<p>EastGroup Properties（纽约证券交易所代码：EGP）刚刚发布了对任何考虑当前股票选择的人来说都很重要的消息。该公司的董事会宣布将季度股息提高 10.7%，每股派息提高至 1.55 美元。这不仅代表了一个强劲的季度；这标志着连续第 183 个季度现金分配，反映出 33 年来股息的一致性和增长。这类举措可以表明管理层对公司现金流和未来增长的信心，这通常会吸引投资者的关注。</p>
<p>尽管在过去的十二个月中经历了轻微的下滑，但东集团的股价在今年仍然小幅上涨。长期来看，东集团实现了稳定的回报，尽管最近的增长势头减缓，过去一个月和三个月的增长仅为个位数。该公司在德克萨斯州和佛罗里达州等高增长市场仍然活跃，收入和净收入年增长率均超过 10%。这表明尽管短期价格波动有所减弱，但其基本运营实力依然强劲。</p>
<p>在经历了多年的稳定派息和低迷的股价表现后，问题依然存在：东集团的股票现在是否低于其内在价值，还是市场已经反映了其下一个增长阶段的预期？</p>
<h2>最受欢迎的叙述：9.8% 被低估</h2>
<p>根据社区叙述，东集团的股票被认为被低估，基于分析师的共识，公允价值估计略高于当前股价。</p>
<blockquote>
<p>持续的电子商务扩张和不断的供应链现代化确保了东集团的填充、最后一公里物流设施的租赁差价和高入住率。这支持了高于平均水平的租金增长，并推动了稳定的净利润率。由于持续的分区和土地稀缺，行业普遍面临新供应的限制，使东集团能够保持定价能力和持续的高利用率。即使在更为谨慎的资本环境中，这也支持了稳定且可能加速的盈利增长，因为宏观不确定性正在消退。</p>
</blockquote>
<p>好奇是什么推动了这种看涨的公允价值？叙述突出了大胆的增长假设和通常仅适用于市场颠覆者的财务模型。想知道哪些未来数字推动了对盈利和利润率的信心？深入了解完整叙述，揭示这一引人注目的估值的定量基础。</p>
<p><strong>结果：公允价值为 187.83 美元（被低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，如果长期的租户不确定性或对南加州等挣扎地区的暴露开始拖累盈利增长和租金表现，仍然存在下行催化剂。</p>
<p>了解东集团叙述的关键风险。</p>
<h2>另一种观点：更深入地看估值倍数</h2>
<p>虽然一些人基于分析师的预测看到上涨，但我们的分析显示，与大多数全球工业房地产股票相比，东集团的股票在使用收益比率时的估值较高。这引发了一个问题：市场乐观是否超出了基本面所支持的范围。</p>
<p>查看数字对这一价格的看法——在我们的估值分析中了解更多。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a6b5444a-14f5-429c-bc97-e1581c8e2eb7/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a6b5444a-14f5-429c-bc97-e1581c8e2eb7/chart/pe-multiple-vs-industry"/></p>
<p>截至 2025 年 8 月的纽约证券交易所：EGP 市盈率</p>
<p>Simply Wall St 每天对全球每只股票进行折现现金流（DCF）分析（例如查看东集团）。我们展示了完整的计算过程。您可以在您的观察列表或投资组合中跟踪结果，并在变化时收到提醒，或者使用我们的股票筛选器发现基于现金流的被低估股票。如果您保存了筛选器，我们甚至会在新公司匹配时提醒您——这样您就不会错过潜在机会。</p>
<h2>自己构建东集团叙述</h2>
<p>如果您有不同的看法或想亲自查看故事背后的数字，您可以在几分钟内组建自己的观点，并以您自己的方式进行。</p>
<p>您对东集团研究的一个很好的起点是我们的分析，强调 4 个关键奖励和 1 个可能影响您投资决策的重要警告信号。</p>
<h2>寻找更多投资机会？</h2>
<p>不要让您的研究止步于此。市场上充满了独特的股票，可能为您的投资组合带来优势。利用 Simply Wall Street 强大的工具，发现其他投资者可能忽视的突出投资。查看这些高潜力主题，以保持领先：</p>
<ul>
<li>通过查看最新的股息股票（收益率超过 3%）来获取稳定的收入，利用可靠的派息潜在提升您的回报。</li>
<li>通过浏览有望受益于下一波技术创新的 AI 驱动股票，抓住增长机会。这些公司可能会以您不想错过的方式塑造未来。</li>
<li>通过结合先进技术与关键护理创新的医疗保健 AI 股票来增强您的投资组合。查看目前最有前景的医疗保健 AI 股票。</li>
</ul>
<p><em>本文由 Simply Wall St 撰写，内容一般。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 这并不构成买入或卖出任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>

<p>EastGroup Properties（纽约证券交易所代码：EGP）宣布其季度股息增加 10.7%，至每股 1.55 美元，这标志着其连续第 183 次现金分配，历时 33 年。尽管今年股价 modest 增长，但公司显示出强劲的运营增长，年收入和净收入均超过 10% 的增长。分析师认为 EGP 被低估，公允价值估计为 187.83 美元，主要受电子商务增长和高入住率的推动。然而，潜在风险包括租户不确定性和地区性困难，这可能会影响收益</p>

<p>EastGroup Properties (NYSE:EGP) just delivered news that will matter to anyone considering their options with the stock at this time. The company’s Board announced a 10.7% increase to its quarterly dividend, raising the payout to $1.55 per share. This represents more than just a strong quarter; it marks the 183rd consecutive quarterly cash distribution, reflecting a streak of dividend consistency and growth over 33 years. Actions like this can signal management’s confidence in the company’s cash flows and future growth, something that typically attracts investors’ attention.</p>
<div class="lb-trans"><p>EastGroup Properties（纽约证券交易所代码：EGP）刚刚发布了对任何考虑当前股票选择的人来说都很重要的消息。该公司的董事会宣布将季度股息提高 10.7%，每股派息提高至 1.55 美元。这不仅代表了一个强劲的季度；这标志着连续第 183 个季度现金分配，反映出 33 年来股息的一致性和增长。这类举措可以表明管理层对公司现金流和未来增长的信心，这通常会吸引投资者的关注。</p>
