grown steadily from $18M to $27M over eight quarters, but total debt has surged 41% from $274M to $386M, raising leverage concerns.
• Revenue grew consistently from $18M in Q2 2024 to $27M in Q1 2026, an 8-quarter gain of roughly 50%.
• Operating income improved from $4M in Q2 2024 to $10M in Q4 2025, though it dipped to $9M in Q1 2026.
• Total debt rose from $274M in Q2 2024 to $386M in Q1 2026, a 41% increase over eight quarters.
• Operating cash flow stabilized at $11M for five consecutive quarters Q1 2025 through Q1 2026, showing consistency but no growth.
⚠ Debt-to-equity ratio rose from 1.12x in Q2 2024 to 1.32x in Q1 2026 as debt growth outpaces equity accumulation.
⚠ Operating cash flow flat at $11M while debt climbs — interest coverage may compress if rates remain elevated.
⚠ Net income remains volatile ($1M–$5M range) despite steady revenue growth; margin consistency is unproven.
AI Insight: PSTL Ratio Trends
PSTL's profitability has durably re-rated higher since mid-2024, with ROIC nearly doubling from 3.2% in Q2 2024 to a 6.0–6.3% range through Q4 2025.
• ROIC expanded from 3.2% in Q2 2024 to 6.3% in Q4 2025, nearly doubling over six quarters.
• Operating margin has structurally shifted upward, averaging ~37–39% in Q2–Q4 2025 versus ~23–24% in Q2–Q3 2024.
• D/E leverage has risen steadily from 1.11 in Q2 2024 to 1.32 in Q1 2026, the highest level in the dataset.
• Q1 2026 shows seasonal softness: OpMargin fell to 34.7% and ROIC dipped to 5.5% from Q4 2025's 39.2% and 6.3%.
⚠ D/E at 1.32 is the dataset high — monitor whether continued acquisitions push leverage beyond this level.
⚠ Q1 sequential dips in margin and ROIC occurred in both 2025 and 2026 — confirm Q2 2026 recovery holds the pattern.
⚠ NPM of 14.4% in Q1 2026 trails the TTM 15.8% — watch for any non-recurring items compressing net income.
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Available Research
13F Pro tracks comprehensive data for Postal Realty Trust, Inc. including:
Top Institutional Holders of PSTL
FMR LLC
$49.2M2,648,979 shBlackRock, Inc.
$41.7M2,247,876 shVANGUARD CAPITAL MANAGEMENT LLC
$20.0M1,079,800 shMARSHALL WACE, LLP
$19.9M1,073,713 shTWO SIGMA INVESTMENTS, LP
$17.8M959,499 shGEODE CAPITAL MANAGEMENT, LLC
$13.4M724,158 shFEDERATED HERMES, INC.
$11.8M638,180 shSTATE STREET CORP
$10.3M556,522 shGilman Hill Asset Management, LLC
$9.8M526,695 shNorth Star Investment Management Corp.
$9.5M513,342 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $49.2M | 2,648,979 |
| BlackRock, Inc. | $41.7M | 2,247,876 |
| VANGUARD CAPITAL MANAGEMENT LLC | $20.0M | 1,079,800 |
| MARSHALL WACE, LLP | $19.9M | 1,073,713 |
| TWO SIGMA INVESTMENTS, LP | $17.8M | 959,499 |
| GEODE CAPITAL MANAGEMENT, LLC | $13.4M | 724,158 |
| FEDERATED HERMES, INC. | $11.8M | 638,180 |
| STATE STREET CORP | $10.3M | 556,522 |
| Gilman Hill Asset Management, LLC | $9.8M | 526,695 |
| North Star Investment Management Corp. | $9.5M | 513,342 |
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Popular Research
Is PSTL a good stock to buy?
13F Pro's AI-powered analysis of Postal Realty Trust, Inc. (PSTL) 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 PSTL are available on the PSTL 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 PSTL?
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 PSTL. 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 Postal Realty Trust, Inc.'s investment landscape.