</div><p>This dividend increase comes as EastGroup’s share price has posted modest gains this year, despite experiencing a slight decline over the past twelve months. Over the long term, EastGroup has achieved steady returns, although recent momentum has slowed with only single-digit growth in the past month and the past three months. The company remains active in high-growth markets such as Texas and Florida, and both revenue and net income have grown by just over 10% annually. This suggests underlying operational strength even as short-term price movements have softened.</p>
<div class="lb-trans"><p>尽管在过去的十二个月中经历了轻微的下滑，但东集团的股价在今年仍然小幅上涨。长期来看，东集团实现了稳定的回报，尽管最近的增长势头减缓，过去一个月和三个月的增长仅为个位数。该公司在德克萨斯州和佛罗里达州等高增长市场仍然活跃，收入和净收入年增长率均超过 10%。这表明尽管短期价格波动有所减弱，但其基本运营实力依然强劲。</p>
</div><p>After years of consistent payouts and a subdued share price performance, the question remains: is EastGroup Properties now trading below its intrinsic value, or is the market already reflecting expectations for its next stage of growth?</p>
<div class="lb-trans"><p>在经历了多年的稳定派息和低迷的股价表现后，问题依然存在：东集团的股票现在是否低于其内在价值，还是市场已经反映了其下一个增长阶段的预期？</p>
</div><h2>Most Popular Narrative: 9.8% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：9.8% 被低估</h2>
</div><p>According to community narrative, EastGroup Properties is considered undervalued based on analyst consensus, with a fair value estimate moderately above the current share price.</p>
<div class="lb-trans"><p>根据社区叙述，东集团的股票被认为被低估，基于分析师的共识，公允价值估计略高于当前股价。</p>
</div><blockquote>
<p>Persistent e-commerce expansion and ongoing supply chain modernization are ensuring elevated leasing spreads and high occupancy in EastGroup's infill, last-mile logistics facilities. This supports above-average rental rate growth and drives resilient net margins. Industry-wide constraints on new supply, stemming from ongoing zoning and land scarcity, are enabling EastGroup to maintain its pricing power and consistently high utilization. Even in a more cautious capital environment, this supports stable and potentially accelerating earnings growth as macro uncertainty dissipates.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>持续的电子商务扩张和不断的供应链现代化确保了东集团的填充、最后一公里物流设施的租赁差价和高入住率。这支持了高于平均水平的租金增长，并推动了稳定的净利润率。由于持续的分区和土地稀缺，行业普遍面临新供应的限制，使东集团能够保持定价能力和持续的高利用率。即使在更为谨慎的资本环境中，这也支持了稳定且可能加速的盈利增长，因为宏观不确定性正在消退。</p>
</blockquote>
</div><p>Curious what’s propelling this bullish fair value? The narrative spotlights bold growth assumptions and a financial model typically reserved for market disruptors. Wondering which future numbers are driving such confidence in earnings and margins? Dive into the full narrative to uncover the quantitative backbone of this eye-catching valuation.</p>
<div class="lb-trans"><p>好奇是什么推动了这种看涨的公允价值？叙述突出了大胆的增长假设和通常仅适用于市场颠覆者的财务模型。想知道哪些未来数字推动了对盈利和利润率的信心？深入了解完整叙述，揭示这一引人注目的估值的定量基础。</p>
</div><p><strong>Result: Fair Value of $187.83 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 187.83 美元（被低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, downside catalysts remain if prolonged tenant uncertainty or exposure to struggling regions such as Southern California begin to drag on earnings growth and rent performance.</p>
<div class="lb-trans"><p>然而，如果长期的租户不确定性或对南加州等挣扎地区的暴露开始拖累盈利增长和租金表现，仍然存在下行催化剂。</p>
</div><p>Find out about the key risks to this EastGroup Properties narrative.</p>
<div class="lb-trans"><p>了解东集团叙述的关键风险。</p>
</div><h2>Another View: A Closer Look at Valuation Multiples</h2>
<div class="lb-trans"><h2>另一种观点：更深入地看估值倍数</h2>
</div><p>While some see upside based on analyst forecasts, our analysis reveals shares are trading at a higher valuation compared to most global industrial real estate stocks when using earnings ratios. This raises the question of whether market optimism extends beyond what fundamentals support.</p>
<div class="lb-trans"><p>虽然一些人基于分析师的预测看到上涨，但我们的分析显示，与大多数全球工业房地产股票相比，东集团的股票在使用收益比率时的估值较高。这引发了一个问题：市场乐观是否超出了基本面所支持的范围。</p>
</div><p>See what the numbers say about this price — find out in our valuation breakdown.</p>
<div class="lb-trans"><p>查看数字对这一价格的看法——在我们的估值分析中了解更多。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/a6b5444a-14f5-429c-bc97-e1581c8e2eb7/chart/pe-multiple-vs-industry" alt="" original-src="https://images.simplywall.st/company/a6b5444a-14f5-429c-bc97-e1581c8e2eb7/chart/pe-multiple-vs-industry"/></p>
<p>NYSE:EGP PE Ratio as at Aug 2025</p>
<div class="lb-trans"><p>截至 2025 年 8 月的纽约证券交易所：EGP 市盈率</p>
</div><p>Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out EastGroup Properties for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.</p>
<div class="lb-trans"><p>Simply Wall St 每天对全球每只股票进行折现现金流（DCF）分析（例如查看东集团）。我们展示了完整的计算过程。您可以在您的观察列表或投资组合中跟踪结果，并在变化时收到提醒，或者使用我们的股票筛选器发现基于现金流的被低估股票。如果您保存了筛选器，我们甚至会在新公司匹配时提醒您——这样您就不会错过潜在机会。</p>
</div><h2>Build Your Own EastGroup Properties Narrative</h2>
<div class="lb-trans"><h2>自己构建东集团叙述</h2>
</div><p>If you see things differently or want a hands-on look at the numbers behind the story, you can put together your own view in just a few minutes, and do it your way.</p>
<div class="lb-trans"><p>如果您有不同的看法或想亲自查看故事背后的数字，您可以在几分钟内组建自己的观点，并以您自己的方式进行。</p>
</div><p>A great starting point for your EastGroup Properties research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.</p>
<div class="lb-trans"><p>您对东集团研究的一个很好的起点是我们的分析，强调 4 个关键奖励和 1 个可能影响您投资决策的重要警告信号。</p>
</div><h2>Looking for more investing opportunities?</h2>
<div class="lb-trans"><h2>寻找更多投资机会？</h2>
</div><p>Do not let your research stop here. The market is filled with unique stocks that could give your portfolio an edge. Use Simply Wall Street’s powerful tools to uncover standout investments other investors might overlook. Check out these high-potential themes to stay ahead of the curve:</p>
<div class="lb-trans"><p>不要让您的研究止步于此。市场上充满了独特的股票，可能为您的投资组合带来优势。利用 Simply Wall Street 强大的工具，发现其他投资者可能忽视的突出投资。查看这些高潜力主题，以保持领先：</p>
</div><ul>
<li>Capture consistent income by checking out the latest dividend stocks with yields over 3% using dividend stocks with yields &gt; 3% and potentially boost your returns with reliable payouts.</li>
<li>Tap into growth by browsing AI-driven stocks poised to benefit from the next wave of technology innovation through AI penny stocks. These companies could shape the future in ways you do not want to miss.</li>
<li>Strengthen your portfolio with healthcare AI stocks that combine advanced technology with critical care innovation. See the most promising picks right now with healthcare AI stocks.</li>
</ul>
<div class="lb-trans"><ul>
<li>通过查看最新的股息股票（收益率超过 3%）来获取稳定的收入，利用可靠的派息潜在提升您的回报。</li>
<li>通过浏览有望受益于下一波技术创新的 AI 驱动股票，抓住增长机会。这些公司可能会以您不想错过的方式塑造未来。</li>
<li>通过结合先进技术与关键护理创新的医疗保健 AI 股票来增强您的投资组合。查看目前最有前景的医疗保健 AI 股票。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>本文由 Simply Wall St 撰写，内容一般。<strong>我们提供基于历史数据和分析师预测的评论，采用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 这并不构成买入或卖出任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div>

EastGroup Properties (EGP)：在股息增长 10.7% 以及连续 33 年稳定派息后评估其价值